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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.
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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
Gotta be hands-on
What do you like best about the product?
Very flexible, if you can think of a PHP process, you can build it.
What do you dislike about the product?
Very fragile, poor codumentation, requires a LOT of technical PHP, REST API and LDAP knowledge to even get a semblance of understanding why the system just won't do what it's supposed to do!
What problems is the product solving and how is that benefiting you?
communication centralisation
Very customizable, but there are limits if you're not on prem
What do you like best about the product?
Unline previous CRMs, I can add fields and create workflows that have made a lot of our processes automated
What do you dislike about the product?
This is more a shortcoming on my end. I'm unfamiliar with coding and we are not on-prem, so for the more complicated customizations, I have to use our Sugar partner.
What problems is the product solving and how is that benefiting you?
Transparency with your data. This has been key for our company. The reports function is fantastic (show calls logged in X amount of time and sales). I'm also able to audit fields within Sugar so I can tell who changed what and when, and I see the historical data. When you're dealing with a sales team, this can be quite valuable.
Recommendations to others considering the product:
Make sure you know what you want!!! It would not hurt to reach out to the Sugar community and find out what customizations people have put in place on their instance that have improved their business. We had a book of hours for any customizations we wanted, but realized there were still things we needed after running through those hours. We've been making those changes slowly.
Excellent CRM system that's easily customizable.
What do you like best about the product?
I love how easy it is to customize the system to fit your company's individual needs. It's easy to pull data from the system into reports that can be exported to Excel for deeper analysis.
What do you dislike about the product?
I don't like the way licensing works. We have quite a few users that need access to the system but not on a regular basis - maybe only once or twice a month. I wish there was an option to purchase licenses for the number of users that maybe accessing the system at any given time instead of having to pay for a monthly license for people that barely use it.
What problems is the product solving and how is that benefiting you?
SugarCRM has given us a central platform to store all of company and project data. This has opened the door for better communication between departments. It's also forced us to see where are various processes are broken so we can tighten up our procedures.
Recommendations to others considering the product:
Make sure you have someone within your organization that can really get to know how SugarCRM works and can function as an internal consultant so you can get the most out of your system. It can pretty much do anything you can think of but you have to learn how to "think" like Sugar and be a natural problem solver, not just a programmer.
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. All of the customization can be done in-house which makes it a perfect fit for all types of business.
What do you dislike about the product?
There are some features that lack the finesse of other, pre-made CRMs, but overall, these are minor compared to everything else.
What problems is the product solving and how is that benefiting you?
Time management and business planning have been two elements were our CRM has been invaluable. As we look to expand and hire more account managers, assessing how much time they spend with each community and the key touchpoints both rely on data from SugarCRM
Recommendations to others considering the product:
Highly flexible and can be designed to meet every business need. Support from the Sugar team is responsive (almost always within 24 hours) and the ease of use and integration is almost too good to be true!
Flexible and easy to use platform
What do you like best about the product?
I like Its flexibiliy and customisation capabilities, allowing to adapt the tool to the business needs at any time. With the right approach and the right partner you can get much more value from SugarCRM that from other systems which are not so flexible.
What do you dislike about the product?
The PDF generation could be easier and there are system modules that still use the old look and feel.
What problems is the product solving and how is that benefiting you?
We use SugarCRM to track and manage our Leads, Contacts, Accounts and Sales Opportunites. Reporting and dashbords are also intensivly used in order to keep an eye on what is important for the busines and make decisions based on data.
Recommendations to others considering the product:
Do not think about implementing a CRM system as a one-time project, but as something that needs to evolve and grow with the business to keep aligned with its needs. Taking that into consideration, SugarCRM is one of the best solutions you can find because of its flexibility and customisation capabilities.
Flexible, Customizable and Trusted system
What do you like best about the product?
Very easy to configure, Code level customisations are easy, Powerful set of complete suite of modules and features at one standard cost (no hidden cost), Nice UI and app, Very strong Admin console to be able to do most on the configurations without the use of code or developers
What do you dislike about the product?
No updates on Reporting and Marketing tools, No industry specific solutions, moving away from standard processes does effect speed and upgrades sometimes, Not very user friendly and customisable connectors, very sad at Social media integration tools and lagging behind in inbuilt collaboration / chat tools, It is easy to run a B2B setup but not suited for B2C companies
What problems is the product solving and how is that benefiting you?
Running a highly customized Sales process for Financial services and for multiple team in the same system; Getting multiple teams to maintain their client list with their bit of intelligence allows management to evaluate strength; Implementing processes for sales and compliance and capturing information for deep analytics and trends
Recommendations to others considering the product:
If you need a extremely flexible CRM system with complicated processes, go for Sugar. Make sure you select a good vendor and have someone onsite/full time internally as a CRM Manager or Consultant to speed implementation and save cost on development
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