Skip to content
Assaylist
Sage CRM logo

Sage CRM

Verified listing

Customer relationship management built to sit alongside Sage accounting and ERP

4.1Based on 204 reviews
Visit website

Ratings by dimension

  • Ease of use4.0
  • Value3.9
  • Support4.0
  • Features4.0

Rating distribution

  • 5 stars88
  • 4 stars68
  • 3 stars27
  • 2 stars16
  • 1 star5

Filter reviews

Verified reviews for Sage CRM

204 reviews matching your filters

Andrew Nasir

Office manager · 11-50 employees · Recruitment

United Kingdom
4.0

13 Sep 2025

Chosen for the Sage 200 link

Case management means service and sales share one customer view. Only real gripe is that marketing automation is basic, we run a separate tool.

Pros

Case management means service and sales share one customer view.

Cons

Marketing automation is basic, we run a separate tool.

Ease of use
4.0
Value for money
4.0
Customer service
4.0
Functionality
4.0
Used for 2+ years21 found this helpful

Olivia Stroud

Sole trader · 1-10 employees · Accounting

United Kingdom
3.0

12 Sep 2025

Dated, but it connects

Mixed. Quotes flow into the finance system without rekeying, but little reason to pick it if you are not already on Sage finance.

Pros

Quotes flow into the finance system without rekeying.

Cons

Little reason to pick it if you are not already on Sage finance.

Ease of use
4.0
Value for money
2.0
Customer service
3.0
Functionality
3.0
Used for 6-12 months27 found this helpful

Claire Fairbanks

Owner · 11-50 employees · Professional services

United Kingdom
4.0

6 Sep 2025

Sales finally see credit position

Quotes flow into the finance system without rekeying. Only real gripe is that no published pricing and it comes through a partner.

Pros

Quotes flow into the finance system without rekeying.

Cons

No published pricing and it comes through a partner.

Ease of use
4.0
Value for money
4.0
Customer service
3.0
Functionality
4.0
Used for 2+ years9 found this helpful

Jodie Nasir

Practice manager · 1-10 employees · Recruitment

United Kingdom
4.0

5 Sep 2025

Integration is the reason, not the UI

Sales can see live credit position from Sage 200 without leaving the record. Only real gripe is that marketing automation is basic, we run a separate tool.

Pros

Sales can see live credit position from Sage 200 without leaving the record.

Cons

Marketing automation is basic, we run a separate tool.

Ease of use
4.0
Value for money
4.0
Customer service
5.0
Functionality
4.0
Used for 6-12 months4 found this helpful

Simon Kaur

Practice manager · 1-10 employees · Retail

United Kingdom
5.0

29 Aug 2025

Fine if you are already on Sage

It was a far shorter project than integrating a third party CRM. Case management means service and sales share one customer view.

Pros

It was a far shorter project than integrating a third party CRM.

Cons

Little reason to pick it if you are not already on Sage finance.

Ease of use
4.0
Value for money
4.0
Customer service
5.0
Functionality
5.0
Used for 1-2 years8 found this helpful

Michael Corrigan

Payroll manager · 51-200 employees · Construction

LinkedIn verifiedUnited Kingdom
5.0

24 Aug 2025

Integration is the reason, not the UI

Sales can see live credit position from Sage 200 without leaving the record, and it was a far shorter project than integrating a third party CRM. No complaints so far.

Pros

Sales can see live credit position from Sage 200 without leaving the record.

Cons

Adoption was a fight until we made it the only route to quotes.

Ease of use
5.0
Value for money
5.0
Customer service
5.0
Functionality
5.0
Used for 1-2 years5 found this helpful

Helen Okonkwo

Management accountant · 51-200 employees · Fitness and leisure

United Kingdom
4.0

21 Aug 2025

Dated, but it connects

Quotes flow into the finance system without rekeying. Only real gripe is that no published pricing and it comes through a partner.

Pros

Quotes flow into the finance system without rekeying.

Cons

No published pricing and it comes through a partner.

Ease of use
4.0
Value for money
4.0
Customer service
4.0
Functionality
4.0
Used for 1-2 years27 found this helpful

Mohammed Ellery

Practice manager · 1-10 employees · Engineering

United Kingdom
5.0

20 Aug 2025

Chosen for the Sage 200 link

Quotes flow into the finance system without rekeying, and case management means service and sales share one customer view. No complaints so far.

Pros

Quotes flow into the finance system without rekeying.

Cons

The interface is well behind HubSpot and the sales team notice.

Ease of use
5.0
Value for money
5.0
Customer service
5.0
Functionality
5.0
Used for Less than 6 months24 found this helpful

Amy Devlin

Sole trader · 1-10 employees · Recruitment

United Kingdom
5.0

16 Aug 2025

Chosen for the Sage 200 link

Sales can see live credit position from Sage 200 without leaving the record. On premise deployment satisfied our data policy.

Pros

Sales can see live credit position from Sage 200 without leaving the record.

Cons

Little reason to pick it if you are not already on Sage finance.

Ease of use
5.0
Value for money
5.0
Customer service
5.0
Functionality
5.0
Used for 1-2 years38 found this helpful

Olivia Vaughan

Bookkeeper · 1-10 employees · Veterinary

United Kingdom
2.0

15 Aug 2025

Sales finally see credit position

The interface is well behind HubSpot and the sales team notice, and little reason to pick it if you are not already on Sage finance. Quotes flow into the finance system without rekeying, which is about the only positive.

Pros

Quotes flow into the finance system without rekeying.

Cons

The interface is well behind HubSpot and the sales team notice.

Ease of use
2.0
Value for money
2.0
Customer service
2.0
Functionality
1.0
Used for 2+ years2 found this helpful