Reviewed on 16/03/2017
SugarCRM Review - Walz Scale
We have been using Sugar for several years, but only in the past six months have we really dug down to fully utilize the software. The tool is fairly simple to use, I like the reporting functions, but the feedback I get from my sales team is that it is just 'clunky' to use. I'll give you one little example. For the Opportunity 'Actual Closed Won' date, I found through coming across some bad sales data for the month, that if you close a sale in January, and that same month you mark it as Closed Won. But lets say in March you want to go in and add a note to the description. Once you edit that note, (thus changing the Modify date) you autimatically changed the 'Actual Closed Won' date to March. Really messes up sales reports! When I contacted Sugar, there really wasnt an easy fix. We found SierraCRM (third part software) and Bill Convis from there helped with a solution to this problem. We have now purchased this software and believe that this will help take us to the next level of using Sugar. Sugar Support via email is usually pretty prompt, but as far as hearing from our 'Account Manager', just 2 weeks ago was the first time I heard from someone regarding our account. At that point, I had already reached out to SierraCRM, so I did not need anything from Sugar.
To summarize: Great tool, though a little clunky, but the price is not bad. Customer service could be improved, especially for companies like us who are invested in the process, and just need some help taking our sales process to the next level. Thanks!
Pros: I like the Online (sugar on demand) that allows Sugar Support to get into your software and look and something you may be struggling with, like reports...
Cons: Design is little clunky. Think with some improvements, it might be easier to convert leads, update opportunities. Need less clicks!
Reviewed on 16/03/2017
Great For Sales and Leads Tracking, Leaves Much to Be Desired with Support Case Management
Comments: I've used SugarCRM a great deal in current and previous employers, and have always been thrilled with the sales tools that SugarCRM has, and the great ability for customizations, not to mention the continuing updates for each version. Their customer support team is top notch and very helpful for the most part, and there has been very little downtime, allowing all our teams to use the product successfully. If I could choose one thing they could improve upon, it would be their outdated case management tools. I work with our support team and find the options to be limiting compared to other case management solutions such as Zendesk (which I have also used previously). If I am to point out glaring specifics, it would be tracking visibility on unassigned cases (who is viewing each case record? has the case record been updated while I've viewed it?). It would also be the absolute poor setup of getting cases into Sugar -- we have an inbox set to automatically add in cases, but if a customer or one of our personnel doesn't email directly from inside Sugar's Email module, it creates a new case ticket (over and over). This may be a byproduct of the way we have our case management set up, but there are no best practices, and I've had to create custom Process Author tools and Workflows to get it running in a decent way. Again, the product is great from a sales point of view and for lead tracking tools, but the case management tools are dated and need to be examined and looked at to match their competitors in that category.
Sales tools, lead tracking tools, reporting features are second to none
Module builder is fantastic and very customizable.
Cons: Case management tools are lacking to a high degree, very dated
Reviewed on 26/05/2019
Indeed a great CRM with effective results
Comments: Overall my experience with this CRM is great. I am using it daily and I can say that my daily work is incomplete without it. It is so simple to use and provides amazing results for reports and dashboards, their customer's support team is very responsive.
Pros: I am using it for more than three years and like almost everything about it. This CRM is very easy to use because of its simple design and easy to use user interface. I like the way SugarCRM provides reports and dashboards which is very easy to understand. SugarCRM provides secruity of data and information and now I can handle the different campaigns, create a different campaign for anyone and even get a complete picture of it very easily.
Cons: I would like to highlight one thing that I dislike about it which is its overall cost. A small organization may not afford this CRM but overall it is worth to spend on it.
Reviewed on 06/06/2019
SugаrCRM: Bооst yоur busіnеss
Comments: Thе Sugаr рlаtfоrm wоrks vеry wеll аnd іs quіtе sсаlаblе асrоss оrgаnіzаtіоns оf аll sіzеs.
Pros: Eхсеllеnt dаtаbаsе systеm. Cаn bе соріеd tо оthеr sеrvеrs. Custоm fіеlds. Abіlіty tо lіnk CRM dаtа tо dеаls. Gооd usеr іntеrfасе. Wе usе SugаrCRM аs оur рrіmаry tооl іn trасkіng аррlісаtіоns, dеtеrmіnіng еlіgіbіlіty, аnd mаnаgіng раymеnts fоr сhіldrеn іn рublісly fundеd рrеsсhооl рrоgrаms. Althоugh іt wаs рrіmаrіly dеsіgnеd аs а sаlеs tооl, wе usе іt lеss аs fоr sаlеs (gіvеn thаt wе аrе nоt а sаlеs оrgаnіzаtіоn) аnd mоrе аs а rеlаtіоnshір mаnаgеmеnt аnd ассоuntіng tооl. Wе hаvе а vеry smаll tеаm (10 реорlе tоtаl), but wе аll usе Sugаr оn а dаіly bаsіs.
Cons: Rеаlly, rеаlly fіnd іt а hаsslе (аt lеаst rіght nоw) tо synс Sugаr wіth оur mаrkеtіng аutоmаtіоn sоftwаrе. Wе usе а 3rd раrty API аs оur соnnесtоr bеtwееn thе twо systеms but I fіnd glіtсhеs іn іt thаt соnсеrn mе аnd mаkе mе wоndеr іf аll my іnfоrmаtіоn іs bеіng ассurаtеly trаnsmіttеd аnd mаtсhеd uр. Sugаr wаsn't vеry іntuіtіvе whеn I fіrst bеgаn usіng іt. Wе rесеntly hаd а 3rd раrty соmе іn tо rеdеsіgn thе systеm fоr us аnd оnсе іt wаs сustоmіzеd, іt wаs muсh bеttеr. Sеаrсh funсtіоn dоеsn't аlwаys sееm tо wоrk іn thе tор nаv bаr- frustrаtіng whеn I'm tryіng tо fіnd sоmеthіng fаst аnd dоn't wаnt tо gо іntо а mоdulе tо dо іt.
Reviewed on 17/02/2017
Bargain paid open source CRM with lots of power
Comments: In my opinion, one of the top two open source CRM apps. A responsive web interface which works the same on all smartphones tablets laptops and desktop computers, no app required. The CRM of choice used by many upstart aggressive disruptive companies of all sizes. Highly cost effective, and expandable with tons of third party PHP modules available from the SugarOutfitters app store, such as connectors to your phone system, document system, marketing automation, reports, social media, etc. A complete bargain when compared with the usual salesforce which runs inside a restricted environment. Way more customizable because you have the wide ranging freedom of adding the latest innovations of PHP code to strengthen and automate your CRM.
Pros: Open source roots. Benefits from the rising tide of PHP innovations which let you keep up to date by adding new modules for a very affordable prices. There is a massive community of PHP developers available to help build custom modules for you for cheap prices, if you don't have PHP programming skills.
Cons: It can take some time to get used to how to use it. Also, it's too bad the free SugarCRM CE (Community Edition) version 6.5.25 is somewhat outdated, and updated only to fix security bugs. Although, it's about 75% the same features as the paid current version of SugarCRM Pro 7.8.
Reviewed on 12/02/2019
Excellent Community CRM
Comments: SugarCRM Community edition has been a great daily driver for my music business. It's reliable, and has enough functionality to enable me to record all the key data that I need. The ability to self-host the platform is fantastic, because it helps keep costs down, and when you work on a small-scale, you don't need all of the processing power of a paid hosted solution. Definitely a great option if you have the savvy to install and maintain your own instance on your web server.
Pros: I used the self-hosted community CRM for several years for my own music business. It has a ton of functionality that matches a lot of the basic features you find in Salesforce Classic. It's a great tool for keeping track of client data, deal tracking, etc. It's also nice to be able to self-host the platform as well as it's a lot more affordable than using a paid SaaS solution.
Cons: SugarCRM Community Edition looks pretty dated. If you don't have a lot of experience with the typical CRM data model concept, it can be hard to figure out how to use the system. The interface could be modernized to make it easier to navigate and find your way around. Another downside to being the Community Edition is that you need to know how to install and maintain the platform on your own server, but this is also a plus if you do have these skills.
Reviewed on 09/08/2019
SugarCRM for great for the marketing emails.
Comments: SugarCRM is so great software because it really help us to taking our sales process more faster. It really allow the small business companies to track sales, invoices, bills and market to our customers in a better way. This CRM is so easy to use just because of its great users interface. Hence, SugarCRM software makes my life so much easier.
Pros: SugarCRM is one of the best marketing platform which really help small business to grow faster and that's why it is also known as the business market smarter software. The best thing about this software is that it always provide the best customer relationships marketing software. We have been use the SugarCRM software foor the sales and marketing purpose because it has the great ability to customization's. Hence, the users interface is very responsive and the well designed.
Cons: The first obvious thing I don't like about this software is that SugarCRM does not have a users-friendly users interface software. The another problem that we faced is that it take a lot of time to setup the everything but the documentations is always great. When we started using this software then we don't find the file manager as so intuitive.
Reviewed on 02/05/2019
Even the free version is great, with nice custom reporting capabilities.
Comments: Sugar allowed us to consolidate a few disparate software tools into one - now any one at our organization can login and see all there is to know about any of our customers!
Pros: Sugar is SUPER customizable. We've been able to easily make it ours (some via the UI, some "behind the scenes" via scripts). One of the best features are the custom reports. You can do almost SQL-level queries to get the information you want (and if you wish, you can use MySQL as well on the back end.) The ability to build multi-level dropdowns, e.g. to categorize issues, is great too. You can make almost anything you want appear on any screen you wish as well.
Cons: The built-in issue tracking part is designed for issues reported by your team - not for issues reported by your customers. We do use it for customer support, and we LOVE being able to see issues customers have had when we pull up their records - but the emails they receive are not well designed, even after considerable work on our part. In addition, we can't provide them with a login to see all their open issues, so they have to ask us.
Reviewed on 25/06/2018
A good open source CRM, but lacking modernization
Comments: It allowed us as a small business to track, bill, and market to our customers and potential customers.
Pros: Of course you can't beat free when it comes to software. There are so many open-source applications out there that you can almost always find one that meets your needs in this day and age. SugarCRM has been around a long time and has become a mature CRM with all the basics you'd expect. It even handles customization fairly well. Dashboards are great for tracking the simply stuff and you can build your own as well.
Cons: SugarCRM has now split into 2 tracks. There's a paid-for premium version that is typically hosted by SugarCRM. Then there's the Community Edition that's still open-source and free. For years they co-existed side-by-side perfectly fine, but a few years back, SugarCRM decided to stop updating the Community Edition. CE is eternally stuck on version 6.5. And then in April 2018, they've removed it entirely so now you're stuck with the Pro or Enterprise editions which are paid-for.
Reviewed on 13/07/2018
Sugar was one of my first forays into the world of CRM and covers all the basics
Comments: I learned how to work a CRM. I kept track of all customer records, ranging from revenue and profit and order amount and contact list and order dates and essentially everything related to my job operationally as a purchasing coordinator. Definitely made my life easier.
Pros: Very customizable to your needs. Straightforward, no nonsense UI. Easy to read and find things. Sugar is a perfect entry into CRMs that aren't salesforce, because its useful across all industries and departments. Its simple while being complex. You can create functions and layouts that are very specific to your needs, but without it cluttering and looking like there's a lot of information.
Cons: Its not very pretty. Sort of looks like it was made in the early 200s and they just kept the look since. People are always talking about professionalism, and this definitely looks less polished than other CRMs. Because of this, some of the information can blend together and be difficult to find if there are long lists of things you are looking for.
Reviewed on 26/04/2018
I have made product configurations for a company that provides technical consulting services
Comments: Management of all information related to customers and sales in a single software in a centralized manner that can be accessed by any type of device in real time, providing valuable information for decision making made by the management controls
Pros: The tool is intuitive and very easy to use, there is the option to use the cloud in a private server or use the software tool as a service, it has a variety of modules to carry out the management of clients, such as sales, marketing campaigns, opportunities, potential customers, everything related to meetings and appointments to be carried out by sales executives, among others. It has a module to carry out project management related to opportunities and contributions made. It also has a version for mobile devices that allows you to review information or keep the information of the CRM updated from the comfort of the smart phone and / or tablet. It has the ability to add new fields to the forms by further personalizing the tool, there is a version in which you can by role display a certain form. It has the capacity to extend it by adding new modules
Cons: It has a module to record tasks, which can be used for assigning different activities to employees, in this part you may be able to add some type of SLA and in this way to measure the time it takes for users to complete tasks according to the assignment date and the SLAs registered for a specific type of task. Workflows are very basic for the professional version
Reviewed on 08/09/2017
Comments: One of the main benefits is having the mobile app that SugarCRM provides this helped to get us data and information at our fingertips when needed. Sugar is reasonably priced, has pretty good user-friendly interfaces and requires just a little training to get used to it. It's more suitable for mid-sized companies.
SugarCRM functioned well for storing prospect and customer information.
I was able to load new contacts into the system without much hassle.
Our company is able to adjust the system software to fit our specific needs with ease simply by reaching out to the support team.
We wanted to explore other CRM options it was nearly impossible for me, from a user standpoint, to export all of our information.
We were coming up on the end of our trial and stood to lose all of our data and I couldn't figure out how to export it. Difficult to do filters as well. I didn't like the format for leads to accounts to sales. Pipeline is also difficult to follow.
Reviewed on 26/11/2012
Best CRM I've Ever Used
Comments: Starting at $30/user/month - this is by far the best value I've seen on the market for sales and marketing CRM software. It's not Salesforce.com which is a good thing because Sugar is easier to implement, easier to use, a fraction of the price, and does just about everything that higher end systems can do if you're creative and work with a partner to tailor the application to your business like we did.
Pros: We are a Sugar CRM reseller but this review is from my perspective as a user of this fantastic software. Most CRM is the same functionally - manage accounts, contacts, opportunities, etc. But what sets Sugar apart from the rest of them are three fundamental things: 1. Simplicity - Sugar CRM is clean. It's super easy to get any information you need without needing your IT guy to build you a custom report. 2. Customization - Every business is different and you need your CRM system to adapt to you. Sugar Studio makes tailoring your software easy - even if you're not that technical. Dare I say - even a marketing or sales person could do it. 3. Plug-Ins - There are tons of plug-and-play add-ons to extend SugarCRM in virtually any area - support desk, email marketing, and much more. We use Inbox25 for email marketing and are leaning toward InsideView for integrated list management but there are so many other options to consider.
Cons: We are using the hosted, On Demand version which limits our access to source modifications (somewhat). We have been able to work around all of these so far. If we get to a point where we need more access to modify the underlying program we can always bring the product in-house and customize to our hearts content. There have been a few minor bugs that we've found - certainly no more than we had in our previous CRM system but Sugar's support team had them resolved - almost immediately!
Reviewed on 12/02/2019
Sugar CRM Review
Comments: Sugar seemed like a really awesome CRM with exciting features, but it was very time consuming to make sure everything was in and done correctly that it just became a headache and took focus off of selling.
Pros: Sugar had a lot of cool features that I had not seen in other crm's I've used in the past. When they worked, it allowed me to quickly see my month and goals and see what I had in my pipeline still. Also, it was fairly easy to use while driving in the car between appointments and quickly type in a review of what I met with the accounts about.
Cons: Quit often the software features that we nice to have were either not accurate or not working. The idea of having it was nice but it was annoying when I had no idea what was correct with my numbers. Also, it took quite a long time to find certain accounts and many of them were duplicated in the system and you must pay close attention to the account number to make sure it was the right one. Also, putting in tasks and calls were done separately so our management team required that we basically put in one contact with an account twice to make sure it was on our calendar and the pipeline.
Reviewed on 16/02/2018
Easy to implement, easy to customize, product support is OUTSTANDING
Comments: Better Customer Satisfaction from effective management of touch points. Sales productivity because they spend less time doing "paperwork" and more time selling. Effective management of RGA process, Special Quotes, Purchasing, mailing literature, tracking sales activity.
Pros: Built-in development tool (Studio) and the Advanced Workflow Manager. One can have a functional, useful, robust, effective, CRM running within an hour. Getting started by importing Accounts and Contacts is easy and the software modules allows customization the meet specific business needs.
Cons: The Advanced Workflow Manager is still missing a few functions that were available in the "old" Workflow Manager. There is a plan to remove the prior Workflow, but its demise has been delayed until the SugarCRM folks fix the deficiencies.
Reviewed on 02/11/2018
Review of SugarCRM
Comments: Databases are complete and it definitely solved some issues with sales pipeline tracking. The software is extremely expensive to customize using certified Sugar partners, it's not intuitive enough to customize in-house. The system does not do everything that was advertised to us
Pros: There is a lot of potential here, it is possible to create automated business processes, highly customizable reports, and creates high visibility of sales pipeline.
Cons: You really need to be a basic-intermediate level programmer to customize this software in house. Sales rep told us the mobile app would auto log both incoming and outgoing calls. There is no way to auto-log incoming calls and it will only auto-log outgoing calls if you use the app to make the call. In addition the training provided was not comprehensive and going to an outside company to assist with problems, set up or any other technical support is extremely expensive. They give you just enough rope to hang yourself.
Reviewed on 20/07/2018
Great CRM, but the FREE version is the best
Comments: The main benefits I got from this software was the ability to keep my contacts all in one place. It was excellent in scheduling tasks, creating contacts, assigning tasks, etc.
Pros: The thing I liked best about the Sugar CRM Community Edition that is free is that our developers could customize it for our company and add great features, something we can't do with the big name CRM solutions.
Cons: The thing I like the least about this software is it is very limited in features which makes their competitors a better bargain. Additionally, the functionality can be off. For example, our developers had difficulty incorporating some features into their free CE because of bugs. I have heard from others the paid version is overpriced, not worth it, and there are other better options out there.
Reviewed on 09/01/2017
Good CRM Tool - Self hosted using a Windows/SQL stack.
Comments: It has worked well and really empowered our sales process. For the first time, we are able to easily see where a pursuit is in the sales process. Overall, it has increased our team selling and made communication more efficient across the selling team. Sugar has a good base and framework to build out marketing automation, which is driving better market awareness and sales than before.
Pros: Sugar is easily customized and the option to host on-site is not available by a lot of other CRM providers. We are able to synchronize a lot of data from our existing business software easily by directly accessing the SQL database. With the cloud version, we would have had to write code utilizing the CRM API to synchronize everything. Building all of that would have been significantly more expensive for us. From both the Admin and user perspectives, the software is very easy to learn and intuitive. Our users are very happy with the new software and easy it is to use.
Reviewed on 06/09/2018
SugarCRM is a usefull CRM tool
Pros: Since the latest updates it became very user friendly compared to previous interfaces, it has several modules you can purchase and also customize to your own needs, given that these are designed correctly. The latest version of the App is really good and saves a lot of time in you are on the road.
Cons: It was not the simplest thing to connect it to a Dashboard service and also to setup reports, but once you set it up runs pretty smoothly. It might have been an issue with my company's server but it ran incredibly slow when outside company's internet, being very frustrating to use on the go. The Outlook Add-on never worked properly and made my outlook crash all the time, finally removed it.
Reviewed on 07/11/2016
Very Customizable CRM software.
Comments: We use CRM to track our sales leads, current customer support and create mass mailing lists. It is a very powerful tool when used correctly.
Pros: It is a very robust systems that can be used for tracking customer support, sales and contact management.
Cons: Because of it customizable nature, it can be set up incorrectly by the end user. For this reason, it is very important to have someone in house that is very Sugar savvy to ensure it works the way you need it to. When updates are delivered, it commonly knocked us down for a few days while we implemented changes to make everything work again.
Reviewed on 16/03/2017
My favorite CRM option but not the easiest for employees to navigate....
Comments: We have been using Sugar for almost 8 years and have been happy with it. The workflow consistently causes issues and the options for employee files is limited. We also here lots of negatives from our employees on user-friendliness however, the admin love its functionality.
Pros: The file retention, the report capabilities
Cons: The 'breaks' in workflow
by SugarCRM on 16/03/2017
Thanks for your review - I'd love to learn more about which version you are using - as the Sugar 7.x upgrade is focused almost entirely on user experience, look and feel :) Also, has your firm looked into Advanced Workflow? It is far more stable and reliable than the predecessor. Email me at [email protected] with any and all questions anytime!
Head of Product Evangelism, SugarCRM
Reviewed on 16/03/2017
Awesome product for any business.
Comments: I have been using SugarCRM for several companies. What stood out to me is the functionality you are getting right out of the box you are getting everything you need for the fraction of competitor's price. I would rate customer support 6 stars, they are always on top, extremely fast, and even providing you with the solutions for 3rd party applications. Another big thing is ability easily integrate SugarCRM with your own applications or install custom plugins. API functionality is quite impressive and easy to use, we have done a lot of integrations and automation in our company. I recommend SugarCRM to everyone who wants to take his/her business to the next level, and actually see what is happening in the organization, and why.
Pros: Functionality and API is impressing
Cons: UI is slow for 2017. Need to speed up the response time.
Reviewed on 16/03/2017
SugarCRM Enterprise Analysis
Being an open source CRM app with flexible deployment options makes SugarCRM unique and a standalone in the CRM space. However, allowing for such flexibility should require the utmost discipline regarding release schedules, changes to code (especially caching mechanisms), and overall system recommendation documentation provided by SugarCRM, the company. This is not currently happening.
Stock code base is fairly solid but when customizations are added, significant caching issues arise. There are also various areas of the app that still retain antiquated layouts (bwc modules). These issues make the app confusing and unreliable at times.
Support should be more tenacious when attempting to find resolution to cases - don't just post a note or two, wait a period of time and close the case. CALL the customer - email the customer - do whatever it takes to get CONFIRMATION from the customer that the issue is resolved.
Create a server side integration to Outlook...we are a 50/50 Mac/PC shop and email archiving is incredibly inconsistent.
Overall Studio is a great tool (when caching works appropriately). It does allow us to create without developers on staff.
Studio (when it works)
Open source flexibility
Lack of long term release schedule and small version life cycles
Support not owning the initiative of resolving cases
by SugarCRM on 16/03/2017
First off, thanks for being a long time Sugar user. Kasasa's use case is very in-depth and a model of what our flexible platform can achieve.
Regarding the server-side email - have you looked at Riva? https://sugarexchange.sugarcrm.com/apps/21848#!overview Also, I know we are working on server-side versions of the Outlook plugin, but release date is TBD.
Thanks again for your honest and thorough review - we always strive to make the product the best we can and provide the level of service you expect. Email me at any time to discuss further at [email protected]
Head of Product Evangelism, SugarCRM
Reviewed on 20/03/2017
Sugar user for 5 years
Comments: Overall, Sugar has worked pretty well for us. As with most customizable software, it is all about the implementer and getting it set up well. If we had worked to get other areas more integrated, I would rate it higher. We are a smaller company (15 users), and do not have a " Sugar champion" other than the president. Reporting module is easy to use, the mobile app is (now) pretty good. We recently looked at the other major CRM apps, and chose to continue with Sugar. We are making some much needed changes to our Sugar instance, which will help with utilization.
Pros: Pretty easy to use, robust mobile app, good reporting.
Cons: Some basic functionality is missing, ie, had to write a custom report/fields to be able to see when the last time a contact was contacted (email, meeting or phone).
Reviewed on 28/02/2015
A Less Expensive Alternative With Most Of The Same Features
Pros: I like the commercial open source nature of the product. You can download the open source edition - which is quite functional - and get a very good feel for what it does. In fact, the free version is like sufficient for most small businesses. The product is feature-rich - comparable to the alternative from a feature standpoint, but much less expensive. I also like the fact we can host the application in-house giving us absolution control over the data and integrations with our other applications.
Cons: While not a fault of the vendor or product - you do need to be aware the ecosystem supporting SugarCRM is much smaller than the entrenched giants. We've not found this to be an issue - but for someone looking to "go with the crowd," you might want to consider this.