Sugar CRM

#1 Rated CRM platform for small and medium size businesses.
4.0 (8 Reviews) Write a Review
Overview
SugarCRM
SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) software solution on the market. We are the industry’s leading company focused exclusively on customer relationship management (CRM), lead management & marketing automation software. Helping our clients build a unique customer experience through great customer relationships is our sole focus. It's the CRM that can enable everyone across your entire organization to become a customer expert and make a difference. SugarCRM is a horizontal CRM platform and application offering aimed at customers seeking highly user-friendly solutions that make even the most complex end-to-end customer processes simple to manage.
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Sugar CRM
Sugar CRM
Core Features
CRM Features
  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • Forecasting & Analytics
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Workflow Automation
Marketing Automation Features
  • Campaign Management
  • Customizable CTAs
  • Email Marketing
  • Landing Pages
  • Lead Management
  • Sales Intelligence
  • Search Marketing
  • Segmentation and Targeting
Lead Management Features
  • Campaign Management
  • Email Integration
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Operations Management
  • Sales Tracking
Sales Force Automation Features
  • Account Management
  • Contract Management
  • Customer Communications
  • Email Marketing
  • Lead Management
  • Sales Forecasting
  • Workflow and Approvals
Pricing
Pricing Type
Flat Rate
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription
Vendor pricing page
7 Days Trial
Plans & Packages
Standard
$52 Per Month
Customer Reviews
4.0 (8 Reviews)

OK CRM for small businesses - still lacking

Kelly Wasden
posted on 23/3/20

I want to like SugarCRM but after using it for well over 2 years as both user and admin, I have a real hard time recommending it to any business that is scaling fast. It's clunky in reporting, weird with opportunity creation. They updated the UI a bit, but that basically means they just repurposed the same buttons and added some more color to the overall look and feel. It's definitely an upgrade, but nothing like CopperCRM (Prosperworks) and SalesForce or even Hubspot. It's OK for a small business as they are starting out because it is somewhat easy to navigate, but with the lack or reports and overall clunkiness, I have a hard time recommending when there are so many great CRM's out there to accomplish your needs.

Solid CRM

Zeke Becerra
posted on 23/3/20

Sugar makes managing leads through the sales process relatively easy, and it's very customizable. There's integration for Gmail so that logging emails to records is pretty simple, and doing so manually is also easy. I only gave 4 stars because I think the reporting functionality is archaic and isn't very easy to use at all. Other than that, a solid CRM.

Great CRM Software

Prafull Satasiya
posted on 9/9/19

Great system that can accomplish all the functionalities

Joseph Sloan
posted on 25/2/19

Our agency- ADVICE MEDIA uses Sugar from our sales/contracts, lead tracking, customer accounts, email archives, accounting to every other department. We have used it for the past 6 years and have gone through multiple updates.

It is a great system that can accomplish all the functionality we need it to, however, it is slow, not aesthetically pleasing and there is a learning curve. But if you understand the purpose and have clear company training on how it should be used it works very well for all of the specialized tasks and the incredible amount of data we store in it. 

  1. Pros: It allows us to store information and archive data across the entire sales funnel, to becoming a client and delivering our contractual services. That would be the biggest benefit to an organization is that you can archive all email communication and completed tasks for your clients. This allows anyone in your organization to quickly understand an account and see historical data on what has been completed and worked on. We also have set up timers for our employees so we can ensure we charge enough from the clients to get the work done and ensure teams are fully staffed to meet client needs. We also are able to generate reports on the number of leads, to cost per lead, to forecasting new sales, and lifetime value.
  2. Cons: It can be really slow at times, this may be a personal issue our company experiences due to how much data we store. 
  3. Overall: If you are looking for a professional extensive CRM solution I would recommend Sugar. We are a 60+ employee agency with 2 offices and reps across the nation, but if you are smaller you may want to consider a simpler CRM solution because we have very specific uses and unique coding to make Sugar work for us. If you are a larger organization Sugar is a flexible platform that can meet the largest agency's needs. 

Better than other open source CRMs

Shailesh Chaudhary
posted on 1/1/19

Pros: As per my experience Sugar is best open source CRM.

Cons: Chinese work does not get better workflow and email custom template features.

The best CRM for Shiv Shakti

ShivShakti Web Solutions & Services
posted on 1/1/19

Pros:

  • You can access SugarCRM from iPhone, iPad, BlackBerry, Android or through a native application.
  • It can run offline on your servers.
  • Highly customizable.

Cons:

  • Hard to learn and setup.
  • Lacks a dialer.
  • Limited import tools.

Very impressive tool

Pradip Parmar
posted on 26/12/18

Pros: Functionality and API is impressing. Studio (when it works) Open source flexibility.

Cons: Difficulty of building custom reports. Case management tools are lacking to a high degree, very dated.

Overall Experience: 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.

Very Good

P
posted on 22/12/18

Sugar customer support is best suited for help desk type environments looking for basic asset control and case or ticket management. The knowledge base allows users to create frequently asked questions (FAQs), manage files, and search and rate content. 

Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux
Support
  • Chat
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
  • Case Studies
  • Whitepapers
  • On-Site Training
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