Item: Sugar Sell (SugarCRM)
Rating: 6
Author: Jay Moore

Use Cases and Deployment Scope

It is being used by our Sales team only within our organization. It is used only for new sales and some retention efforts. We don't use a lot of the full features of it. We mostly use the leads and prospects modules.

Pros and Cons

Customize screen layout
Customize fields
Search functionality
Recording data

The email campaign of SugarCRM is very difficult to use. It is way more complicated than it needs to be.
Importing into SugarCRM as a lead is very easy but importing into account/contact is not.

Return on Investment

We only have 5 users and the min for SugarCRM is 10, so purchasing more users seats than what we need is good. When we started with SugarCRM this was not the case, and while we purchase seats we don't need, we don't have the time to move something different.
It has allowed us to effectively manage new leads and contact management.

Alternatives Considered

We have not used any other CRM systems.

Key Insights

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?

Yes

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

Yes

Would you buy Sugar Sell (SugarCRM) again?

Yes

Other Software Used

Mailchimp, CodeIgniter, ExpressionEngine, Navicat Premium, PhpStorm

Usability

Being able to adjust the layout to exactly fits our needs allows for the best user experience. The search functionality is also very easy to use. Hiding unused modules also allows for our users to focus on the what the need to do daily.

Support Rating

Have only used their support a few times and not in quite a few years. When I did reach out with a question or issue they were very responsive and I was satisfied with the end result.

Likelihood to Recommend

SugarCRM is very flexible, and, since we have direct access to the underlying data, it is not too bad to integrate with other systems. If you want it as an email campaign platform, then I would look elsewhere or think about integrating with a tool that is better suited to do that.

Customizable and Flexible CRM

Software Version

Overall Satisfaction with Sugar Sell (SugarCRM)