SugarCRM -- The little CRM that... Couldn't.
Overall Satisfaction with SugarCRM
We are currently using SugarCRM in its most basic form, for sales account management, and have recently started using it more for post sales and customer support. We track lead flow and where they were generated, reports for some mild forecasting, as well as all lifecycles of the sales process. We currently are using it for tracking converted leads, opportunity creation, upsell opportunities, and account management from our Customer Service team.
Pros
- Leads.
- Account conversion.
- Price.
Cons
- Reporting could be improved.
- Simplicity and ease of use.
- The clunkiness of the UI and the APP.
- Negative: the lack of app integration is hard. Especially working in an all Google environment.
- Negative: Time it takes to track tasks, update meetings in SugarCRM, etc.
- Positive: Helps us springboard to another CRM.
We selected SugarCRM from a startup mentality when, in reality, we should have bitten the bullet and opted for something like Copper. Copper is 100% the CRM of choice that is integrated into G-Suite for businesses. I would even take Zoho over Sugar, having implemented it previously. They have tried to give their UI a face lift, but it isn't something that is conducive to a productive workflow in my opinion.
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