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It is not that great old school
What do you like best about the product?
I like that it can export to excel if needed
What do you dislike about the product?
I dislike how old school it looks and works for uploading information into Mailchimp
What problems is the product solving and how is that benefiting you?
Keeping track of clients business card info. But old school it looks and works for uploading information into Mailchimp
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My Experience with SUGAR
What do you like best about the product?
The interface is easy to use and I like how effective it can be for mobile needs. Reliable and good for capturing relevant data about my customers
What do you dislike about the product?
Would like some more customizable options to run specific reports
What problems is the product solving and how is that benefiting you?
The ability to warehouse my clients data is critical and make sure that I am spending my time most effectively
Recommendations to others considering the product:
Try to learn all of the customizable options that are available to you to run specific reports
Simple Cloud CRM with room for growth
What do you like best about the product?
I like the easy of setup and features from this software for small businesses.
What do you dislike about the product?
Issues with Office 365 tenants, if you have exchange no issues.
What problems is the product solving and how is that benefiting you?
Client management
Recommendations to others considering the product:
They are growing and constantly expanding. I have rarely if ever seen a bad patch or update he they're environment.
CRM Developer and Manager; Built Sugar from the ground up.
What do you like best about the product?
Flexibility; Logic Hooks are a life saver.
What do you dislike about the product?
Sometimes laggy - Can be difficult to understand completely.
What problems is the product solving and how is that benefiting you?
Full company overview; Automation; Logic Hooks; Saving countless hours in all departments.
In my screenshot below, please refer to "Last Login". I'm in Sugar every other hour of every day. I live and breath it.
In my screenshot below, please refer to "Last Login". I'm in Sugar every other hour of every day. I live and breath it.
Recommendations to others considering the product:
Great system with some of the best Support in the world. One of the reasons we stayed with Sugar after the first month of headaches was because Support team is an incredible group of people. They go right into your system, make clones of your instance and test functionality / bugs. They respond to you the same day (or same hour depending on priority) and have solutions almost immediately.
The cost for something like SalesForce far outweighs Sugar. Paying a SalesForce developer to create features and changes is also very expensive. If you are a Windows Shop, I would suggest using Microsoft Dynamics. If you are a Linux shop like we are, Sugar is definitly the way to go. PHP is also a great language to develop in - both for web apps and on mobile. Sugar also provides its clients with the source code to its mobile app.
The cost for something like SalesForce far outweighs Sugar. Paying a SalesForce developer to create features and changes is also very expensive. If you are a Windows Shop, I would suggest using Microsoft Dynamics. If you are a Linux shop like we are, Sugar is definitly the way to go. PHP is also a great language to develop in - both for web apps and on mobile. Sugar also provides its clients with the source code to its mobile app.
Very useful CRM
What do you like best about the product?
Flexibility – integrate SugarCRM with a wide variety of third-party applications. This software also offers a myriad of add-ons which makes it the perfect CRM solution for small and large businesses alike. It is also important to note that the platform is built on open-source applications. This means that it is easier to customize SugarCRM compared to many similar products in the market.
Project Management – manage projects effectively by keeping track of the sales process, the marketing process, and customer support through one portal. These capabilities allow project managers to monitor tasks and identify opportunities. SugarCRM users no longer need to worry about inaccurate information, lost data, or inaccurate information.
Mobility – SugarCRM can be accessed through mobile devices. This means that your sales team will never miss out on a potential sale. The prospect’s information can be seamlessly entered on the mobile device and a salesperson can call within minutes.
Social Networking – it’s easy to see activities on various social media sites such as Facebook, Twitter, and LinkedIn through the Activity Streams dashlet. SugarCRM also lets you sync contacts, tasks, and calendars from Yahoo! Mail, Gmail, Outlook, and any other IMAP mail servers.
Affordability –SugarCRM’s subscription rates are affordable to small and medium scale businesses. You won’t need to worry about paying astronomical fees for every user in the company. The rates are easy on the pocket and you get maximum value for your money.
Project Management – manage projects effectively by keeping track of the sales process, the marketing process, and customer support through one portal. These capabilities allow project managers to monitor tasks and identify opportunities. SugarCRM users no longer need to worry about inaccurate information, lost data, or inaccurate information.
Mobility – SugarCRM can be accessed through mobile devices. This means that your sales team will never miss out on a potential sale. The prospect’s information can be seamlessly entered on the mobile device and a salesperson can call within minutes.
Social Networking – it’s easy to see activities on various social media sites such as Facebook, Twitter, and LinkedIn through the Activity Streams dashlet. SugarCRM also lets you sync contacts, tasks, and calendars from Yahoo! Mail, Gmail, Outlook, and any other IMAP mail servers.
Affordability –SugarCRM’s subscription rates are affordable to small and medium scale businesses. You won’t need to worry about paying astronomical fees for every user in the company. The rates are easy on the pocket and you get maximum value for your money.
What do you dislike about the product?
Lack of social networks integrations, poor CPQ system, basic reporting. Not a robust CRM, it lacks many features of competitors, but with the free community you can add almost all the features you want.
What problems is the product solving and how is that benefiting you?
SugarCRM worked great in a specific instance for many clients.
Recommendations to others considering the product:
Very good free solution you don't need nothing else.
"Best, most flexible CRM available"
What do you like best about the product?
One of the best features of SugarCRM is the flexibility it provides and the ability to customize the solution as you need both for Cloud and On Premise
What do you dislike about the product?
We have not found any. There are few minor issues but thats same for all products anyway!
What problems is the product solving and how is that benefiting you?
Highly flexible solution to meet any business needs
Comprehensive, easy-to-use and quick-to-setup
What do you like best about the product?
The initial set-up was fast and easy and there's complete documentation online.
What do you dislike about the product?
Account assignment strictly to 1 Salesperson only. We have customers that we can sell 2 different products and we assign a different salesperson to each product. SugarCRM allows multiple people to access a customer account but only 1 is Assigned. The security setup is a bit tricky.
What problems is the product solving and how is that benefiting you?
Connectivity. The Mobile App is very helpful and updates are instant. Sales can log calls, visits and notes at the time of occurrence which is very convenient.
Recommendations to others considering the product:
Almost everything needed and more from a CRM is here. Our Sales people got into it very quickly and loved it right away.
Useing SUGAR for 3 1/2 years and love it
What do you like best about the product?
I like the fact that you can put together your own modules and the customer support is outstanding. I have used other CRM in the past like Salesforce but I would take SUGAR hands down. It is very easy to navigate through as well.
What do you dislike about the product?
It would be nice to have a patch management for updates you can install when a new version comes out.
What problems is the product solving and how is that benefiting you?
Pulling and tracing report is great. Also keeping up with our opportunity in sale.
Sugar users
What do you like best about the product?
the ease of the menu to use and the ability to enter contacts
What do you dislike about the product?
reports are not easy to generate unless you know where everything is located
What problems is the product solving and how is that benefiting you?
no issues and the benefit is that our sales team know how to use it and do use it
Maleable and Scalable
What do you like best about the product?
Sugars customization abilities make it great for our business use
What do you dislike about the product?
The out of the box functionality is not as good as Salesforce
What problems is the product solving and how is that benefiting you?
Tracking all our sales from all sources
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