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One cool CRM out there.
March 09, 2016

One cool CRM out there.

Chin Uba (MBA, MSc, MCITP, MCSE) | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Sugar Professional

Overall Satisfaction with SugarCRM

SUCRM as we call it, is used across the whole organization and I have deployed it for a few clients. We have used it primarily as a CRM and for client follow up.
  • Excellent database system. Can be copied to other servers.
  • Custom fields.
  • Ability to link CRM data to deals.
  • Good user interface.
  • Provide portable versions.
  • Probably provide platform independent CRM system.
  • Smarter customer service.
  • Best lead conversion we have seen in years.
  • Increase in employee efficiency.
SugarCRM is more stable and affordable.
It is a very stable CRM and that is what it is! However, I will recommend it more for businesses in healthcare, manufacturing, IT, accounting and logistics. In fact any business where there is a need to keep customer records in a pliable way and be ready for retrieval is where SugarCRM plays well.

Sugar Sell (SugarCRM) Feature Ratings

9.0
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
9
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
8
5.0
Case management
9
Call center management
5
Help desk management
1
8.5
Lead management
8
Email marketing
9
8.3
Task management
8
Billing and invoicing management
8
Reporting
9
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
8.5
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
4
10.0
Role-based user permissions
10
Single sign-on capability
10
8.0
Social data
7
Social engagement
9
6.0
Marketing automation
6
Compensation management
6
10.0
Mobile access
10

Using SugarCRM

12 - CEO, Executive assistant, Marketing, IT, Sales
3 - Database Admin
CRM knowledge
  • Sales
  • Customer Management
  • Lead Generation
It's a very stable platform.

Evaluating SugarCRM and Competitors

Yes - Zurhmo.
Zurmo became too hard to manage.
  • Price
  • Vendor Reputation
Price was good; although much can still be done. Pricing included support and which was good for us.
N/A.
The driving factor is price.