All SugarCRM Reviews

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Shanie

11 - 50 employees

Used unspecified

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed January 2024

Level Up your Business with Sugar CRM!

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Victoria

Verified reviewer

Oil & Energy, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

2

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed February 2019

Excellent Community CRM

SugarCRM Community edition has been a great daily driver for my music business. It's reliable, and has enough functionality to enable me to record all the key data that I need. The ability to self-host the platform is fantastic, because it helps keep costs down, and when you work on a small-scale, you don't need all of the processing power of a paid hosted solution. Definitely a great option if you have the savvy to install and maintain your own instance on your web server.

PROS

I used the self-hosted community CRM for several years for my own music business. It has a ton of functionality that matches a lot of the basic features you find in Salesforce Classic. It's a great tool for keeping track of client data, deal tracking, etc. It's also nice to be able to self-host the platform as well as it's a lot more affordable than using a paid SaaS solution.

CONS

SugarCRM Community Edition looks pretty dated. If you don't have a lot of experience with the typical CRM data model concept, it can be hard to figure out how to use the system. The interface could be modernized to make it easier to navigate and find your way around. Another downside to being the Community Edition is that you need to know how to install and maintain the platform on your own server, but this is also a plus if you do have these skills.

Anonymous

501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2019

Indeed a great CRM with effective results

Overall my experience with this CRM is great. I am using it daily and I can say that my daily work is incomplete without it. It is so simple to use and provides amazing results for reports and dashboards, their customer's support team is very responsive.

PROS

I am using it for more than three years and like almost everything about it. This CRM is very easy to use because of its simple design and easy to use user interface. I like the way SugarCRM provides reports and dashboards which is very easy to understand. SugarCRM provides secruity of data and information and now I can handle the different campaigns, create a different campaign for anyone and even get a complete picture of it very easily.

CONS

I would like to highlight one thing that I dislike about it which is its overall cost. A small organization may not afford this CRM but overall it is worth to spend on it.

Reason for choosing SugarCRM

We choose this because it has strong customer support team and it is less expensive compared to there products.

Tom

Chemicals, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

4

Reviewed August 2021

Lots of bugs, terrible customer support. Spend a little more for something that works.

You get what you pay for. It's an average platform with some significant drawbacks that aren't realized until you've signed on the line and are trying to onboard it. We use Sage as our base platform and had intended to use Sugar to allow our teams to work in one system and have it communicate with Sage. In theory, this saves us time, entering data in one window instead of multiple tabs in Sage. However, in many instances, Sugar cannot write to Sage. That's a one-way street, so many tasks still require manual entry in Sage. It's also very clunky. The data refreshes/synchs very slowly, so you're rarely looking at real-time data. It will refresh and reload pages while you're actively working in them, deleting your progress and forcing you to start the process over. Creating dashboards and reports requires the user to be literate in tech talk and computer logic. Trying to navigate the back end to find the data you're looking for takes ages. I haven't even tried playing with the workflow builder because I can't find the time to teach myself how to build a report or dashboard, much less anything more complex. We have identified numerous shortcomings, but when we contact Sugar Support, they tell us it's a bug they're working on with no timetable for a solution. Apparently, there are a LOT of bugs.

PROS

The system is easy to use in theory. The UI is decent and processes are intuitive. The price point is attractive since the company boasts that it parallells other higher-priced options in features and functionality. The onboarding was fairly simple and adjusting to the system was not difficult.

CONS

Customer service is abysmal. Our original contract included six limited use licenses designed to let our leadership team review content across all areas of the system (able to view all, but not edit certain elements). However, they did not work as promised and we ultimately had to purchase the more expensive licenses to allow our team access. When we made the purchase, the team at Sugar deactviated all other licenses on our account, despite the fact that we were only half way through our annual contract, which we'd already paid for. I tried calling their domestic customer support line and got voicemail. I eventually reached technical support via email, who had to relay my request to another department. Our business was effectively offline for half a day while this was sorted out and our access was restored. Two weeks later, I received an EMAIL from our Customer Success rep. She apologized for her late response and asked me to outline the issue. I did so and requested a call to discuss the incident. I never received another follow-up email, much less a phone call. Between bugs with the licenses, bugs with the search/filter, email issues, and zero customer support, I cannot understate how disappointed I am in this purchase and this company as a whole.

Reason for choosing SugarCRM

Price and UI. If I had to do it over, I'd spend a little more to get a better product.

Paul

Information Technology and Services, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

1

CUSTOMER SUPPORT

5

FUNCTIONALITY

2

Reviewed January 2021

Ok application, better, cheaper alternatives exist

It is an OK application, Sugar has stood still in time and, when you consider the app out of the box, its pretty much standard. Sugar has divided its stack into various products for marketing, for sales, for support only making it a very expensive when you consider other options in the market

PROS

Very stable, solid easy to use, administer Easy to implement and deploy Reporting is good and allows fro complex reports to be built

CONS

It has not changed in a looong time (perhaps years?) For the functionality, it is expensive - better options exist Marketing is poor (unless you go for Sugar marketing apps which are expen$ive!)

Reason for choosing SugarCRM

At the time, the other options were not developed enough. Today, they far-surpass Sugar. Today, I would not go for Sugar at all...

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Julia Maria

Verified reviewer

Information Services, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed July 2022

A complete history of calls, emails, and customers in one location only

SugarCRM offers you a way to monitor all the clients and leaflet details so you can keep everyone within the business on the same page, from ads to distribution to support to everyone to work with a system to get a detailed view of what is going on for each and every customer and future buyers. This is where I can show the details that are most important for my day, whether it is my channeling of potential clients, the weekly operation and predictions from my staff, or my allocated customer service cases. The home page can be personalized for any division of Sample with exactly the right details for every user. The browser bar at the top of the screen is the preferred position, but it can be placed sideways, floating or at the bottom.

PROS

The software provides a robust search feature that allows you to search by name, phone number, and other data values that I need. A standard profile account view would highlight the key information in the configuration of the presentation card, which may include phone number categorizations and to whom the account is allocated, for example. Admin software provided with SugarCRM enables the setup of each screen such that The company wants, including adding personalized infinite areas, changing values on any deployable list, and arranging everything and all. Another main way in which I can use SugarCRM phones or tablets when out of the office, helps you to extract some data through searches and tables, you can quickly call a contact and when you have a call.

CONS

You will choose to separate and divide the data into different categories. one way that you might do this is through searches, you will get to sort so many that you can get lost in so much dating.

David

Telecommunications, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed October 2023

Management of the commercial area

It is really a good product, they are currently making important changes, and integrations with other apps, it is very quick to learn to use and manages similarity in all its modules.

PROS

One of the points that we like most about Sugar is the possibility of generating any report, all the modules are related to each other, and generating modules to our own needs.

CONS

What we like least is that for the trends or projections to work, all the data in the system must be very well loaded.

Reason for choosing SugarCRM

Based on product costs and our requirements,

Adam

Real Estate, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2023

Great, customizable CRM

PROS

Easy setup. Cloud-hosted environment means low maintenance. Easy for small teams to customize without requiring developers.

CONS

Cloud hosting means no direct DB access, or config changes, instead relying on UI tools to customize and export. Nothing crazy though.

Reason for choosing SugarCRM

Price

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Ian

Verified reviewer

Computer Software, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed May 2019

This was always going to be a stepping stone for us

Implementation was rough, but most of that was on us. We should have hired a consultant and had rock solid best practices in place, but we didn't. Growth and support was a nightmare because we didn't employ a full timer with the right skill set to maintain it. Have since corrected those mistakes and moved to SalesForce. So much better!

PROS

A big step up from our legacy CRM (ACT). With the right resources, it was manageable.

CONS

We did not allocate the right resources and opted to implement the free community version. We paid for that dearly with disorganization and mistakes. We should have hired a consultant to help us.

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Alejandro

Verified reviewer

Telecommunications, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed February 2018

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

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.

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Abel

Verified reviewer

Hospitality, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

FUNCTIONALITY

3

Reviewed September 2023

Avis sugar crm

PROS

I like this software because of its many functions which makes it different from its competitors

CONS

what he doesn't like about this software is how expensive it is for small businesses

Damion

Verified reviewer

Biotechnology, 201-500 employees

Used daily for more than 2 years

Review Source: GetApp
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed June 2019

SugаrCRM: Bооst yоur busіnеss

Thе Sugаr рlаtfоrm wоrks vеry wеll аnd іs quіtе sсаlаblе асrоss оrgаnіzаtіоns оf аll sіzеs.

PROS

Eхсеllеnt dаtаbаsе systеm. Cаn bе соріеd tо оthеr sеrvеrs. Custоm fіеlds. Abіlіty tо lіnk CRM dаtа tо dеаls. Gооd usеr іntеrfасе. Wе usе SugаrCRM аs оur рrіmаry tооl іn trасkіng аррlісаtіоns, dеtеrmіnіng еlіgіbіlіty, аnd mаnаgіng раymеnts fоr сhіldrеn іn рublісly fundеd рrеsсhооl рrоgrаms. Althоugh іt wаs рrіmаrіly dеsіgnеd аs а sаlеs tооl, wе usе іt lеss аs fоr sаlеs (gіvеn thаt wе аrе nоt а sаlеs оrgаnіzаtіоn) аnd mоrе аs а rеlаtіоnshір mаnаgеmеnt аnd ассоuntіng tооl. Wе hаvе а vеry smаll tеаm (10 реорlе tоtаl), but wе аll usе Sugаr оn а dаіly bаsіs.

CONS

Rеаlly, rеаlly fіnd іt а hаsslе (аt lеаst rіght nоw) tо synс Sugаr wіth оur mаrkеtіng аutоmаtіоn sоftwаrе. Wе usе а 3rd раrty API аs оur соnnесtоr bеtwееn thе twо systеms but I fіnd glіtсhеs іn іt thаt соnсеrn mе аnd mаkе mе wоndеr іf аll my іnfоrmаtіоn іs bеіng ассurаtеly trаnsmіttеd аnd mаtсhеd uр. Sugаr wаsn't vеry іntuіtіvе whеn I fіrst bеgаn usіng іt. Wе rесеntly hаd а 3rd раrty соmе іn tо rеdеsіgn thе systеm fоr us аnd оnсе іt wаs сustоmіzеd, іt wаs muсh bеttеr. Sеаrсh funсtіоn dоеsn't аlwаys sееm tо wоrk іn thе tор nаv bаr- frustrаtіng whеn I'm tryіng tо fіnd sоmеthіng fаst аnd dоn't wаnt tо gо іntо а mоdulе tо dо іt.

Chris

Computer Networking, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed February 2017

Bargain paid open source CRM with lots of power

In my opinion, one of the top two open source CRM apps. A responsive web interface which works the same on all smartphones tablets laptops and desktop computers, no app required. The CRM of choice used by many upstart aggressive disruptive companies of all sizes. Highly cost effective, and expandable with tons of third party PHP modules available from the SugarOutfitters app store, such as connectors to your phone system, document system, marketing automation, reports, social media, etc. A complete bargain when compared with the usual salesforce which runs inside a restricted environment. Way more customizable because you have the wide ranging freedom of adding the latest innovations of PHP code to strengthen and automate your CRM.

PROS

Open source roots. Benefits from the rising tide of PHP innovations which let you keep up to date by adding new modules for a very affordable prices. There is a massive community of PHP developers available to help build custom modules for you for cheap prices, if you don't have PHP programming skills.

CONS

It can take some time to get used to how to use it. Also, it's too bad the free SugarCRM CE (Community Edition) version 6.5.25 is somewhat outdated, and updated only to fix security bugs. Although, it's about 75% the same features as the paid current version of SugarCRM Pro 7.8.

Dominic

Information Technology and Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed June 2018

A good open source CRM, but lacking modernization

It allowed us as a small business to track, bill, and market to our customers and potential customers.

PROS

Of course you can't beat free when it comes to software. There are so many open-source applications out there that you can almost always find one that meets your needs in this day and age. SugarCRM has been around a long time and has become a mature CRM with all the basics you'd expect. It even handles customization fairly well. Dashboards are great for tracking the simply stuff and you can build your own as well.

CONS

SugarCRM has now split into 2 tracks. There's a paid-for premium version that is typically hosted by SugarCRM. Then there's the Community Edition that's still open-source and free. For years they co-existed side-by-side perfectly fine, but a few years back, SugarCRM decided to stop updating the Community Edition. 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.

Vince

Information Technology and Services, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

FUNCTIONALITY

3

Reviewed September 2017

SugarCRM Review

One of the main benefits is having the mobile app that SugarCRM provides this helped to get us data and information at our fingertips when needed. Sugar is reasonably priced, has pretty good user-friendly interfaces and requires just a little training to get used to it. It's more suitable for mid-sized companies.

PROS

SugarCRM functioned well for storing prospect and customer information. I was able to load new contacts into the system without much hassle. Our company is able to adjust the system software to fit our specific needs with ease simply by reaching out to the support team.

CONS

We wanted to explore other CRM options it was nearly impossible for me, from a user standpoint, to export all of our information. We were coming up on the end of our trial and stood to lose all of our data and I couldn't figure out how to export it. Difficult to do filters as well. I didn't like the format for leads to accounts to sales. Pipeline is also difficult to follow.

Phil

Real Estate, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed August 2022

Great at first but degrades over time

PROS

We could customize it in-house without paying a lot of outside consulting fees

CONS

Storage space is an issue and your forced to buy more storage even when its Sugar's temp files building up.

Reasons for switching to SugarCRM

AutoPal was for the auto industry and had limited features

Anonymous

11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

5

Reviewed November 2018

Review of SugarCRM

Databases are complete and it definitely solved some issues with sales pipeline tracking. The software is extremely expensive to customize using certified Sugar partners, it's not intuitive enough to customize in-house. The system does not do everything that was advertised to us

PROS

There is a lot of potential here, it is possible to create automated business processes, highly customizable reports, and creates high visibility of sales pipeline.

CONS

You really need to be a basic-intermediate level programmer to customize this software in house. Sales rep told us the mobile app would auto log both incoming and outgoing calls. There is no way to auto-log incoming calls and it will only auto-log outgoing calls if you use the app to make the call. In addition the training provided was not comprehensive and going to an outside company to assist with problems, set up or any other technical support is extremely expensive. They give you just enough rope to hang yourself.

Nathan

Business Supplies and Equipment, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed January 2017

Good CRM Tool - Self hosted using a Windows/SQL stack.

It has worked well and really empowered our sales process. For the first time, we are able to easily see where a pursuit is in the sales process. Overall, it has increased our team selling and made communication more efficient across the selling team. Sugar has a good base and framework to build out marketing automation, which is driving better market awareness and sales than before.

PROS

Sugar is easily customized and the option to host on-site is not available by a lot of other CRM providers. We are able to synchronize a lot of data from our existing business software easily by directly accessing the SQL database. With the cloud version, we would have had to write code utilizing the CRM API to synchronize everything. Building all of that would have been significantly more expensive for us. From both the Admin and user perspectives, the software is very easy to learn and intuitive. Our users are very happy with the new software and easy it is to use.

Michael

Insurance, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2017

Awesome product for any business.

I have been using SugarCRM for several companies. What stood out to me is the functionality you are getting right out of the box you are getting everything you need for the fraction of competitor's price. I would rate customer support 6 stars, they are always on top, extremely fast, and even providing you with the solutions for 3rd party applications. Another big thing is ability easily integrate SugarCRM with your own applications or install custom plugins. API functionality is quite impressive and easy to use, we have done a lot of integrations and automation in our company. I recommend SugarCRM to everyone who wants to take his/her business to the next level, and actually see what is happening in the organization, and why.

PROS

Functionality and API is impressing

CONS

UI is slow for 2017. Need to speed up the response time.

Cynthia

Management Consulting, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

4

Reviewed October 2021

A good CRM

PROS

SugarCRM is customizable and can be tailored to meet the specific needs of your organization .The way you can store and access customer data is intuitive . It is also easy to pull out the data you need on Excel files and then add it to the program(s) you use for analytics .

CONS

The interface on mobile is noticeably different than on desktop and the app is overall slow and buggy . You can't log in simultaneously from multiple devices .SugarCRM doesn't integrate with almost any other program and information transfers have to be done manually .

Marie

Medical Devices

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed March 2017

Office Manager

Since the last update our page has too much blank space. We were told there is nothing we could do about it. I think we should be able to Bold words and or sentences. Also, We used to be able to copy and past and it does not allow that anymore.

PROS

There does not see be a lot of down time. In other words it is very seldom out of service. The format is good since we can customize it. Customer service is fast, professional and courteous.

CONS

We should be able to BOLD or Underline . We need more color options. We need to be able to highlight within our comment section. We cannot cut and paste like we used to be able to do.

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Ifeoma

Verified reviewer

1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2018

Sugar is opensource and I love it.

PROS

SugarCRM is opensource this gives myself and the technical department in my organization the freedom to develop on this platfrom , without being hindered by technology ,programming language or a restricted API. Sugar effectively manages every communication we have with sales leads and customers. Over the years ,we have been able to tweak Sugar to work with our internal sales process , thus everyone in the sales and marketing department is glad to work with our in-house improved CRM - Sugar.

CONS

The user interface is outdated ,obviously since it is open source ; it didn't come as a surprise to me. However ,barring this ; the sales department works effectively with Sugar.

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Alexis

Verified reviewer

Entertainment, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

3

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed December 2019

Free CRMs are way better, faster and easier!

I cannot stand this software, I don't have anything positive to say about it and definitely do not recommend it - for anything, even if you get it free. Hubspot and Zoho are free and hold way more value! I even love Salesforce.

PROS

Honestly, there is not one thing I like about this software and I do CRM implementation/administration.

CONS

It is EXTREMELY slow and always times out, it doesn't connect to facebook to import events (it use to,) the email system is extremely antiquated and more that I won't get into on here, everytime you do something it refreshes and send you right back to the beginning instead of where you were, when events or businesses are deleted they still show up all over the place... the list goes on and on.

Eddie

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2019

Great CRM for any field

This has been very useful to maintain digital client files and to monitor the work on client cases.

PROS

It can be personalized for your particular company or organization. The fields can be easily edited and it is extremely easy to run reports. The notes function is very easy to use. You can also connect emails to sugar and save emails. The calendar function is very useful as well.

CONS

There are more lags and "time outs" than I've seen with some other software. However, the issue is usally addressed fairly quickly.

George

Printing, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed November 2017

For me, it was Salesforce vs. Sugar CRM. SugarCRM is half the cost, and does the same job.

I run my entire company using this CRM system.

PROS

Very flexible and easy to edit. Fast response time on queries (I use the OnDemand cloud version). Good support for SugarCRM staff. And there are many integrations and plugins that enhance the experience.

CONS

Lot of 3rd party integrations and customizations can "break" as Sugar goes through upgrades. The Word and Outlook Add-ins are a bit awkward and time consuming -- but they do work as advertised. Sometime there is constant re-logging in to make them work.

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