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

104 Reviews of SugarCRM

 

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Software Advice Reviews (18)
More Reviews (86)

Showing 1-18 of 18

Bruce from Lehi Valley Trading Co
Specialty: Food / Beverage
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

Review of SugarCRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Not real happy with customer service also.

Pros

It does have cool graphics
The mobile app is pretty great,
The whole premise of what it can do for you seems to great, just was difficult to make it perform like they said

Cons

I don't like that I have to input the same info multiple times on mulitple pages to get the info in the right place
Difficult to do filters.
I didnt like the format for leads to accounts to sales.
Pipeline is difficult to follow also

 
 

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

 
 
Showing 1-20 of 86

Charlie from Sennheiser USA

May 2017

May 2017

Very feature laden, interface can be too busy

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Sugar is great in that it can be customized for virtually any application. The software is robust and rarely crashes. Reporting is very extensive and data can be mined for a multitude of scenarios

Cons

Interface can be too busy. Error messages can be cryptic or it is not obvious where the problem lies

Source: Capterra
 

Karisa from Pharmaceuticals

April 2017

April 2017

Not very impressed

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have been a user of Salesforce and Hubspot and Sugar seems more clunky and not as sophisticated as Salesforce's and Hubspot's functionality.

Pros

easy to create list views and simple reports

Cons

creating workflows are not straight forward and are lacking functionality

Source: Capterra
 

Emmanuel from Aspire systems

April 2017

April 2017

A decent CRM within budget

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Sugar is a decent CRM available within your budget. The workflow is rigid and it's difficult to customize it based in your specific needs. Customer support is good. A little more flexibility will make the product better.

Source: Capterra
 

Charles from Trusted Senior Specialists
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2017

April 2017

Promised a lot, but not all there

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We had the On Demand product, it started out with our data imported 4 times. Then we were blamed for the duplicates. We were promised features, that after setting everything up would now cost extra.

Pros

Lots of add-ons, more than one support group.

Cons

A lot of items need to be custom built.

Advice to Others

Ask more questions before signing up.

Source: Capterra
 

Sarah from StreetLight Data

March 2017

March 2017

It's ok if it's all you can afford

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Having worked extensively in Salesforce, I accepted a job where I would be managing SugarCRM instead. While it's functional enough it isn't as robust tool for sales analysis as Salesforce. I didn't find the reporting intuitive and worse it was rather clunky and didn't provide the dissection of data that I would expect from a CRM.
It is a great tool for a young company learning how best to scale but doesn't offer sufficient reporting and analysis to help scale a growing company.

Source: Capterra
 

Rebekkah from Dexcomm
Number of employees: 51-200 employees Employees number: 51-200 employees

March 2017

March 2017

SugarCRM Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We like the service, there just seems to be a lot of bugs with each update. We do appreciate the quick responses from support.

Source: Capterra
 

Ken from Construction training LLc.

March 2017

March 2017

Better than Salesforce

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have used Saleforce on another job and when i started with my company I am with now we used Sugar. Boy what a difference. Much easier to use and faster to get reports done¿. Awesome!!! Archie Andrews would be proud!!

Source: Capterra
 

Amber from G.L. Hunt

March 2017

March 2017

Amber's Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I really enjoy how easy this program works. It makes my job less stressful and i will continue to use this great service!

Source: Capterra
 

Taylor from Optibelt Corporation

March 2017

March 2017

Keeps Me Organized

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Helps me manage multiple projects and accounts to coordinate efficient workflow from the beginning of the project to the end.

Source: Capterra
 

steve from Predictive Results
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Great Value

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We used Sugar for our sales team and became the fastest growing team in the company. 143% in two years. Sugar helped us keep it all organized.

Pros

low price per user. easy to use basic features

Cons

report generating is complicated and gets confusing.

Source: Capterra
 

Tom from C&M Conveyor, Inc.

March 2017

March 2017

Powerful yet easy to use CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Love the application . Love the ability as a non-programmer to be able to develop new modules that meet our specific requirements.

We are On-Demand and seem to have issues after upgrades but generally get them resolved.

Source: Capterra
 

Angela from Cal Coast Web Design
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Affordable with Plenty of Function For All Business Types

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

While there are other solutions out there for small businesses that may be easier to use, there isn't much IMO that offers 3rd party integration and nearly endless options for customization and growth. We have happily been using Sugar for over a decade now.

Pros

Flexibility and customization.

Cons

Sometimes it is a little too complicated.

Advice to Others

Would appreciate a more simple solution for drip campaigns.

Source: Capterra
 

Cori from N-of-One, Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

March 2017

March 2017

Good Value for the Price

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

I have been using Sugar for about a year. I am the Contract Manager and have set up the Contracts module to meet our needs. I do find that the fields don't always work the way that I would like them to work, but have been able to improvise. Sugar is very easy to use and I was able to set up our contracting module with little help or training.

Pros

Easy to learn and easy to configure.

Cons

Has its limitations on configuration and fields that are available.

Source: Capterra
 

Sean from Compensation resources, inc

March 2017

March 2017

Sugar review, march 2017

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've started using Sugar a few years back. Why can't the engineers at Sugar figure out how to create a way to print an account, email etc?

Source: Capterra
 

Jeffrey from Trax

March 2017

March 2017

Sugar CRM Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Sugar is farily cluncky. It is very difficult to import any leads from Zoominfo, and seems to have constant problems.

Source: Capterra
 

Beth from QAD

March 2017

March 2017

SugarCRM Review 3/20/2017

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I am a user, not an administrator and I find the tool easy to use. I would say one area that could be improved is the search functionality. It is a little cumbersome and does not allow you to cross-search among different record types.

Source: Capterra
 

Shannon from Heavy Construction Academy
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Great CRM!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I love this platform. It is easy to use and easy to customize. Customer support is second to none and they help to answer my questions and concerns.

Source: Capterra
 

Jim from Bobbitt Design Build, Inc
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Sugar user for 5 years

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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).

Source: Capterra
 

Travis from Pathfinder Systems
Number of employees: 51-200 employees Employees number: 51-200 employees

March 2017

March 2017

Mostly Good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Overall the SugarCRM platform has brought a lot of value to our organization. That being said, the mobile app needs more functionality and needs to be more integrated into the phones. Our organization has a number of traveling sales reps and for them to remember to use the Sugar App to make calls is tough. Also, we were told that when recieving a call the app when propmt the user to automatically log the call once they are off the phone, this does not happen. Last item of frustration is that there is no easy way to import contacts from their phones in the Sugar Platform.

Pros

High level of customizability

Cons

Not intuitive to customize, requires many complex steps to set up the way we like it.

Source: Capterra
 

Paul from Ecolibrium Solar

March 2017

March 2017

Great CRM for the price. Very flexible

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I really like the flexibility and ease of customization. Through the developer studio, we have been able to customize Sugar to adapt to our ever changing business needs. The online support is also very good.

Source: Capterra