SugarCRM Software


 

More than 50,000 companies around the world use SugarCRM for their sales automation, marketing automation, account management and other customer relationship management (CRM) needs, including more than 600,000 users in over 80 languages. SugarCRM applications have been downloaded more than seven million times.

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, allowing for freedom in customizing the solution to fit a company's needs. SugarCRM also integrates with third party systems, and can accommodate new modules created 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 (SaaS) or installed as an on-premise solution. A full range of mobile devices are supported as well, with an iPad edition as well as a mobile edition. The mobile access offers offline client synchronization.

 

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

74 Reviews of SugarCRM

 
Software Advice Reviews (44)
More Reviews (30)

Showing 1-20 of 44

from Cicoil
Specialty: Manufacturing

Sugarcrm review

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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.

 
 

from CICOIL
Specialty: Manufacturing

Works OK for us.

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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.

 
 

from Cicoil LLC
Specialty: Manufacturing

Comprehensive but cumbersome

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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.

 
 

from CICOIL
Specialty: Manufacturing

Somewhat difficult and hard to navigate

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Value for Money

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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.

 
 

from Cicoil
Specialty: Manufacturing

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

Ease-of-use

Functionality

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Value for Money

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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.

 
 

from XOR Data Exchange
Specialty: Software / IT

Sugar Review

Ease-of-use

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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.

 
 

from Algo Studios
Specialty: Software / IT

Project Consultant

Ease-of-use

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Customer Support

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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.

 
 

from Independent Consultant
Specialty: Consulting

Decent alternative to Salesforce.com, if on a tight budget

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Likes Best

With SugarCRM you can drag and drop modules around to customize the look-and-feel. Since SugarCRM is open-source, any developer can access the source code and develop add-ons to the source code. Developers can create their own integrations with Sugar using PHP.

Likes Least

SugarCRM has a multi-tenant architecture, meaning every user gets their own URL. This makes it a little harder doing a new roll-out to a large user base.

Recommendations

Focus on your business requirements first, then figure out which CRM package provides the closest fit. No CRM package will provide a perfect fit, so take into account the budget and timeline of when you want to implement and how much you can spend on customizations to make the chosen CRM package work.
Don't shape your business processes around the CRM package, but do it the other way around.

 
 

from ONG Automation
Specialty: Engineering

SugarCRM for medium size companies

Ease-of-use

Functionality

Product Quality

Customer Support

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Likes Best

Fully configurable for your business needs and the telephone support was acceptable.

Likes Least

Some bugs in the updates that needed to be highlighted.

Recommendations

Compare your needs to see how close it matches in terms of performance ease of use and training required to become proficient.

 
 

from Castle Branch
Specialty: Other services

It does the job

Ease-of-use

Functionality

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Likes Best

It's an easy way to keep track of clients, track conversations and set follow up dates.

Likes Least

There's not a dashboard/easy way to get an overall picture of your business

Recommendations

Consider all the information you're looking for and if these features meet those needs. I find it limited.

 
 

from QEDbaton
Specialty: Other

My SugarCRM experience

Ease-of-use

Functionality

Product Quality

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Likes Best

The ability to configure the software to fit the company's specific use case and workflow.

Likes Least

The limited advance filter option while extracting Dashboards/ custom reports.

Recommendations

Look for the unique needs of your organization and ensure if your workflow needs/customization needs can be embedded with the system.

 
 

from CastleBranch
Specialty: Other

SugarCRM Review

Ease-of-use

Functionality

Product Quality

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Likes Best

Sugar allows the user to pull up the information they need in a variety of ways. A general search bar is available, as well as searches specific to various categories. Also, Sugar lets the user produce reports that can generate information quickly.

Likes Least

The biggest issue is the speed. If there are a lot of people on Sugar it is slow to load and sometimes crashes. Also, when working away from the office it is sometimes difficult to pull it up and run searches.

Recommendations

Ultimately, it comes down to whether the product can produce what you want. Sugar produces with slight hiccups along the way.

 
 

from Castle Branch
Specialty: Other services

For companies that settle for less, Sugar is your CRM.

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Likes Best

The only thing that I like about this CRM is the ability to turn off the "notify on Assignment"

Likes Least

It doesn't integrate with any other system. It's functionality and inability to de-duplicate leads is limited.

Recommendations

Check out other CRM's. If they talk to the other programs and software that you use go with that one.

 
 

from Castle Branch Inc.
Specialty: Other services

Sugar Review - Daily User

Ease-of-use

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Product Quality

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Likes Best

SugarCRM is a great product that I use in approximately 80% of my work day. I enjoy the ability to customize how SugarCRM works for your company and the wide array of methods in which you can document information. SugarCRM houses most data that I would ever need in my job, and allows easy and documented communication and transfer of information throughout a 400 person company.

Likes Least

Ability to modify modules and drop downs is limited to our IT's abilities. Reminders within tasks would make management of upcoming and overdue tasks easier, and ensure tasks do not get overlooked or forgotten. As a frequent user of the report module, I would like to be able to set the number of favorite reports that show at at time on the landing page.

Recommendations

When evaluating CRM software, it's important to keep in mind what kind of Data you need to house and access. Customization is important, as well as search-ability, when trying to upload and retrieve information. System display is also important, so that users can easily read and comprehend the data they are looking at, as well as being uniform in how all types of information are presented.

 
 

from UChicago Impact
Specialty: Education

Happy SugarCRM customer

Ease-of-use

Functionality

Product Quality

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N/A

Likes Best

The tool is very user-friendly. It meets my business goals in that it captures our company information in one place and helps keeps our leads organized. Sugar has great reports and data are easily to upload.

Likes Least

I use Outlook for Mac. I am unable to attach emails directly into the system which is very unfortunate.

Recommendations

Make sure you evaluate the software, but also consider the consultants who will be responsible for the customization of the product. The relationship with this group has been most impactful for our ongoing usage.

 
 

from Inventiv Health
Specialty: Food / Beverage

It is an all right solution to a sales rep's needs.

Ease-of-use

Functionality

Product Quality

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N/A

Likes Best

I like their open source format. Finding help to make customizations was much easier through all of the different channels available.

Likes Least

The table restrictions, as well as the sorting lists when trying to filter through large amounts of data, are not precise.

Recommendations

I would give it some thought. I currently use Salesforce, but if it is a pricing issue, go with Sugar.

 
 

from Thomas Murray Data Services
Specialty: Software / IT

Highly customisable and flexible, though some way to go with campaigns

Ease-of-use

Functionality

Product Quality

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Likes Best

There used to be a community edition which, is where we started. The best bit about this is that it is open source and our own development team can edit the source code as we see fit.

Likes Least

Some of the suggested development items are taking some time to be worked into the system, though being open source, we can change this where necessary.

Recommendations

Many CRM systems exist, but mostly as hosted solutions. We choose SugarCRM for the fact that we can host the software, and we also made our own changes to it where necessary. There isn't a limit on the number of emails that we can send (for marketing via Campaign)

 
 

from CastleBranch
Specialty: Other

Customizable, easy to use product.

Ease-of-use

Functionality

Product Quality

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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.

 
 

from Zenoss, Inc.
Specialty: Software / IT

A Less Expensive Alternative With Most Of The Same Features

Ease-of-use

Functionality

Product Quality

Customer Support

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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".

 
 

from Essential Education
Specialty: Education

SugarCRM system used to track customer contacts and contracts

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Functionality

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N/A

Likes Best

It was vast in its data files. There were many details that could be entered.

Likes Least

The interface was slow and difficult to search. Often searches would come up blank and had to be reset and redone.

Recommendations

If you have a large and varied database, look around.