SugarCRM Solution Suite Reviews

I love how customizable Sugar Serve is. You can do almost anything with it, and building what you need is fairly straightforward. The "Smart Guides" are a favorite part - allows me to ensure my teams know the steps they need to take for any process I can think of. The ability to add fields, create dependent drop-downs, etc., means I can categorize incoming cases in whatever way I need to. The reporting tool is robust and quite user-friendly. Review collected by and hosted on G2.com.

You end up figuring out a lot of things by trial and error - despite having exhaustive documentation, it's not super readable or easy to search. Also, some things are just a little glitchy; I might be working on a case and go to save it (and I only have it open in one tab), and Sugar will say "Hey should we save your version, or Elisabeth's?" Um... I AM Elisabeth. Also, sometimes an error or success pop up will persist until you click it, instead of fading away - and other times, it will fade away. Review collected by and hosted on G2.com.

SugarCRM allows a very good management of your sales and distribution processes but also of further processes like invoice processes due to the high flexibility respective the ability to customization. Hereby it is possible for an admin to provide lots of changes and adjustments so that there is no need for an IT-consultant for every single change in the system.

You can not also build up your own customer relationship managementsystem in a sandbox environment but also your own controlling tools and forecast reports (e.g. about upcoming sale opportunities) Review collected by and hosted on G2.com.

SugarCRM has no option that allows you to restore deleted data in an easy way in the standard version (e.g. in the SugarCRM Cloud Edition without any plugins).

The "programming language" which is used in the SugarCRM Backend respective in the so called "Studio" is quite difficult to learn when you are not into programming at all. The given examples in the studio to generate calculated fields and to provided logics to your customized frontend are not always helpful. However, there is a good internet community that provides helpful solutions. Review collected by and hosted on G2.com.

I like Sell's user-friendly interface, powerful automation features, and centralised customer data that make it easier to manage accounts and track customer health. The customisable dashboards and robust reporting tools help you make data-driven decisions, while automation saves time and ensures no client is overlooked. Plus, its integration capabilities streamline workflows, making your team more efficient in driving customer success and satisfaction. Review collected by and hosted on G2.com.

Advanced Reporting & Analytics: Although the reporting tools are powerful, more advanced analytics features like predictive modeling or deeper insights into customer behavior could be beneficial for teams focused on long-term success and strategy. Review collected by and hosted on G2.com.

Optimising new account processes and client management functionality allowed us to be more efficient, automated, and capable of collecting valuable data and customer information to create a high-definition customer experience.

The BPM is so flexible and allowed us to set up any combination of automated processes, and this alone has been vital in helping us make so many time-saving changes to how we are working.

Action buttons! When these were introduced this again was a game changer for some repetitive tasks. Review collected by and hosted on G2.com.

When you have lots of dashboards it's difficult to find the correct one, so the ability to create your own logical groups would be very useful. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

We appreciate Sugar Sell's flexibility and the ease with which it can adapt to our needs. We have been able to cobfugyre e a lot of modules and fields to better adapt to our daily business. We have been using Sugar for 10+ years and it has kept improving constantly. Version 13 in particular, with it's new look and feel, has brought a tremendous improvement in user-friendliness. We are looking forward to trying AI-powered features, in particular for predictive analytics Review collected by and hosted on G2.com.

There is very little to complain about. Since reporting is key to our daily activity, we would welcome more advanced reporting capabilities, such as the possibility to add more than just 1 data series to charts. Review collected by and hosted on G2.com.

Love the flexibility of being able to make changes on the fly. I can update teh application and see the changes right away. Review collected by and hosted on G2.com.

Product itself - some of the naming conventions are questionable. Like in the Calls module, instead of a call status being set to Answered (which doesn't exist), it's set to HELD. Who uses this nomenclature?

But it was easy to change the description we see from HELD to Answered without it affecting the background application. Review collected by and hosted on G2.com.

It is simple, easy to use in general, and has a great support team. Review collected by and hosted on G2.com.

It's boring. It doesn't offer aestethic email templates, the list creation is clunky (ie having to create reports to get lists), and sometimes it makes things way too complicated than what it has to be. It doesn't look fun and energizing. It is supposed to be a creative platform for marketers, and it doesn't feel anything like that. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Sugar Sell has recently become our CRM and what can I say !

The SugarCRM team has been really helpful in making the data migration process smooth and efficient.

The platform itself is very user-friendly, provides a great number of features from automations to integration with other softwares such as financial software or HRIS.

Most of the features are fairly easy to use and understand even for non technical staff which is always enjoyable, I also particularly appreciate how easy it is to create insightful and precise reports and dashboards for the teams.

So far so good ! Review collected by and hosted on G2.com.

We are still very early in our Sugar Sell adventure but one thing that I wish was a little more optimized is the fact that on each module/record there's a lot of data displayed and most of the time you have to scroll and/or open multiple tabs to find information.

But I know that the SugarCRM team is working on these issues for future releases, which is why I am not too bothered by this at the moment. Review collected by and hosted on G2.com.