SugarCRM from an admin standpoint
October 02, 2015
SugarCRM from an admin standpoint
Score 7 out of 10
Vetted Review
Verified User
Software Version
Sugar Professional
Modules Used
- Cases, Contacts, Tasks, Accounts, Contracts etc...we use all modules in SugarCRM
Overall Satisfaction with SugarCRM
SugarCRM is a good way to organize your contacts and accounts. It helps larger departments stay in touch with what is going on with all of the customers. The biggest thing SugarCRM can help mitigate is turnover in the organization, and lack of understanding of what has been discussed already with a client and not making the client re-explain themselves to a new account manager.
- Contract & Document Organization.
- Workflow.
- Account Management.
- Upgrades are not smooth for us, it requires a lot of IT support. Our SugarCRM instance is self-hosted.
- Speed, at times it runs really slow.
- More customization for setting users up, preload dashboards and dashlets etc.
- Internal workflow enhancements, reducing time it takes to pick up tasks.
- Good Client Services relationship management.
- Negative - Additional costs of needing developers to write code for things that seem basic and should be built in.
More cost effective and allowed us to have it running on our own infrastructure instead of hosted by their servers. This allowed us to write custom code and modules for our specific business needs. Our sales team ended up hating SugarCRM and has moved off it completely and to Salesforce.com We are an odd company because we are using both tools in our organization.