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SugarCRM Evolution
What do you like best about the product?
Evolved from open source platform with a fairly large community. After going commercial we continued to use the open source version Suite. Cost effective - Free
What do you dislike about the product?
Version updates; code sensitive, reporting would become broken with custom coding. Requires some coding expertise to obtain maximum value.
What problems is the product solving and how is that benefiting you?
Marketing Automation (MA) . There is limited opportunity with our current system to achieve full benefits for MA. The commercial version of SugarCRM will integrate with other best of breed MA however.
Recommendations to others considering the product:
SugarCRM is a valid CRM software that would fall within the "top 10' CRM vendors in my opinion based on their service offering. It allows integration with many ERP backends.
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It's an okay database.
What do you like best about the product?
It's easy to make updates. The search function makes it easy to find what you're looking for quickly.
What do you dislike about the product?
The reporting features are not very user friendly. The system freezes pretty frequently.
What problems is the product solving and how is that benefiting you?
We use it to track membership affiliations and demographic info for our clients.
Sugar Review
What do you like best about the product?
Sugar is how our mental health company tracks and bills out to Medicaid. It is initiative and easy to pick up. It allows me to discribe what I did and how the client responded to these interventions in a sensible way.
What do you dislike about the product?
As far as dislikes for sugar, it is fairly bare bones in terms of presentation and slots available to note the interaction with client. Would be nice to have sleeker perhaps more customizable interface.
What problems is the product solving and how is that benefiting you?
Sugar solves the problem of noting what times we are seeing clients and subsequently charging those to Medicaid. The benefits have been that the streamlined interface of Sugar makes billing out a painless task.
Recommendations to others considering the product:
If you want easy way to bill out clients, this is a nice product.
Sugar CRM
What do you like best about the product?
I like the ability to do unlimited custom fields. Also easy to add custom fields
What do you dislike about the product?
The sugar support is not very good. Too much time to get back to me
What problems is the product solving and how is that benefiting you?
Customer and prospect interaction. New business tracking
Recommendations to others considering the product:
Get some help from a sugar partner to set up
Very easy
What do you like best about the product?
Great reporting features! They make it very easy to track our metrics.
What do you dislike about the product?
Performance is often led than desirable. Slow to fix bugs.
What problems is the product solving and how is that benefiting you?
Sugarcrm makes scheduling very easy. Organization of customers is so much better than using a shared excel sheet to track our clients. The filters are amazing and have greatly improved our client management.
Automating our Predictable Revenue Team
What do you like best about the product?
I like that you aren't forced to adopt the entire platform if your business process doesn't demand it. Reporting is easy and so isn't adding custom fields.
What do you dislike about the product?
I dont like how you have to reset your list view everytime you clear cache.
What problems is the product solving and how is that benefiting you?
We are able to automate our predictable revenue team with Sugar and Act-On
Recommendations to others considering the product:
Implementation and change management will either make or break your implementation, always invest in training.
Good, but not quite great
What do you like best about the product?
Good bread and butter CRM features, with Salesforce-esque level of functionality but at a better price point. Very capable reporting capabilities, which are often missing in lightweight CRMs and were critical to us. Also like the tight integration with INBOX25, our marketing automation system.
As our company's Sugar administrator, I see and respect a lot of the customization and workflow power in the system, which average users don't see.
As our company's Sugar administrator, I see and respect a lot of the customization and workflow power in the system, which average users don't see.
What do you dislike about the product?
We use Sugar's hosted On Demand service, and while performance was at one point subpar compared to other web-hosted CRMs it's been much better for us the last year. Am not a big fan of how leads remain in the system after conversion nor how it's impossible to mass convert a set of leads; conversion must be done individually. Fixes can take a long time to get through the pipeline. It took 13 months for Sugar to get a fix into production when they broke something that was important to us. Am am concerned about overall value. Sugar occurs as somewhat expensive given the value we receive from it, especially in light of the broad set of CRM platforms that have become available in the 5 years we've been with Sugar.
What problems is the product solving and how is that benefiting you?
Sugar offers a generally good environment for our company's lead and customer processing.
Recommendations to others considering the product:
If a heavyweight CRM, a la Salesforce, is important to your organization, Sugar merits taking a look at. But if you're a small company or non-profit, the system is likely more complicated than you'll need.
SugarCRM for sales
What do you like best about the product?
I like how it organizes leads and the filtering that I can do.
What do you dislike about the product?
I wish there was more advanced ways to manage the sales process
What problems is the product solving and how is that benefiting you?
Organizing leads and the ability to score them is helpful
Recommendations to others considering the product:
Consider how reporting your organization requires
Great CRM
What do you like best about the product?
It's easy to use, and has a ton of reporting customization. I can create custom reports and save the templates to run again later. It also has an Outlook plug-in for archiving.
What do you dislike about the product?
The Outlook plug-in sometimes gets hung on archiving and leaves a notification on my desktop endlessly.
What problems is the product solving and how is that benefiting you?
Task generation and follow up. Documentation has become easier because every user and place info into one centralized place and log contact with buyers.
Basic CRM
What do you like best about the product?
It's a relatively simple and straight-forward procedure to enter new leads/contacts into the system.
It is customizable - We have been able to tweak it to our liking with our devs.
It is customizable - We have been able to tweak it to our liking with our devs.
What do you dislike about the product?
The search functionality is horrendous. You have to be extremely specific, and it only recognizes the first 2 names - I.e. John Michael Jones, if you search John Jones, it will not return the contact.
Does not integrate well into many platforms, if at all.
Outdated as best.
Does not integrate well into many platforms, if at all.
Outdated as best.
What problems is the product solving and how is that benefiting you?
It's our central hub for housing customer data - for now - currently switching to Sales Force - Thank goodness
Recommendations to others considering the product:
Go with another product
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