TrustRadius Insights
SugarCRM is a versatile tool that is widely used across organizations for managing customer relationships, sales opportunities, and …
Starting at $147 per month 3 users
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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…
Recent Reviews
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
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
Features
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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
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.
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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Reviews and Ratings
(246)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- 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
Reviews
(51-58 of 58)Companies can't remove reviews or game the system. Here's why
December 10, 2013
Sugar CRM
Score 6 out of 10
Vetted Review
Verified User
- Really simple to archive emails from Outlook, which is very helpful
- Reporting is great!
- Reporting is great, once it's figured out. But getting the right report built can be quite difficult & confusing.
- Search could definitely be improved. It's sometimes hard to find things if punctuation or spelling is not exact.
December 07, 2013
SugarCRM: The Perfect, Customizable Sales Tool
Score 9 out of 10
Vetted Review
Verified User
- SugarCRM is extremely customizable. Unlike other CRMs, Sugar allows you to create, edit, and modify virtually any feature to make it work with your workflow.
- Using Sugar for our sales cycle is flawless. Starting from assigning new leads to our sales team and ending with the final sale, we are able to track both performance and correspondence for anyone in our sales cycle.
- Creating reports in SugarCRM is extremely easy. If I know what information I'd like to review, I can rely on myself to create the comprehensive report.
- As a SugarCRM Admin for my company, it's very easy to tailor layout and fields so that everyone can see the information that is relevant to them.
- Many of SugarCRM's fields are drag and droppable which is a fantastic tool and makes changing layouts a breeze. However, I've found myself wanting more to customize the system to our ever changing needs.
- Almost all the major modules in Sugar are customizable -- except a few. Since Sugar has been so great for the company, we're always trying to utilize 100% of the program. Unfortunately, some of the modules don't include an edit option, which forces us to decide whether the change is "worth it" to get it edited by Sugar.
- There is a learning curve that comes with SugarCRM. Unlike other CRM's that are straight-forward right out-of-the-box, Sugar takes a bit of getting used to (however, once you've gone through the learning curve, you'll be able to use Sugar much more powerfully than you would an out-of-the-box CRM).
December 07, 2013
SugarCRM feedback
Score 2 out of 10
Vetted Review
Verified User
- It's easy to pull reports for accounts and contacts assigned to specific business development members. This is very helpful when performing account audits and building email campaigns.
- Interface is user friendly.
- Often hard to get a tech support person on the phone, and when you do they are slow to respond and fix the problem
- The system overall is very slow and crashes a lot.
December 06, 2013
Affordable, but like most products, you get what you pay for.
Score 4 out of 10
Vetted Review
Verified User
- It is simple to customize field names, drop downs, and the overall setup.
- I have been very pleased with the simplicity in the email archiving feature
- The running of reports and data exports have been tasks I do often and feel SugarCRM does this slow, but particularly well.
- I am familiar with other CRM platforms so in comparison to others, SugarCRM is very slow.
- SugarCRM could also eliminate a 1-2 clicks on most tasks. Logging a call, voice mail, etc. involves more steps than most CRMs.
- A major issue I have had is the lack of information populated when transferring contacts to different companies. If you have 5 different records for a company, you don't see the different addresses in the drop down for changing account assignment.
- It is not the best CRM for first time CRM users. I have noticed many new users having trouble adapting quickly.
- There are many cases when logged calls or contacts are not associated to a company. Often a user error, but this is less of an issue in other CRMs with more guidance on required fields.
December 05, 2013
SugarCRM is User-Friendly with a few kinks to work out
Score 7 out of 10
Vetted Review
Verified User
- As an Account Manager working to support Merchants and Sales Reps, I found it a good place to store and reference information about my accounts.
- It seemed like the modules were fairly easy to add and remove. I had no difficulty customizing my account page to include the information I access on a regular basis.
- The design is very clean and the interface is very user-friendly. I could see the potential for greater utilization.
- It helps me with my workflow and organization.
- Although adding and removing modules is pretty easy for the user, there are some additional levels of customization that require intensive IT support to create/modify. I would have liked to have more options at a user-friendly level to customize the software.
- The search function does not work well for searching fragments or parts of words -- if I did not type in the sequence exactly as it appears (ex. with or without punctuation, or words in the wrong order) the system cannot find the account I am looking for. For example, if I type "New Sugar Review" but the account name is "My New Sugar Review" it would not come up because the first word is missing.
- In the role where I was utilizing Sugar on a daily basis, I would have liked to integrate my communications with Merchants and Sales Reps more. It would be great to have a feature where I could see the overall account, timelines for deliverables, and then update the status of those deliverables with a drop down menu.
- Following the point above, I would like to see more email integration where all records of correspondence for a particular account would be sent and received in that Sugar account, so there would be an easily accessible record.
- In addition to the email note above, it would be great to have the system set up so that when I update the status of a deliverable, it automatically sends an email to certain pre-selected email addresses.
December 04, 2013
No need to ask the neighbor, you've got Sugar CRM
Score 9 out of 10
Vetted Review
Verified User
- Sugar CRM allows you to effectively manage and organize contacts, and leads in order to streamline your sales process.
- Sugar is also an extremely customizable tool, this means that no matter what your needs are, Sugar can be adapted to meet them. Since most of the customization can be done by users with some tech savvy, you don't necessarily have to outsource the engineering.
- The reporting tools in Sugar are well suited for mid to advanced reporting needs. Usually you would need to purchase a whole different software to take care of reporting, but Sugar can do most of that reporting from within.
- As a CRM, Sugar can be built to be basic, or very complex. This means that your users can evolve with the platform and get more advanced as you develop a more robust CRM.
- Sugar is great, but it has its flaws like any other CRM. One of the main flaws is that the user interface can be confusing and hard to navigate at times. Ideally a CRM allows someone with no previous experience to jump in and start using the platform. It's nothing that a couple of hours of training can't fix.
- Along the same lines as the previous point, the UI is not visually pleasing, and can be rather monotonous, making it difficult for the user to quickly identify where they are. Many of our users spend hours using Sugar, it would make it a better experience if the UI was more modern and "fun" to use.
- Like many reporting tools, Sugar's report builder can quickly cause your database to crash with runaway queries, and poorly built reports. It would be much better to redesign the Report Wizard to help the user create reports.
- It seems that with each new version of Sugar we need to upgrade our servers. In a world where resources are limited sometimes it is not feasible to buy a new server for our CRM every year. We want the new features, but they often require a hefty investment.
December 04, 2013
I won't sugarcoat it...
Score 5 out of 10
Vetted Review
Verified User
- Good customization options.
- Reasonable price point for small businesses and non-profits.
- Decent option if you want an open source solution.
- The platform is maddeningly slow to begin with, but every task flow requires a new page to load which makes it all the more frustrating.
- It is not confusing to use, but it is very inefficient. Every task took so much longer than it should because of the sheer number of clicks and page loads required to do anything.
- I ran into several issues with navigation and functionality. For example, when I used the search bar, a tool tip would pop up reminding me about a new feature... but it hovered over the search results!
- Often auto-pop tools would not work, making it difficult to link contacts with accounts.
Score 9 out of 10
Vetted Review
Verified User
- Customized Data - The system is extremely flexible and allows you to capture any data that is needed for your business, without the need for custom programming. It is all managed within the application.
- Collaboration - It is easy to see what is going on amongst your team. The Activity Stream is constantly updated with activities going on within Sugar.
- Extendable - Although custom programming isn't necessary to use the product, if you have unique programming needs, the application is very extendable through custom development.
- Task Management - A task can be associated to almost anything in the system. This is great for reminders of work that needs to be done, including follow ups to potential customers. All tasks are easily seen on the Home screen so that you are always reminded of what is coming up next.
- Email Integration - The system has a number of ways of integrating e-mail into the process. We currently use the built in e-mail client. This allows us to file e-mails that we received and initiate e-mails from Sugar that are automatically filed to the system.
- Reporting - I feel that the system would benefit greatly from better reporting. In the paid editions, there is a basic report writer, but I see it more as a data extraction tool than I do a true reporting solution. We have worked with the ZuckerReports module as an add-on and this does give some better reporting options. It is a little difficult to install and implement, but it does work. We have also used Microsoft SQL Reporting Services as a reporting tool as well.