Customer relationship management built to sit alongside Sage accounting and ERP
204 reviews matching your filters
Zoe Thornley
Company secretary · 51-200 employees · Hospitality
15 Jun 2026
Mixed. On premise deployment satisfied our data policy, but marketing automation is basic, we run a separate tool.
Pros
On premise deployment satisfied our data policy.
Cons
Marketing automation is basic, we run a separate tool.
Laura Bhatti
Operations manager · 51-200 employees · Hospitality
13 Jun 2026
It was a far shorter project than integrating a third party CRM. Only real gripe is that no published pricing and it comes through a partner.
Pros
It was a far shorter project than integrating a third party CRM.
Cons
No published pricing and it comes through a partner.
Charlotte Nasir
Finance manager · 51-200 employees · Charity and non-profit
12 Jun 2026
It was a far shorter project than integrating a third party CRM, and quotes flow into the finance system without rekeying. 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.
Michael Mackenzie
Practice manager · 1-10 employees · Legal services
12 Jun 2026
It was a far shorter project than integrating a third party CRM. That said, adoption was a fight until we made it the only route to quotes and the interface is well behind HubSpot and the sales team notice.
Pros
It was a far shorter project than integrating a third party CRM.
Cons
Adoption was a fight until we made it the only route to quotes.
Stephen Wexford
Finance manager · 51-200 employees · Property and lettings
6 Jun 2026
Mixed. Case management means service and sales share one customer view, but no published pricing and it comes through a partner.
Pros
Case management means service and sales share one customer view.
Cons
No published pricing and it comes through a partner.
Ian Pemberton
Company secretary · 201-500 employees · Construction
29 May 2026
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. No published pricing and it comes through a partner, but we live with it.
Pros
It was a far shorter project than integrating a third party CRM.
Cons
No published pricing and it comes through a partner.
Claire Patel
Finance manager · 51-200 employees · Engineering
27 May 2026
It was a far shorter project than integrating a third party CRM. Only real gripe is that little reason to pick it if you are not already on Sage finance.
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.
Gareth Osei
Management accountant · 51-200 employees · Engineering
21 May 2026
Mixed. On premise deployment satisfied our data policy, but adoption was a fight until we made it the only route to quotes.
Pros
On premise deployment satisfied our data policy.
Cons
Adoption was a fight until we made it the only route to quotes.
Louise Holloway
Sole trader · 1-10 employees · Wholesale
18 May 2026
On premise deployment satisfied our data policy. It was a far shorter project than integrating a third party CRM.
Pros
On premise deployment satisfied our data policy.
Cons
The interface is well behind HubSpot and the sales team notice.
Zoe Kaur
Practice manager · 1-10 employees · IT services
15 May 2026
Case management means service and sales share one customer view, and sales can see live credit position from Sage 200 without leaving the record. No complaints so far.
Pros
Case management means service and sales share one customer view.
Cons
No published pricing and it comes through a partner.