SugarCRM is User-Friendly with a few kinks to work out

Overall, the program is great. It's user friendly and extremely intuitive, which is great when an application is being used across different departments. People with different skill levels can easily catch on to the different features and customize their individual user experience. As mentioned in the previous section, I would really like to have more control over the integration of my accounts in SugarCRM and make it my "one-stop-shop" for organizing information pertaining to each of my individual accounts. It seems a little bit difficult to make this happen on the user level. I had to involve at IT professional to go through a check-list of requests and modifications to the program, which took some considerable time. Overall, Sugar CRM was a very efficient tool for organizing contracts, leads, accounts, and historical information. I primarily used the program to save important information about my accounts, such as contact information, previous contracts, pertinent emails, changes to contracts that had come through after the initial contracts were signed, and etcetera. There are a couple of reasons that make this an 8 rather than a 10: the difficulty customizing modules for individual users at the user level and the frustrating experience of using the search.

Key questions to ask: What kind of problems are you trying to solve? What current software are you using, and what is the purpose of it? Would Sugar CRM be a replacement or would it be in addition to your current organization software or system? What level of customization will you require in order to feel most productive and efficient? Will this work out of the box to suit your needs, or will it require an additional investment to customize the software to work for your department or company?