What users are saying about
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Top Rated
663 Ratings

Concur Travel and Expense

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Top Rated
663 Ratings
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Score 8.3 out of 100
197 Ratings
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Score 7.3 out of 100

Likelihood to Recommend

Concur Travel and Expense

Concur is great for a company or department that has many employees who get reimbursed for expenses. It is robust, with reporting functionality, an app, and the ability to book flights and hotels. I think for a bigger company it's excellent but for a smaller company with fewer employees, a simpler option should do just fine.
Liliya Carlage | TrustRadius Reviewer

Sugar Sell (SugarCRM)

If your organization has needs or requirements that it seems cannot be met by the industry leaders in CRM, I would urge you to talk to Sugar Sell (SugarCRM). They bent over backwards to work with different groups of people within our company to prove to them how committed they were to making the product work for us. It seamlessly integrates with our email and other applications we use frequently. And they helped us configure detailed reporting for our very complex sales territories and organizational structure.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.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Expense Management Platform Features

Concur Travel and Expense
8.0
Sugar Sell (SugarCRM)
Mobile Application
Concur Travel and Expense
8.1
Sugar Sell (SugarCRM)
Integrations
Concur Travel and Expense
7.6
Sugar Sell (SugarCRM)
Expense Management Security
Concur Travel and Expense
7.9
Sugar Sell (SugarCRM)
Expense Management Compliance
Concur Travel and Expense
8.2
Sugar Sell (SugarCRM)

Sales Force Automation

Concur Travel and Expense
Sugar Sell (SugarCRM)
7.7
Customer data management / contact management
Concur Travel and Expense
Sugar Sell (SugarCRM)
7.8
Workflow management
Concur Travel and Expense
Sugar Sell (SugarCRM)
8.0
Territory management
Concur Travel and Expense
Sugar Sell (SugarCRM)
7.6
Opportunity management
Concur Travel and Expense
Sugar Sell (SugarCRM)
8.4
Integration with email client (e.g., Outlook or Gmail)
Concur Travel and Expense
Sugar Sell (SugarCRM)
7.5
Contract management
Concur Travel and Expense
Sugar Sell (SugarCRM)
6.8
Quote & order management
Concur Travel and Expense
Sugar Sell (SugarCRM)
7.9
Interaction tracking
Concur Travel and Expense
Sugar Sell (SugarCRM)
7.1
Channel / partner relationship management
Concur Travel and Expense
Sugar Sell (SugarCRM)
7.7

Customer Service & Support

Concur Travel and Expense
Sugar Sell (SugarCRM)
7.2
Case management
Concur Travel and Expense
Sugar Sell (SugarCRM)
6.2
Call center management
Concur Travel and Expense
Sugar Sell (SugarCRM)
8.1
Help desk management
Concur Travel and Expense
Sugar Sell (SugarCRM)
7.3

Marketing Automation

Concur Travel and Expense
Sugar Sell (SugarCRM)
7.5
Lead management
Concur Travel and Expense
Sugar Sell (SugarCRM)
8.3
Email marketing
Concur Travel and Expense
Sugar Sell (SugarCRM)
6.8

CRM Project Management

Concur Travel and Expense
Sugar Sell (SugarCRM)
7.7
Task management
Concur Travel and Expense
Sugar Sell (SugarCRM)
8.1
Billing and invoicing management
Concur Travel and Expense
Sugar Sell (SugarCRM)
7.2
Reporting
Concur Travel and Expense
Sugar Sell (SugarCRM)
7.8

CRM Reporting & Analytics

Concur Travel and Expense
Sugar Sell (SugarCRM)
7.9
Forecasting
Concur Travel and Expense
Sugar Sell (SugarCRM)
8.3
Pipeline visualization
Concur Travel and Expense
Sugar Sell (SugarCRM)
7.3
Customizable reports
Concur Travel and Expense
Sugar Sell (SugarCRM)
8.1

Customization

Concur Travel and Expense
Sugar Sell (SugarCRM)
7.9
Custom fields
Concur Travel and Expense
Sugar Sell (SugarCRM)
8.4
Custom objects
Concur Travel and Expense
Sugar Sell (SugarCRM)
7.4
Scripting environment
Concur Travel and Expense
Sugar Sell (SugarCRM)
7.7
API for custom integration
Concur Travel and Expense
Sugar Sell (SugarCRM)
8.0

Security

Concur Travel and Expense
Sugar Sell (SugarCRM)
8.7
Single sign-on capability
Concur Travel and Expense
Sugar Sell (SugarCRM)
8.6
Role-based user permissions
Concur Travel and Expense
Sugar Sell (SugarCRM)
8.8

Social CRM

Concur Travel and Expense
Sugar Sell (SugarCRM)
8.8
Social data
Concur Travel and Expense
Sugar Sell (SugarCRM)
8.9
Social engagement
Concur Travel and Expense
Sugar Sell (SugarCRM)
8.8

Integrations with 3rd-party Software

Concur Travel and Expense
Sugar Sell (SugarCRM)
8.2
Marketing automation
Concur Travel and Expense
Sugar Sell (SugarCRM)
7.8
Compensation management
Concur Travel and Expense
Sugar Sell (SugarCRM)
8.7

Platform

Concur Travel and Expense
Sugar Sell (SugarCRM)
7.1
Mobile access
Concur Travel and Expense
Sugar Sell (SugarCRM)
7.1

Pros

Concur Travel and Expense

  • Searching for flights and lodging - It's easy to search for specific hotels in target cities and it's nice to know that the options surfaced are company approved/preferred.
  • Knowing what is "out of budget"- I appreciate that Concur flags if a selection is beyond what we'd typically pay for a service/stay for that given location.
  • Expense Reports - It's easy to combine all expenses into one report for approval. I like doing this for a months' worth of expenses at a time, as it streamlines the approval process for my manager.
Clara Gray | TrustRadius Reviewer

Sugar Sell (SugarCRM)

  • 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.
Anonymous | TrustRadius Reviewer

Cons

Concur Travel and Expense

  • The 30-character limit for descriptions can be tough.
  • Breaking out baggage fees into a separate expense type could be helpful as they are so prevalent.
  • General comment on most Concur interfaces: getting to the comments section or the audit trail is not easy.
Erika Ruch | TrustRadius Reviewer

Sugar Sell (SugarCRM)

  • 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.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Concur Travel and Expense

Concur Travel and Expense 9.0
Based on 23 answers
Now that we are fully on Concur, switching is not an option. Concur has become ingrained in our expense reporting process. Furthermore, Concur continues to improve its offering. Each month, they release updates and changes, many of which were client requested. Concur's constant evolution means it is adapting with my business
Ashley Salustri | TrustRadius Reviewer

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.2
Based on 26 answers
Our organization will continue to use Sugar as long as it remains cost effective and it addresses the majority of our needs. I will, however, recommend looking into other options once our needs increase and there is additional budget for some bigger named and more robust platform options. I feel if the application was friendlier to end users we would get better productivity as well.
Andrew Dunifer, MBA/MS MIS | TrustRadius Reviewer

Usability

Concur Travel and Expense

Concur Travel and Expense 8.1
Based on 57 answers
I really like the app. It's easy to add receipts. I can easily find the categories for my expenses as well. I think some of my confusion and frustration with the product comes from the account numbers my institution assigns to purchases. I do with that Concur saved commonly used accounts so it would be even easier to complete my reports.
Hans Meyer | TrustRadius Reviewer

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.3
Based on 2 answers
There's a learning curve associated with Sugar. Right away, it's not as easy as an out-of-the-box CRM. Once you learn how to use Sugar, the system fits what your needs are. With any other CRM, you'd be trying to figure out how your company can best fit the CRM. You don't want to change your business cycle for your CRM, the CRM should fit your business cycle.
Anonymous | TrustRadius Reviewer

Reliability and Availability

Concur Travel and Expense

Concur Travel and Expense 9.0
Based on 7 answers
In prior years I would have given them a 9.5 for availability. Unfortunately in 2015 so far this rating has dropped to a 7 overall.
We have experienced far too many interruptions - from admins to employees who rely on it for day to day booking of travel and submission of expense reports. Server errors, slow system response time and spinning wheels are too common place. Those things should be a rare occurrence, not a daily interruption.

While Conur still has great product offerings overall, they are currently not offering world class or best in class product (and customer service) availability. Remaining hopeful they step up and get their A game going again soon.
Carol Monk, CPP | TrustRadius Reviewer

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 10.0
Based on 1 answer
SugarCRM has never been down for us.
Peter Fletcher | TrustRadius Reviewer

Performance

Concur Travel and Expense

Concur Travel and Expense 9.0
Based on 4 answers
Pages always load quickly, reports are always completed in a quick and efficient time frame, and everything about the experience is swift. I've never had any frustrations or complexities that can't be handled easily
Nicole Nagy | TrustRadius Reviewer

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 10.0
Based on 1 answer
No response time issues ever. Very productive due to its ease of use.
Peter Fletcher | TrustRadius Reviewer

Support Rating

Concur Travel and Expense

Concur Travel and Expense 7.4
Based on 39 answers
I have never had to use customer support when using Concur Expense - the UX could be a bit nicer on the eyes or easier to understand, but there have never been any problems when using Concur Expense that I have had to ask or reach out to customer support to help me with anything.
Shannon McNamara | TrustRadius Reviewer

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 6.3
Based on 10 answers
Most of our support comes from the documentation on the SugarCRM web site. There is lots of documentation available, but sometimes, it takes a little time to find the piece that pertains to your system. The SugarCRM software has changed a lot over the years and documentation for all of the versions is still available on the web.
Tom Kreiner | TrustRadius Reviewer

In-Person Training

Concur Travel and Expense

Concur Travel and Expense 8.0
Based on 1 answer
No answer on this topic is available.

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 1 answer
We feel clasroom training is essential to ensure user adoption and buy-in. Video and on-line training courses gave their place but being in a classroom setting enables the Team to make any potential CRM issues visble right up front.
Peter Fletcher | TrustRadius Reviewer

Online Training

Concur Travel and Expense

Concur Travel and Expense 6.0
Based on 2 answers
It's live (you can ask questions), it's free, it's good. What's not to like. Only reason it's not getting a "10" is breadth and depth, more would be better.
Evan Trimble | TrustRadius Reviewer

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 8.0
Based on 1 answer
Only part of an implemementation as noted previously.
Peter Fletcher | TrustRadius Reviewer

Implementation Rating

Concur Travel and Expense

Concur Travel and Expense 6.9
Based on 8 answers
There are different implementation teams for each module of the product you purchase, so implementation is not a 'one size fits all' environment. Also, the different implementation teams have different ways of doing things, so Concur could stand some standardization and streamlining in this area.A Project Manager can make or break an implementation so don't be scared to ask for a new one if things are rocky.
Carol Monk, CPP | TrustRadius Reviewer

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 6 answers
Study, study, and study. Be prepared to train everyday until all processes are flowing nicely. The CRM is the elephant and figuring out where to take the first bite can be a challenge. But there is only one way to eat this elephant, one bite at a time. Systematic planning is very important.
Marc Prince | TrustRadius Reviewer

Alternatives Considered

Concur Travel and Expense

We used PeopleSoft for travel previously. It was great, easy to use, could crank out an expense report in about 10 minutes. It was easier than Concur Travel and Expense to deduct anything that wasn't eligible for reimbursement, ex: room service, personal flights. Could still see expense reports fairly easy. PeopleSoft's travel library portion isn't as optimal as Concur's.
Moriah Crane | TrustRadius Reviewer

Sugar Sell (SugarCRM)

GoldMine was an archaic platform. Adding custom fields was difficult. Reporting was horrible. Sugar CRM blows it out of the water. It's also easier to use and navigate. Having all of the data available from any browser is also a tremendous advantage compared to our private installation of GoldMine which required their software and a VPN connection.
Sid Haas | TrustRadius Reviewer

Scalability

Concur Travel and Expense

Concur Travel and Expense 8.3
Based on 38 answers
It can grow easily with a business, handling plenty of volume. However, the UI inefficiencies add up. The pricing can work for or against a business, as it’s based on volume. If you can discipline your employees to group their expenses perhaps on a monthly basis, you can keep the cost down a bit
Joshua Henke | TrustRadius Reviewer

Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM) 9.0
Based on 1 answer
Works from 2-300 Users in our experience.
Peter Fletcher | TrustRadius Reviewer

Return on Investment

Concur Travel and Expense

  • We've had substantial gains in productivity in auditing. We saved 1 FTE by enabling certain audit rules in the software and moving to a sample audit instead of a 100% receipt audit. We estimate this savings at $90k annually. We saved an additional 1/2 FTE when we implemented Detect. It uses AI to read and audit all receipts and reports. So we now do 100% review for $150k less per year.
  • We were able to incorporate a Corporate Credit Card program for all of our employees, which earns us an annual rebate of $200k.
  • Using mobile capture for receipt images saves us an average of 5 minutes per expense report. Since we submit over 12,000 reports annually, we estimate this saves us about $50k per year.
  • Through partnership apps like Uber and Lyft, we estimate we save about $20k annually from the cost of traditional transportation methods.
Jill Liegghio | TrustRadius Reviewer

Sugar Sell (SugarCRM)

  • Just one of our customized modules allowed us to automate multiple processes and saves us on average 500 man hours a year.
  • It allows each user to have a 360-degree view point of our databases at any given point.
  • Incorporating some of our onsite operational pieces within SugarCRM has given us the opportunity to reduce the number of places information is stored to one.
Jennifer Stewart | TrustRadius Reviewer

Screenshots

Pricing Details

Concur Travel and Expense

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Sugar Sell (SugarCRM)

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Concur Travel and Expense
8.3
Sugar Sell (SugarCRM)
7.6

Likelihood to Renew

Concur Travel and Expense
9.0
Sugar Sell (SugarCRM)
8.2

Usability

Concur Travel and Expense
8.1
Sugar Sell (SugarCRM)
8.3

Reliability and Availability

Concur Travel and Expense
9.0
Sugar Sell (SugarCRM)
10.0

Performance

Concur Travel and Expense
9.0
Sugar Sell (SugarCRM)
10.0

Support Rating

Concur Travel and Expense
7.4
Sugar Sell (SugarCRM)
6.3

In-Person Training

Concur Travel and Expense
8.0
Sugar Sell (SugarCRM)
9.0

Online Training

Concur Travel and Expense
6.0
Sugar Sell (SugarCRM)
8.0

Implementation Rating

Concur Travel and Expense
6.9
Sugar Sell (SugarCRM)
9.0

Scalability

Concur Travel and Expense
8.3
Sugar Sell (SugarCRM)
9.0

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