Sugar Sell (formerly SugarCRM) Reviews & Product Details

Validated Reviewer
Review source: Invitation from the seller
What do you like best?

Anything we want to achieve with Sugar Sell CRM is pretty much possible and everything is configurable to fit our needs. It is easy to use and navigate.It is great at keeping us informed with real time notifications via emails. Its integration with other platforms has made it possible for Sales rep to access information from any of the apps they are comfortable with. Review collected by and hosted on G2.com.

What do you dislike?

The admin panel user interface seem outdated. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Unlike other CRMs, Sugar Sell is very affordable and is an open -source platform that can be manipulated to give you the best resultsout for your business. I recommend it 100%. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It has automated all our repetitive tasks like routing leads and approving quotes which have resulted in to increase in work efficiency. It enables us to track how our leads are engaging with our marketing content. Review collected by and hosted on G2.com.

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Sugar Sell (formerly SugarCRM) Overview

What is Sugar Sell (formerly SugarCRM)?

Sugar Sell is SugarCRM's flagship customer relationship management solution that helps you achieve a high-definition view to transform your customer experience. Create extraordinary customer relationships with the world’s most intuitive and collaborative CRM — a four-time winner in the prestigious PCMag Readers’ Choice awards and first place champion in SoftwareReviews' 2021 Emotional Footprint Report. Track and monitor activities, map each customer’s journey and automate as many workflows as you need to. Sugar Sell is lean, fast and integrates with anything.

Sugar Sell (formerly SugarCRM) Details
Languages Supported
Arabic, Bulgarian, Catalan, Czech, Danish, German, Greek, English, Estonian, Finnish, French, Hebrew, Hungarian, Italian, Japanese, Korean, Latvian, Lithuanian, Dutch, Norwegian, Polish, Portuguese, Romanian, Russian, Slovak, Spanish, Albanian, Serbian, Swedish, Turkish, Ukrainian, Chinese (Simplified)
Product Description

Create extraordinary customer relationships with the world’s most intuitive and collaborative CRM — a four-time winner in the prestigious PCMag Readers’ Choice awards. Track and monitor activities, map each customer’s journey and automate as many workflows as you need to. Sugar Sell is lean, fast and integrates with anything.

How do you position yourself against your competitors?

SugarCRM is pioneering high-definition customer experience as the new standard of doing things. At the heart of our fully integrated platform is a simple and consistent experience — one that’s tailored to each user’s unique needs and ways of working across any device. It’s how two million users are already closing deals faster and creating customers for life, without spending countless hours digging for data.


Seller Details
Seller
SugarCRM
Company Website
Phone
+1 (408) 454-6900
Year Founded
2004
HQ Location
Cupertino, CA
Twitter
@SugarCRM
22,244 Twitter followers
LinkedIn® Page
www.linkedin.com
537 employees on LinkedIn®
Description

Sugar gets timely predictive insights in the hands of the right people, empowering companies to anticipate and fulfill customer needs — before they realize they have them. These businesses are able to create customers for life, and have a sustainable competitive advantage.


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Sugar Sell (formerly SugarCRM) Reviews

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Principal
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The standard (unaltered) product provides tools (Studio and Business Process Manager) that allows customization to match the company's business instead of needing to modify the business process to match the product. Review collected by and hosted on G2.com.

What do you dislike?

I'd like to be able to use the Studio Tool with the Email Module, and have the Teams available in the Business Process Manager. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Start small and grow. I recommend just adding Accounts and Contacts as the first step and doing just Call logging and Email archiving. Sugar is powerful, and additional functions can be added as desired. Look at the "standard" set-up and flow in the "off the shelf" product and adapt Sugar to meet your company needs. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Automated Business Processes and event follow-up has reduced the time needed for some business activities and has reduced process errors. Transition of sales territories is easier and we have captured all of the telephone and email activities for customers so the history is available to those with the authority to view it. The built-in functions of Roles and Teams establishes which people have access to each data element and what authority they have for that data item (view, edit, delete) . The data element relationships (one-to-one, one-to-many, many-to-many) provides connections between all of the relevant data items. Review collected by and hosted on G2.com.

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Response from Aleighjean Traver of Sugar Sell (formerly SugarCRM)

Hi Bud,

Everyone at Sugar loves when a customer takes extra time to write such a thoughtful review. Thanks so much for your feedback! I've gone ahead and passed along your feedback regarding the Studio Tool and the BPM to our product team.

By the way, have you taken a look at SugarClub, yet? Maybe you could get additional value out of it. I've shared a link below, just in case.

Stay well,

Aleighjean

Sr. Customer Marketing Manager, SugarCRM

See how Sugar Sell (formerly SugarCRM) improved
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

One of Sugar's strengths is in its segmenting of Leads, Accounts, Contacts. This is most helpful in knowing what stage a customer (or potential one) is at. By having this type of grouping, and the subsequent information that is attached to it, it makes it easy to manage the accounts and people who do business with your company. Review collected by and hosted on G2.com.

What do you dislike?

I think the element that needs the most improvement would be finding individuals or accounts in the CRM. If you simply know the name of a company or an individual then the process will go smoothly. If you don't, having to scroll the database and wait as each page slowly loads after about 30-50 contacts can be daunting. I would like to see a more updated system that allows to you access all information more rapidly. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Sugar Sell allows us to easily manage the information of everyone who does business with us. Without it, we'd be second guessing a lot of our internal processes and record keeping. Sugar Sell helps companies bring their businesses processes into the modern age. Review collected by and hosted on G2.com.

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Response from Aleighjean Traver of Sugar Sell (formerly SugarCRM)

Hi Brian,

Everyone at Sugar loves when a customer takes extra time to write such a thoughtful review. Thank you so much for your feedback! I've passed along your feedback to our product team.

By the way, have you checked out SugarClub, yet? Maybe you could get additional value out of it. I've shared a link below, just in case.

Stay well,

AJ Traver

Sr. Customer Marketing Manager, SugarCRM

See how Sugar Sell (formerly SugarCRM) improved
Open Discussions in Sugar Sell (formerly SugarCRM)
Sales Excellence Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

We appreciate Sugar Sell's flexibility and the ease with which it can adapt to our needs. We have been able to customise a lot of modules and fields to better reflect our daily business. We have been using Sugar for 6 years and it has kept improving constantly. Review collected by and hosted on G2.com.

What do you dislike?

The interface could be more user-friendly, but apart from that no complain Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Not all benefits are visible at once. Give it time and you will be rewarded. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Sugar Sell helps us have a global, complete view of our business activity. We have 17 subsidiaries around the world and thanks to the CRM we have the same business processes everywhere. We have gained better visibility on our pipeline, our forecasts and above all we have greatly improved the quality of our customer database. Review collected by and hosted on G2.com.

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Response from Aleighjean Traver of Sugar Sell (formerly SugarCRM)

Hi David-Alexandre,

It seems like a lifetime has come and gone since I had the chance to speak with you at SugarConnection in Paris; I hope you're well. I enjoyed your virtual session with Stuart for SugarConnected EMEA immensely!

Everyone at Sugar loves when a customer takes extra time to write such a thoughtful review. Thank you so much for your feedback!

By the way, have you checked out SugarClub, yet? Maybe you could get additional value out of it. I've shared a link below, just in case.

Stay well,

AJ Traver

Sr. Customer Marketing Manager, SugarCRM

See how Sugar Sell (formerly SugarCRM) improved
Office Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

We love the Accounts and Opportunites module! Review collected by and hosted on G2.com.

What do you dislike?

The optic is something you need to get used to at first, but it is not bad. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

The best part is that once you decide to work with Sugar Sell, you can adjust everything to your likelihood and personalize the layout of your CRM to your needs. The Sugar Support Team is super helpful and you always get someone on the phone when calling in for help. If you look for a CRM that brings you one step forward and works great - Sugar Sell is your new friend. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Storing data and writing contracts Review collected by and hosted on G2.com.

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Response from Aleighjean Traver of Sugar Sell (formerly SugarCRM)

Hi Jessica,

Everyone at Sugar loves when a customer takes extra time to write such a thoughtful review. Thanks so much for your feedback! By the way, have you checked out SugarClub, yet? Maybe you could get additional value out of it. I've shared a link below, just in case.

Stay well,

Aleighjean

See how Sugar Sell (formerly SugarCRM) improved
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

The flexibility and scalability are fantastic. I also appreciate the flexibility to be able to deploy on premise or leave on demand. Support is very responsive. Review collected by and hosted on G2.com.

What do you dislike?

Only dislike is that its marketing has not yet made the name/brand as widely known as others. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Sugar Sell is an excellent platform for organizations that are seeking a scalable, flexible, easy to use solution that can be molded to their organizational requirements both today and into the future. The value is great and you will not receive unexpected bills for excessive API calls or heavy utilization as that is all covered by the standard product. Other significant differentiators are: US based support and two sandboxes (in addition to the production instance). Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

- Centralization of Prospect and Client information has provided one stop for everything we need to know to efficiently work with both Prospects and Clients.

- Mobile client enables us to work wherever we are. Being able to merge agreements and collect electronic signatures via DocuSign integration helps close business without having to walk away and regroup later. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Sugar is highly customizable and allows for non out of the box solutions. Review collected by and hosted on G2.com.

What do you dislike?

The lack of customer service and willingness to assist in ANY way, shape, or form is somewhat unheard of to me. I have never seen a platform/service with lower standards. Additionally, Sugar is very dated and lacks a friendly user interface, therefore being a major turnoff to staff ease of use and adoption. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you are looking for a cheap CRM solution to manually enter data and store your data, Sugar could be an potential option for your company. But if you are looking for an automated, user friendly tool with good customer service, I highly.. highly.. highly.. recommend you look elsewhere. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We utilize Sugar to help manage our relationships with influencers on a day-to-day basis. We track data points such as personal info, correspondence, event attendance, gifting and contracts, and non specific notes. This platform does help us organize everything in one software location, but as mentioned in previous statements, the UI is dated and unfriendly, the input of data is almost 100% manual, and staff shy away from using the tool due to Sugar's many issues. Review collected by and hosted on G2.com.

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Response from Martin Schneider of Sugar Sell (formerly SugarCRM)

Hi Eric, thank you for providing us with feedback. We take our customers' reviews very seriously and use them to to help us improve. I'm sorry to hear you're not enjoying your experience with us. I'd love to assist you in having a more enjoyable experience. For example, seeing what version of Sugar you're running on and seeing if we can assist with an upgrade (I noticed the UI concerns and perhaps you're using one of our older or free CE editions that is no longer supported)? Or perhaps, getting you the resources and support you need to be successful. If you're interested, please reach out to me at mschneider@sugarcrm.com . I hope to hear from you.

Sincerely,

Martin

See how Sugar Sell (formerly SugarCRM) improved
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Sugar Sell allows for better tracking of revenue earning streams. It forces a usage of line items, quotes, forecasts and the renewal console among other things. The renewals console is fantastic and the BPM comes with alot of stuff out of box. The BPM system is way easier to use and the visual design is absolutely fantastic. Review collected by and hosted on G2.com.

What do you dislike?

BPM is limited in what it can do. The entire system is very cumbersome to design and customize to your companies needs. It takes a business analyst or two a year or more to really hone in the system for all use cases. Customization is great but man its lengthy. Maybe some more mass update featuring would help so much. Sugar sell should definitely be Integrated before a company really takes off. There are many small bugs that may occur. Knowing how to repair your own instance is key to not having to use the support line all the time. The renewal process for sell is awful because it is so new. The fact that sugar uses other companies to sell their products can slow down needed change and lead to confusion. Because their products are broken out, Sugar is now much more expensive to get a complete package of all the things you would need to completely run a company. Improvements to the module loader are far over due. It would be nice if sugar Market wasn't 12k a year minimum. We already pay alot as a small company anyways and Market has alot of what we need. We also have to pay for special customization to get both serve and sell and we know enterprise is going to go away at some point so it just seems like sugar is trying to raise their revenue without pissing off their customers by forcing a switch to more expensive subscriptions. They offer more stuff, but a more up to date general package with maybe some built in integrations would be well appreciated. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure you have a lot of time to set it up. Your company needs to be over 10 people for it to really be worth it. Really nail down your products and set up a quick books integration with accounting and it will be super smooth Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are completely overhauling our system to match the needs of company. Sugar sell allows for greater breakouts of SKUS, products and expands on the renewals system. Our old system did not allow for renewals well so sugar sell is going to remarkably improve our revenue tracking internally. Other than that, we are actually going to end up with all three subscription types after a while because our company will run on sugar. All the new stuff streamlines alot of the issues. Review collected by and hosted on G2.com.

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Business Development
Marketing and Advertising
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I love that I was able to create custom reports and views. While keeping everything in one place Review collected by and hosted on G2.com.

What do you dislike?

Really don't have anything negative to say. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I have always had great customer service when I have needed it. I Review collected by and hosted on G2.com.

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UM
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Sugar does have a lot of add ons that make the platform a lot more worth while to use. But you have to be willing to upgrade and put a lot of time into getting the CRM the way you want it. Review collected by and hosted on G2.com.

What do you dislike?

If you start with just basic or even a few of the add ons, the platform is slow, constantly needs to reload, often crashes if you are trying to do a lot at once. Compared to other CRM platforms, this just doesn't have the capacity to do what others can. Also the mobile app is trash. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We used Sugar to keep notes, create quotes and track order patterns. Review collected by and hosted on G2.com.

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AF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

La autogestión que nos permite llevar a cabo, me permite adaptar la herramienta de acuerdo a mis necesidades de negocio y me permite tener un control sobre cada lead de mis campañas, sabiendo los resultados configurando reportes de seguimiento y control. Esto nos ayuda mucho para analizar y tomar decisiones con los resultado obtenidos. Por otro lado, es muy flexible la integración con otras herramientas para ejecutar acciones que complementan la estrategia. Review collected by and hosted on G2.com.

What do you dislike?

La reportería (Informes. dashlet y dashboards) podría mejorarse para poder gestionar la operación de manera más efectiva. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Es una herramienta que permite gestionar de manera adecuada clientes, prospectos y leads, así como permite tener un control efectivo de las campañas, siempre y cuando las definiciones las tengan claras referente a como se pretende hacer el seguimiento desde que se crea un lead (campaña o registro manual) en cuestión de la lógica en cuanto a los estatus del mismo. Esto permitirá facilitar al usuario y al gestor de reportes al momento y al usuario que los ocupa para tener una mejor claridad. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

La gestión de mis clientes, prospectos y leads. Me permite saber la oportunidad de venta y gestionar acciones push para conversión. Review collected by and hosted on G2.com.

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UM
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

It allows me to add large amounts of targets. For mass email campaigns. Its my favorite prospecting tool. I can track the progress of a prospect thru my sales funnel. I can se accurate revenue forecasts. Review collected by and hosted on G2.com.

What do you dislike?

Some features are unnecessary. Some times it gives fields that I don't need. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Get it. Be sure to buy the Enterprise or business version. Its a very good CRM, over all very user friendly. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Its my favorite prospecting tool. I can track the progress of a prospect thru my sales funnel. I can se accurate revenue forecasts. Review collected by and hosted on G2.com.

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Response from Aleighjean Traver of Sugar Sell (formerly SugarCRM)

Hi there,

Everyone at Sugar loves when a customer takes extra time to write such a thoughtful review. Thank you so much for your feedback! We're glad to hear you are getting true value for prospecting and revenue forecasting.

By the way, have you checked out SugarClub, yet? Maybe you could get additional value out of it. I've shared a link below, just in case.

Stay well,

AJ Traver

Sr. Customer Marketing Manager, SugarCRM

See how Sugar Sell (formerly SugarCRM) improved
English Second Language Tutor
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

I liked how relational the database of contact information was when I was setting up a new file or retrieving an existing user file to make a prospect call list from. It was really easy to find all the contact details as well as to see the notes and past history related to each contact posted in the user files. The data flowed very well and was all on one page and you didn't have to move around too much to see the information you wanted to know about each client. Review collected by and hosted on G2.com.

What do you dislike?

Sugar was really slow when it came to updating files or downloading data. If you wanted to move around on the page you had to scroll and scroll which took forever. I did not like how it seemed glitchy after using it for two years. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Sugar was a good place to help manage customer contact information and possible sales opportunities that were upcoming for both the inside and outside sales team. It was a central database for both teams to reference so the client relationship was very easy to maintain. Review collected by and hosted on G2.com.

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Software Architect
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

First i like how the system has a wide deployment across different devices and the easy of using the functions. The product has a very responsive notification reminder and the social media integration for marketing its more effective.

Email market marketing capability its also fantastic and the Automation marketing integration is also nice. Review collected by and hosted on G2.com.

What do you dislike?

I so far seen no problems using this CRM platform, and even getting started to the tool was very simple. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

The most best platform for lead management, campaign management, document storage and proposal generation. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Campaign and contact management, email marketing and document management among others. Review collected by and hosted on G2.com.

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CEO
Printing
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

SugarCRM is very flexible, and user friendly to customize. I have the cloud based service on the SugarCRM server, and response time is very fast, and up-time is 99.99%. Review collected by and hosted on G2.com.

What do you dislike?

Latest upgrade to 7.8 is not as visually appealing or simple as the previous version 6.7. Works pretty much the same as far as I can tell. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Someone needs to learn SugarCRM inside the company. You do not want to pay a consultant to customize Sugar when it is very easy to do yourself. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

My entire business is based on using SugarCRM. The product is integrated into my accounting system Sage 100, and the information passes back and forth seamlessly in the background. We database all leads, prospects, and customers -- and create Opportunities from those records. Reports are easy to design, and downloaded into Excel for paying commissions or other prospecting services. Review collected by and hosted on G2.com.

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Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

SugarCRM is the best among the customer relationship management (CRM). SugarCRM is presently exclusive programming utilized by organizations all things considered. Advertisers and client experience experts likewise use SugarCRM. It helps to take the company growth to the next level. It deals with sales force automation, marketing campaigns, customer support, Social CRM, and reporting. Review collected by and hosted on G2.com.

What do you dislike?

For making customization one should know coding. Auto-log option for incoming and outgoing calls are not available. The training provided for updations and software is not comprehensive. Technical support is expensive. It does not support all free versions. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It is very easy to use and has intuitive user interface. I would like to recommend this software because it has many benefits like it has free trial and good ability to customize the reporting. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

SugarCRM has the mobile app through which data and information can be gathered and store it at our fingertips. It is not so expensive to use and has a user-friendly interface so that it can be used by everyone quickly after giving a small training. There can be used by small ans mid-sized companies. Review collected by and hosted on G2.com.

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Sales Analyst
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Highly customizable within the platform. Once you know the language, easy to customize nearly every part of the experience without breaking the system. Review collected by and hosted on G2.com.

What do you dislike?

Would like to see more options in reporting and/or better documentation. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Lean on their managed services - they know the product inside and out. We worked with Mary and she was fantastic! If she didnt know something, she found out from another team quickly. Support has been awesome! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We finally are able to capture data from many "odd" sources and put them in one place, one format and perform quantitative analysis on it. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

SugarCRM is one of the best software as it helps to increase sales faster. It allows small and big companies to track their data like sales, invoices, bills in a much better way. This tool is very easy to use and have an excellent interface. This software always provides the best customer relationships. The interface is responsive and designed very well. It has an excellent database system which can also be copied to other servers. It is very easy to use because of its simple design and easy to use interface. It provides security of data information and I can handle different campaigns. Review collected by and hosted on G2.com.

What do you dislike?

SugarCRM provides good services with excellent user-friendly and responsive interface. The main issue faced is time consumption for the setup. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

With the help of SugarCRM, we can increase our sales faster worldwide. With the help of these, we can record data online like sales, invoices and many others. Review collected b