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 Osei

Sole trader · 11-50 employees · Logistics and transport

United Kingdom

5.0

9 May 2026

Chosen for the Sage 200 link

On premise deployment satisfied our data policy, and case management means service and sales share one customer view. No complaints so far.

Pros

On premise deployment satisfied our data policy.

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: 4.0
Functionality: 5.0

Used for 1-2 years19 found this helpful

Gareth Colquhoun

Director · 1-10 employees · Engineering

United Kingdom

5.0

2 May 2026

Sales finally see credit position

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

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

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

Used for Less than 6 months5 found this helpful

Adam Patel

Office manager · 11-50 employees · Hospitality

United Kingdom

5.0

23 Apr 2026

Dated, but it connects

Case management means service and sales share one customer view, and it was a far shorter project than integrating a third party CRM. No complaints so far.

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 months16 found this helpful

James Adeyemi

Founder · 1-10 employees · Legal services

United Kingdom

5.0

11 Apr 2026

Fine if you are already on Sage

Quotes flow into the finance system without rekeying, and it was a far shorter project than integrating a third party CRM. 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: 4.0
Functionality: 5.0

Used for Less than 6 months29 found this helpful

Kevin Stroud

Sole trader · 11-50 employees · Professional services

United Kingdom

5.0

30 Mar 2026

Integration is the reason, not the UI

Case management means service and sales share one customer view, and it was a far shorter project than integrating a third party CRM. No complaints so far.

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: 5.0
Customer service: 5.0
Functionality: 5.0

Used for Less than 6 months31 found this helpful

Amy Colquhoun

Payroll manager · 201-500 employees · Professional services

United Kingdom

4.0

27 Mar 2026

Fine if you are already on Sage

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.

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

Used for 6-12 months2 found this helpful

Paul Patel

Sole trader · 1-10 employees · Engineering

LinkedIn verifiedUnited Kingdom

3.0

25 Mar 2026

Dated, but it connects

On premise deployment satisfied our data policy. That said, the interface is well behind HubSpot and the sales team notice and adoption was a fight until we made it the only route to quotes.

Pros

On premise deployment satisfied our data policy.

Cons

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

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

Used for 6-12 months15 found this helpful

Michael Halliwell

Sole trader · 1-10 employees · Hospitality

LinkedIn verifiedUnited Kingdom

5.0

17 Mar 2026

Fine if you are already on Sage

On premise deployment satisfied our data policy, and case management means service and sales share one customer view. No complaints so far.

Pros

On premise deployment satisfied our data policy.

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 2+ years10 found this helpful

Zoe Stroud

Bookkeeper · 11-50 employees · Marketing and advertising

United Kingdom

3.0

11 Mar 2026

Chosen for the Sage 200 link

Mixed. Sales can see live credit position from Sage 200 without leaving the record, but the interface is well behind HubSpot and the sales team notice.

Pros

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

Cons

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

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

Used for Less than 6 months26 found this helpful

David Nowak

Bookkeeper · 1-10 employees · Food and beverage

United Kingdom

3.0

10 Mar 2026

Integration is the reason, not the UI

Case management means service and sales share one customer view. That said, little reason to pick it if you are not already on Sage finance and the interface is well behind HubSpot and the sales team notice.

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: 3.0
Value for money: 4.0
Customer service: 2.0
Functionality: 3.0

Used for 2+ years19 found this helpful