Most customizable cloud solution
Anonymous | TrustRadius Reviewer
March 18, 2016

Most customizable cloud solution

Score 10 out of 10
Vetted Review
Review Source

Software Version

Sugar Enterprise

Overall Satisfaction with SugarCRM

SugarCRM is being used as the main engine to support Sales, it starts with adding Leads, upon further analysis and contact with the leads, those leads get converted into Opportunities, SugarCRM is very flexible and efficient at handling this process due to the workflow integration where approvals and notifications can be set.

Opportunities then can be closely tracked, upon further client management, the goal is to transform, those Opportunities into actual accounts, that is signing contracts and again execute and keep track of all the workflows within SugarCRM, that involves the interaction with several other departmewnts in the company that are connected through SugarCRM to produce documentation, notifications and Approvals to bring in new accounts into our sales system in SugarCRM.
  • Excellent on supporting customized processes
  • Workflows can be easily created and existing workflows can be easily modified
  • Notifications and approval processes are easily created
  • The back-end programming (logical hooks) for advanced customizations could benefit from a more user-friendly interface
  • General layout could be improved by the addition of modern templates to customize the standard look and feel
  • Support communities could be further improved with the addition of videos on how to do specific configuration, modules.
  • Handling of Opportunities and Account handling is very easy and staright forward
  • Sales reports can be easily created and shared
  • Sales agents love the fact that they can use the mobile version while on the go
SugarCRM is in general better on supporting and handling customization of modules and workflows and is much lighter in terms of the requirements needed to support the platform for clients
SugarCRM is so flexible than can be adapted to handle multiple Industries and customized processes, for developers, the configuration is very intuitive and for end users the overall experience is positive since end users can customize their own dashboards or request changes to the way workflows and notification are handled throughout the system. Several business processes can be implemented for Sales, HR, Facilities etc.

Sugar Sell (SugarCRM) Feature Ratings

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