Sugar Sell (SugarCRM) Reviews and Ratings

Use Cases and Deployment Scope

Sugar CRM was used as an automated CRM platform to communicate with a marketable base, and automations were used for customer journeys to segment journeys down different paths.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

[Sugar Sell (SugarCRM)] is being used as a trial currently to fill in the gaps that salesforce crm cannot do and will hopefully take over the large number of duplicate accounts that are in sfdc currently. [Sugar Sell (SugarCRM)] is used by other software companies as well and I was tasked to get the crm and see if it could add value to where salesforce is lacking and that’s the source of the truth.

Likelihood to Recommend

I think [Sugar Sell (SugarCRM)] is well suited for small to medium sized businesses it seems to lack a true enterprise feel and I doubt it’s capabilities if your company is exceeding either 100M in revenue or, more than 450 employees. Other than that[,] it is an affordable crm if a company does not want to invest in an enterprise crm like a salesforce. I would recommend [Sugar Sell (SugarCRM)] to all my medium to small sized network accounts to use.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

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.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

This system is used by several departments within the company, and this allows each department to have knowledge and control over the situation of our client. With this, each person who can open the information of our client will know what the problem is and the history of the customer and in this way to be able to offer a correct service and attention.

Likelihood to Recommend

Sugar Sell is an excellent system in our company since it allows us to share information between the different work departments. It helps us when the client calls us, no matter who answers, [they] will be able to provide the correct attention because the client's information will be sent to the Mac and I can also update it. I could improve the system for scheduling appointments, but it works well.

Use Cases and Deployment Scope

We use [Sugar Sell (SugarCRM)] to manage all the leads of all the customers. It's basically a data base for the company. All the company uses it. For each customer we attend, there is a lead with the specifics on that case (customer). Some of our mates have already integrated the phone calls directly on the CRM, there is now a widget for Genesys (phone).

Likelihood to Recommend

It's actally great to be able to integrate the phone function, but at the same time, it's not a good idea to be able to "refresh" the website if you are on a phone call, there should be an alert or something to stop you from doing it. Or, a pop up alert saying "you are about to leave the page, phonecall will end".

Use Cases and Deployment Scope

We use Sugar [Sell (SugarCRM)] all over the company, what we like the most it that it's customizable to your business needs.

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.

Likelihood to Recommend

It's great to follow up with clients, schedule call backs, send SMS, record calls, billing and many other functions.

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.