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Description of SugarCRM

A full-featured CRM and sales automation platform with domain-specific AI insights, seamless integrations, and configurable workflows to win, grow, and retain customers.

Who is SugarCRM suitable for?

SugarCRM is designed for B2B organizations seeking a flexible, AI-driven CRM platform to manage complex sales processes and customer journeys.

Company size

What size of company is this software suitable for?

1-500+

Support

How can you contact the supplier?

Test period

Can I get a free trial?

Yes

No

What do others think of the software?

Reviews and ratings about SugarCRM

Ease of use

Cooperation with the supplier

Support and service

Range of functions

Customisation and flexibility

Integration

Value for money

How satisfied are you overall?

Vendors

Small business (11-100)

Verified person

Sweden

January 2022

What do you like most?

I get a good overview of business opportunities

What do you like least?

It is not the most fun system to work in

What business-critical problems do you feel SugarCRM solves?

Control

Ease of use

Cooperation with the supplier

Support and service

Range of functions

Customisation and flexibility

Integration

Value for money

How satisfied are you overall?

CRM Analyst

Medium enterprise (101-500)

Verified person

Sweden

December 2021

What do you like most?

The switch to Sugar Sell and even more so Sugar Serve has allowed us to completely change how we use our CRM. Now we have a database that we can pull reports from and allocate processes to. Serve with CJP and BPM allows a strategic process with automated steps that need to be followed in order to reach the next step. This means that important steps are not missed. For the user, it's streamlined and user-friendly too. Well done!

What do you like least?

The dynamic reports need more options for graphs. I also miss detailed year-to-year reports.

What business-critical problems do you feel SugarCRM solves?

Huge gains in: Time, efficiency and maintaining the integrity of data and processes. The automation of manual tasks where possible and making all this practical and transparent in the reports I get out of the system.

Ease of use

Cooperation with the supplier

Support and service

Range of functions

Customisation and flexibility

Integration

Value for money

How satisfied are you overall?

Technicians

Small business (11-100)

Verified person

Sweden

December 2021

What do you like most?

Easy to use. Navigating is super easy. The user interface is nice. The support is great. I like their Dashboard.

What do you like least?

Some plugins don't work very well. Especially third-party plugins. The cost to get started is quite high. It's not very customisable, but on the other hand, there are a lot of features. Sometimes it can lag a bit and take time to load. The support is slow sometimes, but they still try to solve the problems.

What business-critical problems do you feel SugarCRM solves?

Sugar Serve is a tool that has helped us automate our customer support. We are able to scale up very quickly and improve our efficiency which creates a better relationship with our customers. It's very cost-effective overall and has helped us reach more customers in the right timeframe.

Ease of use

Cooperation with the supplier

Support and service

Range of functions

Customisation and flexibility

Integration

Value for money

How satisfied are you overall?

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SugarCRM product features

CRM System

API integration

Calendar integration & reminder

Call directly from CRM

Call lists

Contact/ prospect handling

Create documents & agreements

Dashboard - Sales overview

E-mail campaigns

Education

Lead generation via the web

Lead Score

Pipe management

Reminder

Sales forecasts & data

Send newsletter from CRM

Social media integration

Track leads

Marketing Tools

Analysis & reports

Analysis of active customers & prospects

Automated advertising

Automated flows

Avoiding spam filters

Cart left

Create campaigns

Create form

Dashboard

Design templates

E-mail marketing

Landing page

lead management

Lead Score

Link to social media

Market reports

Mobile marketing

Personalised communication

Physical advertising

Scheduling events

Segment flows

Smart recommendations

Smart recommendations/ AI

Social media

Split testing/ A-B

Tools for building website

Webhook

Website Monitoring

Case Management Systems

360 view (oneview in real time)

Case & response templates

Chat support

Customer service management & support

Customize & model reports

Delegation & feedback of sub-cases

Deviation management

Helpdesk case management

Integration with ERP/ CRM

Inventory

Knowledge database

Mobile-friendly interface

Self-service portal

Service management

SLA & Escalation

Statistics & follow-up module

Triggers

Webhooks & API

Customer Service System

Case status

Handling time

Livechat

Phone

Priority function

Self-help

Sentiment analysis

Smart division of labour

Standard reply

Statistics and reports

Tickets

Sales Support

Calendar integration and reminders

Contact and prospect handling

Creating documents and agreements

Dashboard

E-mail campaigns

Pipe management

Sales forecasts

Statistics and reports

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