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SugarCRM REVIEW

CRM Software

No user reviews
USER SATISFACTION 100%
OUR SCORE 8.9

What is SugarCRM?

SugarCRM is one of the leading customer management systems on the market, serving more than 50,000 companies in need of accurate account management for sales related tasks. According to the company’s stats, the SugarCRM application has been tested and downloaded more than 7 million times, due to its availability in 9 different languages. What satisfied customers put forward as the app’s leading advantage is customizability, namely the possibility to personalize customer relationships, and raise brand awareness while providing impeccable customer service.

Customizability has to do with SugarCRM being an open-source platform, at first sight easily twistable to digest the structure of each organization. Nevertheless, this platform intends to serve medium to large enterprises, which is why a devoted administration team is needed to move its performance in the right direction.

The first thing that creates a positive impression when encountering SugarCRM is the number of available communication channels. The app’s developers considered the need of businesses to reach customers in a variety of ways, and therefore empowered phone calls, emails and personalized messages, one-to-one meetings, and social networks, to name a few. From the company’s perspective, this multi-faucet process doesn’t only boost professionalism, but also tracks and captures important opportunities to extend influence.

All of this is happening on a familiar navigation pattern, which imposes short to none learning curves, in particular for users who have already used SugarCRM’s free trial. As in most CRM systems, the user’s journey starts from the top, where options are categorized in Accounts, Contacts, Calendar, Leads, Reports, Campaigns, Documents, Quotes, Emails, Calls, and Meetings menus, each with several subsections and search filters for facilitated movement. The handiest pick in the design is the ‘+’ button, which can be used to add literally all sorts of captures, including leads and meetings, or creating whole new sections from scratch.

Another advantage why we believe you must consider SugarCRM is its affordable pricing, where several packages are available to meet the needs of different users. A good thing to know here is that unlike standardized schemes, the difference between SugarCRM’s professional package and ultimate package doesn’t really involve meaningful feature restrictions. It rather ‘plays’ with the number of customers and agents, and looks considerably less modern and less professional when provided at no cost.

With SugarCRM, you also get the flexibility to choose the deployment method, namely download and install the system on your local device, or use it as a cloud-hosted service. SugarCRM are packed with enterprise-grade storage, unlimited customization, and customer support, starting at $40/month depending on the number of customers you need to involve.

Overview of SugarCRM Benefits

SugarCRM goes beyond standard communication hubs, where a single agent takes a nap between calls, and expects reputation to burst without ‘dirtying his hands’ with at least one attempt for interaction. This time, you’ve come across a system that understands what customers need based on what they say and don’t say, and helps you develop advanced engagement strategies to make relationships flourish. But how does that happen?

Full-team engagement

While bundling all support to helpdesk agents is a reasonable way to save money, it is probably the biggest energy and talent-wasting machine the CRM world has ever seen. Take a second and think of yourself as a customer: Isn’t it just too frustrating to contact ten people before you’ve reached the marketing vice-president and got your question answered? You’re right, it is!

SugarCRM offers a great solution for this problem, as it exposes and involves customers in the very process of their engagement. There are eight personas available in the system, starting with the main administrator and going down to account and support representatives in charge of different campaigns and communication channels. All of them operate in a single platform, enabled to collaborate instead of standing on each other’s way,  and to pull data from a centralized repository where contacts’ behavior is automatically tracked.

Practical campaigns

One of the main features to get acquainted with is the Campaign Wizard, where users create, execute, and track their beautiful marketing campaigns on several channels. The very same tool is used to capture and collate leads in the system, and to distribute personalized web-to-load forms and similar engagement programs. Most of the time, it is the Campaign Wizard where agents evaluate their leads, and consequently assign them to the most suitable agents.

Outstanding contact management

SugarCRM doesn’t only list the contacts to be served, but attaches all associated information to their profiles, including detailed behavior hints you couldn’t possibly detect on your own. Editing is just as nifty as adding contacts and accounts, and takes no more than few clicks.

As soon as you’re done filling your contact page, SugarCRM empowers your creativity: You can modify documents and notes in any way you like, attach large files with ease, star and tag contacts for easier tracking, and prioritize the most valuable among them. Using the platform’s bulk editing capacity, you can save the time you’d spend modifying contact per contact. In the same way, you can create a target list and export it easily to as many integrated apps as necessary.

As you can guess, the multicurrency and multilingual nature of this system will make it possible to reach huge audiences wherever they are.

Lots of handy integrations

Some users may find it annoying that SugarCRM doesn’t integrate natively with popular business apps, but we believe its SugarExchange (a publicly accessible API code) is a much smarter solution. Thanks to it, you can relate this product to popular providers covering Zapier, MailChimp, CloudAgent, Zendesk, Pardot, and many others. LDAP integrations are also enabled to allow single sign-ons, and standardize access for customers to simplify the way a large company manages its leads.

Intelligent reporting

SugarCRM’s reporting is so professional that it often reminds of BI’s data analytic capacity. It doesn’t only summarize the effects of your performance, but it makes it possible to forecast trends and detect potential issues. You can create as many visualization dashboards as you need to represent your data accurately, adjusting the module and the type with a variety of searching filters and parameters.

In-built support hub

The Help & Support button is built directly inside the platform, and positioned in the lower left corner for you to access it whenever you need it. On the other side of the line, there will be a 24/7 available experienced agent ready to assist you in all situations. SugarCRM also offers high-quality training, granting users access to a large database of materials known as the Sugar University. Help Dashlet, on the other hand, is a specifically designed support page that leads you to relevant community discussions, and gives you the chance to share experience with developers and other users of this system.

Sugar Mobile

Well aware of the fact that customer journeys are becoming completely mobile, the company developed their well-known Sugar Mobile app, and allowed agents to serve customers on the go, and managers to track performance and spread the reach of their campaigns when out of office.  

Overview of SugarCRM Features

  • Sales automation and forecasting
  • Support automation
  • Marketing lead management
  • Reporting and dashboard
  • Call center automation
  • SugarCRM mobile
  • Sugar Exchange
  • Cloud or on-premise deployment
  • Unlimited studio customization
  • Support for MySQL and SQL Server-On site
  • Unlimited online support
  • Revenue line item level opportunity tracking forecasting
  • Product level quotes
  • Advanced workflow
  • Role-based views
  • SQL –Based reporting access
  • Support for Oracle and DB2-On site
  • Centralized Storage
  • Third-party integrations

SugarCRM Position In Our Categories

Position of SugarCRM in our main categories:

50

SugarCRM is one of the top 50 CRM Software products

50

SugarCRM is one of the top 50
CRM Software products


SugarCRM is also listed in the following subcategories:

Category:Position:Category:Position:
Customer Service Software#3 Online CRM Software#17
Category:Position:
Customer Service Software#3
Online CRM Software#17

There are trendy and widely used systems in each software category. But are they automatically the best fit for your enterprise’s unique needs? A market-leading software application may have thousands of subscribers, but does it offer what you require? For this reason, do not blindly spend on popular systems. Read at least a few SugarCRM reviews and think about the factors that you desire in the software such as the fees, main features, available integrations etc. Then, shortlist a few apps that fit your requirements. Try out the free trials of these products, read online comments, get information from the seller, and do your investigation meticulously. This in-depth research is sure to aid you select the best software solution for your organization’s specific wants.

How Much Does SugarCRM Cost?

SugarCRM Pricing Plans:

SugarCRM offers 3 payment plans, including an enterprise pricing and ultimate plan for larger businesses. Note that all plans require an annual subscription. Read more about the details, and decide plan fits you best:

Sugar Professional ($40 per user/month)

  • Sales automation and forecasting
  • Support automation
  • Marketing lead management
  • Reporting and dashboard
  • Call center automation
  • SugarCRM mobile
  • 15 GB Storage
  • Cloud or on-premise deployment
  • Unlimited studio customizations
  • Support for MySQL and SQL Server-On site
  • Unlimited online support

Sugar Enterprise ($65 per user/month)

  • All features from the professional plan
  • Revenue line item level opportunity tracking forecasting
  • Product level quotes
  • Advanced workflow
  • Role-based views
  • SQL –Based reporting access
  • Support for Oracle and DB2-On site
  • 60 GB Storage

Sugar Ultimate ($150 per user/month)

  • 24×7 support
  • Assigned technical account manager
  • 250 GB Storage
  • Up to 5 sandbox instances that are available on demand

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and SugarCRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with SugarCRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

146

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
  • Linux
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
  • Germany
  • Spain
  • France
Pricing Model
  • Monthly payment
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • LIVE SUPPORT
  • TRAINING

What are SugarCRM pricing details?

SugarCRM Pricing Plans:

SugarCRM offers 3 payment plans, including an enterprise pricing and ultimate plan for larger businesses. Note that all plans require an annual subscription. Read more about the details, and decide plan fits you best:

Sugar Professional ($40 per user/month)

  • Sales automation and forecasting
  • Support automation
  • Marketing lead management
  • Reporting and dashboard
  • Call center automation
  • SugarCRM mobile
  • 15 GB Storage
  • Cloud or on-premise deployment
  • Unlimited studio customizations
  • Support for MySQL and SQL Server-On site
  • Unlimited online support

Sugar Enterprise ($65 per user/month)

  • All features from the professional plan
  • Revenue line item level opportunity tracking forecasting
  • Product level quotes
  • Advanced workflow
  • Role-based views
  • SQL –Based reporting access
  • Support for Oracle and DB2-On site
  • 60 GB Storage

Sugar Ultimate ($150 per user/month)

  • 24×7 support
  • Assigned technical account manager
  • 250 GB Storage
  • Up to 5 sandbox instances that are available on demand

What integrations are available for SugarCRM?

SugarCRM integrates with the following business systems and applications:

  • Campaign Monitor
  • Constant Contact
  • HubSpot
  • MailChimp
  • Zapier
  • Zendesk
  • HappyFox
  • Olark Live Chat
  • LiveOps
  • CloudAgent
  • WhosOn
  • SyncApps
  • CloudHub
  • HootSuite
  • Pardot

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