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.
Compact and flexible tool of great utility in our business management
Best customer support tool
Pricing
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
Conoce Sugar Serve, el software más humano para la atención al cliente
The Scoop: Q4 2022 - Sugar Serve | Quarterly Release Highlights
Product Details
- About
- Tech Details
What is Sugar Serve?
Sugar Serve Video
Sugar Serve Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |
Comparisons
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Reviews and Ratings
(3)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
Users of this product have found it incredibly useful for monitoring and reporting on open cases, ensuring timely calls and preventing missed tasks. By having all necessary information in one place, it eliminates the need to navigate multiple solutions, saving time and minimizing mistakes in data entry. The platform also streamlines standard customer interactions, improving efficiency and resolving cases faster, ultimately leading to improved customer satisfaction. The user-friendly UI and supportive customer service experience further enhance the overall usage of the product. Customers have also noted that the product assists with CRM growth by automating customer support processes and providing case prioritization, reassignment, and escalation for efficient service. It has proven to be a valuable tool in automating customer query resolution, improving navigation, and centralizing relevant information for better client service. Overall, the benefits realized with this product include time savings, improved efficiencies, enhanced data integrity, process automation, and a better 360 view of the store for effective customer service and relationship management. Additionally, it eases communication tasks with clients and reduces manual workload while helping understand and meet client requirements for improved satisfaction.
Helpful Case Handling: Users have found that Sugar Serve is helpful in ensuring that cases are handled effectively. Multiple reviewers have stated that the system provides great oversight of everything that is going on and allows for easy identification of poor performers.
Comprehensive Client View: According to users, Sugar CRM is valuable in saving all the necessary information for future quotes. This feature allows for a comprehensive view of clients, which can be entered manually or integrated with other solutions. Several reviewers have highlighted the importance of multichannel communication and centralized information in the Sugar database.
Affordable Competitor: Users believe that Sugar Serve is a strong competitor to larger players in the market, offering similar functionality at a more reasonable price point. Multiple reviewers have mentioned that the product is very easy to use and praised the active and supportive support team. The well-organized dashboard has also been appreciated by users.
Cumbersome User Interface: Some users have found the user interface of the software to be cumbersome and not intuitive, which has made it difficult for them to effectively use the tool. For instance, they struggled with navigating through different features and had trouble locating specific functionalities.
Confusing Help System: Several users have mentioned confusion when seeking help, as there are multiple products offered by the company and it is easy to end up looking at help items for different services. This lack of clarity in the help system has resulted in wasted time and frustration for these users.
Lack of Customization Options: Many users feel that despite having a wide range of features, the software lacks customization options. They express a desire for more flexibility to tailor the tool according to their specific needs and preferences. The limited customization capabilities restrict their ability to optimize workflows and adapt the software to fit their unique business requirements.
According to user reviews, the most common recommendations for Sugar Serve are as follows:
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Users have found that Sugar Serve is an excellent tool for taking customer support to the next level. They appreciate how the software helps them provide good customer service and resolve issues more efficiently.
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Many users have praised Sugar Serve for its ability to increase the productivity of sales agents. They have found that the software streamlines their workflows and provides them with the necessary tools to manage customer interactions effectively.
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Users recommend Sugar Serve for its capability to improve overall efficiency in their organization. They have experienced more organized and streamlined processes, which has allowed them to handle customer inquiries and support requests more efficiently.
Overall, customers commend Sugar Serve for its positive impact on customer support, sales agent productivity, and overall efficiency within their organizations.
Reviews
(1-2 of 2)- 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.
- 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
- External knowledge base
- 90%9.0
- Internal knowledge base
- 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
Best customer support tool
- 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.
- 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
- External knowledge base
- 90%9.0
- Internal knowledge base
- 80%8.0
- 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.