*** REVIEW *** Sugar Sell (SugarCRM) *** CTAX
March 09, 2021

*** REVIEW *** Sugar Sell (SugarCRM) *** CTAX

ITAI ALCOCER | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Sugar Sell (SugarCRM)

We use [Sugar Sell (SugarCRM)] to manage all the leads of all the customers. It's basically a data base for the company. All the company uses it. For each customer we attend, there is a lead with the specifics on that case (customer). Some of our mates have already integrated the phone calls directly on the CRM, there is now a widget for Genesys (phone).
  • It sycs well with the phone (Genesys)
  • It brings up all the info including past years
  • There is a button on the phone and by clicking it, it takes us to the lead
  • SMS permissions can be tricky
  • I would love it if the SMS were possible to send without having all detailed info of client
  • Sometimes even when you filled in the requested, it won't let you send a text to a client.
  • Phone integration
  • Propper customer management
I have used similar platforms, but they are not listed here because these were developed by companies i have worked with, as in, their own staff developed them or bought the license and it's not listed here, the last one was FRONT2GO.

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

Yes

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

Yes

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

I wasn't involved with the selection/purchase process

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

I wasn't involved with the implementation phase

Would you buy Sugar Sell (SugarCRM) again?

Yes

It needs to improve the SMS permissions. I would very much enjoy it if the permissions weren't so attached to the complete list of fields.
I am not 100% involed in it, but the portion i am, it's very good. We also receive instant response whenever it crashes for some reason.
It's actally great to be able to integrate the phone function, but at the same time, it's not a good idea to be able to "refresh" the website if you are on a phone call, there should be an alert or something to stop you from doing it. Or, a pop up alert saying "you are about to leave the page, phonecall will end".

Sugar Sell (SugarCRM) Feature Ratings

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