SugarCRM Software


 

SugarCRM is a web-based application used by thousands of businesses for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user "wizard" tool for newbies, a shortcut bar, enhanced-view global search functions and downloadable plug-ins.

SugarCRM is built on an open-source platform. This allows freedom in customizing the solution to fit varied company's needs. SugarCRM also integrates with multiple third party systems and can accommodate the new modules users can create with the built-in tools. The software supports Windows, Linux, MySQL, SQL Server, and Oracle systems and can run on either a Windows or Mac operating system.

SugarCRM is available as Software-as-a-Service or installed as an on-premise solution. The mobile access can be tailored according to specific usage, and an offline client synchronization feature ensures the data is always up-to-date.

 

SugarCRM - Mobile access
 
  • SugarCRM - Mobile access
    Mobile access
  • SugarCRM - Mobile access
    Mobile access
  • SugarCRM - Dashboard
    Dashboard
  • SugarCRM - Sales page
    Sales page
  • SugarCRM - Opportunities
    Opportunities
  • SugarCRM - Add modules
    Add modules
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

103 Reviews of SugarCRM

 

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Software Advice Reviews (17)
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Showing 1-17 of 17

Geo from Hopwave
Specialty: Hospitality / Travel
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Great social media oriented CRM!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great product if you are into social media engagement management.

Pros

Easy to integrate with social accounts.

Cons

Not many options on basic CRM features

 
 

Jonathan from Cicoil
Specialty: Manufacturing

August 2016

August 2016

Sugarcrm review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

Good pricing and service from Sugar. The pricing was lower than most of their competition. The staff was friendly and helpful but restrained due to the options available to them in order to solve our issues.

Likes Least

Cell phone app needs improvement and it's not as easy to use as other crm's.

Recommendations

Make sure the company is updating with the current requirements especially regarding cell phone application and email integration.

 
 

JOHN from CICOIL
Specialty: Manufacturing

August 2016

August 2016

Works OK for us.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

We were able to create a custom quote tracking capability. Quotes were generated from within Sugar.

Likes Least

Has more bells and whistles than we need. We really just need contacts, leads, opportunities and quotes.

Recommendations

Make sure you have a software savvy person available to set it up.

 
 

Eric from Cicoil LLC
Specialty: Manufacturing

August 2016

August 2016

Comprehensive but cumbersome

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Lots of room for data. The sorting by dates or subject ease the searches and nice to have customer data handy.

Likes Least

Sometimes takes what seems to be a long time to enter data on different screens.

Recommendations

To help understand the operational capabilities, tutorials would help understand the available functions.

 
 

Robert from CICOIL
Specialty: Manufacturing

August 2016

August 2016

Somewhat difficult and hard to navigate

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

I did do the job, but not always in the way that we would have expected.

Likes Least

The unannounced forced updates, which would come along with new interfaces leading to sometimes days of confusion.

Recommendations

Be sure you have a high-level techie available if you want this platform to conform to the way your company does business.

 
 

Rich from Cicoil
Specialty: Manufacturing

July 2016

July 2016

Great Sales and Marketing tool, especially for remote location access.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

I am able to use the Sugar application in my office or while traveling via my mobile devices.

The Sugar team responds quickly when I need assistance.

Having my customers contact and recent project activity at my fingertips is very helpful and saves time while I am out in the field.

Likes Least

I would like to see quicker page to page navigation and quick access sales reports

Recommendations

Good substitute to other CRM programs, such as Salesforce.

 
 

Ali from XOR Data Exchange
Specialty: Software / IT

June 2016

June 2016

Sugar Review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

I like the fact that this is a web based product and I like the product has the ability to input accounts and contacts through and excel upload.

Likes Least

I do not like the reporting within sugar, I think that there could be a lot added to enhance the reporting.

Recommendations

I would recommend that the software be more intuitive for users.

 
 

Sheen from Algo Studios
Specialty: Software / IT

March 2016

March 2016

Project Consultant

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Extremely flexible and customizable. Deploy anywhere (cloud, on premise, on demand). Amazing dashboard in version 7.5+.
Process Author is amazing visual designer for workflows.
Outlook Sync and sync with other 3rd party application is seamless.
Enhanced role based views for users.
News feed from google resources.
Many free plugins available on sugarforge which saves development time and improves productivity

Likes Least

Marketing capability are not much enhanced.
Calendar sync could be improved.

Recommendations

Look for Ease of use. Challenge is to get users to use the CRM. Keep the CRM simple and user friendly.

 
 

Bailey from CastleBranch
Specialty: Other

March 2015

March 2015

Customizable, easy to use product.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

SugarCRM is very customizable, which has greatly benefited our company and its growth.

Likes Least

With the added customizations to the product, we have had a difficult time integrating other solutions. Working in marketing, we would like to integrate Pardot, but with the customizations we made, we are unable to do so.

Recommendations

Investigate solutions that integrate with SugarCRM and think long term as to what might be needed.

 
 

Rusty from Zenoss, Inc.
Specialty: Software / IT

February 2015

February 2015

A Less Expensive Alternative With Most Of The Same Features

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

Any CRM requires work - and an operations person to maintain the CRM, the data, and the workflows (and ensure they are enforced). When considering your CRM solution, be sure to account for the time needed to keep it fully functional; otherwise, in a year or two - you'll find you have so much "bad data" in the system you won't be able to make sense of the "good data".

 
 

Shandon from Ideal Aerosmith
Specialty: Engineering

November 2014

November 2014

Fast, Easy and Informative

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It's very organized and easy to use.

Likes Least

There isn't anything that I like least.

Recommendations

Come up with your needs or wants and explore your possibilities.

 
 

Joseph from Ideal Aerosmith
Specialty: Engineering

November 2014

November 2014

Use it at work

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It's one place for all sales/customer service information.

Likes Least

It is not integrated into my company's production management system.

Recommendations

If you have more than one database, why would you want to have another? Why can't we get one data management system throughout the company?

 
 

Jerod from Ideal Aerosmith
Specialty: Manufacturing

November 2014

November 2014

Good product with lots of features

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It has lots of features and ways to document things. You are able to store info, contacts, and assign tracking numbers

Likes Least

It is very complex in some areas. There seem to be multiple ways to do things, none of which seem clear.

Recommendations

Great product. I suggest anyone needing to store information such as contacts, products, cases, and problems use this software.

 
 

Clayton from Medallion Bank
Specialty: Banking

October 2014

October 2014

Sugar Review

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Easy user interface. Without having specialty customer service our team, we were able to understand and utilize many features.

Likes Least

The lack of phone support without paying an increased premium.

Recommendations

Test both this and Salesforce prior to any committment.

 
 

Peter from Business Applications
Specialty: Consulting

November 2013

November 2013

Sugar CRM - Efficient, Effective and Great ROI

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It's Easy to learn and use; you can train users in less than a day. There are collaboration tools, which encourage team communication. The dashboards are great; you hardly need reports. It's also very cost effective. The support is solid, responsive, and knowledgeable.

Likes Least

Generally speaking, there's nothing to seriously complain about.

My only suggestion is that the SugarCRM Website could be easier to navigate.

Recommendations

Work with an experienced consultant for implementation. DIY for most serious Apps doesn't work!
If you want a rapid ROI, work with people who understand CRM and change management.

 
 

Maulik from Biztech Consultancy

August 2011

Date: August 2011

 

Heather from Faye Business Systems Group, Inc.

July 2011

Date: July 2011

 
 
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