SugarCRM Reviews & Product Details

Platform is relatively easy to use and navigate. It provides the core functionality for marketing automation and allowed us to expand beyond basic email marketing with lead scoring, event management, landing pages, etc. Also liked their business model a lot. Other vendors we evaluated were looking to charge per user (marketing and sales users) which would have limited our adoption and use of the product. Salesfusion unlimited user price model allowed us to get the functionality we needed and have the freedom to scale it throughout the company as we grew. New folks who come from using other solutions are always surprised that we can 'just add a user' when needed. During our initial evaluation, their native CRM integrations were a big plus as well. Other vendors were relying on 3rd party solutions or had limited access to the underlying CRM data. Connecting our marketing data to CRM was key for us to be effective and allows for easy targeting based on our full set of CRM data. CRM connection is clearly an area of investment for them as they continue to improve with dynamic lists and the upcoming campaign object support which will further allow us to leverage CRM data to drive our campaigns and effectively measure ROI. Finally, the item that has been the biggest positive for us is the support the Salesfusion team provides. The program is not without its issues and learning curve, but having the support team there to help makes us confident we can solve our problems quickly. Everyone I have interacted with in support has always been courteous and out to help us solve our issues as fast as possible. The support model and team Salesfusion has is definitely a huge asset for them.

They are in the middle of updating the platform which leads to some UI inconsistencies and confusion on which version of a feature to use when. They are cleaning things up steadily and the new capabilities are much improved just hope the transition will be completed soon. Also, wish Salesfusion integrated with more 3rd party platforms and services. We can and have worked around this through custom API connections (with their support teams help) but sponsored/managed integrations would be very helpful. We need to capture a holistic view of our customers and prospects. For our marketing automation system to be the true hub of that data we need to be able to collect and interact with all our customer touchpoints effectively. They recently updated their API which I am told will open things up for continued integration.

We wanted an easy to use scalable platform that we could grow with. Our previous solution was solely email marketing focused and we wanted to move beyond that to encompass the full customer journey which Salesfusion helps us do through its capabilities and CRM integration. Using Salesfusion we have seen increases in leads, better conversion rates due to nurturing programs and effective segmentation as well as reduced manual labor and improved quality as we were able to automate significant portions of our lead entry process using built in lead routing and assignment functions in the tool.

I like the dashboards that show activities on our web site and responses to our email campaigns. It has a built in CRM that we can use and it has built in integration with many of the 3rd party CRM systems, including SAGE. We have only just started to scratch the surface since the product has a broad range of functionality

Since the product has a lot of functionality it will take us a while to learn, but it is worth the results we are getting.

Better tracking on leads from out web site lead generation. We have been able to create, track and improve on our email campaigns and associated landing pages. The reporting is all in one place so our reporting has improved, which makes managements happy.

The ability to track marketing activity in of potential students

System can move slow at times, as if it is thinking/processing longer than the norm

Tracking opportunities and pricing

Awesome training material and highly responsive support team !

Email drafts do not work as expected at the time of designing when they land in inbox and need HTML coders to fix at times.

How to nurture existing leads and contacts in CRM was the biggest concern ! Use of SF tool has helped streamline the process better. In addition, use of dialogues have helped us get deeper insights into what kind of traffic are we getting and a clear insight on the exact needs of the visitors to follow up.

Best features: lead scoring, nurture automation, event management, CRM integration and reporting. The event management feature is worth the subscription price. It's basically "mission control" for a webinar or live event. Fantastic!

Needs improvement: ease of creating landing pages, emails, etc. We've struggled with our external lead forms--both the creation and website deployment. I've also encountered some quirks, which the SF team is addressing.

Business problems: marketing and sales alignment, automation of lead capture/scoring, consistent campaign communication and providing a 360 degree view of the prospect. Benefits realized: increased efficiency (less time spent manually adding information); seamless tracking and displaying of prospect interactions within the CRM; and increased ability to deliver excellent content to prospects/clients. Although it may be considered a "soft" benefit, our sales and marketing team is working together to maximize our results from Salesfusion. We discuss and define sales qualified leads, and collaborate on scoring thresholds. We work together to plan our campaigns and events; as well as the follow-up strategy. Increased collaboration and better sales and marketing alignment.

With SalesFusion I like most the approach from result side. This is serious solution for companies who want to achieve real results, instead just having some marketing automation system. Full control on detailed process flows, predictive lead scoring, possibility to automate practically everything and being able to manage and produce all needed contents and process flows. Personallly I don't like solutions that are just easy to use and not able to produce wanted outcome. Overall very comprehensive package including possibility to integrate practically with any CRM. Customer service is outstanding and I have received answer and solution to any issues I've encountered this far.

Learning curve is of course much steeper than with some widely used entry level solutions, only thing that I somehow dislike, is that orange color is used everywhere instead changing colors slightly within different categories.

Being able to produce 150 times more qualified leads than before, rise of sales hit rates with 50% by better quality leads.

I like the ease with which you can create an email without being an HTML expert or knowing a lot about graphic design. My background is in writing yet I can still create a visually appealing email using the email editor (although after trying the new one this morning, I'm excited for it to become even ore user-friendly!) I also love the reporting feature; I love how you can totally geek out on the numbers. I'm only beginning to explore the custom reports but I love what I see so far!

I dislike having to repeat a text style - font size, color or style - because the editor doesn't always keep the change you just made. I often make a change, save the email, send myself a test email, and the change does not render and I have to repeat myself.

I am able to target more specific audiences with the tool, and measure how those efforts are working using the great reporting features.

The drag and drop editor in the studio is so easy to use. It's also great for importing data

The limitations - not being able to group objects on an axis of a report

We have created many business essential reports for managers. We are constantly evolving and capturing more information and SugarCRM allows us to do this with ease

SugarCRM offers the most easily customized CRM platform on the market today - it s a powerful and flexible tool that you can make your own, to fit specific needs. We use it in house because of how well it integrates with 3rd party add-ons. We often have clients looking for CRM solution that want an open-source solution and a partner community - they are always pleased with SugarCRM.

I think Sugar is a great solution for small to midsize companies looking to grow - but in our experience, despite what Sugar says, they are not quite ready to handle a true enterprise level company.

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It's user friendly and ticks all the boxes we need in a CRM for our company.

The amount of storage and the fact that we have to pay more on a regular basis for storage.

It helps us organize our clients and allows us to work more efficently as a team to provide customer service.