SugarCRM

SugarCRM

Customizable customer relationship management software

3.8/5 (333 reviews)

SugarCRM Overview

What is SugarCRM?

SALES FORCE AUTOMATION
Sugar drives sales force performance by allowing sales representative to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our sugar mobile and collaborate through integration with Microsoft Outlook, Lotus Notes and other groupware applications.

MARKETING AUTOMATION
Sugar closes the loop between marketing and sales. Create, execute and track campaigns across multiple channels with the campaign wizard. Develop compelling email marketing programs and capture leads directly into your CRM system with web-to-lead forms. Manage and assign leads to your sales reps and track the marketing ROI of your programs.

CUSTOMER SUPPORT
Acquiring new customers is much more expensive than selling to existing ones. With Sugar customer support, companies have confidence that customer cases will be handled quickly and effectively. Sugar customer support centralizes customer service requests across channels to allow companies to manage inbound emails, diagnose bugs, share knowledge, and resolve customer issues. In addition, companies that subscribe to Sugar Enterprise or Sugar Ultimate can defray customer support costs with the included Customer Self-Service Portal.

SugarCRM Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

SugarCRM Features

Devices
Business size
S M L
Markets
Asia, Australia, Canada, China, Europe and 5 others, India, Latin America, Middle-East and Africa, United Kingdom, United States
Supported Languages
English

Screenshots

SugarCRM screenshot: Mobile CRM
SugarCRM screenshot: Mobile CRM SugarCRM screenshot: Social CRM SugarCRM screenshot: Social CRM

SugarCRM Reviews

SugarCRM Reviews

Overall rating
3.8
/
5
Excellent
96

Very good
117

Average
88

Poor
25

Terrible
7

Value for Money
3.8
Features
3.8
Ease of Use
3.6
Customer Support
3.7
64% recommended this app
Damion W.

SugаrCRM: Bооst yоur busіnеss

Thе Sugаr рlаtfоrm wоrks vеry wеll аnd іs quіtе sсаlаblе асrоss оrgаnіzаtіоns оf аll sіzеs.


Verified Reviewer

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.


Josh B.

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!


Katie F.

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.


Mark S.

SugarCRM for great for the marketing emails.

SugarCRM is so great software because it really help us to taking our sales process more faster. It really allow the small business companies to track sales, invoices, bills and market to our customers in a better way. This CRM is so easy to use just because of its great users interface. Hence, SugarCRM software makes my life so much easier.


Damion W.
Industry: Biotechnology
Company size: 201-500 Employees

SugаrCRM: Bооst yоur busіnеss

Used Daily for 2+ years
Reviewed on 6/6/2019
Review Source: GetApp

Thе Sugаr рlаtfоrm wоrks vеry wеll аnd іs quіtе sсаlаblе асrоss оrgаnіzаtіоns оf аll sіzеs.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Verified Reviewer
Industry: Information Technology & Services
Company size: 501-1,000 Employees

Indeed a great CRM with effective results

Used Daily for 2+ years
Reviewed on 26/5/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Josh B.
Industry: Transportation/Trucking/Railroad
Company size: 13-50 Employees

SugarCRM Review - Walz Scale

Used Daily for 2+ years
Reviewed on 16/3/2017
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Katie F.
Industry: Marketing & Advertising
Company size: 501-1,000 Employees

The Pros and Cons of Sugar

Used Other for 1-5 months
Reviewed on 14/1/2020
Review Source: Capterra

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).

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Mark S.
Industry: Computer Software
Company size: 1,001-5,000 Employees

SugarCRM for great for the marketing emails.

Used Daily for 2+ years
Reviewed on 9/8/2019
Review Source: Capterra

SugarCRM is so great software because it really help us to taking our sales process more faster. It really allow the small business companies to track sales, invoices, bills and market to our customers in a better way. This CRM is so easy to use just because of its great users interface. Hence, SugarCRM software makes my life so much easier.

Pros

SugarCRM is one of the best marketing platform which really help small business to grow faster and that's why it is also known as the business market smarter software. The best thing about this software is that it always provide the best customer relationships marketing software. We have been use the SugarCRM software foor the sales and marketing purpose because it has the great ability to customization's. Hence, the users interface is very responsive and the well designed.

Cons

The first obvious thing I don't like about this software is that SugarCRM does not have a users-friendly users interface software. The another problem that we faced is that it take a lot of time to setup the everything but the documentations is always great. When we started using this software then we don't find the file manager as so intuitive.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
7/10
Based on 333 user ratings
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SugarCRM Pricing

SugarCRM Pricing

Starting from
N/A
Free Trial
Subscription
Value for money
Value for Money
3.8/5
Based on 333 user ratings
Compare value for money rating with alternatives
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SugarCRM Features

SugarCRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Calendar Management
Custom Fields
Customer Database
Customisable Branding
Customisable Reporting
Customisable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
3.8/5
Based on 333 user ratings
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Categories

Additional information for SugarCRM

Additional information for SugarCRM

Key features of SugarCRM

  • Customer Support
  • Email Integration
  • Marketing Automation
  • Sales Force Automation
  • Social CRM

Benefits

- Focus attention on the most profitable deals
- Bring new sales representatives up to speed

- Captures leads directly into the CRM system
- Measures return on investment of campaigns

Facebook: read your friends’ news feeds in the Activity Streams dashlet
LinkedIn: See who you know or who can provide you with an introduction at a company
Twitter: read tweets of all the people you follow in the Activity Streams dashlet and add the Twitter name to a contact or lead and read their tweets directly in the contact or lead record

SugarCRM FAQs

SugarCRM FAQs

Below are some frequently asked questions for SugarCRM.

Q. What type of pricing plans does SugarCRM offer?

SugarCRM offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

Q. What are the main features of SugarCRM?

SugarCRM offers the following features:

  • Customer Support
  • Email Integration
  • Marketing Automation
  • Sales Force Automation
  • Social CRM

Q. Who are the typical users of SugarCRM?

SugarCRM has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does SugarCRM support?

SugarCRM supports the following languages:

English

Q. What type of pricing plans does SugarCRM offer?

SugarCRM has the following pricing plans:

Subscription

Q. Does SugarCRM support mobile devices?

SugarCRM supports the following devices:

Android

Q. What other apps does SugarCRM integrate with?

SugarCRM integrates with the following applications:

CogniDox, EasyEvent, Evergage, InterWeave Quickbooks Integration, InterWeave Salesforce.com integration with Quickbooks, InterWeave Smart Payment Gateway, InterWeave SugarCRM integration with Quickbooks, InterWeave eMail Gateway, WhosOn, Zendesk

Q. What level of support does SugarCRM offer?

We do not have any information about what support options SugarCRM has