SugarCRM - The Mobile CRM Answer
March 31, 2015

SugarCRM - The Mobile CRM Answer

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review

Software Version

Sugar Professional

Modules Used

  • Accounts
  • Contacts
  • Notes
  • Custom

Overall Satisfaction with SugarCRM

We utilize SugarCRM to track our leads and customers. It is being used across the whole organization (sales, marketing, support, etc)

It allows us to keep all data under one roof instead of having to use multiple software pieces to do this.

  • SugarCRM delivers a full project management solution combined with the sales management, marketing automation, and customer support used by employees to manage customer-centric activities.
  • SugarCRM allows you to access client information from your tablet or smartphone and also lets you add info in real time.
  • SugarCRM features a great customization studio as it allows its users to integrate with the existing CRM products with ease.
  • SugarCRM's lack of good integration with Outlook for e-mails is a major flaw.
  • Having the ability to have a desktop application would open the market to more companies who like the best of both worlds.
  • The minimum user count of 10 is definitely a drawback for those smaller companies.
  • SugarCRM has allowed us to have sales rep across the country keep up to date with our leads and customers
Act! is not as customizable as SugarCRM, nor does the mobile app works as well as SugarCRM
If they want a desktop solution, SugarCRM is out. If they want a mobile/web solution, then SugarCRM is near the top of the list and affordable.

Sugar Sell (SugarCRM) Feature Ratings

Customer data management / contact management
9
Workflow management
7
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
2
Contract management
6
Quote & order management
6
Interaction tracking
8
Channel / partner relationship management
8
Case management
9
Call center management
9
Help desk management
9
Lead management
5
Email marketing
4
Task management
6
Billing and invoicing management
7
Reporting
6
Forecasting
7
Pipeline visualization
9
Customizable reports
7
Custom fields
10
Custom objects
9
Scripting environment
8
API for custom integration
7
Role-based user permissions
9
Single sign-on capability
7
Social data
6
Social engagement
6
Marketing automation
8
Compensation management
6
Mobile access
10