User Reviews Overview
About SugarCRM
SugarCRM is a Customer Relationship Management (CRM) platform, expertly crafted to enhance interactions with prospects and customers while accelerating sales success. Renowned for its cost-effectiveness, this potent solution...
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- Industry: Design
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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Review Source
Sugar CRM is SWEET!
Positive - its a robust crm platform loaded with features
Pros
easy to use had a low cost open source version loved it loaded with crm features
Cons
open source could be buggy this is the old drupal days lmao!
Alternatives Considered
Salesforce Sales CloudReasons for Switching to SugarCRM
cheaper - open source is super low cost great value!- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Weekly for 6-12 months
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Review Source
Task management
A very wonderful experience and still like you
Pros
The application is easy to use and provides a range of great services and features for Customer Relationship Management .
Cons
The difficulty of using this application from a mobile phone
- Industry: Insurance
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
A basic out-of-the-box CRM system
Overall, SugarCRM is a good tool to manage all your contacts and create marketing campaigns (by email, by text messages, etc.). Import/export tools are quite well developed, whereas other integrations and features are to be paid separately.
Pros
SugarCRM is fairly easy to set up on a php+mysql (or other database) server.
Cons
Support is not always very responsive. Also, the GUI is quite outdated.
Top SugarCRM Alternatives
- Industry: Health, Wellness & Fitness
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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Review Source
Round the clock support
Pros
First of all SugarCRM has a great set of features that outperforms many competitors. It comes with round the clock support and user forums for quick fixes and learning. Pipeline management and analysis powered by AI both thoroughly impressed me. I liked the integration with marketing.Dashlets are great organizers and lists are adjustable by filters. SugarCRM is customizable on many fronts.
Cons
I don't like how much we're paying for Sugar CRM. I don't like the learning curve that comes with it, it's hard even with great support. To me it doesn't look like enough care was taken to make a user friendly interface.Permissions for the entire team proved to be one of the worst tasks next to getting contacts imported which I had to do manually.
Alternatives Considered
HubSpot CRMReasons for Choosing SugarCRM
SugarCRM offers such a great set of features.Switched From
Less Annoying CRM- Industry: Electrical/Electronic Manufacturing
- Company size: 10,000+ Employees
- Used Daily for 6-12 months
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Review Source
Robust Platform to have wide customer relationship
SugarCRM is a robust and feature-rich platform that can help businesses of all sizes improve their customer relationships and streamline their operations. It has a large and active user community, with regular updates and new features being added to the platform to ensure that it remains relevant and competitive in the market.
Pros
SugarCRM's lead management capabilities can also help to streamline sales processes. By providing a platform for managing leads, assigning them to sales reps, and tracking their progress through the sales pipeline, SugarCRM enables sales teams to work more efficiently and effectively. This can help to reduce duplication of effort, improve collaboration between different teams, and ultimately drive higher revenues and profits.
Cons
SugarCRM's contact management capabilities also provide powerful analytics and reporting tools that can help businesses to gain deeper insights into their customer interactions. By leveraging this data, businesses can identify trends and patterns in customer behavior, adjust their marketing and sales strategies, and ultimately achieve better results. This is a least like about my softwares where i can get the same feature in the other platform like salesforce.
- Industry: Automotive
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
An Easy to Understand CRM Solution
Pros
It is so easy to understand the features of SugarCRM.
SugarCRM is so amazing.
Cons
I do not see difficulties when using SugarCRM.
- Industry: Consumer Services
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
SugarCRM Is a Great and Reliable Solution
Pros
I like the effective features of SugarCRM.
SugarCRM has been a brilliant and reliable CRM solution.
Cons
SugarCRM is amazing and flawless.
SugarCRM works so well for us.
- Industry: Real Estate
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Why SugarCRM Meets Our Needs
Pros
With lead management and marketing automation features, we have all what we need for a marketing solution of its class.
Cons
SugarCRM has served us religiously and complaints.
- Industry: Machinery
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
SugarCRM Has Been Making Work Easier for Us
Pros
SugarCRM has been an effective and easy to use customer relationship management tool.
I like the efficiency of SugarCRM.
Cons
The features of SugarCRM are effective.
SugarCRM has been the best.
- Industry: Airlines/Aviation
- Company size: 501–1,000 Employees
- Used Weekly for 6-12 months
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Review Source
Cost-effective CRM
Pros
Great forecasting tool and I really liked the contact & account management tools
Cons
Third-party integrations are only available in the advanced plans.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Fantastic community edition
Pros
We use the free self install community edition and it is perfect for our small business needs. Keeps track of all customers and sales.
Cons
We are very happy with all aspects of the CRM system.
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
The low cost alternative to Salesforce
Its a CRM so it holds our customer data, but it fails at basic things like contract management, support ticketing, opportunity management, forecasting and searching
Pros
Its going to be difficult to provide any pro's about SugarCRM. I inherited this CRM after coming from multiple companies using salesforce. Sugar is about 40% less expensive than salesforce, and we use the on-premise, but cloud hosted model.
Cons
There are a lot of downsides to sugar. We had corruption issues each time we upgraded, dashboards are extremely limited, and you cannot push out dashboards to users. I find it difficult to use from a UI perspective, where expanded panels make the UI sluggish and busy. searching in the global search bar is odd and you never get proper results, results sets only return up to 1000 rows, other than that you need a report which is extremely difficult to use. Forecasting requires the individual to select the commit button, not the sales manager. You cannot set global quota, but rather a quota per month manually.Probably the most non intuitive UI i have ever used. Every new sales person is just bewildered by its use.
- Industry: Financial Services
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
SugarCRM Enterprise Analysis
Being an open source CRM app with flexible deployment options makes SugarCRM unique and a standalone in the CRM space. However, allowing for such flexibility should require the utmost discipline regarding release schedules, changes to code (especially caching mechanisms), and overall system recommendation documentation provided by SugarCRM, the company. This is not currently happening.
Stock code base is fairly solid but when customizations are added, significant caching issues arise. There are also various areas of the app that still retain antiquated layouts (bwc modules). These issues make the app confusing and unreliable at times.
Support should be more tenacious when attempting to find resolution to cases - don't just post a note or two, wait a period of time and close the case. CALL the customer - email the customer - do whatever it takes to get CONFIRMATION from the customer that the issue is resolved.
Create a server side integration to Outlook...we are a 50/50 Mac/PC shop and email archiving is incredibly inconsistent.
Overall Studio is a great tool (when caching works appropriately). It does allow us to create without developers on staff.
Pros
Studio (when it works)
Open source flexibility
Cons
Caching mechanisms
Lack of long term release schedule and small version life cycles
Support not owning the initiative of resolving cases
Response from SugarCRM
John,
First off, thanks for being a long time Sugar user. Kasasa's use case is very in-depth and a model of what our flexible platform can achieve.
Regarding the server-side email - have you looked at Riva? https://sugarexchange.sugarcrm.com/apps/21848#!overview Also, I know we are working on server-side versions of the Outlook plugin, but release date is TBD.
Thanks again for your honest and thorough review - we always strive to make the product the best we can and provide the level of service you expect. Email me at any time to discuss further at [email protected].
Sincerely,
Martin Schneider
Head of Product Evangelism, SugarCRM
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Great For Sales and Leads Tracking, Leaves Much to Be Desired with Support Case Management
I've used SugarCRM a great deal in current and previous employers, and have always been thrilled with the sales tools that SugarCRM has, and the great ability for customizations, not to mention the continuing updates for each version. Their customer support team is top notch and very helpful for the most part, and there has been very little downtime, allowing all our teams to use the product successfully.
If I could choose one thing they could improve upon, it would be their outdated case management tools. I work with our support team and find the options to be limiting compared to other case management solutions such as Zendesk (which I have also used previously). If I am to point out glaring specifics, it would be tracking visibility on unassigned cases (who is viewing each case record? has the case record been updated while I've viewed it?). 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). This may be a byproduct of the way we have our case management set up, but there are no best practices, and I've had to create custom Process Author tools and Workflows to get it running in a decent way.
Again, the product is great from a sales point of view and for lead tracking tools, but the case management tools are dated and need to be examined and looked at to match their competitors in that category.
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
- Industry: Transportation/Trucking/Railroad
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
SugarCRM Review - Walz Scale
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 for the month, that if you close a sale in January, and that same month you mark it as Closed Won. But lets say in March you want to go in and add a note to the description. Once you edit that note, (thus changing the Modify date) you autimatically changed the 'Actual Closed Won' date to March. Really messes up sales reports! When I contacted Sugar, there really wasnt an easy fix. We found SierraCRM (third part software) and Bill Convis from there helped with a solution to this problem. We have now purchased this software and believe that this will help take us to the next level of using Sugar. Sugar Support via email is usually pretty prompt, but as far as hearing from our 'Account Manager', just 2 weeks ago was the first time I heard from someone regarding our account. At that point, I had already reached out to SierraCRM, so I did not need anything from Sugar.
To summarize: Great tool, though a little clunky, but the price is not bad. Customer service could be improved, especially for companies like us who are invested in the process, and just need some help taking our sales process to the next level. Thanks!
Pros
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...
Cons
Design is little clunky. Think with some improvements, it might be easier to convert leads, update opportunities. Need less clicks!
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Don't settle for SugarCRM
Pros
SugarCRM was fairly easy to get base-level reporting created, and without any training.
Cons
The mobile aspect is quite lacking... not good for a leader/manager who wants to check detailed data on the go or away from the office. We had a full-time SugarCRM admin onsite, and even he had trouble creating the level of detail we needed. Our requests weren't unique, we learned, when another software CRM was able to immediately handle them right out of the box.
Alternatives Considered
Salesforce Sales CloudReasons for Switching to SugarCRM
Lower cost (and later regretted it)- Industry: Food & Beverages
- Company size: 1,001–5,000 Employees
- Used Monthly for 1+ year
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Review Source
Complete CRM Tool with Analytics Integration
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.
Pros
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 platform, so my marketing team can run both customer acquisition and customer retention or nurturing campaigns. As a result of this prospect tracking and seamless connection with Salesforce, targeting those prospects for customer acquisition and retention became more automated and efficient. Hence, both quantity and quality of those leads continued to grow year-over-year and resulted in higher sales for our business. In the nut shell, we got high long term value with low short term investment in a CRM software.
Cons
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.
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
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.
Alternatives Considered
OdooReasons for Choosing SugarCRM
AutoPal was for the auto industry and had limited features- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
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.
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
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.
- Industry: Information Technology & Services
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Too many functionalities
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.
Pros
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.
Cons
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.
- Industry: Printing
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
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.
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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Review Source
Sugar CRM
I can do almost everything I need
Pros
What I like most is that we can create reports easier,
I can create new custom fields and add functions.
I like the workflow - I added for send emails to an admin account to report when a opportunitie is closed and is part of a project - and this email creates a new record in my project system.
I can create Modules as I need
Cons
Is very difficult to work with the API´s´, at this moment i cant work with them . and IT Sugar support is not helping me.
The thing i Dont like if you want to create a Report Type:Summary you cannot add the Text Fields, is not showing in the system, this type field in the version 7.0 it was added but in the new version is not there any more, and I reported this to Sugar Support but they do not do anything, I think is a kind of a bug but they are not doing anything.
- Industry: Computer Software
- Used for 1+ year
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Review Source
In the past, I have been a SugarCRM administrator for a Software Sales company.
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.
Pros
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.
Cons
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.
- Industry: Information Technology & Services
- Company size: 51–200 Employees
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Review Source
Innovative and much better UI
We have used SugarCRM for our Sales, Support and even Project management
In the process of evaluating something that is cost effective and and innovating flexible solution which is highly customisable, the answer was pretty simply SugarCRM
Pros
SugarCRM acts more of a Platform than an application and we have the choice to host the same application on Cloud, on-premise or anywhere
The best thing is the modern UI, and no. of connectors available to integrate Sugar with are abundant
The Sugar Support is amazing and the APIs, documents, resources and open and easily accessible with a lot of self learning material. They have their own free University.
All the Enterprise features are available at a cost a basic CRM
Cons
Calendar sync is an issue and Email Client inbuilt in Sugar has sad UI
Mobile app is a little slow when it loads the first time
Cannot change the theme with our Company schema
Marketing tool needs improvement especially compared to what is now available and many times Emails hit rate is extremely low