Orion Practice Management System vs. SugarSync

Orion is a great information organizer. It can be used as a CRM for your company as well as a performance tracker. The CRM functions are minimal but do hold pertinent client information. You are able to see real-time performance data, and there is even a client-facing portal if your clients would like to see their performance. While Orion might be hard to figure out, it's a wealth of information and worth figuring out the best case use for your firm.

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When doing daily jobs, if you’re sharing large files, I think Dropbox works a lot better but if you have a system where you’re working within that system and you want to be able to work with that system and have certain folders that you have access to all the time then SugarSync might be just the ticket.

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• Billing
• Synchs well with other programs
• Contains massive contact list
• Keeps up with client payments by user

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• Sync files in any folder - rather than forcing you to store them in a certain place (Although this can be confusing too)
• Works in the background - although this is true for all
• You can share with others - including those who do not use SugarSync

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• Report building could use improvement.
• Report finding and help is hard.
• Cleaner menu dropdown lists.

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• Can only think of one thing. I have helped others to get going with SugarSync and they if they have problems it is understanding the cloud.... So maybe (if it dosen't exist already) I would like to have a animation of the proces with "flying" folders between desktops, clouds etc. Otherwise SugarSync is just great.

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1. Freemium model is the ideal marketing for an app like this. 2. Now their sync methods with Android are worse

It is a complex system and difficult to onboard and figure out, BUT once you've got the hang of it, it is a great tool for your company and for your clients. The help desk is responsive and knowledgeable, and does a great job sticking with you through onboarding. There are a lot of options within Orion that can feel overwhelming, but again, the help desk is fantastic.

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Customer service is amazing, they are always fast to respond and very helpful.

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SugarSync, like all solutions, has its place in the data storage stack within a company. The main reason SugarSync is better than the other solutions is that it enables me to leave my hard drive organized and keep my existing file trees. I don't have to constantly move or copy files to a specific folder if I want them backed up.

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• Provides accurate billing information for submission to clients for payments
• Ability to run financial reports
• Contact database is ongoing with new entries and updated information

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• There were some opensource alternatives but we wanted something with better support which SugarSync offers.
• We achieved faster project collaboration with SugarSync.

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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