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

197 Reviews of SugarCRM

 

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Software Advice Reviews (31)
More Reviews (166)

Showing 1-20 of 31

Jose from Marketing & Advertising
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

a strong CRM tool... however not very friendly and (sometimes) a bit complex

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

It's a very powerful tool, that has all you need to start automating your operation and making your sales team more efficient.

Pros

Has all the tools and functionalities you may expect (and sometimes even more). CRM will naturally help organize your contacts, leads and create a sales funnel.

Cons

Much focused in lead management but lack a bit in the Process Flow management side. If you're goal is to center your sales and backup operation around a CRM, you will need to invest much time to it.

Review Source
 
 

Allison from Level Office
Specialty: Real Estate
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

So far, so good with Sugar implementation and use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I love the user interface, particularly how one can view various data about a contact without wasting time clicking through to the full contact view. The customized reports, headings, and sections are fantastic. So far our implementation has gone very well with helpful support from a Sugar vendor.

Cons

So far we haven't experienced any cons. Sugar is significantly more expensive than our previous CRM but cheaper than Salesforce, so it seems like a great midrange CRM for a company with 3-5 years of business in the growth stage.

Review Source
 
 

Joe from Bavarian Motor Cars GmbH
Specialty: Auto Dealership
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

SugarCRM not to be trusted

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Not a good experience from my side personally. We went into partnership through Sugar for our CRM

The Project was sent in its entirety to Fellow Consulting the so called Elite Partner before anything started for accurate examination and projected costs. Its now April 2018 ,11 months later we cannot present the CRM to staff for implementation.

We managed in December to get Sugar Technical experts to look at the situation and to the work of Fellow Consulting and this raised more questions than answers as to why Fellow did what they did.

I begged SugarCRM to assist but all to no effect and now we go to Court. The attitude from one of the rep was one of complete indifference to whether we went legal. I am not big enough for this to worry SugarCRM in any way. The CEO sent me a email that he was concerned about our experience and that I should contact him, I did but never got an answer.

We have now started with a New Company for our CRM needs and going to Court with Fellow Consulting and SugarCRM. I wish this was not necessary as there are no real winners in such cases but currently I have nothing to lose. I hope that justice will eventually be done as there is no other way with these Companies from my experience.

Pros

I learned a lot about Contracts and the do' and dont's about what to look for with contracts of this nature, SugarCrm leave themselves no a position of being very hard to touch regardless to what they do to you.

Cons

we have existed as a Company since Jan 2010 and always made money. Since putting our Trust in Sugarcarm we lost a lot of money, as we had no CRM to work with.

Review Source
 
 

Raewyn from Team FF
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Popular and powerful

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

I liked how easy the initial set up and install process was, it's a 'small' but powerful CRM that does what most small businesses would need it to do.

Cons

Sometimes the User experience isn't that intuitive or simple, it's got less functionality compared to Microsoft D365 or Salesforce, but I think it's good for the right size of business.

Review Source
 
 

cristy from 360homeconnect
Specialty: Other services
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Affordable CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

As an end user and having an employer that has taken advantage of automation I have learned to enjoy this CRM. I can preform the same job and save 1/4 of the time I use to spend on the exact same transactions.

Cons

This may be because a function was not included in our CRM but having to click on more tasks and wait as the tool buffers does not allow me to move as fast as I might otherwise and is a little frustrating. It also experiences little hiccups on a frequent basis. This has happened in the middle of a transaction and I have lost important notes because I'm not in the habit of saving my notes until I'm done. If you are entering in important information you should save frequently.

Review Source
 
 

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

March 2018

March 2018

Great product for the price point!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Lots of great features, highly integrateable

Pros

This is great for small, mid-sized businesses. The backend setup is very user-friendly and the fact that you can make multiple fields for data at one time is a huge plus! I also very much enjoy the process builder on the back for automation. Great functionality.

Cons

There just seems to be something missing. There is tons of things this app does right, but there are a few things that it does wrong as well. But for the pricepoint you cant really be mad at it.

Review Source
 
 

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
 
 

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.

 
 
 
Showing 1-20 of 166

Matt from Amazing Spaces

May 2018

May 2018

Very difficult to understand all the features

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

The ability to link to other software. The ease of inputting customer information. The ability to track calls by user

Cons

Extremely difficult to use all available features. Trainers and customer support need more training as well. The software boast tons of features but no one seems to know how to use them all and link them to other software to be most beneficial

Review Source: Capterra
 


May 2018

May 2018

I like Sugar. The pros definitely out way the cons.

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 a very simple and approachable program. The functionality makes it an easy training experience for new hires.

Cons

The program tends to crash frequently. Once daily. It also has a difficult time processing multiple notes if you change the scheduled call time simultaneously.

Review Source: Capterra
 

NELSON from Gerencia y Outsourcing

May 2018

May 2018

SugarCRM is a frendly software to know differents achievements.

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

SugarCRM is a friendly software to know advantage activities of your sales force or projects. It's easy to have a control in each activities, any person can help a customer requirement.

Cons

No cons, just is necessary to have a culture in your work team to introduce each one of activities during the day. It's a good practice to will have.

Review Source: Capterra
 

Rick from Exact Data

May 2018

May 2018

We utilize Sugar CRM daily with our entire organization.

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

Ease. You can navigate and manipulate in so many different ways to make things so much easier for your sales team.

Cons

The updates. They aren't frequent, but we can all do without them. Right? other than that, nothing else to say.

Review Source: Capterra
 


May 2018

May 2018

I think its simple and it gets the job done. Call logging and note logging. Pendings as well.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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Support

Keeping track of the sales process and allows for a very neat transition from the phone to a digital log.

Pros

I think it simplistically allows me to keep track of the sales progress of each acccount which is vital. Call logging, note logging, and pending oppurtunity logging. All are essential in making sure you are adequatley doing your job.

Cons

It seems to crash pretty often. I am not sure if that is my company server problem or an issue with Sugar. So if that were eliminated then it would no longer be an issue and I would be one happy camper

Review Source: Capterra
 

Juan from Corporación Digitel
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

April 2018

April 2018

I have made product configurations for a company that provides technical consulting services

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

Management of all information related to customers and sales in a single software in a centralized manner that can be accessed by any type of device in real time, providing valuable information for decision making made by the management controls

Pros

The tool is intuitive and very easy to use, there is the option to use the cloud in a private server or use the software tool as a service, it has a variety of modules to carry out the management of clients, such as sales, marketing campaigns, opportunities, potential customers, everything related to meetings and appointments to be carried out by sales executives, among others. It has a module to carry out project management related to opportunities and contributions made. It also has a version for mobile devices that allows you to review information or keep the information of the CRM updated from the comfort of the smart phone and / or tablet. It has the ability to add new fields to the forms by further personalizing the tool, there is a version in which you can by role display a certain form. It has the capacity to extend it by adding new modules

Cons

It has a module to record tasks, which can be used for assigning different activities to employees, in this part you may be able to add some type of SLA and in this way to measure the time it takes for users to complete tasks according to the assignment date and the SLAs registered for a specific type of task. Workflows are very basic for the professional version

Review Source: Capterra
 

Andrew from Salesfusion
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Sugar CRM - Robust Partner Network with beautiful UI and out of the box dashboards

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

A CRM with a tight partner community, strong work flows and automation rules, with easy integrations a plenty!

Pros

Ability to quickly and easily parse through the contact data, including sales quotes and order forms. The small side bar, which out of the box, provides easy to use data with a customizable formatting. Our integration is able to natively leverage these tables for data insert/export. Combining all this data plus the ability to configure work flows and automations, is priceless for a CRM.

Sugar's partner community is vast and quick to respond for all issues. Very responsive.

Cons

Sugar CRM can sometimes but troublesome to investigate issues, as a lot of the environments are cloud based. This usually involves sending an email to support where they are quick to remedy the issue.

Review Source: Capterra
 

Avishay "Jesse" from Appenue
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Awesome CRM at both the enterprise level as well as at SMB; even startups could benefit from 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

Very easy to use, gives a lot of benefits for its price.

I would definitely recommend others to use it (and I do :-)).

Pros

Very easy to use, very easy to migrate data.

Adding leads to the system is as easy as 1, 2, 3 and following up is very easy since there are very good notifications that could be sent to your email (which means they could be sent to your smartphone as well, hehe :-)).

Cons

Naturally, there's a learning curve and the need to customize the system to show the right data and not an abundance of it.

Some people may think it's a little dull or outdated, especially in terms of overall UX but I think the simplicity is the key deal maker here.

Review Source: Capterra
 

Sarah from Proclaim Interactive

April 2018

April 2018

Used SugarCRM Before Switching to SuiteCRM

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

The ability to log and store information about clients was limitless.

Pros

This software took a bit to learn, but once you learned the logic behind the software, the reporting was very easy to use. There was the ability to store lots of information about a client, more than you could ever possibly need.

Cons

The software was pretty rigid; I was never aware of ways to make changes to it. The way that some of the information was organized was sometimes confusing.

Review Source: Capterra
 


March 2018

March 2018

Great reporting capabilities. However, the system has major glitches on a day-to-day basis.

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

The only reason we keep this program is due to the reporting option and amount of eligible shortcuts.

Cons

There are so many flaws and inconsistencies in this program it's laughable. I would not recommend this system for dispatching purposes. Not user friendly.

Review Source: Capterra
 


March 2018

March 2018

excellent CMS, but limited customization and outdated

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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Support

our previous CMS for our sales and accounting team... but we have transitioned.

Pros

very basic interface makes Sugar easy to use and train colleagues on how to navigate. Uploading documents is easy, tracking changes in accounts or which were viewed are conveniently located at the top. Reporting can be improved but simple boolean phrases work!

Cons

Search bar can be a headache - you absolutely have to know the exact account name from first to last name/word or else it won't show up in the results. Integration with other software is not supported either.

Review Source: Capterra
 

Laura from American Marketing & Publishing, LLC

March 2018

March 2018

Great software to integrate different product 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
Pros

I love the customization that is available through Sugar CRM. We have a variety of different teams using this CRM and we have been able to work with our dedicated support person to make sure it is working exactly how we want it.

Cons

It is a little bit more mouse driven than our previous data entry system so we are finding that things take slightly longer to enter with the need to click into different modules and screens. Once we adjust to that, I think it's going to be very well received!

Review Source: Capterra
 

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
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Quality
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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