Priya FourieVerified
General Manager
Good CRM, poor reporting for the price
We use about a third of it and pay for all of it. Sold and supported by the existing Sage partner network. Beyond that it is more ordinary than the marketing suggests. It sits squarely in the middle for us, useful but not something I would champion. Fine for our needs. Test it properly against your own requirements.
What works
Live credit limit and stock availability inside the sales record. Contact and deal management are solid.
What does not
The interface is dense for a new user. There is no local accounting integration without Zapier.
Response from the vendor10 Sept 2025
We value the honest assessment. The bank feed reliability issue you mention has been addressed in a recent release, and we would encourage you to reconnect the affected accounts.
