It's a nice …
- Integration with email client (e.g., Outlook or Gmail) (29)8.888%
- Custom fields (29)8.787%
- Customer data management / contact management (32)8.787%
- Interaction tracking (30)7.676%
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Entry-level set up fee?
- No setup fee
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Starting price (does not include set up fee)
- $52 per month
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.
|Deployment Types||Software as a Service (SaaS), Cloud, or Web-Based|
- Native integration with the marketing platforms and 3rd party buyer intent platforms helps data from these systems to be populated in the CRM helping our sellers with the 360 views of the prospect
- Support omni channel seller communication with the prospects
- Sales console is very detailed, easy to access and informative it helps our sales team quickly fill themselves with the details of the prospect rather than going over the entire profile scraping all the unwanted data - purchase history, conversation history, interactions, industry, current pain point etc. all is populated at one place in the Sales console
- The AI and machine learning capabilities in the Discover module is comparatively not as advanced as those offered by Salesforce Einstein
- Though SugarSell has a mobile app that helps us see the prospect/contact / opportunity on the go but it misses on certain important capabilities like rendering and building out the reports which would be great add on
- UX feels little outdated - there are certainly room for improvements to improve the usability of the platform e.g. reporting section can be refreshed with more out of the box reporting
- Customize screen layout
- Customize fields
- Search functionality
- Recording data
- 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.
- 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.
- The UI can be made better. It's a little clumsy at times.
- Building personal reports
- Visually appealing
- Lack of Drill down to the level of detail
- Cannot slice and dice the data with multiple scenarios
- User experience is a little slow
- User Friendly
- Saves Information Quickly
- Informs you what you did wrong in order to continue
- Add More Color to it
- Facilitates access to customer information.
- Schedule appointments and follow up with clients.
- Allows a correct and effective contact with customers.
- System load is sometimes slow.
- The appointment scheduling system.
- Data update.
- It sycs well with the phone (Genesys)
- It brings up all the info including past years
- There is a button on the phone and by clicking it, it takes us to the lead
- SMS permissions can be tricky
- I would love it if the SMS were possible to send without having all detailed info of client
- Sometimes even when you filled in the requested, it won't let you send a text to a client.
It's a nice tool that allows to record all the calls and send SMS easy and quick, it lets you have a detailed record of all your clients, user friendly.
- Record calls
- User friendly
- Schedule call backs
- You have to keep clearing your cache it order to work properly
- It allows two users to edit the same case at the same time
Easy to understand and also allows companies to customize in order to succeed all the expectations and needs.
I don't like that you need to keep deleting cache in order to work properly.
We can keep using while they're working on it. When it gets down usually it takes 15 minutes or so to be back and after being back they keep monitoring it in order to ensure it's working properly.
- The product is highly customizable.
- It has powerful reporting features.
- It performs much faster than other CRM products we've used.
- Integrations with other systems work well.
- Initial setup / configuration is involved and takes time.
- There are limitations on logging into multiple devices.
- The menus across the desktop and mobile versions are inconsistent.
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.
- Intuitive, simple and very robust user interface.
- Organize your work better with lots of information you can add.
- Needs some ways to automatically purge or self-clean old data.
- Sometimes it's slow, and reports can be better and that affects the global search that doesn't always work.
- Great user-interface and visualization.
- Easy set-up for SSO which aligns with IT policy.
- Less features than other CRM products.
- Mobile application can be cumbersome.
- Account conversion.
- Reporting could be improved.
- Simplicity and ease of use.
- The clunkiness of the UI and the APP.
This application can also easily be manipulated into the way your company needs it most. We implement new functions to the dashboard frequently with ease. Customer support is always prompt as well.
- Manages the sales pipeline.
- Creates a funnel of pending sales.
- Tracks all contact being made by each user.
- If SugarCRM created their own click to dial feature, that would be great. For now, we use TenFold to integrate with 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.
- UI is sufficient but seems a bit outdated compared to SFDC.
- Inability to login to multiple devices computers.
- The email marketing tool is decent but far from the best, overall other solutions that have better marketing platforms.
- Extremely flexible. Sugar is open source, and so you're able to build customized modules to fit your needs readily and easily.
- Robust reporting capabilities. I appreciate how it's quick and easy to pull the data that my clients need.
- Easy to use. Sugar has a fairly straight user interface, and so is usable even by those who are not particularly tech savvy.
- More approachable user interface. At its core, it's a complex database, and it's not always intuitive.
Sugar is extremely flexible and cost effective compared to its competitors like Salesforce and Microsoft Dynamics.
Sugar covers the whole customer life cycle from Lead through Sales and on-going Support and Marketing. It is easy to use and has many features like in-line editing that keep Clicks to a minmum. Most tasks can be one with two or three clicks.
Sugar Mobile gives a very strong mobile app to give users complete flexibility whether at their desk or in the field.
- Sugar gives full account and contact visibility so any member of the organisation can have a full and accurate view of all related activities, products install, contracts in place and much more. It gives the proverbial One View.
- Dashboards are one of the strongest parts of Sugar giving each user their own view of the way they can and want to interact with the customer. The dashboards are a key feature in that they are very easy to customize so that each user has a personal view with tasks, data views etc. appropriate to their role. Customizing these dashboards by role is also very easy. No coding is required, it is largely a matter of dragging and dropping fields.
- Sugar's Forecasting Module makes the forecasting process quick and easy by using the Opportunities already created by the Sales Team. It also provides great individual feedback to the Team regarding YTD & QTD performance against Quota.
- Sugar Mobile is a very strong mobile app for IOS and Android that is both easy to use and comprehensive. I t can be used both of-line and on-line mode.
- With Version 8, there's not much Sugar can't do for us. With Plug-ins for most extra requirements that Sugar doesn't deliver at no/very low cost it's easy to build/deliver what we really need.
Ease of customisation and administration mean our clients can control their own destiny if they wish to. This ease of use helps significantly reduce Sugar's TCO sine external consultants are not required to make the system changes that Clients want on a regular basis.
- Online training
- In-person training
Also, like all support organizations, they have a tendency to close tickets too quickly. If customers do not respond to messages, they automatically close the ticket even if the issue has not been completely resolved.
- Quote Management
- Activity Logging
- Marketing Automation
- I'd like to see the reporting interface become a little more modern. Too much menu-diving required.
- Open source code which allows your developers to customize it however needed. It also did pretty well integrating with other products.
- The Sugar CRM community is pretty vast and the user community is very engaged so you can find great resources and answers to questions and problems.
- Our team really liked the custom reports we were able to create inside the application. They were visually appealing, user friendly and worked very well for our business unit's needs (forecasting, ROI, campaigning etc).
- Official documentation is not a strong point for this application. I wish there was more reference material to guide people new to the system from an admin and developer side.
- There are fewer bells and whistles to the application than other CRMs.
- Since it is open source, you don't have any sort of support plan options like other bigger applications like Salesforce.com or Oracle etc.
- Sugar's reporting is pretty simple to use once you get trained up on it.
- The pricing is good for an organization of our size.
- Ability to customize also good - again, once you get trained up on it.
- Really, really find it a hassle (at least right now) to sync Sugar with our marketing automation software. We use a 3rd party API as our connector between the two systems but I find glitches in it that concern me and make me wonder if all my information is being accurately transmitted and matched up.
- Sugar wasn't very intuitive when I first began using it. We recently had a 3rd party come in to redesign the system for us and once it was customized, it was much better.
- Search function doesn't always seem to work in the top nav bar- frustrating when I'm trying to find something fast and don't want to go into a module to do it.
- Pricing is a major consideration with Sugar. When comparing Sugar with competitors, the cost to value ratio is outstanding.
- I really like the ability to customize the reporting.
- I have my dashboard really locked in. I log in, view the dashboard, and drill down into the issue of the day.
- Sales funnel.... Knowing how much we are promoting, how those promotions are affecting our target, and how we are engaging with those who have responded. Sugar has made this a simple process that we have integrated into every workflow touching the sale.
- PSA connectors. I have not found a PSA with a great CRM integrated, so I let the PSA do what it does best. Problem is getting the Sugar to more closely integrate with the PSA.
- Sugar's flexibility is great, but it sometimes seems like I am handing out a lot of nickels and dimes to third party developers for their modules.
- Desktop and mobile menus could be a bit more homogenous.
- Customized reporting is a strength.
- Customizable to user needs.
- Getting to a point of being usable can be difficult.
- If something is customized and SugarCRM updates, things can go wrong.
- If something is customized, it had better be dialed in the right way, or things can go wrong.
- SugarCRM's number one strength is the ability to host your instance on-site. This make any customization and changes possible as you have full control over every aspect of the CRM, including the source code.
- The price of SugarCRM is its second strength. It has essentially all of the features of Salesforce and more but at a dramatically lower price.
- The integrated Project Management module was another top selling point for my organization.
- SugarCRM is hard to use at the administration level, plain and simple. Of all of the CRMs I reviewed SugarCMR had the steepest learning curve and was the most difficult to understand.
- I also needed to make some customizations that weren't "out of the box" I was able to make these customizations easily in Salesforce but had to program everything by hand in Sugar and still wasn't able to implement my customizations fully.
- At a developer level the Sugar Framework is quite a bit to learn. I thought that it would actually be easier to develop in Sugar since it uses common programming languages however the framework that Sugar is built on is very confusing and bloated with far from adequate documentation.
- Developing and administering Sugar feels like you need to have some secret insider info that you can only get if you hire one of their "partners" to actually do the development and administration for you. It is not something that can be done easily in house like some of the other CRMs
- Excellent on supporting customized processes
- Workflows can be easily created and existing workflows can be easily modified
- Notifications and approval processes are easily created
- 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.
- Excellent database system. Can be copied to other servers.
- Custom fields.
- Ability to link CRM data to deals.
- Good user interface.
- Provide portable versions.
- Probably provide platform independent CRM system.
- Everything is available at all times, cloud-based
- You can add extra functions if needed
- The ability to search through a funnel based on specific requests/inquiries (Ex: City/state, company, etc)
- It's slow. VERY SLOW.
- Crashes constantly; makes it difficult to use. Frequently have to log in. You can't have more than one (or two, if you're lucky) windows open at a time, making searches very, very sloooowwww.
- Very difficult to use. If you need to update or change functionality on a platform, it's almost like pulling teeth. We had to frequently consult with Sugar CRM's staff members to understand how to do so.