Robust and cost effective platform for Lead Management
May 30, 2021

Robust and cost effective platform for Lead Management

Aastha Nasa | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Sugar Corporate

Overall Satisfaction with Sugar Sell (SugarCRM)

It has really helped us to maximize our sales and marketing efforts. All our info regarding sales opportunities, accounts, contacts, leads, etc are under one platform allowing us to get visibility into our sales efforts and pipeline. Also by automating most of the tasks by setting up workflows helps a lot in saving time and making the process efficient. It is very easy to use and very affordable and also well suited for most businesses. It covers most of the important functionalities required in any CRM like workflow automation, analytics, leads and contacts management, etc. Overall it is a very robust and scalable CRM in the market for small to mid size businesses.
  • It was easy to set up and didn't take a lot of time during integration.
  • Its export functionality is good.
  • Their customer support service is fantastic and their technical support is great as well.
  • Their reporting and analytics function is very comprehensive.
  • It is very well-organized in terms of content management or Workflow management and opportunity management.
  • The UI can be made better. It's a little clumsy at times.
  • Reduced sales cycle.
  • Increased visibility into our pipeline and improved forecasting.
  • Increased revenue.
  • Reduced risks and cost.

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?

I wasn't involved with the implementation phase

Would you buy Sugar Sell (SugarCRM) again?

Yes

Sugar CRM has all [the] basic features required for Customer Relationship Management. It suits the need in terms of opportunity management, lead management, contract management, email marketing etc and also integrates well with other sales and marketing tools
The support team is pretty responsive . They gave good online and offline support and their technical documentation is pretty comprehensive too.
It can be used as an end to end CRM tool. It has all features for lead management, opportunity tracking, contact management, analytics etc. It is more suited for small to mid sized companies. It's not the best CRM if your requirements are heavy in terms of workflow management as lacks some advanced features present in other CRMs.

Sugar Sell (SugarCRM) Feature Ratings

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