SugarCRM Features List

SugarCRM

Customizable customer relationship management software

3.74/5 (214 reviews)

SugarCRM Feature Summary

  • Email Integration
  • Marketing Automation
  • Sales Force Automation
  • Customer Support
  • Social CRM

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (273 other apps)
Activity Dashboard (135 other apps)
Activity Tracking (95 other apps)
Automatic Notifications (132 other apps)
Automatic Reminders (128 other apps)
CRM Integration (93 other apps)
Calendar Management (124 other apps)
Contact Database (96 other apps)
Custom Fields (101 other apps)
Customer Database (103 other apps)
Customizable Branding (125 other apps)
Customizable Reporting (110 other apps)
Customizable Templates (106 other apps)
Data Import/Export (124 other apps)
Electronic Payments (98 other apps)
Email Integration (122 other apps)
Mobile Integration (100 other apps)
Reporting & Statistics (122 other apps)
Social Media Integration (112 other apps)
Third Party Integration (133 other apps)

Competitor Feature Comparison

Mobile apps

Android App


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SugarCRM Feature Reviews

25 reviewers had the following to say about SugarCRM's features:

Lucas Kirn

Customizable CRM at about half the price of SalesForce

2017-08-15

Good client database.

Pros

Customizable, good report generation module, integrates well with Microsoft Office programs and QuickBooks

Cons

Constant Contact. Most major software programs seem to be very focused on SalesForce integrations with everything else an afterthought.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
( company, 51-200 employees)

Our company bought this CRM and I became the admin by default. Aside from a few quirks it's great!

2017-11-28

Benefits include: one place to track all activity, easy reporting, marketing potential/support for the company

Pros

It can be customized to whatever your company needs and the APIs on the back-end make it easy for developers to integrate other programs and reports.

Cons

It's a bit clunky sometimes and there are some features that aren't as developed (e.g. email campaigns)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

Overall the product is good but fought with performance due to customizations.

2017-11-28

Increased data capture on our sales interactions.e

Pros

Web-based interface that is compatible with modern browsers, well-documented API, good user interface, a large number of integrations, good mobile applications.

Cons

API is throttled too low for our ETL requirements, support, and overall experience-dependent upon third-party reseller quality.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Jim Bell

Sugar user for 5 years

2017-03-20

As with most customizable software, it is all about the implementer and getting it set up well.

Pros

Pretty easy to use, robust mobile app, good reporting.

Cons

Some basic functionality is missing, ie, had to write a custom report/fields to be able to see when the last time a contact was contacted (email, meeting or phone).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Investment Management company, 11-50 employees)

Very easy and intuitive to use, and easy to tailor to our requirements.

2017-11-29

Improved control of client service activity.

Pros

Intuitive user interface; real time mobile access; flexible data structure; easy to use filters and reports.

Cons

The from-the-box package needed to be modified to allow many-to-many relationships between contacts. Also, I would like to see contacts and prospects merged into one record type.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Andrew Mata-Leclerc

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

2018-04-09

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.

Cons

Sugar CRM can sometimes but troublesome to investigate issues, as a lot of the environments are cloud based.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Bailey Wilson

Customizable, easy to use product.

2015-03-02

Pros

SugarCRM is very customizable, which has greatly benefited our company and its growth.

Cons

With the added customizations to the product, we have had a difficult time integrating other solutions.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Likelihood to recommend

6/10

Recommendations to others considering SugarCRM

Investigate solutions that integrate with SugarCRM and think long term as to what might be needed.

Source: Software Advice
Helpful?   Yes   No
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sarika tandale

I have been using sugarcrm for 3 months. We use it for our sales team.

2017-11-28

I got to learn more about PHP and MySQL database and also how to perform migration on data .

Pros

We can create custom fields and the integration of those with the studio is very easy to use.

Cons

The user interface is sometimes a little raw.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Joe Tinter

Great For Sales and Leads Tracking, Leaves Much to Be Desired with Support Case Management

2017-03-16

It would also be the absolute poor setup of getting cases into Sugar -- we have an inbox set to automatically add in cases, but if a customer or one of our personnel doesn't email directly from inside Sugar's Email module, it creates a new case ticket (over and over).

Pros

Sales tools, lead tracking tools, reporting features are second to none Module builder is fantastic and very customizable.

Cons

Case management tools are lacking to a high degree, very dated

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering SugarCRM

This software is a mostly great well-rounded CRM, and their support team is fantastic with any questions.

Source: Capterra
Helpful?   Yes   No
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Bjorn Nordquist

Good bang for the buck

2017-03-16

It's proven to be a good database that's fairly customizable. The cloud based approach is nice.

Pros

Easy to enter information

Cons

Difficulty of building custom reports

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from SugarCRM


Bjorn,

Thank you for the honest review - FYI - we have a reports module overhaul as top priority for upgrade in 2017, which should address the ease of making customer reports you mentioned.

Thanks again - we truly value your feedback!

Martin Schneider
Head of Product Evangelism, SugarCRM

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Travis Hilldore

Mostly Good

2017-03-20

Last item of frustration is that there is no easy way to import contacts from their phones in the Sugar Platform.

Pros

High level of customizability

Cons

Not intuitive to customize, requires many complex steps to set up the way we like it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Shelly Baldwin

Sugar lacks the ability to track last activity. This is the single most important use of a CRM.

2017-11-28

A CRM without an automatically tracked last activity is useless.

Pros

The ability to customize the product is ok (similar to that of Salesforce.com)

Cons

This is the single most important use of a CRM. This makes

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Nordquist Nordquist

For is SugarCRM does what we need on a basic level. Perhaps we could explore further

2017-07-18

Pros

Easy to access customer files, cloud based is nice, support staff is helpful, having email templates is nice.

Cons

Hard to customize for automatic actions and such.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Very hard to learn and very disfunctional.

2018-07-10

We also used the email service to mass email our client list.

Pros

Tabs are somewhat customizable.

Cons

Very difficult to learn how to use. Reports are are very finicky and usually don't show all of the information they should, even when you KNOW the filters are correct.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
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Nicholas York

Sugar has been extremely easy to us and the customer service is on top of it!

2017-11-28

Ease of contact management.

Pros

I love the simple filtering, quick and comprehensive reporting and the ease of customizing your view.

Cons

I would say that only part I don't like is that it's a bear to do mass updates and mass exporting of data.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Able to get things done in Sugar, like the customizability.

2017-11-28

Really, as I stated in my review, the biggest benefit has been that we were able to customize the product to our specifications.

Pros

Customizable everything for the most part.

Cons

Complex workflows have been a challenge to accommodate within the stock configuration, though we have mostly solved this through customization.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Geo Pil

Great social media oriented CRM!!

2017-03-15

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
( company, 11-50 employees)

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

2018-02-15

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Ease of use when entering data,new customer and Invoicing and Ease of Intergaration

2018-05-22

Ease of Use-Excellent User Interface. Ease of Training other staff.

Pros

Good reporting features. Customization. Available for all Functional areas example- Sales/Marketing.

Cons

No dedicated account manager for the starters. Limited space for the starters Only only online support is provided for the Proffesional

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael Gudkov

Awesome product for any business.

2017-03-16

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.

Pros

Functionality and API is impressing

Cons

UI is slow for 2017.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mark Jones

Functional but not totally integrated

2017-03-16

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

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jay Jayabandu

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

2017-10-05

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Other

Likelihood to recommend

6/10
Source: Software Advice
Helpful?   Yes   No
Read more
Chris Coleman

Bargain paid open source CRM with lots of power

2017-02-17

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.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering SugarCRM

Before buying, you really should take a free test drive for 2 weeks or so, and see how you like it.

Source: Capterra
Helpful?   Yes   No
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Vince Profaca

My experience with SugarCRM

2017-07-18

We where able to integrate with other business systems which helps our overall processes.

Pros

Sugar is highly customizable. Sugar offers multi-currency support.

Cons

The down falls that I only see with SugarCRM is that it offers limited import tools, and the storage has limits.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Bud Hartley

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

2018-02-16

Effective management of RGA process, Special Quotes, Purchasing, mailing literature, tracking sales activity.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more