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A great CRM that's constantly improving upon itself
What do you like best about the product?
As an administration specialist for SugarCRM, I enjoy the ease of access to the admin tools and the clarity of how they are used properly. It makes password resets, deactivating users and more much quicker to complete.
What do you dislike about the product?
If not kept organized, records can become messy. This can easily be avoided with proper maintenance by users and their managers to avoid too many duplicates or unclear records.
What problems is the product solving and how is that benefiting you?
Our users have a vast database of customer & office information as updated by their teams and themselves. This gives both users and managers clear insight into how their teams are communicating with their leads.
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It is easy to use and to customize
What do you like best about the product?
the possibility to customize modules and to create other modules
What do you dislike about the product?
The reports construction could be more simple
What problems is the product solving and how is that benefiting you?
Aggregate in one application all the proposals sent to customers and all the invoicing cycle.
The API allows us to integrate this information with other systems.
The API allows us to integrate this information with other systems.
Easy to use CRM
What do you like best about the product?
I like how easy it is to enter leads, nourish them and track everything that happens with them and then the ease of converting them into contacts and later on Opportunities.
What do you dislike about the product?
Currently we find the notifications / process definitions a bit limiting. You can only easily send out emails to the assigned user / users manager but no way of using other custom fields tied to the user module. In stead you need to created a bunch of different flows for the custom user fields in order for them to also get a notification email.
What problems is the product solving and how is that benefiting you?
We had some issues related to tracking revenue and particular items that would be part of an opportunity; the revenue line items module has defiantly helped solve some of the problems.
Sugar Sell, not quite SFDC, but could be!
What do you like best about the product?
Pretty simple, no frills, customizable layouts. I like Studio, but do not have anything to compare it to. Mass updating records through import is much simpler than SFDC.
What do you dislike about the product?
Lack of integrations comparable to SFDC. Some functionality that one may think would come out of the box require an add-on(mostly from legacy w-systems packages). For example, "advanced" report scheduling, which can include a link to the report, embedding in the email, etc. Report creation is a bit tedious at times, having to click into the various database tables first to find the appropriate fields.
What problems is the product solving and how is that benefiting you?
It's a CRM, it does what a CRM should do.
Works for us!
What do you like best about the product?
We started using SugarCRM when it was the (no longer available) open-source community version. It was free and customizable but soon, we needed more features which ultimately brought us to using Sugar Sell. I like that (as an Admin), I can fully customize the modules, fields, layouts, etc, without needing any developer knowledge. Sugar Support is also excellent at helping with any issues.
What do you dislike about the product?
Sugar Sell uses a workflow/process manager that is super particular. I like that it has more capabilities, but it also is such a pain to build for what used to be a simple workflow in the older versions.
What problems is the product solving and how is that benefiting you?
We use Sugar Sell to manage our members' subscriptions to various resources (about 3,000 subscriptions/year for about 400 members). It's more robust than what we used to use and more customizable than a competitor that we were recently eyeing. We love the workflows that we built, as they helped us automate the subscription renewals.
Recommendations to others considering the product:
Sugar Sell is highly customizable to meet your particular needs. We love that we can do this independently (I'm sure you can also get help from Sugar/a developer if needed). We know we are underutilizing many features but are excited to keep enhancing our instance to what best suits us.
SugarCRM
What do you like best about the product?
I like the ability to add fields and functions against modules to address the needs of the business quickly. Utilizing Logicbuilder helps to manage business flows advantageously.
What do you dislike about the product?
What I find disadvantageous is that if you are making changes in many areas and start in Test, you will need to complete the same steps in Production as there is no easy way to transfer the changes to production.
What problems is the product solving and how is that benefiting you?
We are using this for Training our customers along with contract management. SugarCRM satisfies our current needs and allows for growth. We have
Great CRM option for casual and power users alike.
What do you like best about the product?
Out-of-the-box customization options. Freely modify existing modules by adding fields, or start from scratch and create new modules to suit your needs. Custom relationships, roles, nearly anything can be managed from the frontend UI without third-party development for all the little stuff.
What do you dislike about the product?
Cloud-based systems are great, and the standard for many use cases, but here we lose direct DB access and have to make certain compromises to accomplish certain tasks. Nothing insurmountable, though.
What problems is the product solving and how is that benefiting you?
Customer journey, understanding touchpoints for both the customers and our team. Understanding marketing sources, helping to allocate resources better. New reporting metrics.
Recommendations to others considering the product:
It's a solid choice for self-sufficient users that want immediate access and control to their instance.
A flexible CRM solution suitable for all types of business
What do you like best about the product?
One of the things I love most about Sugar is its native integration with marketing platforms and its enormous contribution to salespeople's communication with prospects. I like that it is so customizable and so easy to use. Customer data management is another strength of this CRM tool; it helps with lead generation and retention efforts. Sugar's support team is one of the best; they are attentive, responsive, and ready to resolve any contingency.
What do you dislike about the product?
So far, I have had nothing to complain about; Sugar has lived up to all my requirements; hopefully, it will continue to do so. Great job!
What problems is the product solving and how is that benefiting you?
With Sugar, we have been able to organize better and be more effective in sales and customer success; on the other hand, an abysmal pro has been the interaction with potential customers; Sugar has made it so easy and within reach that we have been able to make many more sales and create good business relationships at the same time. The native integration with our marketing tool has helped us have a complete overview of our business, track leads better, and expand our brand reach.
Recommendations to others considering the product:
It is a suitable tool for any organization; it improves interaction with customers, the collection of contact data, and the accompaniment of customers until the end of the sales process are strong points to highlight; on the other hand, it integrates natively with marketing tools. I would recommend it.
Great CRM tool for day to day tracking
What do you like best about the product?
The setup is easy, and the tool has helped organize information well. Integration with third-party tools is simple. I've integrated it with my emails, and the updates are timely.
What do you dislike about the product?
Duplicate leads become an issue, and there needs to be a way to group them.
The UX is also quite complicated- a simpler one would be better to navigate
The UX is also quite complicated- a simpler one would be better to navigate
What problems is the product solving and how is that benefiting you?
Automating business processes, especially pre-sales and sales, tracking tasks, and project management. Has helped to manage and be on top of milestones
Easy to use, highly customizable CRM
What do you like best about the product?
Ease of usability and customization options
What do you dislike about the product?
It is a great software so far, don't see anything specific I don't like
What problems is the product solving and how is that benefiting you?
Business-specific dashboards
Lead tracking
Lead tracking
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