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

176 Reviews of SugarCRM

 

Start your review of SugarCRM

Click to start
https://www.softwareadvice.com/crm/sugarcrm-review/
Software Advice Reviews (26)
More Reviews (150)

Showing 1-20 of 26

Paul from Government
Specialty: Public Sector
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2018

February 2018

Simple and powerful

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

SugarCRM may not have the ecosystem of say Microsoft Dynamics 365 but it is still highly customizable and extensible.

Cons

It can be complicated to use at times, and so you will need dedicated support people with experience to come in sometimes and help you make it the tool you want it to be.

Review Source
 
 

Kevin from Megapath
Specialty: Telecommunications
Number of employees: 201-500 employees Employees number: 201-500 employees

January 2018

January 2018

Bang for your buck

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

A lot of features for the price point. Lots of options on the back end and fairly user-friendly setup. Good tool

Cons

There is not a ton of automation. Unfortunately we are very automation friendly workplace so we are always looking to replace process with automation.

Review Source
 
 

Tim from Prodynamix
Specialty: Education
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Sugar CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

The price is right. For a small company it is a very inexpensive solution It is not hard to install or maintain.

Cons

Most people have never heard of this software. Also the name is not professional sounding. It hard to take it serious v

Review Source
 
 

Jose from Intelmov
Specialty: Telecommunications
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

a powerful CRM that suits a large organization

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

a powerful CRM that is very similar to Salesforce

Pros

All the features and functionalities of a CRM, automates tasks and allows users to manage a pipeline.

Cons

pricing is demanding for a small organization. customization of CRM sections requires expertise (and perhaps a dedicated internal resource). not very intuitive although it provides much functionalities

Review Source
 
 

Julian from Sky Blue Microsystems GmbH
Specialty: Software / IT
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2017

October 2017

The transformation into 1CRM was really bad, support even worse.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The culture of the 1CRM implementation of SugarCRM featuring incomplete, inflexible and user-unfriendly software reinforced by unhelpful and disdainful "support' is propagated throughout their network, for example by their German distributor Visual4 GmbH, who auto-renewed a subscription even though it had been cancelled (as just one example of their total administrative failure - they didn't know if you're a cloud or own-server customer, as another of many) and refusal to support a fully paid-up customer because s/he identified real and tangible problems rendering the software near-unusable.

Pros

The OpenSource concept is obviously wonderful, but needs to be transformed into a usable product with proper support, which is where 1CRM fails.

Cons

The leverage of SugarCRM into 1CRM fails in simple things like country lists that you can't add to, yet not all countries are included in the list (for example, there is no United Kingdom, UK, Britain, Great Britain, or England!), and the security certificate had expired. If you're ok to override the big red "insecure site" warnings to store your critical business data, go ahead. Me not. Whereupon "support" tells you it's your fault and you're stupid and anyway commercially useless to them. Reports are childishly implemented, can not be used by a business - but you can re-do them yourself using a clunky and functionally limited interface for an additional fee. Professional-looking offers, order confirmations, and invoices have been around for decades, should be included in the most basic version of any product, and should not need end-user re-programming at any cost.

Review Source
 
 

Sandra from SASA CONSULTORIA
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

A CRM worth it

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

SugarCRM is "the" system every business ,big or small, should incorporate as a true leverage for taking your business far and beyond..

Pros

Flexibility, affordability, portability, cristal clear cost model, user friendly, intuitivity, integrability.. All abilities.

Cons

It will be nice that reporting capabilities where improved.
A bigger apps exchage market place wil be a plus.

Review Source
 
 

William from Soluciones para TI, CA
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

SugarCRM - Quick CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The best way to start into CRM World!

Pros

- Easy to Install
- Easy to Deploy
- Easy to Development
- Many knowledged base pages
- Many plugins
- Easy to Integrate

Cons

- Scalability
- Not is intuitive
- Little volatile
- Hard frond-end customization
- Security Schema not enough

Review Source
 
 

Jay from Griffith
Specialty: Education
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2017

October 2017

An ideal tool to organise your internal processors prior to invest on enterprise level CRMS

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Value for money

Pros


Easy to commence with few functionalities around
Low implementation cost
Ability to import data from traditional spread sheets & databases
Export function when migrating to enterprise level (high level CRM systems)

Cons

Only suitable to address small to mid-rage complexities
Out dated UI
Limited functionality compare to Salesforce and MS Dynamics

Review Source
 
 

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.

 
 
 
Showing 1-20 of 150

Tori from Tanner Clinic

February 2018

February 2018

Great CRM Tool!

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

Highly customizable CRM tool that can be easily geared toward any company's customer support ticketing utilities.

Cons

Could be a bit buggy at times, but was never anything that couldn't be resolved in a timely manner.

Review Source: Capterra
 

Carmen from FEIBO SERVICIOS INDUSTRIALES, C.A.

February 2018

February 2018

It is an application that is very helpful and if you learn to use it is the maximum

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


It is an application that is very helpful and if you learn to use it is the best

Pros

It is an application that can adapt to your requirements, that makes you any type of graph to see the performance of your collaborators and how marketing, billing, visits to customers, you can group information, very versatile.

Cons


To achieve everything you want from this application you must study and learn to use it, it can be a challenge but it is not easy to use, you have to dedicate time but you can get very good results

Review Source: Capterra
 

Shivakant from Micro Focus

February 2018

February 2018

The CRM World

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

highly customizable for different business use cases. It offers out of the box solutions through their workflow function but can be extended using scripts/ logic hooks for seasoned developers.

Cons

The things which I disliked are--
* Not all modules are uniform, some are still in an old version, from before their upgrade to Version 7

* You can only log in to 1 pc at a time

Review Source: Capterra
 

Bud from Bud Hartley Consulting
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2018

February 2018

Easy to implement, easy to customize, product support is OUTSTANDING

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

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.

Review Source: Capterra
 


February 2018

February 2018

A step up but not nearly what we thought it would be.

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

I guess it's pretty customizable. But honestly other than being created in the modern computing era, there's not much more I can say I loved.

Cons

It is incredibly frustrating to actually get customizations and integrations to work. Every time you update, something breaks. The search functionality is garbage.

Review Source: Capterra
 

François from Algorithme Pharma
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

February 2018

February 2018

Free has 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

Great tool to manage relations with customers and follow-ups, brought some visibility where it was lacking.

Pros

Extremely configurable, vastly customizable, lots of modules available, large online community, free version.

Cons

The only sad part about it is that all the captions used for drop-down lists (Or radio buttons or any multiple choice controls) are stored straight to PHP pages and not in the database (So in MySql you end up having only keys but no trace of the long values). There is some workaround (Nightly job to extract and copy those in a table), but it's a hassle.

Review Source: Capterra
 

SALH from Utess Voyages
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Good opensource CRM product

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

Easy to use !
Full of usefull functionalities like : Contacts, Prospects, Leads !
Great tool for emailing newsletters.

Cons

No tools for archiving, after using it for more than 10 years, the email data gets hudge and it becomes barely usable.

Review Source: Capterra
 

Jesseca from gl hunt foundation repair

February 2018

February 2018

SO EASY TO USE AND EVEN EASIER TO TRAIN ON

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

Love this CRM due to the fact it is so easy to use. The training really is self explanatory and I LOVE the reports it can run.

Cons

Sometimes when there is a "glitch" it will double book someone. Really is important to look at the date of the meeting right after the appt. is booked

Review Source: Capterra
 

Yusra from PricewaterhouseCoopers

February 2018

February 2018

Excellent CRM with great Customization Options

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

Maintaining a database of both existing an potential clients. SugarCRM also supplies data to another critical part of our business as an ESS datasource, greatly improving our ability to serve our clients. We're able to track and report on our sales opportunities with great precision and accuracy, which has allowed us to begin to accurately forecast our upcoming sales.

Pros

SugarCRM is highly customizable for different business use cases. It offers out of the box solutions through their workflow function but can be extended using scripts/ logichooks for seasoned developers. It is web based, allowing me to access it on any internet connected device. It is easy to customize the fields I use to capture data, and the layouts of those fields in the browser. The interface is intuitive and easy to use.

Cons

Even though this is web based, You can only log in on 1 pc at a time. The need to illustrate the differences between Community Edition and one of the paid editions, chalk and cheese. The lack of vertically focused builds which means clients need to know or discover what it is they want from the CRM. I even had some really trouble getting deployed and were not able to use the system at all for the first three months.

Review Source: Capterra
 

Alejandro from Alo Global Technologies
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

Have too much to config and set up, rgreat custom stuff but kinda plain and boring

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

if you need an online crm this can do good for you, Others are also less expensive but with less features.

Pros

Is a very good software at least the on-demand version I use. as a CRM is very good but it also tries to be a help desk and it is not. very reliable and love to extract the raw data to excel and do whatever I want with the data

Cons

Much complicated, too much to customize, and configurate, the access levels and roles are not easy to set up. takes times to deploy, and cost per seat, is kinda expensive.

Review Source: Capterra
 

Jason from PIF Technologies
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

Sugar is a browser based CRM product that has alot of functionality and is generally a good product

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

Very flexible product in general and has many capabilities from marketing, sales, quoting, service tracking, projects.

Cons

You need a programmer on staff in order to customize it to maximize the benefits of what it can do for project management.

Review Source: Capterra
 


January 2018

January 2018

Fast, Easy and Informative

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

Database management

Pros

It's one place for all sales and customer service information. It's very organized and easy to use.

Cons

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

Review Source: Capterra
 

Barry from El Syd/Smart Dog Creative

January 2018

January 2018

so many other choices

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

there are certain base cases that allow this to work "out of the box" and the eco-system that has been built around it is somewhat robust

Cons

if you need a "real" crm -- don't take the cheap way out...this is your business. invest in something more robust and contemporary

Review Source: Capterra
 


December 2017

December 2017

Not my preferred software for the purpose required

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

User friendly layout and setup. Ability to add multiple users. Free to use. Can be installed locally or cloud based.

Cons

Very generic and companies using it simply appear to be using only a portion of overall functionality as it is difficult to set up.

Review Source: Capterra
 

Uku from IPB Partners

December 2017

December 2017

Quite good CRM, easy to use

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

Easy to navigate and use with customers and prospects and potentials. I like the features, and how easy it is to input information and set categories.

Cons

Searches are not very accurate. And a lot of lagging time when performing searches (might be due to our big database though).

Review Source: Capterra
 

Brent from PIF Technologies
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

The low cost alternative to 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

Its a CRM so it holds our customer data, but it fails at basic things like contract management, support ticketing, opportunity management, forecasting and searching

Pros

Its going to be difficult to provide any pro's about SugarCRM. I inherited this CRM after coming from multiple companies using salesforce. Sugar is about 40% less expensive than salesforce, and we use the on-premise, but cloud hosted model.

Cons

There are a lot of downsides to sugar. We had corruption issues each time we upgraded, dashboards are extremely limited, and you cannot push out dashboards to users. I find it difficult to use from a UI perspective, where expanded panels make the UI sluggish and busy. searching in the global search bar is odd and you never get proper results, results sets only return up to 1000 rows, other than that you need a report which is extremely difficult to use. Forecasting requires the individual to select the commit button, not the sales manager. You cannot set global quota, but rather a quota per month manually.Probably the most non intuitive UI i have ever used. Every new sales person is just bewildered by its use.

Review Source: Capterra
 

Brian from Carolina Industrial Trucks

December 2017

December 2017

We used Sales Force in the past but had issues with shared views, not the case very user friendly

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

Such a great user-friendly CSR dramatically helped us with our database and email/direct mailers.

Pros

Ability to adapt, user friendly, ability to hold alot of documents per account. We used Sales Force in the past and had issues with shared views with representatives covering shared territory. That has not been the case with Sugar

Cons

phone application needs help. This is the only issue we have noticed it does't take all the required data so they the reps have to add more via PC

Review Source: Capterra
 

Shari from Abrams Garfinkel Margolis Bergson

December 2017

December 2017

Bought the software over a year ago, still having trouble implementing it

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

We were told that we could create our own billing program using this software. Also thought it would be able to deliver useful reporting

Cons

We are still struggling to use the software because we have had trouble getting good hands on support. We know there is alot that can be done with the software, but each time we need a change or a report generated, it costs us hundreds of dollars in fees.

Review Source: Capterra
 

darlene from Saval Foodservice
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2017

December 2017

great CRM, easy to use

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

useful prospecting for sales accounts and setting up meetings

Pros

its easy to navigate and use with customers and prospects. Like the features, and how easy it is to input information, set categories and work with my reps on using the system

Cons

There is nothing I don't like. I have only been using this software for about 3 months, and we would like to get outlook to relate to the system, so our appointments populate. THat is something we'd like to work better.

Review Source: Capterra
 

Kathy from Wendy Weissman, CPA
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Sugar has been very helpful to our organization. We document every contact we have with our clients.

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 are able to pick up where another left off because of notes documented in Sugar

Pros

We document any contact we have with our clients. Anyone in our organization is able to pick up where another left off simply by looking at our notes in Sugar. We don't have to remember what we did last week, month or even last year, instead we simply review our notes.

Review Source: Capterra