Sugar CRM is sweet.
February 10, 2015

Sugar CRM is sweet.

Theresa Monturano | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Sugar Professional

Overall Satisfaction with SugarCRM

We used SugarCRM to manage our customers, leads and outbound sales efforts. It was used by our sales team. We previously had been using an Access database to manage our contacts which was cumbersome and we wanted an online solution we could customize for our specific industry needs.
  • Highly customizeable
  • The team at Sugar actually listened to my feedback and made changes to their system based on my company needs.
  • It was way more affordable and then SalesForce and easier to maniuplate.
  • Integrating the data at the time needed more finesse, this may have been changed
  • Mapping sales data was also a little difficult
  • At the time, it saved our internal resources from having to manually update leads.
  • We no longer had to use Access for CRM
  • We were easlity able to see our sales teams outbound efforts
SugarCRM was very fast and easy to customize. We loved the freedom to quickly create new fields in the system.
Compared to Microsoft Dynamics CRM, where a developer actually has to write code, with Sugar, even a lay person could make changes without screwing anything up. :)
If you do not need the system to actually process sales orders, then it is perfect!

Sugar Sell (SugarCRM) Feature Ratings

Customer data management / contact management
10
Workflow management
8
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Forecasting
10
Pipeline visualization
9
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated