Sugar Serve

Sugar Serve

Score 9.0 out of 10
Sugar Serve

Overview

What is Sugar Serve?

SugarCRM offers Sugar Serve, a version of its CRM providing en emphasis on customer service automation, service case management, SLA management, customer self-service and includes the SugarBPM workflow tool to automate processes.
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Recent Reviews

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Reviewer Pros & Cons

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Pricing

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What is Sugar Serve?

SugarCRM offers Sugar Serve, a version of its CRM providing en emphasis on customer service automation, service case management, SLA management, customer self-service and includes the SugarBPM workflow tool to automate processes.

Entry-level set up fee?

  • No setup fee

Offerings

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

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Product Demos

Introducing High-Definition Customer Experience (HD-CX)
01:17
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Product Details

What is Sugar Serve?

SugarCRM offers Sugar Serve, a version of its CRM providing en emphasis on customer service automation, service case management, SLA management, customer self-service and includes the SugarBPM workflow tool to automate processes.

Sugar Serve Video

Introducing High-Definition Customer Experience (HD-CX)

Sugar Serve Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

 (3)

Reviews

(1-2 of 2)
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Brandon R Hudson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
A Serve CRM-type, it can be operated free of charge and locally. Since the database structure and display can be freely customized, it is possible to create an original system of database according to our own internal business. On the other hand, I think it is an important option for companies that cannot adopt cloud services.
  • Since the functions and specifications are simple, Sugar Serve can be used for general purposes in different types of enterprises.
  • It offers a high degree of flexibility and is easy to use across a wide range of industries and business domains.
  • It is easy to organize, very flexible, and adaptable.
  • The interface that works with other systems is not ready, it lacks extensibility by default.
  • It necessitates the presence of a responsible someone with some programming skills.
  • The problem is especially noticeable with custom objects. Elements that should be removed remain, or an error occurs, making it a bit useless.
The idea of Sugar Serve, is similar to SugarCRM, so I feel more comfortable implementing it, thanks to having used SugarCRM in the past. It allows us to change and adapt the design to be able to use it according to the needs of my department and according to the goals of our company. It is a great help to have the customization that Sugar Serve offers us. If we want to connect to an external service, we just contact our IT staff to develop a module that connects internally via API.
Incident and problem management (6)
90%
9.0
Organize and prioritize service tickets
90%
9.0
Expert directory
90%
9.0
Subscription-based notifications
90%
9.0
ITSM collaboration and documentation
90%
9.0
Ticket creation and submission
90%
9.0
Ticket response
90%
9.0
Self Help Community (2)
90%
9.0
External knowledge base
90%
9.0
Internal knowledge base
90%
9.0
Multi-Channel Help (5)
90%
9.0
Customer portal
90%
9.0
IVR
90%
9.0
Social integration
90%
9.0
Email support
90%
9.0
Help Desk CRM integration
90%
9.0
  • The contents managed by Excel are migrated so that employees can consult and update them at any time from the browser.
  • It is simple and versatile, so it can be used both by the work team and in all departments involved in the system, simplifying the management of processes, and collaboration and documentation
  • It allows us to check visually and comprehensively, the status of the company and each of its members in an easy-to-understand way. Which facilitates decision-making and help desk CRM integration
At the enterprise level it has facilitated our decision-making, as it allows us to visually capture the big picture and eliminates complicated management requirements. Sugar Serve ensures organizational integrity by allowing us to present it across multiple departments and work together, sharing information accurately. The advantage of being able to customize and improve each time depending on the application allows us to carry out specifications in some departments.
Abhijeet Raghavan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Sugar Serve really eased our customer management communication task. It auto-responds with customizable messages which reduced our management and helped us to invest that time in other important tasks. Really helped us and our clients. And its unique client satisfaction has helped us to understand clients' requirements.
  • Customizable messages.
  • Mood survey.
  • Auto response.
  • It's customizable messages takes time to add.
  • Sometimes it lags.
  • Need to add some more features like gif.
Sugar Serve is best to be used for medium and large businesses. It helps you to understand your customers' moods. Its mood survey is the best thing that I can get from any other tool. It helped me to understand the customer's mood and on that analysis, I can discuss the problem and can help them accordingly. It just needs to add more auto-messages or gifs.
Incident and problem management (6)
88.33333333333334%
8.8
Organize and prioritize service tickets
80%
8.0
Expert directory
90%
9.0
Subscription-based notifications
100%
10.0
ITSM collaboration and documentation
80%
8.0
Ticket creation and submission
90%
9.0
Ticket response
90%
9.0
Self Help Community (2)
85%
8.5
External knowledge base
90%
9.0
Internal knowledge base
80%
8.0
Multi-Channel Help (5)
88%
8.8
Customer portal
90%
9.0
IVR
80%
8.0
Social integration
90%
9.0
Email support
90%
9.0
Help Desk CRM integration
90%
9.0
  • Customer mood analysis.
  • Auto response.
  • Quick response.
Its quick response, customer service, and ticketing service are the best.
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