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…
Customizable and Flexible CRM
Robust and cost effective platform for Lead Management
Af
Sugar, a sweet way to make your sales!
SugarCRM for Taxes
SugarCRM Goes Above and Beyond My Expectations to be a Productive Sales Professional
Sugar, the best experience for my job
*** REVIEW *** Sugar Sell (SugarCRM) *** CTAX
SugarCRM Experience.
It's a nice …
The CRM You've Been Searching For
It makes everything easier, the best CRM software, all better in one place.
Sugar Cell Review
SugarCRM -- The little CRM that... Couldn't.
Sugar CRM is cheap, easy, and a must
SugarCRM - great product
Popular Features
- Integration with email client (e.g., Outlook or Gmail) (28)9.090%
- Custom fields (28)9.090%
- Customer data management / contact management (31)8.888%
- Interaction tracking (29)7.171%
Pricing
Essentials
$49
Sugar Enterprise
$85
Advanced
$85
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $147 per month 3 users
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.8Customer data management / contact management(31) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 7.9Workflow management(27) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 8.5Territory management(25) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.2Opportunity management(25) Ratings
Users can track deals and create quotes.
- 9Integration with email client (e.g., Outlook or Gmail)(28) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 8.7Contract management(25) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 7.8Quote & order management(23) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 7.1Interaction tracking(29) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.9Channel / partner relationship management(24) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 8.8Case management(23) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 8Call center management(18) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 7.7Help desk management(16) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.5Lead management(21) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 7.3Email marketing(22) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8.7Task management(25) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 9.1Billing and invoicing management(17) Ratings
This includes automated invoice creation and billing.
- 8.7Reporting(23) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 8.7Forecasting(23) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.7Pipeline visualization(24) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 8.7Customizable reports(26) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 9Custom fields(28) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8.7Custom objects(25) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 8.7Scripting environment(18) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 8.7API for custom integration(24) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
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.
- 9.1Single sign-on capability(20) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 7.9Role-based user permissions(25) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 8.2Social data(18) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 8.3Social engagement(15) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 8.7Marketing automation(18) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.4Compensation management(12) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 8.1Mobile access(19) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Sugar Sell (SugarCRM)?
Sugar Sell (SugarCRM) Integrations
Sugar Sell (SugarCRM) Competitors
Sugar Sell (SugarCRM) Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows, Linux, Mac |
Mobile Application | No |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(246)Community Insights
- Business Problems Solved
- Pros
- Cons
SugarCRM is a versatile tool that is widely used across organizations for managing customer relationships, sales opportunities, and tracking marketing campaigns. Users appreciate its flexibility and cost-effectiveness compared to competitors like Salesforce and Microsoft Dynamics. With SugarCRM, users can efficiently manage prospects, sales stages, and customer interactions by providing a central source of information. The software offers features like in-line editing that minimize clicks, making it easy to use and navigate. The Sugar Mobile app provides flexibility for users in both desk and field settings, allowing them to track interactions with clients and improve follow-up efforts. Overall, SugarCRM proves to be an invaluable asset for sales teams, helping them manage leads, track the entire sales process, and increase win ratios.
Additionally, the software is utilized for CRM purposes, client follow-up, managing client issues, tracking applications, determining eligibility, managing payments in publicly funded preschool programs, relationship management, accounting, and much more. It also maximizes sales and marketing efforts by providing a centralized platform for managing contacts, leads, and sales opportunities. With automation capabilities, analytics tools, and efficient workflow management features, SugarCRM proves to be suitable for most businesses. It aids in generating and monitoring tasks while offering personalized support. By using SugarCRM, businesses can identify products of interest to customers and enable more specific advertising. Furthermore, the software provides a single tool to view all information related to current and prospective customers.
Sales departments find SugarCRM particularly helpful as it simplifies sales management by allowing users to make notes and track contact with prospects. With this tool in place, businesses can avoid multiple sales representatives working on the same account. Users have also implemented SugarCRM for marketing automation purposes such as monitoring customer journeys and creating quotes. Moreover, consulting companies benefit from SugarCRM's ability to consolidate client information, track vendor contacts, manage projects efficiently while keeping track of sales and marketing initiatives. For larger departments handling various clients or accounts managers experiencing high turnover, SugarCRM helps stay in touch with customers, mitigates turnover, and avoids re-explaining client discussions to new account managers. The software is also widely used to track leads and customers across the whole organization, providing a central repository for all customer data. It serves as an excellent tool for sales teams to track leads, convert them into accounts, clients, and ultimately track income from projects. Additionally, SugarCRM solves the problem of lack of accounting for certain types of work. Some businesses even prefer SugarCRM as a lightweight alternative to Salesforce CRM for tracking and managing leads and customer accounts. It fills in the gaps of Salesforce CRM and provides a reliable source of truth for other software companies. Overall, SugarCRM has proven to be a valuable tool for businesses of all sizes and industries, offering a wide range of use cases to effectively manage customer relationships, sales processes, marketing campaigns, and more. Its user-friendly interface, flexibility, customization options, and cost-effectiveness make it a popular choice among users. Whether it's tracking leads and prospects, managing customer interactions, automating sales and marketing processes, or providing a centralized platform for data management, SugarCRM has proven to be a versatile solution that helps businesses streamline their operations and maximize their revenue potential.
Customization Capabilities: Many users have praised SugarCRM for its customization capabilities, stating that it allows them to tailor the software to their specific needs and workflows. This has been particularly beneficial in streamlining operations and incorporating larger initiatives, making their companies more efficient.
Intuitive User Interface: Reviewers have consistently highlighted the intuitive user interface of SugarCRM, noting that it is user-friendly and has a nice layout. The easy navigation and clear organization of information make it simple for users to find what they need quickly and efficiently.
Reporting Capabilities: Several users have commended SugarCRM's reporting capabilities, considering them to be much better than their previous solutions. They appreciate the ease of use and intuitiveness of generating reports, allowing them to access valuable insights about their sales activities and performance.
Reporting Capability: Users have consistently mentioned that the reporting capability of SugarCRM is lacking and in need of improvement. Many users have expressed frustration with the limited capabilities for more complex reporting, stating that while it may be adequate for basic reports, it falls short when it comes to advanced functionalities.
System Downtime: Numerous users have experienced frequent system downtime, which has negatively impacted their productivity. This issue has been mentioned by a significant number of reviewers and highlights the reliability concerns associated with using SugarCRM.
Support Responsiveness: Users have repeatedly stated that support from SugarCRM is unresponsive unless there is a complete system outage or impairment. While initial response times may be satisfactory, many users have complained about delays in receiving solutions to their issues, especially when further explanation is required.
Attribute Ratings
- 8.2Likelihood to Renew26 ratings
- 10Availability1 rating
- 10Performance1 rating
- 8.1Usability9 ratings
- 9.1Support Rating12 ratings
- 8Online Training1 rating
- 9In-Person Training1 rating
- 9Implementation Rating3 ratings
- 10Configurability1 rating
- 9Product Scalability1 rating
- 10Ease of integration2 ratings
- 9Vendor pre-sale1 rating
- 9Vendor post-sale1 rating
Reviews
(26-50 of 58)- We were disappointed in it. The customer service was not what we expected. It was actually rather difficult to get a hold of anyone from Sugar.
- It was difficult to convert and use. Many people thought we shouldn't have migrated from the previous CRM, even though it wasn't cloud-based.
- Otherwise, user experience was poor. I can't give an exact number on if it improved or detracted from sales, ROI, etc, as I wasn't a part of the sales team specifically.
Queen of the Details
- The use of SugarCRM has led to better customer service as employees are able to know the status of their project proposal. They can clearly see what stage of completion their project is at (date-specific).
- Increased employee efficiency as multiple people are not working on the same request. Employees can clearly see if a request is being serviced and able to pick up the next request in the queue.
SugarCRM from an admin standpoint
- Internal workflow enhancements, reducing time it takes to pick up tasks.
- Good Client Services relationship management.
- Negative - Additional costs of needing developers to write code for things that seem basic and should be built in.
Partner's view of SugarCRM
- Better customer service
- Better project managment
- Faster lead conversion
SugarCRM - The Mobile CRM Answer
- SugarCRM has allowed us to have sales rep across the country keep up to date with our leads and customers
SugarCRM: Boost your business
- Team / individual performance: Sales and marketing staff performance can be easily tracked through dashboards and reporting. This visibility is a great tool for improving employee effectiveness.
- Marketing campaign ROI increases due to automation of tasks for both sales and marketing teams, and also billing and invoicing.
A brief experience with SugarCRM
- Initially things were smooth and seemed to increase in efficiency. We were able to dig through fairly large target lists pretty quickly, and track our progress on the way. Multiple people were working the list together and making good progress.
- Unfortunately we didn't get much more ROI from our time with SugarCRM. The experience was enlightening, but we ended up going with a different route for our sales.
Sugar CRM is sweet.
- At the time, it saved our internal resources from having to manually update leads.
- We no longer had to use Access for CRM
- We were easlity able to see our sales teams outbound efforts
Sugar and spice and...not so nice: A review of SugarCRM
- The ability to manage customer database was moderately streamlined.
- Marketing had a slightly improved capacity to target customers.
- Cold calls were not made if they would be irrelevant or redundant to the customer, thus increasing efficiency and effectiveness of marketing techniques.
Flexible and powerful CRM that does the job for our company
- We've definitely improved our sales process and closed sales that we were losing previously through better opportunity tracking.
- Goal tracking has also been improved. Each sales rep can see exactly where they are in relation to their sales goals.
- We have one source of information rather than silos of information kept by different individuals. When we find a spreadsheet that someone's been using to track or record customer info, we add custom fields to SugarCRM so we can keep it there for everyone to use.
Sugar CRM is a great light-weight CRM alternative to SFDC
- Improved efficiency and organization of accounts.
SugarCRM fits the common needs but it may need technical face-lift.
- SugarCRM helped us communicating between different roles in our company and also with different departments.This usually ends with better client communication and optimization in sales.
- Thanks to its mobile features, employees are more efficient in the client relationship workflows.
- Thanks to its cloud based hosting model, we can focus our efforts in client communications optimization and not in technical or development issues.
SugarCRM Professional - Gets the job done when your organization is tight on a CRM solution budget.
- It has helped us to keep track of clients and manage communications which have ultimately turned into closed deals for the company.
- Because the application has been slow to get users to use fully, I find that we have to go through several iterations of training to review proper use and this takes us company time.
- Allowing us to archive communications has protected us as well when projects are completed and a client has some discrepancy on expectations based on previous conversations. We have all of this data backed up to review in these scenarios protecting our company.
SugarCRM Review
- I am not sure that sugar crm made a positive impact because most of the sales people on our team of 50 had used something else in the past and our current company did not fully utilize the sugar crm for all that it was capable of .
- Perhaps better than keeping phone #'s on a piece of paper or making up a spread sheet but like I said it was more the fault of the company that purchased it than the software itself but none of the sales people really liked it that much. We had to enter up to 50 names every night like clock work or we were in trouble with the boss.
Sugar CRM - The Most Agile CRM Out There
- MUCH faster lead conversion with Sugar's integration with Net-Results (marketing automation).
- ROI has been huge - we have cut down on admin and sales teams are allowed to work much more efficiently.
- Campaigns and lead scoring have given us increased visibility as to where our marketing budget is effective and where it is failing.
Great for account management and easily customizable.
- Increased employee efficiency
- Better customer service through information availability
Sugar CRM Review
- Accurate data for clientele
- Tracking and assistance with increased sales conversions
- Efficient management tools for reporting
- Organized sales team = More deals
SugarCRM - Easy to use, flexible and priced right
- Gives us a better control and visibility of the sales pipeline.
- Gives us easy access to old lost opportunities in order to revisit lost opportunities in from the past.
- Since we went from excel to SugarCRM, are biggest benefit was to be able to track a lead through the sales cycle and really see our ROI.
The Sugar CRM Advantage
- Sugar CRM definitely helped my coworkers and I manage our contacts more efficiently.
- Customer service was improved due to the ability to keep detailed notes of each interaction.
- Lead conversion when paired with EchoSign made closing leads quick and easy.
SugarCRM can be sweet!
- It offered increased employee efficiency for sure.
- My company was way behind the time in the world of CRM so introducing this to the team changed how we sold and marketed to customers.
My Morning Coffee Would Taste Better Without Sugar
- Positive/Negative - It does what it's supposed to do. Unfortunately so does every other competing CRM product out there, and there are a handful that put Sugar to shame
- If employee productivity factors into your ROI (and I'd hope it does), then you're reviewing a product that undoubtedly reduces that number
- Negative - The time-stamp for various records will often be completely inaccurate! Let me provide an example: Just yesterday, as I'm reviewing client/employee phone calls; 3/10 records were inaccurate by 19 mins, 41 mins, 56 mins! This could be extremely detrimental to your company depending on the situation. These times stamps are completely erratic and I've confirmed time and time again that it is not an issue with your individual settings/preferences. We've warned them of this issue months ago, but still without a resolution.
Sugar works and gets the job done...I call it Old Faithful.
- Helped efficiency of the sales staff.
- Lead conversions and moving contacts through the pipeline gets stagnant because of the excessive data entry.
- Provided reporting that allows me to see where the bottle neck occurs in our process.
SugarCRM
- Just one of our customized modules allowed us to automate multiple processes and saves us on average 500 man hours a year.
- It allows each user to have a 360-degree view point of our databases at any given point.
- Incorporating some of our onsite operational pieces within SugarCRM has given us the opportunity to reduce the number of places information is stored to one.
Great CRM system that needs to be customized carefully.
- Increased Sales - We sold more with a more efficient funnel and pipeline.
- Separation of Effort - We could have people setup the funnel and create leads while others closed on those leads. And barring that, we sent our cold leads to a drip marketing email system and squeezed a second pressing of juice from those leads.
- Visibility of the Total Pipeline - We could see the total value easily and monitor sales performance more closely, by user, etc.