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Review: "Tracking leads/sales in Excel still? See how SugarCRM helped my company"
https://www.trustradius.com/crmSugarCRMUnspecified7170101
Jennifer Schnell profile photo
December 17, 2013

Review: "Tracking leads/sales in Excel still? See how SugarCRM helped my company"

Score 6 out of 101
Vetted Review
Verified User
Review Source

Software Version
Sugar Professional
Modules Used
Accounts, Contacts, Leads, Opportunities, Campaigns

Overall Satisfaction

  • Customization - Being an administrator, I was able to make small to large scale changes without knowing code.
  • Inexpensive - SugarCRM is inexpensive and that is one of the reasons we chose it over Salesforce.com. Plus it was open source, so our developers could customize it as needed.
  • User-friendly - I found SugarCRM very easy to use and when I didn't know how to do something, I could always go online and find the answer quickly.
  • SugarCRM is better suited for SMB vs Enterprise, would be nice if they could scale it for Enterprise.
  • Reporting: subpar reporting in general. But you can get plugins that help this out.
  • Since we went from excel to SugarCRM, are biggest benefit was to be able to track a lead through the sales cycle and really see our ROI.
Overall support and affordability.
#1 - vet out your options thoroughly and evaluate what is best for your specific company's needs and goals.