Overview
What is Sugar Sell (SugarCRM)?
Sugar Sell from SugarCRM is a collaborative CRM, allowing users to track and monitor activities, map each customer’s journey and automate as many workflows as you need to. Sugar Sell is presented by the vendor as lean, fast and integratable…
Customizable and Flexible CRM
Robust and cost effective platform for Lead Management
Af
Sugar, a sweet way to make your sales!
SugarCRM for Taxes
SugarCRM Goes Above and Beyond My Expectations to be a Productive Sales Professional
Sugar, the best experience for my job
*** REVIEW *** Sugar Sell (SugarCRM) *** CTAX
SugarCRM Experience.
It's a nice …
The CRM You've Been Searching For
It makes everything easier, the best CRM software, all better in one place.
Sugar Cell Review
SugarCRM -- The little CRM that... Couldn't.
Sugar CRM is cheap, easy, and a must
SugarCRM - great product
Popular Features
- Integration with email client (e.g., Outlook or Gmail) (28)9.090%
- Custom fields (28)9.090%
- Customer data management / contact management (31)8.888%
- Interaction tracking (29)7.171%
Pricing
Essentials
$49
Sugar Enterprise
$85
Advanced
$85
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $147 per month 3 users
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.8Customer data management / contact management(31) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 7.9Workflow management(27) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 8.5Territory management(25) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.2Opportunity management(25) Ratings
Users can track deals and create quotes.
- 9Integration with email client (e.g., Outlook or Gmail)(28) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 8.7Contract management(25) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 7.8Quote & order management(23) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 7.1Interaction tracking(29) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.9Channel / partner relationship management(24) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 8.8Case management(23) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 8Call center management(18) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 7.7Help desk management(16) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.5Lead management(21) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 7.3Email marketing(22) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8.7Task management(25) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 9.1Billing and invoicing management(17) Ratings
This includes automated invoice creation and billing.
- 8.7Reporting(23) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 8.7Forecasting(23) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.7Pipeline visualization(24) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 8.7Customizable reports(26) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 9Custom fields(28) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8.7Custom objects(25) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 8.7Scripting environment(18) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 8.7API for custom integration(24) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 9.1Single sign-on capability(20) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 7.9Role-based user permissions(25) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 8.2Social data(18) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 8.3Social engagement(15) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 8.7Marketing automation(18) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.4Compensation management(12) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 8.1Mobile access(19) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Sugar Sell (SugarCRM)?
Sugar Sell (SugarCRM) Integrations
Sugar Sell (SugarCRM) Competitors
Sugar Sell (SugarCRM) Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows, Linux, Mac |
Mobile Application | No |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(245)Community Insights
- Business Problems Solved
- Pros
- Cons
SugarCRM is a versatile tool that is widely used across organizations for managing customer relationships, sales opportunities, and tracking marketing campaigns. Users appreciate its flexibility and cost-effectiveness compared to competitors like Salesforce and Microsoft Dynamics. With SugarCRM, users can efficiently manage prospects, sales stages, and customer interactions by providing a central source of information. The software offers features like in-line editing that minimize clicks, making it easy to use and navigate. The Sugar Mobile app provides flexibility for users in both desk and field settings, allowing them to track interactions with clients and improve follow-up efforts. Overall, SugarCRM proves to be an invaluable asset for sales teams, helping them manage leads, track the entire sales process, and increase win ratios.
Additionally, the software is utilized for CRM purposes, client follow-up, managing client issues, tracking applications, determining eligibility, managing payments in publicly funded preschool programs, relationship management, accounting, and much more. It also maximizes sales and marketing efforts by providing a centralized platform for managing contacts, leads, and sales opportunities. With automation capabilities, analytics tools, and efficient workflow management features, SugarCRM proves to be suitable for most businesses. It aids in generating and monitoring tasks while offering personalized support. By using SugarCRM, businesses can identify products of interest to customers and enable more specific advertising. Furthermore, the software provides a single tool to view all information related to current and prospective customers.
Sales departments find SugarCRM particularly helpful as it simplifies sales management by allowing users to make notes and track contact with prospects. With this tool in place, businesses can avoid multiple sales representatives working on the same account. Users have also implemented SugarCRM for marketing automation purposes such as monitoring customer journeys and creating quotes. Moreover, consulting companies benefit from SugarCRM's ability to consolidate client information, track vendor contacts, manage projects efficiently while keeping track of sales and marketing initiatives. For larger departments handling various clients or accounts managers experiencing high turnover, SugarCRM helps stay in touch with customers, mitigates turnover, and avoids re-explaining client discussions to new account managers. The software is also widely used to track leads and customers across the whole organization, providing a central repository for all customer data. It serves as an excellent tool for sales teams to track leads, convert them into accounts, clients, and ultimately track income from projects. Additionally, SugarCRM solves the problem of lack of accounting for certain types of work. Some businesses even prefer SugarCRM as a lightweight alternative to Salesforce CRM for tracking and managing leads and customer accounts. It fills in the gaps of Salesforce CRM and provides a reliable source of truth for other software companies. Overall, SugarCRM has proven to be a valuable tool for businesses of all sizes and industries, offering a wide range of use cases to effectively manage customer relationships, sales processes, marketing campaigns, and more. Its user-friendly interface, flexibility, customization options, and cost-effectiveness make it a popular choice among users. Whether it's tracking leads and prospects, managing customer interactions, automating sales and marketing processes, or providing a centralized platform for data management, SugarCRM has proven to be a versatile solution that helps businesses streamline their operations and maximize their revenue potential.
Customization Capabilities: Many users have praised SugarCRM for its customization capabilities, stating that it allows them to tailor the software to their specific needs and workflows. This has been particularly beneficial in streamlining operations and incorporating larger initiatives, making their companies more efficient.
Intuitive User Interface: Reviewers have consistently highlighted the intuitive user interface of SugarCRM, noting that it is user-friendly and has a nice layout. The easy navigation and clear organization of information make it simple for users to find what they need quickly and efficiently.
Reporting Capabilities: Several users have commended SugarCRM's reporting capabilities, considering them to be much better than their previous solutions. They appreciate the ease of use and intuitiveness of generating reports, allowing them to access valuable insights about their sales activities and performance.
Reporting Capability: Users have consistently mentioned that the reporting capability of SugarCRM is lacking and in need of improvement. Many users have expressed frustration with the limited capabilities for more complex reporting, stating that while it may be adequate for basic reports, it falls short when it comes to advanced functionalities.
System Downtime: Numerous users have experienced frequent system downtime, which has negatively impacted their productivity. This issue has been mentioned by a significant number of reviewers and highlights the reliability concerns associated with using SugarCRM.
Support Responsiveness: Users have repeatedly stated that support from SugarCRM is unresponsive unless there is a complete system outage or impairment. While initial response times may be satisfactory, many users have complained about delays in receiving solutions to their issues, especially when further explanation is required.
Attribute Ratings
- 8.2Likelihood to Renew26 ratings
- 10Availability1 rating
- 10Performance1 rating
- 8.1Usability9 ratings
- 9.1Support Rating12 ratings
- 8Online Training1 rating
- 9In-Person Training1 rating
- 9Implementation Rating3 ratings
- 10Configurability1 rating
- 9Product Scalability1 rating
- 10Ease of integration2 ratings
- 9Vendor pre-sale1 rating
- 9Vendor post-sale1 rating
Reviews
(1-25 of 58)Customizable and Flexible CRM
- Customize screen layout
- Customize fields
- Search functionality
- Recording data
- The email campaign of SugarCRM is very difficult to use. It is way more complicated than it needs to be.
- Importing into SugarCRM as a lead is very easy but importing into account/contact is not.
- It was easy to set up and didn't take a lot of time during integration.
- Its export functionality is good.
- Their customer support service is fantastic and their technical support is great as well.
- Their reporting and analytics function is very comprehensive.
- It is very well-organized in terms of content management or Workflow management and opportunity management.
- The UI can be made better. It's a little clumsy at times.
Af
- Building personal reports
- Integrations
- Visually appealing
- Lack of Drill down to the level of detail
- Cannot slice and dice the data with multiple scenarios
- User experience is a little slow
Sugar, a sweet way to make your sales!
- User Friendly
- Saves Information Quickly
- Informs you what you did wrong in order to continue
- Add More Color to it
SugarCRM for Taxes
- One case per entity.
- Access to notes about the problem.
- Should be able to accommodate additional add-ons to the platform.
- Smoother interaction with add-ons.
- Instead of using a URL to run the platform create software.
- Smoother interaction when saving information.
- Great way to keep myself organized. I do not miss appointments with clients since within the system I can input my appointment time and also send out a reminder to my clients.
- It has a nice layout [that] does not seem to be cluttered. I find it to be very user friendly.
- It has customizable dashboards which I find beneficial
- I feel like there are unnecessary steps needed when saving work, which makes it time consuming at times.
- Being able to create my own dashboards to my liking has been a challenge and I have had to ask IT to assist with that.
- The system has gone down many times on me, I am not sure if it due to updates, but it does disturb my productivity.
Sugar, the best experience for my job
- Facilitates access to customer information.
- Schedule appointments and follow up with clients.
- Allows a correct and effective contact with customers.
- System load is sometimes slow.
- The appointment scheduling system.
- Data update.
*** REVIEW *** Sugar Sell (SugarCRM) *** CTAX
- It sycs well with the phone (Genesys)
- It brings up all the info including past years
- There is a button on the phone and by clicking it, it takes us to the lead
- SMS permissions can be tricky
- I would love it if the SMS were possible to send without having all detailed info of client
- Sometimes even when you filled in the requested, it won't let you send a text to a client.
SugarCRM Experience.
It's a nice tool that allows to record all the calls and send SMS easy and quick, it lets you have a detailed record of all your clients, user friendly.
- Record calls
- User friendly
- Schedule call backs
- Slowness
- You have to keep clearing your cache it order to work properly
- It allows two users to edit the same case at the same time
Easy to understand and also allows companies to customize in order to succeed all the expectations and needs.
I don't like that you need to keep deleting cache in order to work properly.
The CRM You've Been Searching For
- The product is highly customizable.
- It has powerful reporting features.
- It performs much faster than other CRM products we've used.
- Integrations with other systems work well.
- Initial setup / configuration is involved and takes time.
- There are limitations on logging into multiple devices.
- The menus across the desktop and mobile versions are inconsistent.
If you are looking for a very basic CRM tool that doesn't require much configuration, Sugar will still work for you, but you certainly have other options.
- Intuitive, simple and very robust user interface.
- Organize your work better with lots of information you can add.
- Needs some ways to automatically purge or self-clean old data.
- Sometimes it's slow, and reports can be better and that affects the global search that doesn't always work.
Sugar Cell Review
- Great user-interface and visualization.
- Easy set-up for SSO which aligns with IT policy.
- Less features than other CRM products.
- Mobile application can be cumbersome.
SugarCRM -- The little CRM that... Couldn't.
- Leads.
- Account conversion.
- Price.
- Reporting could be improved.
- Simplicity and ease of use.
- The clunkiness of the UI and the APP.
Sugar CRM is cheap, easy, and a must
This application can also easily be manipulated into the way your company needs it most. We implement new functions to the dashboard frequently with ease. Customer support is always prompt as well.
- Manages the sales pipeline.
- Creates a funnel of pending sales.
- Tracks all contact being made by each user.
- If SugarCRM created their own click to dial feature, that would be great. For now, we use TenFold to integrate with SugarCRM.
SugarCRM - great product
- Very easy to set up and configure reports among teams. Very customizable and allows me to build reports that illustrate how the team is performing.
- Exporting granular reports into excel for in depth analysis and actionable measures.
- Ability to mass upload lots of information and leads. Important for our team to import lots of information on prospecting clients.
- UI is sufficient but seems a bit outdated compared to SFDC.
- Inability to login to multiple devices computers.
- The email marketing tool is decent but far from the best, overall other solutions that have better marketing platforms.
Sugar is a great, customizable solution - just make sure you have a good tech team behind it
- Extremely flexible. Sugar is open source, and so you're able to build customized modules to fit your needs readily and easily.
- Robust reporting capabilities. I appreciate how it's quick and easy to pull the data that my clients need.
- Easy to use. Sugar has a fairly straight user interface, and so is usable even by those who are not particularly tech savvy.
- More approachable user interface. At its core, it's a complex database, and it's not always intuitive.
SugarCRM - 10 out of 10
Sugar is extremely flexible and cost effective compared to its competitors like Salesforce and Microsoft Dynamics.
Sugar covers the whole customer life cycle from Lead through Sales and on-going Support and Marketing. It is easy to use and has many features like in-line editing that keep Clicks to a minmum. Most tasks can be one with two or three clicks.
Sugar Mobile gives a very strong mobile app to give users complete flexibility whether at their desk or in the field.
- Sugar gives full account and contact visibility so any member of the organisation can have a full and accurate view of all related activities, products install, contracts in place and much more. It gives the proverbial One View.
- Dashboards are one of the strongest parts of Sugar giving each user their own view of the way they can and want to interact with the customer. The dashboards are a key feature in that they are very easy to customize so that each user has a personal view with tasks, data views etc. appropriate to their role. Customizing these dashboards by role is also very easy. No coding is required, it is largely a matter of dragging and dropping fields.
- Sugar's Forecasting Module makes the forecasting process quick and easy by using the Opportunities already created by the Sales Team. It also provides great individual feedback to the Team regarding YTD & QTD performance against Quota.
- Sugar Mobile is a very strong mobile app for IOS and Android that is both easy to use and comprehensive. I t can be used both of-line and on-line mode.
- With Version 8, there's not much Sugar can't do for us. With Plug-ins for most extra requirements that Sugar doesn't deliver at no/very low cost it's easy to build/deliver what we really need.
- S
Ease of customisation and administration mean our clients can control their own destiny if they wish to. This ease of use helps significantly reduce Sugar's TCO sine external consultants are not required to make the system changes that Clients want on a regular basis.
Sugar CRM Is Pretty Sweet
- Quote Management
- Activity Logging
- Marketing Automation
- I'd like to see the reporting interface become a little more modern. Too much menu-diving required.
Sugar CRM Review
- Open source code which allows your developers to customize it however needed. It also did pretty well integrating with other products.
- The Sugar CRM community is pretty vast and the user community is very engaged so you can find great resources and answers to questions and problems.
- Our team really liked the custom reports we were able to create inside the application. They were visually appealing, user friendly and worked very well for our business unit's needs (forecasting, ROI, campaigning etc).
- Official documentation is not a strong point for this application. I wish there was more reference material to guide people new to the system from an admin and developer side.
- There are fewer bells and whistles to the application than other CRMs.
- Since it is open source, you don't have any sort of support plan options like other bigger applications like Salesforce.com or Oracle etc.
- Sugar's reporting is pretty simple to use once you get trained up on it.
- The pricing is good for an organization of our size.
- Ability to customize also good - again, once you get trained up on it.
- Really, really find it a hassle (at least right now) to sync Sugar with our marketing automation software. We use a 3rd party API as our connector between the two systems but I find glitches in it that concern me and make me wonder if all my information is being accurately transmitted and matched up.
- Sugar wasn't very intuitive when I first began using it. We recently had a 3rd party come in to redesign the system for us and once it was customized, it was much better.
- Search function doesn't always seem to work in the top nav bar- frustrating when I'm trying to find something fast and don't want to go into a module to do it.
Sugar is the sweeter CRM
- Pricing is a major consideration with Sugar. When comparing Sugar with competitors, the cost to value ratio is outstanding.
- I really like the ability to customize the reporting.
- I have my dashboard really locked in. I log in, view the dashboard, and drill down into the issue of the day.
- Sales funnel.... Knowing how much we are promoting, how those promotions are affecting our target, and how we are engaging with those who have responded. Sugar has made this a simple process that we have integrated into every workflow touching the sale.
- PSA connectors. I have not found a PSA with a great CRM integrated, so I let the PSA do what it does best. Problem is getting the Sugar to more closely integrate with the PSA.
- Sugar's flexibility is great, but it sometimes seems like I am handing out a lot of nickels and dimes to third party developers for their modules.
- Desktop and mobile menus could be a bit more homogenous.
- Customized reporting is a strength.
- Customizable to user needs.
- Getting to a point of being usable can be difficult.
- If something is customized and SugarCRM updates, things can go wrong.
- If something is customized, it had better be dialed in the right way, or things can go wrong.
SugarCRM Review
- SugarCRM's number one strength is the ability to host your instance on-site. This make any customization and changes possible as you have full control over every aspect of the CRM, including the source code.
- The price of SugarCRM is its second strength. It has essentially all of the features of Salesforce and more but at a dramatically lower price.
- The integrated Project Management module was another top selling point for my organization.
- SugarCRM is hard to use at the administration level, plain and simple. Of all of the CRMs I reviewed SugarCMR had the steepest learning curve and was the most difficult to understand.
- I also needed to make some customizations that weren't "out of the box" I was able to make these customizations easily in Salesforce but had to program everything by hand in Sugar and still wasn't able to implement my customizations fully.
- At a developer level the Sugar Framework is quite a bit to learn. I thought that it would actually be easier to develop in Sugar since it uses common programming languages however the framework that Sugar is built on is very confusing and bloated with far from adequate documentation.
- Developing and administering Sugar feels like you need to have some secret insider info that you can only get if you hire one of their "partners" to actually do the development and administration for you. It is not something that can be done easily in house like some of the other CRMs
Most customizable cloud solution
- Excellent on supporting customized processes
- Workflows can be easily created and existing workflows can be easily modified
- Notifications and approval processes are easily created
- The back-end programming (logical hooks) for advanced customizations could benefit from a more user-friendly interface
- General layout could be improved by the addition of modern templates to customize the standard look and feel
- Support communities could be further improved with the addition of videos on how to do specific configuration, modules.
One cool CRM out there.
- Excellent database system. Can be copied to other servers.
- Custom fields.
- Ability to link CRM data to deals.
- Good user interface.
- Provide portable versions.
- Probably provide platform independent CRM system.