SugarCRM Experience.
March 09, 2021

SugarCRM Experience.

Carla Peralta | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Sugar Professional

Overall Satisfaction with Sugar Sell (SugarCRM)

We use Sugar [Sell (SugarCRM)] all over the company, what we like the most it that it's customizable to your business needs.
It's a nice tool that allows to record all the calls and send SMS easy and quick, it lets you have a detailed record of all your clients, user friendly.

Pros

  • Record calls
  • User friendly
  • Schedule call backs

Cons

  • Slowness
  • You have to keep clearing your cache it order to work properly
  • It allows two users to edit the same case at the same time
  • Nice control on your clients
  • Meeting quality assurance purposes
  • Customizable for all your company needs
Well actually this is the first time that I use a CRM like this, I used to work in a different industry.
But I can say that the change was really smooth and I'm happy with the experience overall, it was easy to understand and get used to it.
I can see why companies like this CRM.

Do you think Sugar Sell (SugarCRM) delivers good value for the price?

Not sure

Are you happy with Sugar Sell (SugarCRM)'s feature set?

Yes

Did Sugar Sell (SugarCRM) live up to sales and marketing promises?

Yes

Did implementation of Sugar Sell (SugarCRM) go as expected?

Yes

Would you buy Sugar Sell (SugarCRM) again?

Yes

You can just click all over the CRM and understand by using it...
You can notice the difference between all the tools, you are able to edit if you typed something wrong, if you change something in the CRM you can let all your employers how to use it easy and quick.
Usually when we have a trouble with Sugar [Sell (SugarCRM)], they fix it really easy and quick.
We can keep using while they're working on it. When it gets down usually it takes 15 minutes or so to be back and after being back they keep monitoring it in order to ensure it's working properly.
It's great to follow up with clients, schedule call backs, send SMS, record calls, billing and many other functions.
Easy to understand and also allows companies to customize in order to succeed all the expectations and needs.

I don't like that you need to keep deleting cache in order to work properly.

Sugar Sell (SugarCRM) Feature Ratings

9.7
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
10
9.0
Case management
9
Call center management
9
Help desk management
9
9.0
Lead management
9
Email marketing
9
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

Comments

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