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Fairly intuitive and great customization
What do you like best about the product?
I like the user experience of the interface. I think it's intuitive for the most part. The integration with Quickbooks has been key for us.
What do you dislike about the product?
No software can do everything you want, but I do wish that there was a way to quote or build opportunities from the leads module.
Also, you cannot use the Quotes module from the mobile app, which is disappointing for our sales team in the field.
Also, you cannot use the Quotes module from the mobile app, which is disappointing for our sales team in the field.
What problems is the product solving and how is that benefiting you?
We were not fully using a CRM in our small business, so we are solving the problems of no traceable communication, reporting, or customer info all in one place. We also had no way to manage our email databases.
Recommendations to others considering the product:
If you don't need something as huge and robust as SalesForce, this is the way to go. It's got plenty of features and integrations.
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Sugar isn't always so sweet
What do you like best about the product?
SugarCRM is inexpensive and a basic CRM tool best suited for smaller companies or companies that don't need all the bells and whistles of a more robust platform. Also recommended to have a full-time Sugar Administrator on staff to help streamline ease of use with the product for other users.
What do you dislike about the product?
We experiences a lot of challenges when Sugar was synced to our marketing automation tool. A connector device had to be setup to pass sales insights and campaign members to Sugar, which didn't always work. I would like to have seen a more cohesive solution for integration between the two systems.
What problems is the product solving and how is that benefiting you?
Campaign management; lead/contact record management; shared prospecting information between marketing and sales
Recommendations to others considering the product:
If you can afford Salesforce, I would recommend using that CRM over Sugar.
Sugar CRM is inferior to Salesforce
What do you like best about the product?
I found it clunky and difficult to configure so I can't say much about likes
What do you dislike about the product?
The UI needs a lot of work. WE transitioned to Salesforce.com because the I was so much better.
What problems is the product solving and how is that benefiting you?
Client Support Function 2200 users
Tremendous Power and Potential with an incredible amount of tech support needed
What do you like best about the product?
I like the power and complete flexibility to build a CRM from the ground up.
What do you dislike about the product?
The learning curve is a bit steep. However, it's hard to say that it would be any worse than other full-fledged CRM systems.
The biggest problem is that customization will take a team of programmers to make it user-friendly and suited to your exact needs; assuming that your needs are more complex than a glorified rolodex. You can expect it to cost similar to a customized Salesforce solution ($20,000 - $50,000+ depending on complexity)
The biggest problem is that customization will take a team of programmers to make it user-friendly and suited to your exact needs; assuming that your needs are more complex than a glorified rolodex. You can expect it to cost similar to a customized Salesforce solution ($20,000 - $50,000+ depending on complexity)
What problems is the product solving and how is that benefiting you?
We are a higher education institution interested in using it for recruiting through alumni. We created a recruiting module; transcript module; alumnus module; donation module; schools module; we even created repair module that allowed students to snap a picture of a maintenance need and send it to the system which would create a task list for grounds maintenance.
Recommendations to others considering the product:
CRM might be free and open-source. However, to gain full benefit of the software you need to learn to customize it. Using Upwork or a similar service you can find specialized programmers who, wth the right direction, can help you make a customized solution. However, you can expect it to take three times as long as you plan (that's a guarantee no matter who you think you are! :-)) You can also expect to devote at least one full-time manager for this project, implementation and administration.
Very Basic CRM
What do you like best about the product?
It's a pretty basic CRM. It gets the job done if you don't need your CRM to integrate into any other tools like Marketing Automation or Google Analytics, etc.
What do you dislike about the product?
It's not that user-friendly or robust compared to other CRMs that I've used. It does not seem to have easy integrations with other tools like marketing automation. I think you'd probably need a developer dedicated to working on this in the back-end to really get the integrations and customizations that larger, growing businesses would require.
What problems is the product solving and how is that benefiting you?
Basic CRM use. A place to house customer data.
Recommendations to others considering the product:
Make sure that if you are planning any customizations or integrations that you have someone experienced to help on the dev side.
Sugar CRM
What do you like best about the product?
It is easy to understand and navigate through
What do you dislike about the product?
Support is tough to come by. A colleague opened a ticket and did not get a response for over a week
What problems is the product solving and how is that benefiting you?
Integrating our leads and contacts into sugar and the ability to Manage seamlessly
Recommendations to others considering the product:
Make sure you ask for personal support
I have used SugarCRM for the past year.
What do you like best about the product?
For it's cost, it does what I need it to do. Salesforce remains the best CRM that I have used, but Sugar would be second.
What do you dislike about the product?
Having to link back and forth between Opportunity and Tasks can sometimes be a pain.
What problems is the product solving and how is that benefiting you?
Like any good CRM, Sugar is easy enough to use to ensure I am organizing my activities and recording the results for ready reference.
Recommendations to others considering the product:
For its price point, Sugar is a solid CRM solution
Strong CRM for small business.
What do you like best about the product?
I like the flexibility this offers to a small business, it allows you a powerful tool for a small cost. You can keep track of opportunities, bugs, tasks, current customers, and location quickly and easily.
What do you dislike about the product?
I dislike that once you start to grow you can sometimes lose the ease of access as previously mentioned. My company has gotten a lot larger and it is not quite as easy to use or sort through. So many additional filters had to be added to make it easier to use.
What problems is the product solving and how is that benefiting you?
We are able to manage and maintain all our Customer information in this tool.
Recommendations to others considering the product:
SugarCRM is a great startup CRM system, and allows you to capture necessary information.
SugarCRM
What do you like best about the product?
The user interface is clean, and pleasing to look at.
What do you dislike about the product?
Slow, clunky, difficult to make changes, difficult to delete old information.
What problems is the product solving and how is that benefiting you?
Putting customer information in one place, letting other users see the information as wel.
Recommendations to others considering the product:
It's difficult to program and takes a lot of trial and error.
Great Sales Force Asset
What do you like best about the product?
Ability to house all aspects of my business into one resource
What do you dislike about the product?
It took me a little time getting adjusted to this new platform of CRM.
What problems is the product solving and how is that benefiting you?
I can keep customer commitments and upload, pictures, notes, and contact information all into one call logging program. In the past our data was held on different platforms
Recommendations to others considering the product:
Great asset to unifying your sales force
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