SugarCRM: Boost your business
Updated February 25, 2015

SugarCRM: Boost your business

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

Software Version

Sugar Professional

Modules Used

  • Leads , Accounts , Opportunity , Quotes , Workflows , Reports,Studio , Modulebuilder

Overall Satisfaction with SugarCRM

  • CRM implementations in different business domains (real estate , financial managment , recruitment etc).
  • It comes with native support with outlook integration , mobile UI .
  • This product has strong functionality for email campaigning , customer activities tracking (emails , tasks, calls, notes), salesforce automation, and marketing automation.
  • There are also some advantages to being an on-premise, open source solution: It's easier to customize and is more secure. Another significant advantage is that when the product is running in-house, our developers have full access to do things like build-out integrations using web services. For example, we recently built an integration to in very little time.
  • The product does not have native support for phone infrastructure (Asterisk open source PBX / VoIP). This is important because many companies run multi-channel campaigns and telemarketing can be a big component. Sugar is really designed for running email campaigns and therefore does not meet the needs of companies that rely on telemarketing to drive sales. This is a big issue.
  • Team / individual performance: Sales and marketing staff performance can be easily tracked through dashboards and reporting. This visibility is a great tool for improving employee effectiveness.
  • Marketing campaign ROI increases due to automation of tasks for both sales and marketing teams, and also billing and invoicing.

Using SugarCRM

The Sugar platform works very well and is quite scalable across organizations of all sizes.