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It makes everything easier, the best CRM software, all better in one place.
December 20, 2019

It makes everything easier, the best CRM software, all better in one place.

Edward Smith | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Sugar Ultimate

Overall Satisfaction with Sugar Sell (SugarCRM)

SugarCRM is being used in our team to generate and monitor tasks and also to manage our business needs, such as offering an administration portal for personalized support and sales and marketing automation, creating automated workflows as an administrator, and now the documentation is much easier because each user places the information in a centralized place and registers the contact with the buyers, and we have realized that this keeps our business organized.
  • Intuitive, simple and very robust user interface.
  • Organize your work better with lots of information you can add.
  • Needs some ways to automatically purge or self-clean old data.
  • Sometimes it's slow, and reports can be better and that affects the global search that doesn't always work.
  • Sugar has helped us to be more organized and with our marketing automation it has been used to convert leads into customers.
  • The mapping and automation of business processes are handled in our internal CRM, and it works very well.
The product has an excellent development model. Excellent integration with SQL. It can be customized to meet business requirements, it is cost effective and architectural integration is flexible, I like being able to create a new opportunity directly from an Outlook email and the fact that it can be implemented on the site, allowing additional flexibility with integration to other systems. On the other hand it is not so easy to use or robust compared to other CRMs that we have used, in addition to the fact that sometimes it is slow and not all modules work in the same way, for example, not being able to mass import the budget module, or lack of scanning in the document module.

Sugar Sell (SugarCRM) Feature Ratings

7.0
Customer data management / contact management
6
Workflow management
9
Territory management
5
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
5
Quote & order management
8
Interaction tracking
5
Channel / partner relationship management
8
7.0
Case management
4
Call center management
9
Help desk management
8
7.0
Lead management
8
Email marketing
6
7.7
Task management
8
Billing and invoicing management
6
Reporting
9
8.0
Forecasting
9
Pipeline visualization
6
Customizable reports
9
8.3
Custom fields
10
Custom objects
6
Scripting environment
8
API for custom integration
9
6.5
Role-based user permissions
7
Single sign-on capability
6
9.5
Social data
9
Social engagement
10
8.0
Marketing automation
7
Compensation management
9
8.0
Mobile access
8