Overall Satisfaction with SugarCRM
We use Sugar across the organization in many ways: to manage marketing automation, customer journey, and our quotes. My use of Sugar is completely sales-related. I use it to manage my customers and prospects in the way a CRM is traditionally used--logging communication and activities with them in the CRM. I also create and manage quotes in Sugar and that makes managing my forecast/pipeline easy to do.
- Quote Management
- Activity Logging
- Marketing Automation
- I'd like to see the reporting interface become a little more modern. Too much menu-diving required.
- I lack the visibility management might have on this, but it has made managing sales easy for me and is an essential tool.