SugarCRM is one of the world's leading CRM solutions, ideal for organisations with between 50 to 5,000 employees across all industries.
That's always a good thing. At first glance, it seemed like it would be easy to use and an inexpensive fix to a client tracking problem in a new division.
A bit difficult to install and set but in the end I did it.
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SugarCRM is the best and will always be the best.
Comments: Awesome experience, and I would recommend them to others.
I like how easy it is to find the information I am looking for from projects, leads and contacts
The cost would be the least I like about the software, but it is still a very good price, not the worst and it could always be a bit cheaper.
Reasons for Choosing SugarCRM: The other providers just didn;t have the features I was looking for.
Reasons for Switching to SugarCRM: I got a review from another customer that I am friends with.
Perfect for business process automation
Comments: Overall, I would recommend SugarCRM to businesses that are looking for a CRM solution that can automate their processes and provide customization options. While there may be some upfront costs and a learning curve involved, the benefits of using SugarCRM are likely to outweigh these considerations in the long run.
Automation capabilities: SugarCRM has a range of automation features that can help businesses streamline their processes and save time. For example, it can automatically assign tasks and follow-up actions to team members, send personalized emails and alerts, and track and report on progress.Customization options: SugarCRM allows users to tailor the platform to their specific needs and processes. This is great for businesses that have unique workflow requirements or want to integrate the CRM with their existing systems.Scalability: SugarCRM can accommodate businesses of all sizes, from small startups to large enterprises. It offers a variety of pricing plans and can be customized to meet the needs of different teams and departments.Integration with other tools: SugarCRM can be integrated with a wide range of tools, including email, calendars, and social media. This makes it easy for businesses to track and manage customer interactions across multiple channels.
Cost: SugarCRM can be on the pricier side, especially for smaller businesses or those with limited budgets. However, it's worth considering the long-term benefits of automating business processes and the ROI that the platform can provide.Learning curve: While SugarCRM is generally easy to use, it does have a bit of a learning curve. It may take some time for users to get comfortable with all of the features and functions of the platform.
Reasons for Switching to SugarCRM: We ultimately chose SugarCRM because of its customization options and scalability.
Management of the commercial area
Comments: It is really a good product, they are currently making important changes, and integrations with other apps, it is very quick to learn to use and manages similarity in all its modules.
One of the points that we like most about Sugar is the possibility of generating any report, all the modules are related to each other, and generating modules to our own needs.
What we like least is that for the trends or projections to work, all the data in the system must be very well loaded.
Alternatives Considered: Sales Force Assistant
Reasons for Switching to SugarCRM: Based on product costs and our requirements,
SugarCRM Enterprise Analysis
Being an open source CRM app with flexible deployment options makes SugarCRM unique and a standalone in the CRM space. However, allowing for such flexibility should require the utmost discipline regarding release schedules, changes to code (especially caching mechanisms), and overall system recommendation documentation provided by SugarCRM, the company. This is not currently happening.
Stock code base is fairly solid but when customizations are added, significant caching issues arise. There are also various areas of the app that still retain antiquated layouts (bwc modules). These issues make the app confusing and unreliable at times.
Support should be more tenacious when attempting to find resolution to cases - don't just post a note or two, wait a period of time and close the case. CALL the customer - email the customer - do whatever it takes to get CONFIRMATION from the customer that the issue is resolved.
Create a server side integration to Outlook...we are a 50/50 Mac/PC shop and email archiving is incredibly inconsistent.
Overall Studio is a great tool (when caching works appropriately). It does allow us to create without developers on staff.
Studio (when it works) Open source flexibility
Caching mechanisms Lack of long term release schedule and small version life cycles Support not owning the initiative of resolving cases
7 years ago
John, First off, thanks for being a long time Sugar user. Kasasa's use case is very in-depth and a model of what our flexible platform can achieve. Regarding the server-side email - have you looked at Riva? https://sugarexchange.sugarcrm.com/apps/21848#!overview Also, I know we are working on server-side versions of the Outlook plugin, but release date is TBD. Thanks again for your honest and thorough review - we always strive to make the product the best we can and provide the level of service you expect. Email me at any time to discuss further at [email protected]. Sincerely, Martin Schneider Head of Product Evangelism, SugarCRM
Great, customizable CRM
Easy setup. Cloud-hosted environment means low maintenance. Easy for small teams to customize without requiring developers.
Cloud hosting means no direct DB access, or config changes, instead relying on UI tools to customize and export. Nothing crazy though.
Alternatives Considered: Salesforce Sales Cloud
Reasons for Switching to SugarCRM: Price
Round the clock support
First of all SugarCRM has a great set of features that outperforms many competitors. It comes with round the clock support and user forums for quick fixes and learning. Pipeline management and analysis powered by AI both thoroughly impressed me. I liked the integration with marketing.Dashlets are great organizers and lists are adjustable by filters. SugarCRM is customizable on many fronts.
I don't like how much we're paying for Sugar CRM. I don't like the learning curve that comes with it, it's hard even with great support. To me it doesn't look like enough care was taken to make a user friendly interface.Permissions for the entire team proved to be one of the worst tasks next to getting contacts imported which I had to do manually.
Alternatives Considered: HubSpot CRM
Reasons for Choosing SugarCRM: SugarCRM offers such a great set of features.
Switched From: Less Annoying CRM
Robust Platform to have wide customer relationship
Comments: SugarCRM is a robust and feature-rich platform that can help businesses of all sizes improve their customer relationships and streamline their operations. It has a large and active user community, with regular updates and new features being added to the platform to ensure that it remains relevant and competitive in the market.
SugarCRM's lead management capabilities can also help to streamline sales processes. By providing a platform for managing leads, assigning them to sales reps, and tracking their progress through the sales pipeline, SugarCRM enables sales teams to work more efficiently and effectively. This can help to reduce duplication of effort, improve collaboration between different teams, and ultimately drive higher revenues and profits.
SugarCRM's contact management capabilities also provide powerful analytics and reporting tools that can help businesses to gain deeper insights into their customer interactions. By leveraging this data, businesses can identify trends and patterns in customer behavior, adjust their marketing and sales strategies, and ultimately achieve better results. This is a least like about my softwares where i can get the same feature in the other platform like salesforce.
Most powerful and easy-to-use CRM to support all corporate sales and marketing activities
Comments: With SugarCRM, I keep track of new campaigns (account management), I am regularly reminded that I have performance discussions with my customers and I can switch to the corresponding customer account to find all the important data and get in touch with the customer. In addition, thanks to the ticket system, I do not forget to work on important tasks for my customers and other projects. In addition, I can optimally and smoothly inform my teammates about changes utilizing comments and notes in the customer accounts. All in all, I can only say that it is a super complete CRM solution.
What I like most are the synergy effects of the use of the tool by our large sales teams spread over several locations (in Spain and abroad) and our various marketing teams. We combine all customer contact points in an extremely flexible way across all departments. This simplifies our internal communication and knowledge exchange among ourselves, as well as communication with customers. The interface can be used very intuitively for an extensive CRM system thanks to its focus on a single clear navigation bar. In addition, the tool can be linked very flexibly with other systems via APIs, such as SAP, various campaign management tools, and much more.
It isn't easy to become familiar with all the relevant interface features in a short time to take full advantage of these synergies. Here, you must explore using patience and occasionally, trial and error. However, you will certainly behave similarly to other enterprise-level CRM solutions.
Alternatives Considered: HubSpot CRM
Reasons for Choosing SugarCRM: Sugar offers all the basic functions of a CRM. It can cover all needs for any type and size of the company. We were able to use it mainly to organize customer contacts.
Switched From: Zoho CRM
Reasons for Switching to SugarCRM: Sugar helps us in customer management. With SugarCRM, we have been able to offer our customers our other products in a better and more efficient way. It's ideal for selling more than just the core service. It's very easy to anticipate what the customer might want.
Sugar CRM is inexpensive, functional and quite dated
Sugar CRM is a functional CRM that works reasonably well for tech-minded folks who don't mind getting used to its unappealing interface. It has the basic tools and functionality one would expect from a CRM and some of the integrations are solid (for data imports primarily).
The interface feels old and doesn't give the user much power to reconfigure it to work in a way that will help the user's specific needs. The marketing automation integrations are clunky, too.
Reasons for Switching to SugarCRM: Sugar CRM was cheaper than any of the other solutions and we had a CTO who liked it because he'd used it many times before.
SugarCRM - Look elsewhere for small business
Comments: We don't need SugarCRM.
I like cloud based updates, but that's all I like.
Constant planned increases in price without keeping pace with new functionality. Forced to purchase through constantly changing reseller network. Having to pay for integration with Quickbooks. This is a dinosaur trying to avoid the tarpit.
Great For Sales and Leads Tracking, Leaves Much to Be Desired with Support Case Management
Comments: I've used SugarCRM a great deal in current and previous employers, and have always been thrilled with the sales tools that SugarCRM has, and the great ability for customizations, not to mention the continuing updates for each version. Their customer support team is top notch and very helpful for the most part, and there has been very little downtime, allowing all our teams to use the product successfully. If I could choose one thing they could improve upon, it would be their outdated case management tools. I work with our support team and find the options to be limiting compared to other case management solutions such as Zendesk (which I have also used previously). If I am to point out glaring specifics, it would be tracking visibility on unassigned cases (who is viewing each case record? has the case record been updated while I've viewed it?). It would also be the absolute poor setup of getting cases into Sugar -- we have an inbox set to automatically add in cases, but if a customer or one of our personnel doesn't email directly from inside Sugar's Email module, it creates a new case ticket (over and over). This may be a byproduct of the way we have our case management set up, but there are no best practices, and I've had to create custom Process Author tools and Workflows to get it running in a decent way. Again, the product is great from a sales point of view and for lead tracking tools, but the case management tools are dated and need to be examined and looked at to match their competitors in that category.
Sales tools, lead tracking tools, reporting features are second to none Module builder is fantastic and very customizable.
Case management tools are lacking to a high degree, very dated
Comments: We tried to end the agreement after severalyears of no support. After several months of sending emails to a handful of unresponsive people, we decided to send them a few more thousand dollars in hopes that they will delete our data and leave us alone. We don't want to involve lawyers, but that's the next step and ours are aware of the situation.
The CRM was easy to set up on our own. This was fortunate, because Sugar did not support their product. We paid UpCurve Cloud (3rd party design) to implement, but they didn't help because they did not get support from Sugar either.
There was a total lack of support from the company. It took them weeks to respond to emails and phone calls and the people we talked to were not able to help with the issues and didn't feel empowered to pass along our concerns or even stop our subscription.
Some good and bad in this review. We are glad that you agree that SugarCRM is easy to implement and thank you for being a customer for these past four years. We are sorry that you had a bad experience with a partner. We do not have any insight into the nature of this dispute in 2018. SugarCRM is committed to supporting our product whether you purchase the product from a partner or directly from us. For access to our award winning customer support team, visit support.sugarcrm.com.
Don't settle for SugarCRM
SugarCRM was fairly easy to get base-level reporting created, and without any training.
The mobile aspect is quite lacking... not good for a leader/manager who wants to check detailed data on the go or away from the office. We had a full-time SugarCRM admin onsite, and even he had trouble creating the level of detail we needed. Our requests weren't unique, we learned, when another software CRM was able to immediately handle them right out of the box.
Alternatives Considered: Salesforce Sales Cloud
Reasons for Switching to SugarCRM: Lower cost (and later regretted it)
I have made product configurations for a company that provides technical consulting services
Comments: Management of all information related to customers and sales in a single software in a centralized manner that can be accessed by any type of device in real time, providing valuable information for decision making made by the management controls
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
Sugar CRM Review
Comments: Sugar seemed like a really awesome CRM with exciting features, but it was very time consuming to make sure everything was in and done correctly that it just became a headache and took focus off of selling.
Sugar had a lot of cool features that I had not seen in other crm's I've used in the past. When they worked, it allowed me to quickly see my month and goals and see what I had in my pipeline still. Also, it was fairly easy to use while driving in the car between appointments and quickly type in a review of what I met with the accounts about.
Quit often the software features that we nice to have were either not accurate or not working. The idea of having it was nice but it was annoying when I had no idea what was correct with my numbers. Also, it took quite a long time to find certain accounts and many of them were duplicated in the system and you must pay close attention to the account number to make sure it was the right one. Also, putting in tasks and calls were done separately so our management team required that we basically put in one contact with an account twice to make sure it was on our calendar and the pipeline.
Easy to implement, easy to customize, product support is OUTSTANDING
Comments: Better Customer Satisfaction from effective management of touch points. Sales productivity because they spend less time doing "paperwork" and more time selling. Effective management of RGA process, Special Quotes, Purchasing, mailing literature, tracking sales activity.
Built-in development tool (Studio) and the Advanced Workflow Manager. One can have a functional, useful, robust, effective, CRM running within an hour. Getting started by importing Accounts and Contacts is easy and the software modules allows customization the meet specific business needs.
The Advanced Workflow Manager is still missing a few functions that were available in the "old" Workflow Manager. There is a plan to remove the prior Workflow, but its demise has been delayed until the SugarCRM folks fix the deficiencies.
It can't keep up
Comments: At start when was used in the company where I work was working relatively fast with quick load times and almost zero crashes, but when the company grow with more employees, new headquarters and more customers and much more data in our database, the software become slow, sluggish and very unstabble. Even when I was testing a new version out of the box of sugar with an empty database in wamp and xamp enviorement , it was very slow and sluggish .
Customization:Have the posibility to create new modules
Slow Ugly and ancient UI Hard to use Lack of good support documentation
7 years ago
Alejandro - sorry to hear about your issues - quick question - are you using a paid commercial version or the free Community Edition? You noted an older UI - and Sugar 7.x has the most modern UX on the market so I was curious if you're using an older or open source version and thus the performance and UI complaints. Let me know at [email protected] thanks!
SugarCRM is a usefull CRM tool
Since the latest updates it became very user friendly compared to previous interfaces, it has several modules you can purchase and also customize to your own needs, given that these are designed correctly. The latest version of the App is really good and saves a lot of time in you are on the road.
It was not the simplest thing to connect it to a Dashboard service and also to setup reports, but once you set it up runs pretty smoothly. It might have been an issue with my company's server but it ran incredibly slow when outside company's internet, being very frustrating to use on the go. The Outlook Add-on never worked properly and made my outlook crash all the time, finally removed it.
My favorite CRM option but not the easiest for employees to navigate....
Comments: We have been using Sugar for almost 8 years and have been happy with it. The workflow consistently causes issues and the options for employee files is limited. We also here lots of negatives from our employees on user-friendliness however, the admin love its functionality.
The file retention, the report capabilities
The 'breaks' in workflow
7 years ago
Hailey, Thanks for your review - I'd love to learn more about which version you are using - as the Sugar 7.x upgrade is focused almost entirely on user experience, look and feel :) Also, has your firm looked into Advanced Workflow? It is far more stable and reliable than the predecessor. Email me at [email protected] with any and all questions anytime! Martin Schneider Head of Product Evangelism, SugarCRM
We started using the basic online software and built it up from there. Use is up as are sales.
Comments: We understand more about the daily activities of traveling and phone based salespeople and can be regularly updated with notes. Tech work is easily tracked and shared company wide instead of being branch based. Email and phone lists are easily generated to focus on specific groups.
Both salespeople and management are able to use the information generated to increase sales and look for new opportunities.
Not being a programmer, it can sometimes take a lot of work to tweak the program to specific ideas. Integrating old information that is not in Sugar categories had to be done manually and took a lot of time, but it was worth the effort.
I like SugarCRM, we use it in my workplace for many applications
Comments: An easy way for a business to manage their customers. It can be as custom or out of the box as they want to make it.
I like that I can add lots of features and functionality myself, including whole new custom modules. As my workplace deals with lots of custom items Sugar fills our custom needs. Our reseller has been fantastic in keeping that custom functionality.
I dislike that we are able to edit default field formulas at all without an easy "restore." I think this makes it easy for a developer to make a small mistake that can cause the instance to stop being "upgrade safe." I wish customizing the color, notifications and "logos" were easy to change in an ondemand instance. I also want the global search function to be more consistent.
Too many functionalities
Comments: It's a really complete tool for CRM management, it's clear on what are the basics, but to get more benefits on the added value the propose you need to deep dive into the different layers of the software. Overall is very easy to use.
It has a lot of features that give an holistic way of keeping track of customers leads, also it has multi device interfaces which makes it amazing for on the run salespersons.
too many functionalities that you don't really use, I think because of a lack of education on the software. Also the exporting files need to be fixed on format and layout.
As simple or as complex as you want, Sugar CRM works great
Comments: Having used both the on-site version and the cloud-based version, I can honestly say that Sugar can adapt to any environment for any possible restrictions. Like all CRM, it does have its learning curve, but once you get the hang of it you find that you can do all of your CRM related tasks and management fairly easily and quickly. That you can write custom code for it was a huge plus for us, and when we updated to the newest version, Sugar Support was of tremendous help getting our old code to work with the new version. All in all, Sugar CRM is pretty great. If you're considering using CRM, give Sugar a try, you may be surprised.
The learning curve.
A free CRM - not worth the price
Comments: It is a good startup CRM for base use. Not nice looking not always working but cost no money.
It is a free CRM and you can fully customize to your needs.
Very hard to actually customize it. The templates do not fully work and thus many times the system just breaks. Not feasible to use without a programmer putting it straight.
2 years ago
Thank you for your review and feedback, however it is important to highlight that you have provided this feedback on a product that is no longer supported by SugarCRM. Sugar Community Edition is the legacy version of our platform for the open-source community, which is traditionally utilised by developers and not by businesses to run day-today operations. If you require a flexible platform that is inclusive of support and frequent upgrades, then we please do check out the 3 versions of Sugar Sell on our website: https://www.sugarcrm.com/uk/pricing/. Sugar is frequently recognised for exceptional UX and ease of configuration, without the need for any 3rd party support which are a couple of the many reasons we are recognised as an industry leader by many analysts and most importantly, our customers.
I can't see working with out a CRM now that I've been introduced to Sugar
Comments: Our sales team spends less time in the office and more time out in the field, but armed with powerful data before venturing on cold calls.
It's easy to use and I like the functionality and customization ability. Our Sugar instance appears to have been customized for our industry. Adding drop-down menus and removing modules is simple and easy to learn if your not familiar with CRMs in general.
Importing data, even though properly mapped, doesn't always come out the way it should. It also would be nice if accounts would link with sub-panel data during the import phase. I also found pulling reports to be overly complicated, but like the addition of the report wizard.