Sugar Sell CRM3.8
- April F.Chief Of Staff
Sugar sell is customizable on the module, field, and process level. We've been able to manipulate our instance in pertty incredible ways to perform complex workflows and work for our unique style of business. That's been really impressive for me. Review collected by and hosted on G2.com.
- Martha S.International Sales Coordinator
Also, how easy it is to navigate and find all records right there, for example when you are in the Accouint table, you can see invoices, ship to addresses, contacts, etc. This is very important to have it all there when you are part of the Sales team. Review collected by and hosted on G2.com.
- Michael B.Mid-Market(51-1000 emp.)
It helps me keep things organized and remind me of things that i need to do. Always nice when i forget things because i am so busy and it gives me the push to get things done. Review collected by and hosted on G2.com.
- Verified User in Renewables & Environment
In a world where products like this are becoming more user friendly I am sorry to say that this product fails in so many ways that it's pathetic. Go back to the drawing board. Review collected by and hosted on G2.com.
- Verified User in Management ConsultingSmall-Business(50 or fewer emp.)
not intuitive.hard to get support in a timely manner Review collected by and hosted on G2.com.
- Verified User in Financial ServicesMid-Market(51-1000 emp.)
the navigation between pages. the colors on the pages feel like making me go to sleep. Review collected by and hosted on G2.com.
- Mashudu Hilary M.Computer Software
Sugar CRM has been a great software for my business. Ever since I started using it, I have been able to manage and sort out organization structures easily. The way I deliver customer service and manage a relationship with them has changed for the better.
- Mauro C.Information Technology and Services
Abbiamo utilizzato SugarCrm per 10 anni, per la gestione dei clienti, ma sopratutto per tenere traccia di tutte le attivit di vendita di ogni singolo cliente.
- Anonymous ReviewerFinancial Services
Overall experience is amazing for a beginner and a great CRM platform to start working on with.
- Joe C.Retail
Not a good experience from my side personally. We went into partnership through Sugar for our CRM The Project was sent in its entirety to Fellow Consulting the so called Elite Partner before anything started for accurate examination and projected costs. Its now April 2018 ,11 months later we cannot present the CRM to staff for implementation. We managed in December to get Sugar Technical experts to look at the situation and to the work of Fellow Consulting and this raised more questions than answers as to why Fellow did what they did. I begged SugarCRM to assist but all to no effect and now we go to Court. The attitude from one of the rep was one of complete indifference to whether we went legal. I am not big enough for this to worry SugarCRM in any way. The CEO sent me a email that he was concerned about our experience and that I should contact him, I did but never got an answer. We have now started with a New Company for our CRM needs and going to Court with Fellow Consulting and SugarCRM. I wish this was not necessary as there are no real winners in such cases but currently I have nothing to lose. I hope that justice will eventually be done as there is no other way with these Companies from my experience.
- Alexis R.Entertainment
I cannot stand this software, I don't have anything positive to say about it and definitely do not recommend it - for anything, even if you get it free. Hubspot and Zoho are free and hold way more value! I even love Salesforce.
- Bruce G.Food & Beverages
Not real happy with customer service also.
- Rick GiddingsChief Training Officer
SugarCRM is the staple of our sales floor. This application makes my life easy from a sales management standpoint. SugarCRM allows all users to make notes from each time contact is made to a prospect, log the time and date, and keep it assigned to that specific user. This formula can help avoid having multiple sales reps working on the same account/prospect and ultimately eliminate any confusion. Sales managers can check in on any quotes for their teams to help create a funnel that doesn't get pushed to the side. This application can also easily be manipulated into the way your company needs it most. We implement new functions to the dashboard frequently with ease. Customer support is always prompt as well.
Manages the sales pipeline. Creates a funnel of pending sales. Tracks all contact being made by each user.
- Uriel MartinezAdministrative Assistant
This system is used by several departments within the company, and this allows each department to have knowledge and control over the situation of our client. With this, each person who can open the information of our client will know what the problem is and the history of the customer and in this way to be able to offer a correct service and attention.
Facilitates access to customer information. Schedule appointments and follow up with clients. Allows a correct and effective contact with customers.
- Perla V. OrdonezSenior Case Analyst
It is used across the whole organization. I work in sales and I use SugarCRM to manage my pipeline, to prospect and for AR purposes as well.
Great way to keep myself organized. I do not miss appointments with clients since within the system I can input my appointment time and also send out a reminder to my clients. It has a nice layout [that] does not seem to be cluttered. I find it to be very user friendly. It has customizable dashboards which I find beneficial
- Andrew Dunifer, MBA/MS MISMarketing and Business Development Manager
SugarCRM is being used by the Sales and Marketing departments of our organization. The main function of the program is for our company to track prospects communications and the various sales stages of business opportunities for the company. We also use the email/newsletter function for sending direct e-blast campaigns to our database. We are looking into integrating the application into some Project Management functions for sourcing, billing and managing event activations but have not pursued this option yet.
The application can be clunky at times. We have had to call into the support team because certain buttons stop working as browser updates occur periodically. The email campaign function is much more difficult to use than some more automated platforms like Mailchimp or Constant Contact. You must build target lists only by running reports first. Once target lists are built you must manually build your own templates and trackers are not auto-generated as they are in the aforementioned applications. Everything is quite manual and not as automated as it could be. The HTML coding doesn't always move over from other applications like Dreamweaver as nicely as it could. The formatting of HTML templates isn't as exactly as you built and takes some correction to get it right.
- Verified UserAdministrator
SugarCRM is used by marketing and sales to track prospects and customers and provide reports.
Getting to a point of being usable can be difficult. If something is customized and SugarCRM updates, things can go wrong. If something is customized, it had better be dialed in the right way, or things can go wrong.
- Verified UserEmployee
The entire organization used Sugar CRM as a way to keep in touch with our thousands of clients. We had five companies under the same corporation and used Sugar CRM to discern which contact went to which company, as well as keeping track of their notes, which products they had or had used, and each time an employee reached out to them/vice versa.
It's slow. VERY SLOW. Crashes constantly; makes it difficult to use. Frequently have to log in. You can't have more than one (or two, if you're lucky) windows open at a time, making searches very, very sloooowwww. Very difficult to use. If you need to update or change functionality on a platform, it's almost like pulling teeth. We had to frequently consult with Sugar CRM's staff members to understand how to do so.
- Joe T.Help Desk Coordinator
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.
- Tom B.Customer Experience Manager
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, in many instances, Sugar cannot write to Sage. That's a one-way street, so many tasks still require manual entry in Sage. It's also very clunky. The data refreshes/synchs very slowly, so you're rarely looking at real-time data. It will refresh and reload pages while you're actively working in them, deleting your progress and forcing you to start the process over. Creating dashboards and reports requires the user to be literate in tech talk and computer logic. Trying to navigate the back end to find the data you're looking for takes ages. I haven't even tried playing with the workflow builder because I can't find the time to teach myself how to build a report or dashboard, much less anything more complex. We have identified numerous shortcomings, but when we contact Sugar Support, they tell us it's a bug they're working on with no timetable for a solution. Apparently, there are a LOT of bugs.
- Chris C.CEO
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.
- Brad F.IT Manager
Having used both the on-site version and the cloud-based version, I can honestly say that Sugar can adapt to any environment for any possible restrictions. Like all CRM, it does have its learning curve, but once you get the hang of it you find that you can do all of your CRM related tasks and management fairly easily and quickly. That you can write custom code for it was a huge plus for us, and when we updated to the newest version, Sugar Support was of tremendous help getting our old code to work with the new version. All in all, Sugar CRM is pretty great. If you're considering using CRM, give Sugar a try, you may be surprised.
- Orianne G.Specialist Marketing
With SugarCRM, I keep track of new campaigns (account management), I am regularly reminded that I have performance discussions with my customers and I can switch to the corresponding customer account to find all the important data and get in touch with the customer. In addition, thanks to the ticket system, I do not forget to work on important tasks for my customers and other projects. In addition, I can optimally and smoothly inform my teammates about changes utilizing comments and notes in the customer accounts. All in all, I can only say that it is a super complete CRM solution.
- Victoria G.Receptionist
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.
It appear SugarCRM Team stop the Community Version and the last version was 6.5.3. Obviously a FORK exist ;) : SuiteCRM