Carta is an equity management platform that helps private companies manage their cap tables and issue securities electronically. Carta's tools help companies with valuations, tax filings, and equity compliance. Most recently, Carta launched Total Comp—a compensation management suite that offers benchmarking, leveling, scorecards, total rewards statements, and other tools used to forecast, hire, and retain…
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Sugar Sell (SugarCRM)
Score9.1 out of 10
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Sugar Sell from SugarCRM is a collaborative CRM, allowing users to track and monitor activities, map each customer’s journey. Sugar Sell replaces former editions of the SugarCRM product, including the SugarCRM Community Edition, the open source edition, which is discontinued.
$19
per month per user (3 users minimum, billed annually)
Pricing
Carta
Sugar Sell (SugarCRM)
Editions & Modules
No answers on this topic
Essentials
$19
per month (billed annually) per user (3 user minimum, 9 user maximum)
Standard
$59
per month (billed annually) per user (10 User Minimum)
Advanced
$85
per month (billed annually) per user (10 user minimum)
Premier
$135
per month (billed annually) per user (10 user minimum)
Carta is perfect for any sized organization when shares and stock options are in the picture for new/seasoned employees alike. If a company does not provide these benefits to employees, it may not be the best fit for them unless there are other value-adds the tool can provide in other areas.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Sugar CRM is a good tool, but it's complex to customize. It often requires expensive 3rd partners to implement more complex scenarios that SugarCRM struggles to support; coming back with explanations was usually time-consuming and unsupported. The back end is overly complex in terms of what it needs to be, with many redundant database tables and columns.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Great way to keep myself organized. I do not miss appointments with clients since within the system I can input my appointment time and also send out a reminder to my clients.
It has a nice layout [that] does not seem to be cluttered. I find it to be very user friendly.
It has customizable dashboards which I find beneficial
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Still some issues with the auto-generated Excel file for stock calculations that required correction by technical support.
Could offer integration into accounting platforms or HR/payroll platforms to further cut down on manual input.
It should allow for custom user creation to allow for varying levels of access based on role in the company; currently, all security roles in the platform are out of the box without any modification allowed.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Because it is simple to use, I have never experienced any issues or bugs while using it and I have not heard anyone else having issues with it either. It simply works.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Every time I have sent a message to Carta's support team, they've responded within 2 business days. The support team is very helpful and always has answered my questions competently and professionally. Many of my questions have also been answered through their extensive support articles. Carta makes available a lot of information that has helped reduce te administrative work of answering questions for our employees as they are able to get most of the information they need through Carta's website.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The support overall at least for us has been phenomenal. Anytime that the system has any Issues at all IT gets in contact from someone from support to get the system back up and running. Have never gone more than 30 minutes with the system not working. So overall I will be definetely recommending this system in any other company that I may work for in the future.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I was not personally involved in choosing Carta over any other platforms. However, I can say I'm very happy with Carta. Carta allows for a central place to manage stock options from multiple companies and is extremely user-friendly and intuitive. With Carta being a market leader, it's nice to find new employers already using it as well.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
SugarCRM is a lot better in many ways then LogicsCRM which I started using when I started as a sales rep at Community Tax. Yet there is still room for a lot of improvements to accommodate a steady workflow. They integration of old CRM files seems to have worked great from Logics to Sugar.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
If a company's cap table is wrong that is legally considered fraud ( yes, a capital F fraud ), as in there could be criminal repercussions, and almost assuredly whatever transaction that requires it to be accurate will be canceled.
Compliance is a major factor when it comes to having a stock option plan. Carta is the best I've seen at keeping a company in compliance.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
