SugarCRM Reviews

The SugarCRM team was incredibly helpful and supportive during our decision between various CRMs we were testing out, namely Salesforce and SugarCRM. They were flexible, accommodating and had amazing customer service throughout the process, even willing to develop new APIs to integrate with our proprietary billing system 90% of our clients were on. I really enjoyed the visuals of Sugar - as all the bells and whistles were there, but it didn't seem overwhelming (as Salesforce can) and it's geared more towards marking service teams, like my division of the business. I also really find the dashboard visuals to be superior to Salesforce. Overall, the price point was better than Salesforce, too.

Since Sugar is geared towards marketing and sales teams, it wasn't a great fit for the other teams within our organization (i.e. one-time products like printing, etc.). Though workflows are cleaner and more intuitive than Salesforce, there wasn't quite as many bells and whistles (i.e. it was difficult to build in processes that involved external teams that we outsource to).

As an analyst, I use SugarSell to track new prospects who submit become a customer form to become customers of my food service company. The feature I find most productive is the ability of SugarSell software to assign a source of website, social, email, sales representative, campaign, etc. and track customer journey from acquisition to conversion. As well as, integrate with Salesforce Marketing Cloud platform, so my marketing team can run both customer acquisition and customer retention or nurturing campaigns. As a result of this prospect tracking and seamless connection with Salesforce, targeting those prospects for customer acquisition and retention became more automated and efficient. Hence, both quantity and quality of those leads continued to grow year-over-year and resulted in higher sales for our business. In the nut shell, we got high long term value with low short term investment in a CRM software.

I struggled with adding a new source of voice assistant, chatbot and mobile app to SugarSell CRM reporting tool. Because it needed additional development resources who could modify implementation code. The second source of challenge was not easily able to connect Google Analytics UTM campaigns tracking with SugarSell CRM leads tracking. So, it was difficult to correlate the two data sources to each other in a single table using a common key and build a marketing data lake. Similar concerns existed when trying to bring CRM data, campaigns data and invoice sales data from MicroStrategy into one warehouse. So, it will be nice if SugarSell added some big data enhancement capabilities to their tool.

Customization - pretty much anything you want to achieve with CRM can be done with Sugar, regardless of company size or industry.

Integrations - Sugar can be connected to a vast library of software with out-of-the-box and partner-built integrations.

The admin panel can be improved from a UI/UX point of view. It's one of the areas where Sugar hasn't been updated in a while.

It has an interesting and easy to understand workflow automation set of tools that makes it easy to understand and train users.

They used to have a community (free) edition that was officially ended few years ago and the current options can be not affordable for some companies.

Eхсеllеnt dаtаbаsе systеm. Cаn bе соріеd tо оthеr sеrvеrs. Custоm fіеlds. Abіlіty tо lіnk CRM dаtа tо dеаls. Gооd usеr іntеrfасе. Wе usе SugаrCRM аs оur рrіmаry tооl іn trасkіng аррlісаtіоns, dеtеrmіnіng еlіgіbіlіty, аnd mаnаgіng раymеnts fоr сhіldrеn іn рublісly fundеd рrеsсhооl рrоgrаms. Althоugh іt wаs рrіmаrіly dеsіgnеd аs а sаlеs tооl, wе usе іt lеss аs fоr sаlеs (gіvеn thаt wе аrе nоt а sаlеs оrgаnіzаtіоn) аnd mоrе аs а rеlаtіоnshір mаnаgеmеnt аnd ассоuntіng tооl. Wе hаvе а vеry smаll tеаm (10 реорlе tоtаl), but wе аll usе Sugаr оn а dаіly bаsіs.

Rеаlly, rеаlly fіnd іt а hаsslе (аt lеаst rіght nоw) tо synс Sugаr wіth оur mаrkеtіng аutоmаtіоn sоftwаrе. Wе usе а 3rd раrty API аs оur соnnесtоr bеtwееn thе twо systеms but I fіnd glіtсhеs іn іt thаt соnсеrn mе аnd mаkе mе wоndеr іf аll my іnfоrmаtіоn іs bеіng ассurаtеly trаnsmіttеd аnd mаtсhеd uр. Sugаr wаsn't vеry іntuіtіvе whеn I fіrst bеgаn usіng іt. Wе rесеntly hаd а 3rd раrty соmе іn tо rеdеsіgn thе systеm fоr us аnd оnсе іt wаs сustоmіzеd, іt wаs muсh bеttеr. Sеаrсh funсtіоn dоеsn't аlwаys sееm tо wоrk іn thе tор nаv bаr- frustrаtіng whеn I'm tryіng tо fіnd sоmеthіng fаst аnd dоn't wаnt tо gо іntо а mоdulе tо dо іt.

The tool is intuitive and very easy to use, there is the option to use the cloud in a private server or use the software tool as a service, it has a variety of modules to carry out the management of clients, such as sales, marketing campaigns, opportunities, potential customers, everything related to meetings and appointments to be carried out by sales executives, among others. It has a module to carry out project management related to opportunities and contributions made. It also has a version for mobile devices that allows you to review information or keep the information of the CRM updated from the comfort of the smart phone and / or tablet. It has the ability to add new fields to the forms by further personalizing the tool, there is a version in which you can by role display a certain form. It has the capacity to extend it by adding new modules

It has a module to record tasks, which can be used for assigning different activities to employees, in this part you may be able to add some type of SLA and in this way to measure the time it takes for users to complete tasks according to the assignment date and the SLAs registered for a specific type of task. Workflows are very basic for the professional version

We are a Sugar CRM reseller but this review is from my perspective as a user of this fantastic software. Most CRM is the same functionally - manage accounts, contacts, opportunities, etc. But what sets Sugar apart from the rest of them are three fundamental things:

1. Simplicity - Sugar CRM is clean. It's super easy to get any information you need without needing your IT guy to build you a custom report.

2. Customization - Every business is different and you need your CRM system to adapt to you. Sugar Studio makes tailoring your software easy - even if you're not that technical. Dare I say - even a marketing or sales person could do it.

3. Plug-Ins - There are tons of plug-and-play add-ons to extend SugarCRM in virtually any area - support desk, email marketing, and much more. We use Inbox25 for email marketing and are leaning toward InsideView for integrated list management but there are so many other options to consider.

We are using the hosted, On Demand version which limits our access to source modifications (somewhat). We have been able to work around all of these so far.

If we get to a point where we need more access to modify the underlying program we can always bring the product in-house and customize to our hearts content.

There have been a few minor bugs that we've found - certainly no more than we had in our previous CRM system but Sugar's support team had them resolved - almost immediately!

Sugar is easily customized and the option to host on-site is not available by a lot of other CRM providers. We are able to synchronize a lot of data from our existing business software easily by directly accessing the SQL database. With the cloud version, we would have had to write code utilizing the CRM API to synchronize everything. Building all of that would have been significantly more expensive for us.

From both the Admin and user perspectives, the software is very easy to learn and intuitive. Our users are very happy with the new software and easy it is to use.

The file retention, the report capabilities

The 'breaks' in workflow

A big step up from our legacy CRM (ACT). With the right resources, it was manageable.

We did not allocate the right resources and opted to implement the free community version. We paid for that dearly with disorganization and mistakes. We should have hired a consultant to help us.

Customization.

The learning curve.

They are continuously making updates and improvements, and support is very responsive. There are a lot of different modules and TONS of flexibility in setting it up to fit your business.

This isn't for a novice user. I recommend using a consultant or someone to set this up for you and spend the extra money and time on training. Most of our employees are only using small functions of the program and we definitely could be getting more value out of it with better training.

Very easy to use, very easy to migrate data.

Adding leads to the system is as easy as 1, 2, 3 and following up is very easy since there are very good notifications that could be sent to your email (which means they could be sent to your smartphone as well, hehe :-)).

Naturally, there's a learning curve and the need to customize the system to show the right data and not an abundance of it.

Some people may think it's a little dull or outdated, especially in terms of overall UX but I think the simplicity is the key deal maker here.

Sugar really can be customized to fit any organization or department. When fully utilized, it can "connect the dots" between various siloed departments that otherwise would not share information. The record search function works well. Your mileage may vary w/r/t interface speed, but I found it to be pretty zippy as far as CRMs go.

Sugar requires a LOT of work to implement and quite a bit of training after the fact. The potential of SugarCRM is limited to the capabilities of the team using it. If the organization is less tech-savvy, you will encounter a lot of pushback as builds can be somewhat counterintuitive until you are comfortable with it. Each iteration of SugarCRM i've seen has a lot of under or non-utilized features just gathering dust. Given the cost I can conceive of better solutions.

Web-based interface that is compatible with modern browsers, well-documented API, good user interface, a large number of integrations, good mobile applications.

API is throttled too low for our ETL requirements, support, and overall experience-dependent upon third-party reseller quality. Customizations generally require programming and will cause continuous support issues as new releases will break customizations.

This software is very flexible. It can be customized to whatever your company needs and the APIs on the back-end make it easy for developers to integrate other programs and reports.

It's a bit clunky sometimes and there are some features that aren't as developed (e.g. email campaigns)

ability to customize, ease of using "studio", out-of-the-box capabilities, extremely easy to manage/ administer

Certain layouts seem unchangeable, so we work within the constraints of the module

Customizable everything for the most part. Able to do a lot with the data that is in the CRM, via reporting module.

Complex workflows have been a challenge to accommodate within the stock configuration, though we have mostly solved this through customization.

Customization, ease of use

The reporting is helpful, however not as robust as we wished it could be due to the on demand nature of our instance.

Very Easy to use. It can fill almost every need we need

Can not fill every need for automation. Many items required manual notes be added

Pros: easy to set up workflows, easy to customize in-house, flexibility

Cons: the new Process Definition module has got few bugs making the usage a bit frustrating

Cloud-based. Integrates with Quotewerks. Can open in multiple tabs in browser. Flexible database. A lot of functionality and capacity. Runs fast.

Email process very clunky. Very difficult to preview archived emails. Email Campaign very confusing and unpredictable.

I really like the survey feature that is readily customizable and enables team results monitoring and tracking. You can also export the survey outcomes for further evaluation to spreadsheets. This platform's next incredible characteristic is its control panels. They are one of the platform's most significant components and one of the easiest instruments.

SugarCRM's email capabilities can be improved.

Easy imputting - great charts - nice visuals works great for looking at my team and seeing a birds eye view of where they are at and what they are doing.

That it can't be used on an iPad. In today's world this is just unheard of. We need the iPad version and we need it to function seamlessly.

There are many of reasons why I enjoyed working with SugarCRM. The most enjoyable feature was the ability to input data, save the feature as an report and name it. The ability to continue to work on the same report and print it if necessary without inputting the data every time. It also allows you to add more modules to your report allowing the input of more data and having multiple reports for users. Also, but not limited to the email blast that could be done.

What I needed SugarCRM, I did not have a least like of this software. It gave me what I needed when I needed it.