About SugarCRM

SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user "wizard" tool for newbies, a shortcut bar, enhanced-view global search functions and downloadable plug-ins. SugarCRM is built on an open-source platform. This allows freedom in customising the solution to fit varied company's needs. SugarCRM also integrates with multiple third-party systems and can accommodate the new modules users can create with the built-in tools. The software supports Windows, Linux, MySQL, SQL Server, and Oracle systems and can run on either a Windows or Mac operating system. SugarCRM is available as a cloud-based or on-premise solution. The mobile access can be tailored according to specific usage, and an offline client synchronisation feature ensures the data is always up-to-date.
SugarCRM Software - SugarCRM activity stream
SugarCRM Software - SugarCRM case management
SugarCRM Software - SugarCRM knowledge base
SugarCRM Software - SugarCRM quote management
SugarCRM Software - SugarCRM dashboard
SugarCRM Software - SugarCRM sales forecasting
SugarCRM Software - SugarCRM activity stream - thumbnail
SugarCRM Software - SugarCRM case management - thumbnail
SugarCRM Software - SugarCRM knowledge base - thumbnail
SugarCRM Software - SugarCRM quote management - thumbnail
SugarCRM Software - SugarCRM dashboard - thumbnail
SugarCRM Software - SugarCRM sales forecasting - thumbnail

SugarCRM pricing

SugarCRM does not have a free version and does not offer a free trial. SugarCRM paid version starts at US$49.00/month.

Starting Price:
US$49.00/month
Free Version:
No
Free trial:
No

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SugarCRM Reviews

Feature rating

Value for Money
3.8
Functionality
3.7
Ease of Use
3.6
Customer Support
3.7
5 reviews of 384 View all reviews
Orianne
  • Industry: Telecommunications
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

4
Reviewed on 13/08/2022

Most powerful and easy-to-use CRM to support all corporate sales and marketing activities

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.

Pros

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.

Cons

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.
Josh
  • Industry: Transportation/Trucking/Railroad
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
2
Ease of Use
3
Customer Support
2

3
Reviewed on 16/03/2017

SugarCRM Review - Walz Scale

We have been using Sugar for several years, but only in the past six months have we really dug down to fully utilize the software. The tool is fairly simple to use, I like the reporting functions, but the feedback I get from my sales team is that it is just 'clunky' to use. I'll give you one little example. For the Opportunity 'Actual Closed Won' date, I found through coming across some bad sales data for the month, that if you close a sale in January, and that same month you mark it as Closed Won. But lets say in March you want to go in and add a note to the description. Once you edit that note, (thus changing the Modify date) you autimatically changed the 'Actual Closed Won' date to March. Really messes up sales reports! When I contacted Sugar, there really wasnt an easy fix. We found SierraCRM (third part software) and Bill Convis from there helped with a solution to this problem. We have now purchased this software and believe that this will help take us to the next level of using Sugar. Sugar Support via email is usually pretty prompt, but as far as hearing from our 'Account Manager', just 2 weeks ago was the first time I heard from someone regarding our account. At that point, I had already reached out to SierraCRM, so I did not need anything from Sugar.
To summarize: Great tool, though a little clunky, but the price is not bad. Customer service could be improved, especially for companies like us who are invested in the process, and just need some help taking our sales process to the next level. Thanks!

Pros

I like the Online (sugar on demand) that allows Sugar Support to get into your software and look and something you may be struggling with, like reports...

Cons

Design is little clunky. Think with some improvements, it might be easier to convert leads, update opportunities. Need less clicks!

Julia Maria
  • Industry: Information Services
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4

4
Reviewed on 07/07/2022

A complete history of calls, emails, and customers in one location only

SugarCRM offers you a way to monitor all the clients and leaflet details so you can keep everyone within the business on the same page, from ads to distribution to support to everyone to work with a system to get a detailed view of what is going on for each and every customer and future buyers. This is where I can show the details that are most important for my day, whether it is my channeling of potential clients, the weekly operation and predictions from my staff, or my allocated customer service cases. The home page can be personalized for any division of Sample with exactly the right details for every user. The browser bar at the top of the screen is the preferred position, but it can be placed sideways, floating or at the bottom.

Pros

The software provides a robust search feature that allows you to search by name, phone number, and other data values that I need. A standard profile account view would highlight the key information in the configuration of the presentation card, which may include phone number categorizations and to whom the account is allocated, for example. Admin software provided with SugarCRM enables the setup of each screen such that The company wants, including adding personalized infinite areas, changing values on any deployable list, and arranging everything and all. Another main way in which I can use SugarCRM phones or tablets when out of the office, helps you to extract some data through searches and tables, you can quickly call a contact and when you have a call.

Cons

You will choose to separate and divide the data into different categories. one way that you might do this is through searches, you will get to sort so many that you can get lost in so much dating.

Joe
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
3
Ease of Use
3
Customer Support
4

4
Reviewed on 16/03/2017

Great For Sales and Leads Tracking, Leaves Much to Be Desired with Support Case Management

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.

Pros

Sales tools, lead tracking tools, reporting features are second to none
Module builder is fantastic and very customizable.

Cons

Case management tools are lacking to a high degree, very dated

Verified Reviewer
  • Industry: Information Technology & Services
  • Company size: 501-1,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
4

5
Reviewed on 26/05/2019

Indeed a great CRM with effective results

Overall my experience with this CRM is great. I am using it daily and I can say that my daily work is incomplete without it. It is so simple to use and provides amazing results for reports and dashboards, their customer's support team is very responsive.

Pros

I am using it for more than three years and like almost everything about it. This CRM is very easy to use because of its simple design and easy to use user interface. I like the way SugarCRM provides reports and dashboards which is very easy to understand. SugarCRM provides secruity of data and information and now I can handle the different campaigns, create a different campaign for anyone and even get a complete picture of it very easily.

Cons

I would like to highlight one thing that I dislike about it which is its overall cost. A small organization may not afford this CRM but overall it is worth to spend on it.

Alternatives Considered

Zoho CRM and Salesforce Sales Cloud

Reasons for Switching to SugarCRM

We choose this because it has strong customer support team and it is less expensive compared to there products.

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