User friendly - a tutorial and a few times using it and usage becomes smooth. We also love the support team.

I am quite happy with the Service. After all of the bugs got sorted out, it has been amazing to use especially for the day to day operations.

I like that it is easy to use, and I am able to find what I am looking for very quickly.

A database of a companies real time pricing, customer discounts, and any item a tech could need at the techs fingertips would be awesome.

I enjoy the ease of use and organization it lends itself to, by being paper free.

Overall, the software is great. Our customers love the ServiceLink feature and those that are signed up for the ServicePortal love it.

The software has good integration for back office use.

This easy to use online software allows for us to quote customers and track service progress easily between the office and on the field.

Gone are the days of the paper inspection forms that come back to us all dirty, torn and unorganized.

The seamless integration with Sage Intacct by leveraging the dimensions for great reporting and insight.

Quoting straight from our technicians completed job helps us make sure we are not dropping opportunities, which improves sales and improves service to our customers.

I am secure in knowing that customer service will always take care of my issues. I love the fact that training is available as well as a well-regulated wiki.

Sometimes the system has some lag time and trouble uploading some of the paperwork.

ServiceTrade has a great product that is intuitive to use. Since we subscribed 4 years ago they have continued to expand on the capabilities with updates to the software every 2-4 weeks.

We have been with Service Trade for about 8 months and are very happy with our investment at this point and we have just scratched the surface of what this system has to offer us.

Not much to say here but that it is not designed specifically for fire protection companies so we had to customize to our processes.

I am solving the problems of scheduling jobs for on time appointments. It was a nightmare before Service Trade.

I love it since day 1 i was super happy and excited this made everybody  job much easier.

There are a lot of companies out there trying to solve the same problems.

I love the fact that I can bill in less than 24 hour after job completion. This App also helps keep track of location of all techs, which helps cut cost for emergency service.

The ease and simplicity the program is to use both on the administrative side and the field side.

Asset management and reported deficiencies are fantastic for both customer service and generating future revenue.

Plus if the technician doesn’t know where to go it goes right to maps for directions. Like I said it’s a great app.

Does not always integrate 100% to QBO, failed invoices with no real explanation (maybe 1 in 20 occurrence).

The SugarCRM team was incredibly helpful and supportive during our decision between various CRMs we were testing out, namely Salesforce and SugarCRM.

The report functionality and the inability to export complex reports in any other format than PDFs is disappointing.

The data does not link well together and the relationships you can build are very limited, which really limits the power of the software overall.

The best thing about this software is that it always provide the best customer relationships marketing software.

Is a really good tool for small companies, really like the approach form the customer service team when I had some issues.

As well as, integrate with Salesforce Marketing Cloud platform, so my marketing team can run both customer acquisition and customer retention or nurturing campaigns.

It's a great and reliable CRM for startups or small businesses.

Super easy to set up program. Does a great job at keeping up with client information and tracking history of interactions.

I love the simplicity of the system. It's very easy to set up and start operating from day one.

Some of the time, I can't login to different devices PCs which are downside for me.

Their customer care team was incredibly helpful and knowledgeable, and I really enjoyed working with them.

The CRM of choice used by many upstart aggressive disruptive companies of all sizes.

Once you start thinking about scaling many integrations and reporting tools are missing.

Our current integration to Sage100 accounting is broken. One of the others broke the functionality and took a week to figure out.

Is not very well developed yet, frequently have software errors and the tool crash. User experience is not enough intuitive.

It helps to track customers and is very user friendly. It helps our business development and growth team work on leads for business.

After trying to set this tool up several times, we abandoned it as too complicated and time consuming.

All the Enterprise features are available at a cost a basic CRM. Cons: Calendar sync is an issue and Email Client inbuilt in Sugar has a sad UI.

I also really find the dashboard visuals to be superior to Salesforce. Overall, the price point was better than Salesforce, too.

It is a great tool  for keeping my clients data and tracking.

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.

Its too damn complicated to set up if you are going the self-hosted route.

This software in not made for my business line and therefore is not working for us. Also we have had a very poor experience with the reporting capabilities.

Adding information or attaching files to the oportunities can sometimes be a bit annoying.

Unfortunately we had some issues with the initial set up of the system and the customer support was really poor.

Easy to implement and deploy. Reporting is good and allows fro complex reports to be built.

Good integration with SQL. Customer service has been very helpful and reactive when we had requests for them.

Slow, cumbersome, difficult reporting, poor customer service.

The second source of challenge was not easily able to connect Google Analytics UTM campaigns tracking with SugarSell CRM leads tracking.

US Dollar

ServiceTrade is the software platform for commercial HVAC, mechanical, and fire contractors that streamlines operations, optimizes field performance, and boosts sales and client retention. During a persistent skilled labor shortage, contractors use ServiceTrade to control the costly chaos of on-demand work and effectively deliver contract commitments. ServiceTrade streamlines service and project operations to reduce administrative costs, optimizes field performance to increase revenue per technician, and boosts sales and client retention to grow margins. Over 1,300 commercial contractors trust ServiceTrade’s 11+ years of experience to help them manage over 13 million assets and invoice over $7.5 billion in revenue annually.

LongDescription

Work Order Creation

Electronic Payments

Document Storage

Activity Tracking

Dispatch Management

Real-Time Monitoring

Contract/License Management

Task Scheduling

Electronic Signature

Customer Database

Recurring Appointments

Job Management

Calendar Management

Geographic Maps

Scheduling

Mobile Signature Capture

Multi-Location

Self Service Portal

QuickBooks Integration

Technician Management

File Storage

Mobile Access

Compliance Management

Real Time Data

Routing

Historical Reporting

Client Portal

Preventive Maintenance

Real-Time Notifications

Service History

For HVAC Companies

Real-Time Updates

Alerts/Notifications

Reminders

Automated Scheduling

For Commercial and/or Industrial Electrical Contractors

Work Order Management

Mobile App

Billing & Invoicing

Accounting Integration

Real Time Reporting

Inventory Control

Contact Database

Online Time Clock

Customizable Forms

Payment Collection in the Field

Job Tracking

Quotes/Estimates

Drag & Drop

Third-Party Integrations

Maintenance Scheduling

Document Management

Inventory Management

Search/Filter

For Plumbing Industry

Time Tracking

Customizable Reports

Invoice Management

Data Import/Export

Activity Dashboard

Reporting & Statistics

Time & Expense Tracking

Estimating

Customizable Templates

Job Scheduling

Customer Management

Customizable Branding

Automatic Backup

Customer History

Location Tracking

Workflow Management

Timesheet Management

Customer Portal

Inventory Tracking

Status Tracking

Barcode/Ticket Scanning

Inspection Management

Reporting/Analytics

Appointment Management

Availability Management

Contractor Database

Mac OS

Web browser (OS agnostic)

Windows 8

Select : $89/month/technician paid annually. Office users free. 
Premium : $139/month/technician paid annually. Office users free. 
Enterprise : $189/month/technician paid annually. Office users free.

Email/Help Desk

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

501-1000

ServiceTrade

In Person

Live Online

Webinars

Documentation

Videos

SugarCRM is a Customer Relationship Management (CRM) platform, expertly crafted to enhance interactions with prospects and customers while accelerating sales success. Renowned for its cost-effectiveness, this potent solution enables users to reduce the total cost of ownership by up to 32% according to Nucleus Research*, all the while providing contemporary features that align with evolving needs.

The platform offers intuitive dashboards, comprehensive reports, self-guided selling best practices, AI-powered insights, and an easy-to-use mobile CRM app, among others. It also boasts a high level of customisation and integration capabilities, thanks to its bidirectional API, which allows for seamless data synchronisation between SugarCRM and other business-critical systems.

With its user-friendly interface coupled with its renowned superior customer support, SugarCRM aids in improving user adoption and increasing win rates, customer satisfaction, and engagement.

SugarCRM is an optimal choice for all customer-facing roles, from marketing, sales, and customer success teams of medium and large enterprises. It's not just a standalone CRM solution; it's a CRM platform that can be fully integrated into your business ecosystem, providing a highly customised and efficient solution for managing customer relationships, optimising every interaction across the customer journey.

Differentiators: SugarCRM investment includes:

- Core Support - EU, NA, APAC
- Dedicated Customer Success Manager
- Unlimited modules / fields
- Unlimited API calls
- Unlimited workflows
- Product enhancements / upgrades x 4 per year
- Product support 12/5
- Embedded AI
- Database Backups
- Mobile Access
- 2 x Sandboxes
- 60GB data storage + 1GB per user
- NO HIDDEN COSTS = PREDICTABLE TOTAL COST OF OWNERSHIP (TCO)
- SugarCloud leverages the power of AWS in different parts of the world. Customers have the liberty to select their preferred region for data storage, ensuring that the data remains confined to that specific region. The options include:
Australia - Sydney
Canada - Montreal
Germany - Frankfurt
Singapore
United Kingdom - London
United States - Portland, Oregon

For additional information, visit: https://www.sugarcrm.com/why-sugar/trust/security/





*Nucleus Report: In examining the experiences of Sugar users, Nucleus Research found that compared to other CRM solutions, Sugar users can lower total cost of ownership by up to 32% whilst delivering similar functionality. https://www.sugarcrm.com/resources/nucleus-research-anatomy-of-a-decision-sugarcrm-vs-salesforce/

Cataloging/Categorization

Forecasting

Internal Chat Integration

Lead Capture

Proposal Generation

Customizable Scoring

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Calendar/Reminder System

Lead Distribution

Knowledge Management

Pipeline Management

Multiple Scoring Models

Call Management

Customer Support

Process/Workflow Automation

Contact Management

Opportunity Management

Lead Management

Email Marketing

Performance Metrics

Territory Management

Shared Contacts

Marketing Automation

Social Media Integration

Lead Segmentation

Email Management

Source Tracking

Field Sales Management

Predictive Analytics

Demographic/Firmographic Data

Segmentation

Interaction Tracking

Lead Qualification

Task Management

Campaign Management

Sales Forecasting

Prospecting Tools

Email Response Control

For iPad Devices

For Startups

Support Ticket Management

Sugar Sell: $49 per user per month
Sugar Serve: $80 per user per month
Sugar Market: $1,000 for 10K users per month (billed annually)
Sugar Enterprise: $85 per user per month

ServiceTrade vs SugarCRM

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons