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Anonymous Reviewer
Verified reviewer
Banking, 51-200 employees
Used daily for 2+ years
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Sugar CRM has interesting potentially especially for small companies that have low budget. It's a great pro having the possibility to host it in proprietary servers.
Local host means having a slow CRM and also it's hard customizing reports and data visualization tool to track activities.
Chris C.
Computer Networking, 1-10 employees
Used daily for 2+ years
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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.
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.
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 Also, it's too bad the free SugarCRM CE (Community Edition) version 6.5.25 is somewhat outdated, and updated only to fix security bugs.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.
Anonymous Reviewer
Verified reviewer
Machinery, 11-50 employees
Used daily for 1-2 years
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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
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.
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.
Rusty W.
Computer Software,
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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.
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.
François B.
Pharmaceuticals, 1,001-5,000 employees
Used daily for 2+ years
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Great tool to manage relations with customers and follow-ups, brought some visibility where it was lacking.
Extremely configurable, vastly customizable, lots of modules available, large online community, free version.
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.
Max P.
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Computer Software, 201-500 employees
Used daily for 2+ years
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My old company used SugarCRM for everything. Part number records, customer interaction, test cases, build info, you name it. I got very used to it and really enjoyed using it and wish my other companies would use it instead of the pricey SalesForce.
SugarCRM is easy and cheap to self host, very reliable and has nice addons, such as to an FTP client or Outlook, etc. It is easy to make your own add on as well.
The UI is very stale/ old looking although it did have a nice update a few year ago.
Johannsen Q.
Verified reviewer
Information Technology and Services, 11-50 employees
Used daily for 2+ years
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Overall, I would recommend SugarCRM to businesses that are looking for a CRM solution that can automate their processes and provide customization options. While there may be some upfront costs and a learning curve involved, the benefits of using SugarCRM are likely to outweigh these considerations in the long run.
Automation capabilities: SugarCRM has a range of automation features that can help businesses streamline their processes and save time. For example, it can automatically assign tasks and follow-up actions to team members, send personalized emails and alerts, and track and report on progress.Customization options: SugarCRM allows users to tailor the platform to their specific needs and processes. This...
Cost: SugarCRM can be on the pricier side, especially for smaller businesses or those with limited budgets. However, it's worth considering the long-term benefits of automating business processes and the ROI that the platform can provide.Learning curve: While SugarCRM is generally easy to use, it does have a bit of a learning curve. It may take some time for users to get comfortable with all of the features and functions of the platform.
Josh B.
Transportation/Trucking/Railroad, 11-50 employees
Used daily for 2+ years
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We have been using Sugar for several years, but only in the past six months have we really dug down to fully utilize the software. The tool is fairly simple to use, I like the reporting functions, but the feedback I get from my sales team is that it is just 'clunky' to use. I'll give you one little example. For the Opportunity 'Actual Closed Won' date, I found through coming across some bad sales data...
I like the Online (sugar on demand) that allows Sugar Support to get into your software and look and something you may be struggling with, like reports...
Design is little clunky. Think with some improvements, it might be easier to convert leads, update opportunities. Need less clicks!
Anonymous Reviewer
Verified reviewer
Information Technology and Services, 501-1,000 employees
Used daily for 2+ years
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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.
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.
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.
Victoria G.
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Oil & Energy, 51-200 employees
Used daily for 2+ years
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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.
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.
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.
Gaurav G.
Food & Beverages, 1,001-5,000 employees
Used monthly for 1-2 years
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I have been able to solve the business problem of tracking new prospects who eventually became customers, which channels drove that new customer acquisition and how much revenue those new customers generated. As well as, providing insights to my marketing team around which customers are planning to quit so they can try running some nurture campaigns to avoid losing those on-the-fence customers. In short, SugarSell helped improve both quantity and quality of customer leads at low cost.
As an analyst, I use SugarSell to track new prospects who submit become a customer form to become customers of my food service company. The feature I find most productive is the ability of SugarSell software to assign a source of website, social, email, sales representative, campaign, etc. and track customer journey from acquisition to conversion. As well as, integrate with Salesforce Marketing Cloud...
I struggled with adding a new source of voice assistant, chatbot and mobile app to SugarSell CRM reporting tool. Because it needed additional development resources who could modify implementation code. The second source of challenge was not easily able to connect Google Analytics UTM campaigns tracking with SugarSell CRM leads tracking. So, it was difficult to correlate the two data sources to each other in a single table using a common key and build a marketing data lake. Similar concerns existed when trying to bring CRM data, campaigns data and invoice sales data from MicroStrategy into one warehouse. So, it will be nice if SugarSell added some big data enhancement capabilities to their tool.
Katie F.
Marketing and Advertising, 501-1,000 employees
Used other for less than 6 months
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Overall, I really enjoyed Sugar and think it would be a great fit (especially for the lower price point!) for marketing and advertising agencies that are looking to build out custom flows. Their customer care team was incredibly helpful and knowledgeable, and I really enjoyed working with them.
The SugarCRM team was incredibly helpful and supportive during our decision between various CRMs we were testing out, namely Salesforce and SugarCRM. They were flexible, accommodating and had amazing customer service throughout the process, even willing to develop new APIs to integrate with our proprietary billing system 90% of our clients were on. I really enjoyed the visuals of Sugar - as all the bells and whistles were there, but it didn't seem overwhelming (as Salesforce can) and it's geared more towards marking service teams, like my division of the business. I also really find the dashboard visuals to be superior to Salesforce. Overall, the price point was better than Salesforce, too.
Since Sugar is geared towards marketing and sales teams, it wasn't a great fit for the other teams within our organization (i.e. one-time products like printing, etc.). Though workflows are cleaner and more intuitive than Salesforce, there wasn't quite as many bells and whistles (i.e. it was difficult to build in processes that involved external teams that we outsource to).
Paul H.
Information Technology and Services, 1-10 employees
Used weekly for 2+ years
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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
Very stable, solid easy to use, administer Easy to implement and deploy Reporting is good and allows fro complex reports to be built
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!)
James M.
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Starting at $30/user/month - this is by far the best value I've seen on the market for sales and marketing CRM software. It's not Salesforce.com which is a good thing because Sugar is easier to implement, easier to use, a fraction of the price, and does just about everything that higher end systems can do if you're creative and work with a partner to tailor the application to your business like we did.
We are a Sugar CRM reseller but this review is from my perspective as a user of this fantastic software. Most CRM is the same functionally - manage accounts, contacts, opportunities, etc. But what sets Sugar apart from the rest of them are three fundamental things: 1. Simplicity - Sugar CRM is clean. It's super easy to get any information you need without needing your IT guy to build you a custom...
We are using the hosted, On Demand version which limits our access to source modifications (somewhat). We have been able to work around all of these so far. If we get to a point where we need more access to modify the underlying program we can always bring the product in-house and customize to our hearts content. There have been a few minor bugs that we've found - certainly no more than we had in our previous CRM system but Sugar's support team had them resolved - almost immediately!
Anonymous Reviewer
Verified reviewer
Insurance, 1,001-5,000 employees
Used daily for 2+ years
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The main benefits I got from this software was the ability to keep my contacts all in one place. It was excellent in scheduling tasks, creating contacts, assigning tasks, etc.
The thing I liked best about the Sugar CRM Community Edition that is free is that our developers could customize it for our company and add great features, something we can't do with the big name CRM solutions.
The thing I like the least about this software is it is very limited in features which makes their competitors a better bargain. Additionally, the functionality can be off. For example, our developers had difficulty incorporating some features into their free CE because of bugs. I have heard from others the paid version is overpriced, not worth it, and there are other better options out there.
Nathan F.
Business Supplies and Equipment, 51-200 employees
Used daily for 1-2 years
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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.
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.
No cons were added to this review
Tom B.
Chemicals, 51-200 employees
Used daily for 1-2 years
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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,...
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.
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...
Michael G.
Insurance, 11-50 employees
Used daily for 2+ years
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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.
Functionality and API is impressing
UI is slow for 2017. Need to speed up the response time.
Gabriel B.
Verified reviewer
Information Technology and Services, 1,001-5,000 employees
Used daily for 2+ years
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It's a really complete tool for CRM management, it's clear on what are the basics, but to get more benefits on the added value the propose you need to deep dive into the different layers of the software. Overall is very easy to use.
It has a lot of features that give an holistic way of keeping track of customers leads, also it has multi device interfaces which makes it amazing for on the run salespersons.
too many functionalities that you don't really use, I think because of a lack of education on the software. Also the exporting files need to be fixed on format and layout.
Anonymous Reviewer
Verified reviewer
Financial Services, 1-10 employees
Used daily for 2+ years
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They are continuously making updates and improvements, and support is very responsive. There are a lot of different modules and TONS of flexibility in setting it up to fit your business.
This isn't for a novice user. I recommend using a consultant or someone to set this up for you and spend the extra money and time on training. Most of our employees are only using small functions of the program and we definitely could be getting more value out of it with better training.
Mike D.
Verified reviewer
Higher Education, 1,001-5,000 employees
Used weekly for 2+ years
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Sugar really can be customized to fit any organization or department. When fully utilized, it can "connect the dots" between various siloed departments that otherwise would not share information. The record search function works well. Your mileage may vary w/r/t interface speed, but I found it to be pretty zippy as far as CRMs go.
Sugar requires a LOT of work to implement and quite a bit of training after the fact. The potential of SugarCRM is limited to the capabilities of the team using it. If the organization is less tech-savvy, you will encounter a lot of pushback as builds can be somewhat counterintuitive until you are comfortable with it. Each iteration of SugarCRM i've seen has a lot of under or non-utilized features just gathering dust. Given the cost I can conceive of better solutions.
George D.
Printing, 11-50 employees
Used daily for 2+ years
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I run my entire company using this CRM system.
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.
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.
Avishay "Jesse" S.
Management Consulting, 1-10 employees
Used daily for 1-2 years
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Very easy to use, gives a lot of benefits for its price. I would definitely recommend others to use it (and I do :-)).
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 :-)).
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.
Alejandro H.
Verified reviewer
Telecommunications, 11-50 employees
Used daily for 2+ years
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if you need an online crm this can do good for you, Others are also less expensive but with less features.
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
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.
Valerie P.
Verified reviewer
Computer Software,
Used other for 1-2 years
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The software itself was a great place to house my data in an organized fashion. I was able to report upon the data, and additionally could assign and reassign accounts and contacts with ease. This was a value driven solution for my company at the time, since Salesforce was too pricey.
There is a lot of simplicity with using SugarCRM. It was straightforward, and user friendly. The value of the product is pretty good for what you are paying, and it is relatively easy to administer. There are different directions you can go with reporting, for example: tabular, summary and matrix report types. I integrated this CRM with Pardot Marketing Automation software and was not disappointed with the integration, as it worked pretty seamlessly together.
This CRM obviously is more economic than the likes of Salesforce - but you get what you pay for. I found it difficult to manage my duplicate records, and a lot of the bells and whistles that could potentially make your work flow easier are not present. I would consider this a "bare bones" CRM solution.