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 customizing 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 synchronization 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 has a free version and offers a free trial. SugarCRM paid version starts at US$40.00/month.

Starting Price:
US$40.00/month
Pricing Details:
Sugar Professional: $40 per user/month Sugar Enterprise: $65 per user/month Sugar Ultimate: $150 per user/month
Free Version:
Yes
Free trial:
Yes

Alternatives to SugarCRM

Salesforce Sales Cloud

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Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and...
Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide...

monday.com

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and...

Agile CRM

Agile CRM is a cloud-based customer relationship management (CRM) solution designed for small and midsize businesses....

CentraHub CRM

Centra Hub CRM is a solution designed to help businesses of any size streamline sales, customer service, and marketing...

SugarCRM Reviews

Feature rating

Value for Money
4
Functionality
4
Ease of Use
3.5
Customer Support
3.5
5 reviews of 849,024 View all reviews
Victoria G.
  • Industry: Oil & Energy
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
2
Customer Support
0

5
Reviewed on 12/02/2019

Excellent Community CRM

SugarCRM Community edition has been a great daily driver for my music business. It's reliable, and has enough functionality to enable me to record all the key data that I need. The ability to self-host the platform is fantastic, because it helps keep costs down, and when you work on a small-scale, you don't need all of the processing power of a paid hosted solution. Definitely a great option if you have the savvy to install and maintain your own instance on your web server.

Pros

I used the self-hosted community CRM for several years for my own music business. It has a ton of functionality that matches a lot of the basic features you find in Salesforce Classic. It's a great tool for keeping track of client data, deal tracking, etc. It's also nice to be able to self-host the platform as well as it's a lot more affordable than using a paid SaaS solution.

Cons

SugarCRM Community Edition looks pretty dated. If you don't have a lot of experience with the typical CRM data model concept, it can be hard to figure out how to use the system. The interface could be modernized to make it easier to navigate and find your way around. Another downside to being the Community Edition is that you need to know how to install and maintain the platform on your own server, but this is also a plus if you do have these skills.

Katie F.
  • Industry: Marketing & Advertising
  • Company size: 501-1,000 Employees
  • Used for 1-5 months
  • Review Source
Value for Money
5
Features
3
Ease of Use
5
Customer Support
5

4
Reviewed on 14/01/2020

The Pros and Cons of Sugar

Overall, I really enjoyed Sugar and think it would be a great fit (especially for the lower price point!) for marketing and advertising agencies that are looking to build out custom flows. Their customer care team was incredibly helpful and knowledgeable, and I really enjoyed working with them.

Pros

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.

Cons

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).

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to SugarCRM

We didn't - we ended up choosing Salesforce over Sugar, simply due to the fact that we had to incorporate other areas of the business already in Salesforce and ultimately they were able to provide all the necessary features. For other orgs, I would recommend Sugar, as it's an amazing product.
Cynthia C.
  • Industry: Management Consulting
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Features
4
Ease of Use
4
Customer Support
0

4
Reviewed on 07/10/2021

A good CRM

Pros

SugarCRM is customizable and can be tailored to meet the specific needs of your organization .The way you can store and access customer data is intuitive . It is also easy to pull out the data you need on Excel files and then add it to the program(s) you use for analytics .

Cons

The interface on mobile is noticeably different than on desktop and the app is overall slow and buggy . You can't log in simultaneously from multiple devices .SugarCRM doesn't integrate with almost any other program and information transfers have to be done manually .

Josh B.
  • 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!

Kristin B.
  • Industry: Insurance
  • Company size: 10,000+ Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
0
Features
4
Ease of Use
5
Customer Support
5

4
Reviewed on 22/07/2021

Wonderful Product

Overall I would highly recommend this product! It is user friendly, although can appear overwhelming at times, its hard to "get lost" or "break" anything! There are some features that you may need to fine tune depending on what you are looking to use the system for but overall rated 9/10 across the board! Highly recommended!

Pros

I like that this software is easy to grasp the concept of, easy for a new user to understand and navigate through! Has lots of areas to store, create, and customize/analyze all types of data! Still learning something new everyday!

Cons

The only downside that I have found to the software for our purposes here we track each callers name, email, phone and fax number, would be nice to make that existing info populate ask you are selecting the main contact (companies) name and the contact details auto pop so you do not have to ask for them but rather verify them

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