OnePageCRM vs. Sugar Sell (SugarCRM)

OnePage is great for any company with a sales team. Onepage is great for lead tracking, and showing all communication in one place. Its timeline is easy to use and understand. OnePage also makes it easy to manage a sales team. Their reporting capabilities are excellent and it is a great way to track deals.

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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.

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• It uses a split screen: one half is your action stream, the other is for a selected contact. This is really helpful.
• You can do mass actions-- like rescheduling a group of actions for another day.
• "Tags" are a handy feature... it's sophisticated enough to trigger automated follow-ups in our mail service, Klaviyo

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• 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

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• The ability to interface with all or many VoIP services would be top of my priority list
• Skype is not a favourite of mine, but Google hangouts is which is now included with OnePageCRM
• The ability to create email templates would be good. I have a separate app for that, but it would be good to have it on board

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• 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.

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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.

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.

SugarCRM has never been down for us.

No response time issues ever. Very productive due to its ease of use.

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.

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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.

Only part of an implemementation as noted previously.

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.

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We use all these software for task management and email marketing. OnePage doesn't send out mass emails and we needed a more robust task management system, so we use SharpSpring and Asana as well.

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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.

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Works from 2-300 Users in our experience.

• OnePage has helped with time efficiency for the sales team. Because OnePage is so easy to use and manage, our sales team can spend more time selling and less time working with the system.
• OnePage is great for organization. It helps us track our daily schedules/tasks and shows all communication clearly in one place.

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• Overall seems to be more expensive than other subscription based CRMs.
• Has positively impact our sales team to make more efficient and accountability among sales teams. Also allows for high level aggregated reporting
• Has been impactful for all teams, not only sales to track individual activity on a daily, weekly, monthly and quarterly basis

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Independently Invited by TrustRadius

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