Sugar CRM is cheap, easy, and a must
April 26, 2019

Sugar CRM is cheap, easy, and a must

Rick Giddings | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Sugar Enterprise

Overall Satisfaction with SugarCRM

SugarCRM is the staple of our sales floor. This application makes my life easy from a sales management standpoint. SugarCRM allows all users to make notes from each time contact is made to a prospect, log the time and date, and keep it assigned to that specific user. This formula can help avoid having multiple sales reps working on the same account/prospect and ultimately eliminate any confusion. Sales managers can check in on any quotes for their teams to help create a funnel that doesn't get pushed to the side.
This application can also easily be manipulated into the way your company needs it most. We implement new functions to the dashboard frequently with ease. Customer support is always prompt as well.
  • Manages the sales pipeline.
  • Creates a funnel of pending sales.
  • Tracks all contact being made by each user.
  • If SugarCRM created their own click to dial feature, that would be great. For now, we use TenFold to integrate with SugarCRM.
  • Only positive. There is no way you can lose money with this application.
SugarCRM is a poor man's version of SalesForce. It is cheaper yet easier to use.
When I have a sales rep who is on vacation, SugarCRM makes it easy for me to locate a contact and pick up with them where the last talks left off so that I can assist in closing the deal.

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
Forecasting
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
Social data
10
Social engagement
10
Marketing automation
10
Compensation management
10
Mobile access
10