The CRM You've Been Searching For
Anonymous | TrustRadius Reviewer
March 02, 2020

The CRM You've Been Searching For

Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Sugar Enterprise

Overall Satisfaction with Sugar Sell (SugarCRM)

Our company has multiple product lines, each with their own sales teams. Since each sales team is managed separately, CRM tools have historically been used very differently by each team. We have been through multiple big-name CRM tools. What eventually happens is that product use drops to almost zero because the tool cannot meet the needs of everyone. Sugar Sell has solved that problem for us.
  • The product is highly customizable.
  • It has powerful reporting features.
  • It performs much faster than other CRM products we've used.
  • Integrations with other systems work well.
  • Initial setup / configuration is involved and takes time.
  • There are limitations on logging into multiple devices.
  • The menus across the desktop and mobile versions are inconsistent.
  • Sugar Sell has finally provided a solution that meets the needs of our entire organization. That is priceless!
  • The reporting capabilities have greatly helped us to increase sales.
  • It has helped us to increase effective communication with our customers.
Sugar Sell is the only product we found that met the needs of everyone involved in the evaluation process. It can be customized to accomplish just about anything you need, and trust me....we pushed the limits on that. It is a product that our users actually enjoy using which in itself contributes to productivity. We used other CRM tools in the past, and the discontent from our users resulted in consistently declining use and ultimately dropping those products.
MS SharePoint, Jira Software, Atlassian Confluence, Oracle SCM Cloud, Oracle ERP Cloud, Oracle CPQ Cloud (BigMachines), Microsoft Teams, Microsoft Project, Microsoft Visio, VMware Workstation Player (formerly VMware Player), Cisco AnyConnect
If your organization has needs or requirements that it seems cannot be met by the industry leaders in CRM, I would urge you to talk to Sugar Sell (SugarCRM). They bent over backwards to work with different groups of people within our company to prove to them how committed they were to making the product work for us. It seamlessly integrates with our email and other applications we use frequently. And they helped us configure detailed reporting for our very complex sales territories and organizational structure.

If you are looking for a very basic CRM tool that doesn't require much configuration, Sugar will still work for you, but you certainly have other options.

Sugar Sell (SugarCRM) Feature Ratings

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