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Sugar Sell (SugarCRM)

Sugar Sell (SugarCRM)

Overview

What is Sugar Sell (SugarCRM)?

Sugar Sell from SugarCRM is a collaborative CRM, allowing users to track and monitor activities, map each customer’s journey and automate as many workflows as you need to. Sugar Sell is presented by the vendor as lean, fast and integratable…

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Learn from top reviewers

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Pricing

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Essentials

$49

Cloud
per month per user (3 user minimum, 5 user maximum)

Sugar Enterprise

$85

On Premise
per month per user (billed annually)

Advanced

$85

Cloud
per month per user (3 user minimum)

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.sugarcrm.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $147 per month 3 users
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

8.2
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

8.2
Avg 7.6

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7.9
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

8.9
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.7
Avg 7.7

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.8
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.5
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

8.2
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

8
Avg 7.2

Platform

8.1
Avg 7.4
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Product Details

Sugar Sell (SugarCRM) Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationNo

Frequently Asked Questions

Sugar Sell from SugarCRM is a collaborative CRM, allowing users to track and monitor activities, map each customer’s journey and automate as many workflows as you need to. Sugar Sell is presented by the vendor as lean, fast and integratable with anything. Sugar Sell replaces former editions of the SugarCRM product, including the SugarCRM Community Edition, the open source edition, which is discontinued.

Sugar Sell (SugarCRM) starts at $147.

Insightly, Zoho CRM, and Pipedrive are common alternatives for Sugar Sell (SugarCRM).

Reviewers rate Billing and invoicing management and Single sign-on capability highest, with a score of 9.1.

The most common users of Sugar Sell (SugarCRM) are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews From Top Reviewers

(1-5 of 58)

Customizable and Flexible CRM

Rating: 6 out of 10
September 16, 2021
JM
Vetted Review
Verified User
Sugar Sell (SugarCRM)
10 years of experience
It is being used by our Sales team only within our organization. It is used only for new sales and some retention efforts. We don't use a lot of the full features of it. We mostly use the leads and prospects modules.
  • Customize screen layout
  • Customize fields
  • Search functionality
  • Recording data
Cons
  • The email campaign of SugarCRM is very difficult to use. It is way more complicated than it needs to be.
  • Importing into SugarCRM as a lead is very easy but importing into account/contact is not.
SugarCRM is very flexible, and, since we have direct access to the underlying data, it is not too bad to integrate with other systems. If you want it as an email campaign platform, then I would look elsewhere or think about integrating with a tool that is better suited to do that.

SugarCRM for Taxes

Rating: 4 out of 10
March 23, 2021
JW
Vetted Review
Verified User
Sugar Sell (SugarCRM)
3 years of experience
Community Tax has been using SugarCRM for almost three years now and it is being used for the entire company. We use this platform to attend individuals and businesses with income tax problems from; filing taxes, amending taxes and resolving tax debts so that our team can access the issue within the same platform.
  • One case per entity.
  • Access to notes about the problem.
  • Should be able to accommodate additional add-ons to the platform.
Cons
  • Smoother interaction with add-ons.
  • Instead of using a URL to run the platform create software.
  • Smoother interaction when saving information.
The way Community Tax uses Sugar from a users point of view is, it can house a lot of information for either a company or individual with the option of adding additional sub cases . The down side is there are licenses issued per user and 1 per user is not enough because most of the time we are multitasking. Therefore a program/software would be more suitable instead of using a URL.

SugarCRM Goes Above and Beyond My Expectations to be a Productive Sales Professional

Rating: 10 out of 10
March 12, 2021
PV
Vetted Review
Verified User
Sugar Sell (SugarCRM)
1 year of experience
It is used across the whole organization. I work in sales and I use SugarCRM to manage my pipeline, to prospect and for AR purposes as well.
  • 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
Cons
  • I feel like there are unnecessary steps needed when saving work, which makes it time consuming at times.
  • Being able to create my own dashboards to my liking has been a challenge and I have had to ask IT to assist with that.
  • The system has gone down many times on me, I am not sure if it due to updates, but it does disturb my productivity.
SugarCRM is well suited to doing exactly what it is meant for, for managing my pipeline. It has a function that I have never had before that I believe that has helped me being successful within my role. I am easily able to use when the last time I had contact with a client/prospect. Every lead I have is important and this helps me ensure I am following up with all of my prospects.

Robust and cost effective platform for Lead Management

Rating: 9 out of 10
May 30, 2021
AN
Vetted Review
Verified User
Sugar Sell (SugarCRM)
1 year of experience
It has really helped us to maximize our sales and marketing efforts. All our info regarding sales opportunities, accounts, contacts, leads, etc are under one platform allowing us to get visibility into our sales efforts and pipeline. Also by automating most of the tasks by setting up workflows helps a lot in saving time and making the process efficient. It is very easy to use and very affordable and also well suited for most businesses. It covers most of the important functionalities required in any CRM like workflow automation, analytics, leads and contacts management, etc. Overall it is a very robust and scalable CRM in the market for small to mid size businesses.
  • It was easy to set up and didn't take a lot of time during integration.
  • Its export functionality is good.
  • Their customer support service is fantastic and their technical support is great as well.
  • Their reporting and analytics function is very comprehensive.
  • It is very well-organized in terms of content management or Workflow management and opportunity management.
Cons
  • The UI can be made better. It's a little clumsy at times.
It can be used as an end to end CRM tool. It has all features for lead management, opportunity tracking, contact management, analytics etc. It is more suited for small to mid sized companies. It's not the best CRM if your requirements are heavy in terms of workflow management as lacks some advanced features present in other CRMs.

Sugar, a sweet way to make your sales!

Rating: 10 out of 10
March 26, 2021
SC
Vetted Review
Verified User
Sugar Sell (SugarCRM)
2 years of experience
Sugar is the main program for our company. It's used across the whole oganization. At the momento we've had small issues such as sometimes it would get stuck or at times certain information was not available on the right hand side at the time of putting notes on a case.
  • User Friendly
  • Saves Information Quickly
  • Informs you what you did wrong in order to continue
Cons
  • Add More Color to it
Sugar allows us to keep récords of the clients that the company has, such as new inbounds that are coming in hot or clients that you have to follow up with. These last couple of updatees that the system has made have been real helpfull. Especially being able to link a phone system to the system and be able to dial out quicker.
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