SugarCRM

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What is SugarCRM?

"SugarCRM is web-based, open-source customer relationship management (CRM) system that is available in both open-source and commercial open-source applications."

SugarCRM is convenient tool for sales automation, marketing automation, account management and other customer relationship management (CRM) needs.
Sugar's functionality includes sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM and reporting.
A strong contender in the CRM market, the software is a viable option for organizations that require flexibility, ease of use, affordability, and choice in cloud providers.


SugarCRM scored 85/100 in the CRM category. This is based on user satisfaction (78/100), press buzz (54/100), recent user trends (rising), and other relevant information on SugarCRM gathered from around the web.

The score for this software has declined over the past month. What is this?


SugarCRM Awards

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SugarCRM Review

Editors' Review by the CRM Software Review Team

As one of the top CRM platforms in the current market, SugarCRM features the world’s first “no-touch, time-aware” customer experience solution according to its developers. It has a robust list of powerful features that have been designed to be user-friendly affairs, making it simple to use and adapt to.

Everything is categorized accordingly, increasing efficiency and organization in businesses and organizations. Important options such as Accounts, Calendar, Leads, Contacts, Reports, Documents, Quotes, Emails, Documents, Campaigns, Meetings and Calls are filtered and given their own subsection to make it easier to search for them later.

These sections are found from start to top since the user interface follows a familiar navigation pattern. There is also a free trial offered for users that want to try the solution before they commit to a subscription.

SugarCRM has been deployed by more than two million individuals in 120 countries, making it a well-known product catered primarily to offer industry-leading customer experience and intuitive customization platform.

SugarCRM Homepage

SugarCRM Features

SugarCRM has many core features that can help organizations better manage their customer experience and management, including:

Marketing automation (Sugar Market)

In reducing the time and effort it normally takes for a software solution to conduct processes, businesses can focus their energy on marketing strategies that will increase their sales revenue and lead generation capabilities. Sugar Market has marketing automation technology, which means you get to create conversion-focused landing pages, drag-and-drop builders and multi-step nurture campaigns.

Sales automation (Sugar Sell)

Sugar Sell empowers every sales representative in the market with a series of features. This includes actionable intelligence, no-touch data management and collaborative CRM. With Sugar Sell, monitoring workflows is simplified, making it easier to capture the exact information you need and automate most recurring activities.

Customer service (Sugar Serve)

With Sugar Serve, you get to work with intuitive dashboards and insightful reports that will ensure you will be getting the right response at the right time. Using powerful features such as agent workbench, real-time reports and a self-service portal, you’re given the right tools to transform customer experiences.

On-premise CRM for enterprise

SugarCRM offers software solutions catered for large enterprises in need of on-premise deployment. This means you gain access to complete customization and full flexibility over all technologies included in your systems. Additionally, you can stay compliant with government mandates and internal security policies.

On-premise CRM for SMB

On the other hand, SugarCRM also provides SMBs with Sugar Professional, which is a solution that is designed to accelerate a growing business. It has both on-premise deployment and cloud-based solutions. It showcases features such as collaboration, sales automation and reporting.

Revenue analytics (Sugar Discover)

Managing a business does not just mean reaching out to prospects and converting them into customers. With Sugar Discover, you can unlock insights regarding performance.

Email and calendar integration (Sugar Connect)

By connecting your CRM platform with top platforms and applications such as G Suite and Office 365, you can expect synchronization across all channels. Each time one channel is updated, the rest are also updated. This eliminates the need to manually enter data, saving you the time and energy.

Relationship intelligence (Sugar Hint)

This feature refers to a streamlined relationship intelligence, which helps businesses and companies expand their existing knowledge and gather more information about their customers. This includes news, businesses, social media and more. This enables you to make smarter decisions, convert customers faster and be more productive in areas regarding your customers.

Seamless integrations (Sugar Integrate)

With Sugar Integrate, the CX platform can be integrated with other business systems. You can add advanced builder tools, pre-built integrations and standardized data models.

Application marketplace (Sugar Exchange)

The Sugar Exchange feature is a customer journey plug-in that is powered by AddOptify. Featured applications include Relationship Analytics, Xperido server-side document creation and checklist. These applications are designed to empower and extend the current functionalities of SugarCRM to better and higher heights.

SugarCRM Homepage

SugarCRM Benefits

SugarCRM provides organizations and users with many benefits, tools and capabilities that make customer experience and management better and more streamlined, such as:

Better customer experience

SugarCRM features unmatched customer experiences, heightened by its no-touch, time-aware CX platform. It does not have the standard communication hubs as found in other software solutions. Instead, it showcases topnotch features such as no-touch information management, time-aware CX platform and continuous cloud innovation.

Automatic capture of data

By using SugarCRM, all customer information is captured from email text, voice and other applications automatically, which lessens the burden on business owners and sales teams. Moreover, you are given rich insights on the past, present and future of your customer-driven business processes in the form of a time-aware CX platform.

Better scalability 

Lastly, with continuous cloud innovation, you do not rely on the software provider’s ability to scale and adapt to new technologies. What this does is let you work on your business without any restrictions and additional charges. SugarCRM focuses on updating features and enhancing functionalities so you can work better and more efficiently.

SugarCRM Homepage

SugarCRM Pricing

Here are the pricing packages for SugarCRM:

Sugar Professional

This is an on-premise CX solution where the plan is priced at $52.00 per user and per month, billed annually. It is designed to meet the needs and requirements of fast-growing small businesses. For each subscription, a minimum of 10 users are allowed. Sugar Professional also includes two Support-authorized contacts, the Support Portal and standard support SLAs.

Sugar Sell

For a price of $80.00 per user and per month, Sugar Sell helps businesses and organizations create long-term relationships with their customers. This plan is billed annually and a minimum of 10 users is allowed. You will benefit from two sandbox instances, 60 GB storage, phone support and four Support-authorized contacts.

Sugar Serve

Just like Sugar Sell, this is priced at $80.00 per user monthly. You get to work with 10 users, two sandbox instances, 60 GB storage, four Support-authorized contacts and Phone Support for issues and problems to be resolved easily. This plan is catered primarily to assist customers and give them the necessary support they require.

Sugar Enterprise

Sugar Enterprise is priced at $85.00 per user and per month. Like the previous plans, a minimum of 10 users is required. This is considered the most versatile option for those businesses that require highly tailored and on-premise customer experience applications.

When working with this package, you are given access to advanced features and functionalities such as an advanced workflow with SugarBPM, SQL-based reporting and accelerated support SLAs. If you have any issues, you can reach out to the support team via phone or SugarCRM Support Portal.

Sugar Market

This is, by far, the most expensive package SugarCRM has to offer but it’s for a good cause as it’s designed to convert prospects into customers. The price starts at $1,000 per month for a total of 10,000 contacts. It is billed annually. Sugar Market showcases advanced tools and features for businesses and enterprises to work with, such as unlimited users, unlimited emails and unlimited landing pages.

To reach the support team, you can contact them via phone. Additionally, you can add four Support-authorized contacts into your account.

SugarCRM also offers a free trial to users.

Conclusion

SugarCRM is catered for medium to large enterprises, allowing them to reach their customers in a variety of ways. You can work with several communication channels, empowered features such as personalized messages, phone calls and emails and a simple user navigation platform.

When working with SugarCRM, you get increased full-team engagement, practical campaigns, handy integrations, intelligent reporting and outstanding contact management.

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CRM Market Radar

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SugarCRM Product Overview

  • Email Integration

  • Marketing Automation

  • Sales Force Automation

  • Customer Support

  • Social CRM

  • Reporting


Languages: English

SugarCRM Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

SugarCRM Pricing Plans


Other pricing information:

Professional: $40 user/month.
Enterprise: $65 user/month.
Ultimate: $150 user/month.
All pricing plans allow free trial.

Credit card required: No

SugarCRM FAQs

Who are the main user groups of SugarCRM?

Main users of SugarCRM are small- and medium-sized businesses in any particular industry.

What is SugarCRM generally used for?

It is generally used for customer relationship management.

What platforms does SugarCRM support?

SugarCRM is a web-based application, with native mobile app for Android and iPhone.

What are some applications SugarCRM is commonly used in tandem with?

It is used in tandem with: LiveChat; ActiveCampaign; Synchroteam; eXo Platform; Vision Helpdesk; Freshdesk.

Does SugarCRM integrate with any other apps?

SugarCRM integrates with any third party systems people use, and can accommodate the new modules.

Does SugarCRM offer an API?

It offers an API

Does SugarCRM offer guides, tutorials and or customer support?

They offer documentation, training & help, and customer center.

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SugarCRM User Reviews

Average User Rating:
3.89/5 based on 694 user ratings.
Your Rating:
User profile picture

"Perfect administration and customer service."


What do you like about SugarCRM?

SugarCRM is a platform focused on providing the best experience when it comes to having consistent customer service, I characterize this platform for being bold and fast with all its services, and for providing a perfect audit for all types of potential customers. During my experience, I have noticed several positive factors which are listed in this way:

1.- SugarCRM has a real-time operation, which helps that the requirements of all customers can be received instantly by the sales sector.
2.- SugarCRM allows you to manage Email Marketing, advertising campaigns and at the same time allows customer service. This varied operation makes it possible for us to obtain more perfect results for our sector, because we can do several things at the same time.
3.- SugarCRM offers an unbeatable notification system, capable of alerting at the exact moment about each requirement of potential clients (these notificactions are also received in the App for mobile phones).

What do you dislike about SugarCRM?

My only complaint regarding SugarCRM services is the customer chat service. This chat service is quite direct and fast when sending all kinds of messages and also allows a fast delivery of documents and files to clients, however, when initiating a communication via camera through this chat, the experience becomes a little slow, causing the video transmission to be a little slow and the audio transmission on this webcam, to be slow. I consider this to be a factor that SugarCRM could improve, so I continue to use this platform despite this problem. SugarCRM has very good features to offer to all types of sales areas.

What have you been using it for and what problems did SugarCRM solve?

SugarCRM is currently implemented in our sales sector. I'm grateful to have this platform in my work area and to be able to make use of it on a daily basis, because it has simplified the sales process in a great way, it has managed to give us greater satisfaction to all customers and it has also that we can get in touch with them in a more direct way. It has also allowed us to manage our advertising campaigns and have a perfect management of the traffic generated by each campaign. SugarCRM is undoubtedly being a perfect solution for our work area.

5/5
Usefulness
5/5
Ease of use
4/5
Value for money
4/5
Customer service
User profile picture

"Excellent program for small and medium enterprises"

// CRM Manager at 777 Bets

What do you like about SugarCRM?

With this program you can manage all your contacts. Makes work faster. An amazing simple system for tracking and recording e-mails or phone calls. I can say that this is a very productive and understandable platform. We can improve our work with preconfigured and customizable analytics. Ideally suited for having the most open and understandable list of contacts, which makes it possible to find the right contact.

What do you dislike about SugarCRM?

The postal manager is not so friendly, for example, when I receive a response in my letter, he does not automatically join the leadership or opportunity. Sometimes the synchronization and integration settings are lost. I would like to see stronger reporting capabilities built into free software.

What have you been using it for and what problems did SugarCRM solve?

Strongly recommended. Easy to use. There is everything. Easy to install and use. Competitive price compared to others in the market. The best in support. I would like to say that this is really a very good and interactive solution for increasing your entire sales system. I would like to say that this is a stabilized solution and allows you to largely achieve the company's goals

5/5
Usefulness
5/5
Ease of use
4/5
Value for money
5/5
Customer service
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