Sugar Cell Review
December 17, 2019

Sugar Cell Review

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Sugar Enterprise

Overall Satisfaction with Sugar Sell (SugarCRM)

My consulting company has implemented SugarCRM as a resource in multiple client organizations. It is used by numerous departments including sales, vendor management, and others. It is used as a tool to consolidate and clearly view information on clients and their needs within the company. It addresses the need to have client information (business details, point of contact, location) located in a simple, easy interface.
  • Great user-interface and visualization.
  • Easy set-up for SSO which aligns with IT policy.
  • Less features than other CRM products.
  • Mobile application can be cumbersome.
  • Lower cost product allows for still good and competent customer relationship management.
  • Created a consolidated place for leads that sales team can pick up on.
SugarCRM is well suited for medium-sized businesses with semi-integrated departments to keep everyone on the same page and allow integration with other applications to streamline the process of managing customer relationships. I feel that SugarCRM would be less suited for multinational companies that need stronger visualization and customization, with good support, for their businesses.

Sugar Sell (SugarCRM) Feature Ratings

Customer data management / contact management
8
Workflow management
7
Territory management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
8
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
9
Email marketing
8
Task management
9
Billing and invoicing management
9
Reporting
7
Forecasting
9
Pipeline visualization
8
Customizable reports
6
Custom fields
6
Custom objects
6
Scripting environment
Not Rated
API for custom integration
8
Role-based user permissions
10
Single sign-on capability
10
Social data
8
Social engagement
8
Marketing automation
7
Compensation management
8
Mobile access
5