Sugar CRM Is Pretty Sweet
December 12, 2017

Sugar CRM Is Pretty Sweet

Zeke Becerra | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Sugar Professional

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.
SugarCRM is great for keeping track of your interactions with your customers and prospects, both from the standpoint of logging activity manually (calls, emails, etc.) and linking it with a marketing automation tool. I think for someone who is not a Sugar admin, reporting can be time-consuming. As a Territory Manager, I want creating a new report to be easy, fast, and accurate. SugarCRM provides accurate reports, but I haven't found creating them to be easy or fast.

Sugar Sell (SugarCRM) Feature Ratings

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