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SugarCRM Reviews: 4.1/5 — Solid Choice
SugarCRM is a customer relationship management (CRM) software that helps businesses manage sales, marketing, and customer service activities. With robust customization options, an intuitive user interface, and a flexible pricing model Sugar CRM makes it accessible for businesses of all sizes to manage their customer relationships and build loyalty among their core audience. Key features include lead and opportunity management, account management, reporting and analytics, and integration with popular productivity tools like Google and Microsoft.
| Capabilities |
AI
API
|
|---|---|
| Segment |
Small Business
Mid Market
Enterprise
|
| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone, On-Premise Linux, On-Premise Windows |
| Training | Documentation |
| Languages | English |
Compare SugarCRM with other popular tools in the same category.
Customer Support is amazing! They really do hold your hand through the process.
It's definitely a very "robust" program. It could easily be someone's full time job just doing salesfusion. Once you get things going though, it begins to get a bit easier.
Needed something with a CRM and ability to nurture leads.
Ease of use. Awesome training staff and onboading.
No dislikes, so far. The new UI is very intuitive and easy to learn.
It's helping me to keep better tabs on y maketing efforts and what works for our company.
The best thing about SalesFusion is the ability to tailor nurture campaigns based on specific actions or knowledge that you already have about the user. It allows us the ability to speak directly to what the user may want so they aren't flooded with messaging they don't care about.
Some of the interface is clunky and HTML designing is the easiest for our look and feel - something that I'm not well-versed in at all. Other than that, I don't have the content to fully utilize the tool, but that's an internal issue!
We are trying to better qualify our sales leads as well as create some better interest generation. We've been able to have more access into the seeing what users are doing on our site, see what they are engaging with, and see more of the product interaction.
Besides the free price tag (yes you can pay, but we didn't), the features are excellent, and while some are lacking, it is free.
Not a robust CRM, it lacks many features of competitors, but with the free community you can add almost all the features you want.
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I like Sugar CRM because you can use the community edition to test drive a lot of the features and get a feel for how you can configure the setup. Using a Web hosting company such as Hostgator that has an automated setup tool for Sugar CRM makes the installation effortless.
The flexibility of Sugar CRM and the sheer number of choices that you have to setup the CRM also makes it a little overwhelming to someone that is just a user and hasn't configured a CRM in the past.
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First off, you can't beat the price. Secondly, the open source CRM can be customized easily right out-of-the-box. Furthermore, if you're willing to shell out a little extra money to a third-party Sugar vendor, your options are endless when it comes to customizing your CRM to meet your needs.
Speed has probably been the biggest downfall within our organization, but that's improved slowly over the past year. Migrating our data from Salesforce.com to SugarCRM was a nightmare as well.
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SugarMarket is quite a good tool when it comes to marketing process automation. We use it for tracking real-time leads/traffic on our website. It really helps us create effective customised targeted campaign. The best part is it gets easily integrated with our CRM.
One thing which would like to be highlighted for betterment can be their user interface plus customisation features could be enhanced further.
We use it as marketing tool for customer engagement, lead generation. We use this tool to monitor the campaign we programmed and also helps us generate timely reports and analysis on the data.
It offers great potential for Sugar CRM integration since it's owned by Sugar. Many of the automation platforms don't offer great integration with Sugar CRM, or some features are only available for Sales Force.
While it offers a lot of potential for better integration a lot of that is not there yet. For example, custom module integration. The setup and initial launch has been a little buggy, but the support has been good and I think we're getting some of the issues resolved.
Sugar Market handles all of our outbound emails. Plus we are integrating more and more nurture campaigns that have worked really well so far. Lead scores have been super helpful in the past for our sales team and we almost have that up and working.
Running the nurture marketing programs through the system is the best part.
The reporting is a bit dated and can be cumbersome to use. The email designer needs to handle images better from a responsive standpoint.
Mostly we are solving sales and marketing alignment related issues. We are sending more qualified leads to sales and running more impactful email campaigns
I like how user friendly the system is and how easy it is to build and link campaigns. I love that you can embed forms onto your website or within an email. I also appreciate the training when joining and how helpful both the Sugar Market implementation team and support team are!
I dislike how some things seem to be unorganized like the way lists, campaigns, etc. are laid out. I also think this is still in a new development stage so there is a lot of room for improvement.
We are solving numerous problems by switching to Sugar Market. 1) We use Sugar CRM so having two systems that are ran by the same company make their connection much better than using another automation system. 2) We are an international company so we have to send emails out to customers and prospects world wide, this system has made it much easier to get our emails out to countries in the APAC and EMEA region. 3) Lastly, but there is much more, we needed something that could make our marketing and sales transition much more automated!
I love the simplicity of the mergre tags
Email builder 2.0 has had some issues so
Bounce rate on emails has improved.
It is fairly intuitive to use and the pricing is not to prohibitive. Some of the features are a bit clunky and as of late we have been having issues with email sends. Overall though, the platform offers everything you would want. The email setup is simple, creating forms/landing pages is easy and reporting could be improved on their end.
I dislike that our emails have been having issues sending as of late, even test emails are having trouble. The support though is for the most part on top of it and helpful but at times can seem like they just escalate things to get them off their plate but nothing gets done. Creating a report could be an easier process and really creating anything new could be easier.
It provides a platform that can be connected with many CRMs and allows for customization in that sense. It has allowed our very custom CRM to work pretty well with the email platform.
email customization, and how easy it is for our staff to log on and create their campaigns I just learned about the lead scoring tool and this helps our recruiters know who best to reach out to.
The analytics I do not find very user friendly. Maybe if it was a little more straight forward
We are reaching a lot of our clients and candidates regularly with tracking benefits. Our clients and candidates have been staying in formed regularly now.
The drag and drop builder for landing pages is easy to use, and the templates available give you a lot of stylish options.
Sometimes reporting can be a little bit difficult, but support is very responsive.
We use it mostly as an email marketing tool. It's been a great way to reach our customers en masse. We are now exploring using more landing pages and forms for events and products.
I like that salesfusion has a clean design and is very intuitive for users that may not have experience with marketing automation software. The customer service is also AMAZING!
I'm more familiar with other advanced software that has stronger reporting capabilities and this is an area that Salesfusion is definitely lacking in.
We use Salesfusion to create events and send out basic HTML emails and integrate with Salesforce. We haven't done any nurture campaigns yet, but are definitely interested in doing those!
the scope of the application at an affordable price, support is responsive, they heed user suggestions and they keep improving the software
disjointed interface across the platform. Old legacy sections with limited function and archaic interface remain in place alongside new interface and functions; deprecated features remain in place but are not marked as such and can be used unwittingly resulting wasted time getting support to tell you it's deprecated.
Acquiring and qualifying leads, delivering to sales, continued marketing to potentials for future or additional business. Making leads and contacts available to sales management through one cloud-accessible database, while delivering lead/contact journey. It has made our contact list much more accessible to sales, and enabled us to find potential opportunities within. Automated follow-up marketing emails have uncovered more opportunities.
I like the email creator. I think they make it very easy to use HTML to create and edit templates. I also like their dashboards and survey functionality. Their support is also always there to help and will always find an answer to your issues.
The system does not integrate with all objects/fields in Salesforce and their event integration is hard to manage.
Marketing Automation.
Getting a CRM today can be expensive, especially when you're just starting up your own business. And the ability to escalate is something you want, if you're already a company and growing bigger by the day. SugarCRM is a very good option for start-ups and companies growing: it has all the benefits of a world-class CRM as its competitors, it's compatible with almost any platform you wish to install it in, and it's definitely not too hard to set-up for basic account and opportunity management.
Even if installation is not that hard, if you want a strong customization you will need someone's who has a lot of experience installing it, or you'll need to work with a SugarCRM partner, which takes this OpenSource offer into something more expensive. It should be easier to work with it and take advantage of the full power of the OpenSource community. Well, you can actually if you go into the forums, but if you don't have the experience then just going through those forums will take forever and that's not the idea when you do get a CRM.
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That is it web based allowing me easy access from home and work. The full view of the account, contact and lead, making everything view-able. The fact that it has open source version so I can ask my development colleagues to make some custom modules.
There are some bugs, in the open source version. the session is too short sometimes. I don't think it is 100% stable. Since I don't have admin access, I do have remarks, but those can be fixed. Also some issues regarding import, it needs to support not only .csv
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I think it is a descent competitor to some of the larger players. Can come in at a more reasonable price point.
Not as feature-rich as some of the other options.
Ability to keep all of our information in one place.
The user interface is clean and fairly simple.
The inability to delete things just seems like such an odd feature. You end up with multiple things labeled "do not use" if it wasn't set up correctly the first time because you can't go back and delete them.
Marketing automation, email campaigns, landing pages
My favorite thing about Sugar Market is that it is user friendly.
I dislike that it is not as robust as I would like it to be.
I'm solving connection issues that I previously experienced with my last automation platform, Marketo. Market connects directly to CRM which is nice.
This platform has proved to be a valuable asset. It seamlessly syncs our CRM data with our email marketing in a way we have been unable to previously. This provides a faster response than we had previously, making our touchpoints much more effective.
Navigation can take a minute to get used to, and while it grows on you bringing new users onboard takes some time. Support can take a day or two to get back to us when we have unorthodox requests. Thankfully both are minor, negligible issues.
The sync with our CRM is the most important issue. Previously we had time delays, issues with consistency, and hurdles over the size of the data moving between the two platforms. Bringing everything under the same flag seems to make things work nice and smooth.
I like the drag and drop features. Easy to navigate editor. The A/B testing email set up is really nice. Uploading marketing lists are pretty quick and easy.
Sometimes my emails will not look the same in the test email as they do in the editor. Data seems to come back inaccurate within the reports. The report will show over 100 clicks to the website while only a handful of them actually happened. We contacted support and were told thing is due to them inflating our data. Therefore, we have to manually sift through the data to find accurate information.
We mainly use Salesfusion for brand awareness purposes and client retention with release notes and newsletters.
Ability to use old campaigns as a starting point for new ones. Can be created quickly.
You can't resend a campaign to additional people. You have to recreate it and send. Sometimes the code is wonky. Takes some time to figure out why things don't work like you think they would!
Marketing campaign design and uniformity to newsletters. Great statistics and nice to have unsubscribed, and failed email addresses so we can update them in CRM.
I thought the implementation was smooth. Their implementation team seemed to be knowledgeable and provided the proper support. Setting up the product on our end was flawless. It works with on-premise CRM as well as cloud base.
I am not a huge fan of their support team. We've had repeated issues with syncing between our on-premise CRM and the Salesfusion cloud. Our system is configured properly and up-to-date on the latest patches. However, their team continues to state that our server is causing the failures.
We've always had challenges with users sending mass emails from their local Outlook email software. This is no longer the case since the user can now upload their lists to Salesfusions and have them be sent on their behalf. It's reduced the probability of our domain being blacklisted unnecessarily.
For my needs the integration with lead capture forms is the most useful aspect. I can track leads in analytics and view the customer life cycle in Sugar.
The UI is dated. I'm surprised more improvements have not been made. It is not entry level software and the filtering usability for leads is terrible.
Lead to sales tracking.
Posibilidad de desarrolar aplicacoines a medida
su escalabilidad para pequeñas empresas no es tan bueno
Gestión de contactos y negocios an la nube
It integrates with Saleslogix. Is much better than the older version.
Hard to use. Email editor is not robust - very basic and a bit cumbersome to manage. Metrics are basic unless you license additional features.
We email marketing executed and that's it.
The customer support and client advocacy is unmatched in the marketing automation industry. They go out of their way to hear new ideas and continue to thrive and make the system better constantly.
The features can be very buggy. I have many issues with the email builder on a day-to-day basis. I have issues with the reports (custom reports are a nightmare), the biggest pain point for me is the lack of consistency in the features working as they should and then those issues are not able to be replicated with IT support.
The A/B testing functionality is helping to make testing smoother and easier.