Sage CRM

Verified listing

Customer relationship management built to sit alongside Sage accounting and ERP

4.1Based on 204 reviews

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Ratings by dimension

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

Rating distribution

5 stars
88
4 stars
68
3 stars
27
2 stars
16
1 star
5

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Verified reviews for Sage CRM

204 reviews matching your filters

Mark Stroud

Office manager · 1-10 employees · Legal services

United Kingdom

3.0

13 Aug 2025

Dated, but it connects

Case management means service and sales share one customer view. That said, adoption was a fight until we made it the only route to quotes and marketing automation is basic, we run a separate tool.

Pros

Case management means service and sales share one customer view.

Cons

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

Ease of use: 3.0
Value for money: 3.0
Customer service: 4.0
Functionality: 2.0

Used for 6-12 months22 found this helpful

Claire Holloway

Company secretary · 51-200 employees · IT services

LinkedIn verifiedUnited Kingdom

5.0

12 Aug 2025

Integration is the reason, not the UI

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

Pros

Case management means service and sales share one customer view.

Cons

Marketing automation is basic, we run a separate tool.

Ease of use: 5.0
Value for money: 5.0
Customer service: 5.0
Functionality: 5.0

Used for 6-12 months28 found this helpful

Bethany Bramley

Bookkeeper · 11-50 employees · Healthcare

LinkedIn verifiedUnited Kingdom

4.0

9 Aug 2025

Dated, but it connects

Case management means service and sales share one customer view. Only real gripe is that the interface is well behind HubSpot and the sales team notice.

Pros

Case management means service and sales share one customer view.

Cons

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

Ease of use: 4.0
Value for money: 5.0
Customer service: 4.0
Functionality: 5.0

Used for 1-2 years37 found this helpful

Stephen Ellery

Finance manager · 51-200 employees · Charity and non-profit

United Kingdom

5.0

5 Aug 2025

Sales finally see credit position

Quotes flow into the finance system without rekeying. Case management means service and sales share one customer view.

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: 4.0
Customer service: 5.0
Functionality: 5.0

Used for Less than 6 months35 found this helpful

Martin Rhodes

Founder · 11-50 employees · IT services

United Kingdom

4.0

4 Aug 2025

Sales finally see credit position

Quotes flow into the finance system without rekeying, and sales can see live credit position from Sage 200 without leaving the record. The interface is well behind HubSpot and the sales team notice, but we live with it.

Pros

Quotes flow into the finance system without rekeying.

Cons

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

Ease of use: 3.0
Value for money: 3.0
Customer service: 3.0
Functionality: 3.0

Used for Less than 6 months6 found this helpful

Daniel Mackenzie

Practice manager · 1-10 employees · Retail

United Kingdom

4.0

30 Jul 2025

Chosen for the Sage 200 link

It was a far shorter project than integrating a third party CRM, and case management means service and sales share one customer view. Little reason to pick it if you are not already on Sage finance, but we live with it.

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: 5.0
Customer service: 5.0
Functionality: 4.0

Used for Less than 6 months34 found this helpful

Stephen Sandhu

Financial controller · 201-500 employees · Wholesale

United Kingdom

5.0

26 Jul 2025

Dated, but it connects

Quotes flow into the finance system without rekeying, and sales can see live credit position from Sage 200 without leaving the record. No complaints so far.

Pros

Quotes flow into the finance system without rekeying.

Cons

Marketing automation is basic, we run a separate tool.

Ease of use: 5.0
Value for money: 5.0
Customer service: 5.0
Functionality: 4.0

Used for 1-2 years35 found this helpful

Richard Osei

Owner · 1-10 employees · Accounting

LinkedIn verifiedUnited Kingdom

4.0

21 Jul 2025

Dated, but it connects

Case management means service and sales share one customer view, and on premise deployment satisfied our data policy. Little reason to pick it if you are not already on Sage finance, but we live with it.

Pros

Case management means service and sales share one customer view.

Cons

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

Ease of use: 5.0
Value for money: 4.0
Customer service: 4.0
Functionality: 4.0

Used for 6-12 months1 found this helpful

Rachel Stroud

Practice manager · 11-50 employees · Accounting

United Kingdom

4.0

17 Jul 2025

Dated, but it connects

It was a far shorter project than integrating a third party CRM, and sales can see live credit position from Sage 200 without leaving the record. Little reason to pick it if you are not already on Sage finance, but we live with it.

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: 5.0
Value for money: 3.0
Customer service: 4.0
Functionality: 4.0

Used for Less than 6 months13 found this helpful

Louise Ferreira

Office manager · 11-50 employees · Fitness and leisure

United Kingdom

5.0

15 Jul 2025

Integration is the reason, not the UI

Case management means service and sales share one customer view. On premise deployment satisfied our data policy.

Pros

Case management means service and sales share one customer view.

Cons

Marketing automation is basic, we run a separate tool.

Ease of use: 5.0
Value for money: 5.0
Customer service: 5.0
Functionality: 5.0

Used for 1-2 years15 found this helpful