---
title: Sugar Sell Reviews
meta_title: 'Sugar Sell Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 776 reviews by the users' company size, role or industry
  to find out how Sugar Sell works for a business like yours.
aggregate_rating:
  rating_value: 3.8
  review_count: 776
  scale: '5'
date_modified: '2026-08-09'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Sugar Sell Reviews
**Vendor:** SugarAI  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 3.8/5.0  
**Total Reviews:** 776
## About Sugar Sell
Sugar Sell is sales automation that actually fits how B2B sales work. It helps sales teams manage pipelines, forecast revenue, and grow accounts – all from one place. Sales leaders get visibility into pipeline and performance to drive more consistent wins. Reps get clear next steps for every opportunity. With Sugar Sell, you can make sense of your data, scale what works, and sell your way.



## Sugar Sell Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of Sugar Sell, enjoying its intuitive interface and fast setup process. (15 reviews)
- Users value the **easy customization** of Sugar Sell, enabling tailored solutions for complex sales processes without IT support. (12 reviews)
- Users praise the **user-friendly interface** of Sugar Sell, which enhances efficiency and simplifies the selling process. (12 reviews)
- Users value the **feature richness** of Sugar Sell, enabling extensive customization and improved management of business processes. (10 reviews)
- Users appreciate the **responsive customer support** from Sugar Sell, ensuring smooth communication and effective assistance throughout their experience. (9 reviews)
- Users value Sugar Sell&#39;s **flexibility** , allowing tailored configurations and seamless integration with existing systems for improved workflows. (8 reviews)
- Automation Features (7 reviews)
- Users praise the **easy setup** of Sugar Sell, enabling quick onboarding and efficient sales processes. (7 reviews)
- Reporting (7 reviews)
- Lead Management (5 reviews)

**What users dislike:**

- Users face **integration issues** with Sugar Sell, often requiring excessive API tinkering to connect third-party tools. (9 reviews)
- Users report **frustrating bugs** with upgrades and customization, challenging troubleshooting amid limited support resources. (6 reviews)
- Users find the **learning curve steep** , with a complex interface and challenging dashboard creation hindering new user experience. (6 reviews)
- Users face **feature issues** with Sugar Sell, struggling with a complex interface and integration limitations. (5 reviews)
- Users feel limited by **customization options** , desiring deeper analytics and workflow capabilities to enhance their experience. (5 reviews)
- Time-Consuming (4 reviews)
- Limited Features (3 reviews)
- Users find **missing features** like easy data restoration and lack of email visibility frustrating in Sugar Sell. (3 reviews)
- Users find Sugar Sell to be **not intuitive** , requiring a steep learning curve for effective use. (3 reviews)
- Connectivity Issues (2 reviews)

## Sugar Sell Reviews
  ### 1. My experience has been very comfortable and I can rely on the Sugar team to guide me the right way

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aadil A. | Senior Marketing Manager (CRM and Marketing Automation), Mid-Market (51-1000 emp.)

**Reviewed Date:** September 10, 2024

**What do you like best about Sugar Sell?**

its ability to connect to different tools

**What do you dislike about Sugar Sell?**

you can improve in reporting, give the user more features

**What problems is Sugar Sell solving and how is that benefiting you?**

its giving our sales reps a centralized place to store all customer related data and its updates and helping us increase the funnel

  ### 2. A useful and flexible CRM.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Sarah L. | Commercial Manager (Sales, Customer Service, and Marketing), Mid-Market (51-1000 emp.)

**Reviewed Date:** September 04, 2024

**What do you like best about Sugar Sell?**

The ability to customise screens and modules to suit our business. It's easy for my users to navigate.

**What do you dislike about Sugar Sell?**

The price, it's an expensive tool to use.
Finding help or answers to problems can be difficult.

**What problems is Sugar Sell solving and how is that benefiting you?**

Storing customer contacts and capturing key customer activity.

  ### 3. It is convenient when using as a group.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sean Ching S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 14, 2024

**What do you like best about Sugar Sell?**

It is convenient when using as a group. Individual users can upload the sales information whenever and wherever they want, and their manager could be informed right away.

**What do you dislike about Sugar Sell?**

There is an error with the headline view when impersonating as another user. Normally, the CEO would like me to assist in recording information from his personal sales to his account; but when I impersonated into his account, there is a headline view cut-off which prevent me from creating or converting leads. They are preparing a version update regarding the impersonation usage. It will help me to assist my manager in recording information into his account more conveniently.

**What problems is Sugar Sell solving and how is that benefiting you?**

Immediate visibility of how the sales teams are performing is very important to our leadership team. They can make business decisions from current and accurate data helping our business grow.

  ### 4. Helpful Support, Lots of Roadblocks

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 17, 2024

**What do you like best about Sugar Sell?**

The support that my SugarCRM team and Sugar Supprt provides me, and the ability to customize the platform exactly to our best practices as an organization.

**What do you dislike about Sugar Sell?**

We have dealt with many glitches, both for admin and end-users, that have only ever been added to an "Idea". At times, SugarCRM feels a little bare bones, like a developer tool that has not been made fully usable to an average end-user yet.

**What problems is Sugar Sell solving and how is that benefiting you?**

Upgrading our sales team. Those who are reluctant to learning new sales tactics are now being "forced" to grow and change with the CRM.

  ### 5. A breath of fresh air

**Rating:** 4.5/5.0 stars

**Reviewed by:** Martin L. | Enterprise (> 1000 emp.)

**Reviewed Date:** November 13, 2024

**What do you like best about Sugar Sell?**

The fact that it can tailor our business needs

**What do you dislike about Sugar Sell?**

We have had a few issues when there has been planned maintenance

**What problems is Sugar Sell solving and how is that benefiting you?**

From my job role that if there is a systemic issue, there is always advise on how to fix it

  ### 6. Great system

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mel H. | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 13, 2024

**What do you like best about Sugar Sell?**

Intuitive, end user friendly, easy to config with limited knowledge

**What do you dislike about Sugar Sell?**

I haven't found anything yet in the system

**What problems is Sugar Sell solving and how is that benefiting you?**

Customer management and contact via email /sms / WhatsApp by integration with a unified communications product

  ### 7. Great platform that is easily customized and intuitive

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jordan M. | Sales Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Sugar Sell?**

The ability to navigate to anywhere, from inside any page.

**What do you dislike about Sugar Sell?**

Some of the functionality requires a lot of cusotmisation which can be costly and break the system a little.

**What problems is Sugar Sell solving and how is that benefiting you?**

It does all our pricing, tracks our projects and clients on there.

  ### 8. Customer Service and Product Agility

**Rating:** 5.0/5.0 stars

**Reviewed by:** Will D. | Chief Marketing Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 05, 2024

**What do you like best about Sugar Sell?**

The organization behind Sugar is first-class from a client experience standpoint. The product offers a level of agility you do not get with the incumbent CRM cloud solutions, yet it provides an enterprise solution meeting the needs of a $100M+ company.

As the executive stakeholder, I could depend on the team at Sugar to make my job more effective and that goes a long way toward the success of my users and the administrator responsible for the system.  When we started to experience some compounding problems as a result of sales organization changes, the team at Sugar jumped in and brought in a quarterback, Uzochi to facilitate expediting solutions for us.

We took advantage of SugarCare to help us with unique integration to our customized internal tools.  Vince and his team were instrumental in knocking out an integration and helping us over solve complex business problems allowing us to have the velocity we needed to begin to use these new capabilities.

I can not say enough good things about the executive leadership at Sugar and the entire support team that helps us regularly.

**What do you dislike about Sugar Sell?**

I would say this is more of a compliment versus a dislike.  No one has the number of off-the-shelf integrations as SalesForce and with Sugar, they go deep versus wide, and being focused is not a bad thing. 

 I loved it when we had two additional executives join our sales team who had been using Force at their prior companies, but after a demo of Sugar's forecasting and advanced reporting, they became fans.

**What problems is Sugar Sell solving and how is that benefiting you?**

It provided a robust pipeline, revenue management, and marketing system for all divisions of our company including aircraft sales, aircraft management, and aircraft brokerage.  With integration into our proprietary software.  We switched from Sales Force and integrated with our custom software in less than 3 months.  And have used it for the past 2 years with many more to go.

  ### 9. Great experience for a first time CRM implementation

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rachel S. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 17, 2024

**What do you like best about Sugar Sell?**

The partnership we have with our Sugar team has helped our implementation go smoothly.  The software is user friendly and intuitive to use.

**What do you dislike about Sugar Sell?**

I wish the reporting within Sugar was more robust.

**What problems is Sugar Sell solving and how is that benefiting you?**

Providing our sales reps with a tool to manage their daily schedules and customers.

  ### 10. Very flexible solution with great insights

**Rating:** 4.0/5.0 stars

**Reviewed by:** Richard O. | Photographer, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 13, 2024

**What do you like best about Sugar Sell?**

The way each module can be configured and then related to dashboards and reports for better data visibility

**What do you dislike about Sugar Sell?**

That sell and service should be in 1 place

**What problems is Sugar Sell solving and how is that benefiting you?**

Easy to understand our clients

  ### 11. GREAT PRODUCT AND SERVICE!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mark B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 12, 2024

**What do you like best about Sugar Sell?**

We have been using Sugar Sell for 12 years and it has been one of the best investments we have made for our business. We are able to track correspondence, collate invaluable data and gain a regular snapshot of any of the numbers we choose within our business. We are also able to catpture and track all of our relevant documentation so that we know we are compliant. We are in a much better position to make clear and timely decisions with easy to configure reports that help us keep our finger on the pulse. It has automated these previously manual tasks. We would have no hesitation in recommending Sugar CRM as a valuable tool for any business.

**What do you dislike about Sugar Sell?**

Nothing really. We have been using it for over  adecade and have no reason to stop now. It delivers the functionality we need in our business, and I would recommend it to any business looking to grow with a platform that grows alongside them

**What problems is Sugar Sell solving and how is that benefiting you?**

As a business in the financial services sector, it is critical that we know our prospects and customers truly understand and document their needs before recommending products that we are selling. Sugar CRM enables us to do this.

  ### 12. A truly flexible CRM that is configurable to the way we do business and not the other way around.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mike S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 07, 2024

**What do you like best about Sugar Sell?**

The best thing about Sugar Sell is that it fits seamlessly into our way of doing business.
We started to use SugarCRM over a decade and a half ago as our business had started to pick up and handling new business contacts was becoming unmanageable. We had grown to a point where we needed a system to house our data in a way that was easy to input, search for and use in our sales and service delivery processes. 
From lead capture through to creating accounts, contacts and managing sales opportunities we have found Sugar Sell to be the perfect complement to our own workflows and processes. At any given time, we know exactly what our pipeline is like our forecasts of revenues and margins so we can make informed business decisions reliably and accurately.

**What do you dislike about Sugar Sell?**

There’s not a lot to dislike about Sugar Sell to be honest. The platform has grown and evolved with time and has added a demand generation component with Sugar Market and at the other end, Sugar Serve for customer service. It’s something that we have considered but for now it is delivering what our business users need, and we’re very pleased with it.

**What problems is Sugar Sell solving and how is that benefiting you?**

As a fully digital transcription service provider our aim was to automate everything wherever we could, and Sugar Sell is so flexible that our Administration team is able to customise fields within modules and configure workflows to help speed up previously manual processes. This means we can deliver our product quicker than ever to our clients. 
Over time our database has grown to incorporate valuable information about our partners, the systems and practice management software they use which enables our service delivery and customer care teams to be able to respond quickly to technical queries and have them back online fast.

**Official Response from Victoria Tsai:**

> Hi Mike,

Thank you for your positive and detailed review of Sugar Sell. We're delighted to hear that Sugar Sell has seamlessly integrated into your business processes and has been a valuable tool for managing your data, sales, and service delivery over the years. It's great to know that our platform has helped you maintain an accurate and reliable view of your pipeline, forecasts, revenues, and margins, enabling you to make informed business decisions.

We appreciate your feedback and are glad to hear that you are pleased with the evolution of our platform, including the addition of Sugar Market and Sugar Serve. We continuously strive to enhance our products to meet the needs of our users, and your satisfaction is our top priority.

If you haven't joined us over at SugarClub already, we'd love to see you there! SugarClub is a place where you can connect with other customers using Sugar, earn badges for your expertise, and share how you're using the solution. I've gone ahead linked it below for your reference.

Thank you once again for your kind words and for being a valued SugarCRM customer!

Victoria Tsai
Customer Advocacy Manager

  ### 13. Great CRM for Smaller Companies or Bigger Budgets

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 30, 2024

**What do you like best about Sugar Sell?**

I like the Dashboard functionalities, as well as the abilities to Report across any pathway that exists in the system, without being limited to 2-3 modules at a time.

**What do you dislike about Sugar Sell?**

It has capacity issues when working with large volumes of data (20 million records) that have complex relationships between them and calculations. The import feature also is quite limited when working with large quantities of data that have relationships across modules.

**What problems is Sugar Sell solving and how is that benefiting you?**

It helps with our internal KPI reporting and tracking our YoY progress across business units.

  ### 14. Great all round experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Public Safety | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 07, 2024

**What do you like best about Sugar Sell?**

The dashbaords and reporting are the best thing about SugarSell

**What do you dislike about Sugar Sell?**

One of the only downsides i have come across is the licence based pricing for bigger teams.

**What problems is Sugar Sell solving and how is that benefiting you?**

We now have much more visibilty over the sales progress and productivity, as well as pipeline.

  ### 15. SUGAR CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Arturo F. | Sugar Second Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 14, 2024

**What do you like best about Sugar Sell?**

Versatility is useful for making new fields and it's interactions

**What do you dislike about Sugar Sell?**

The warnings have some problems, for example

**What problems is Sugar Sell solving and how is that benefiting you?**

Organize better customers and quotes

  ### 16. I was able to manage customers and leads data efficiently using SugarCRM.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aarti K. | Sales Operations Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 17, 2024

**What do you like best about Sugar Sell?**

Ease of use for all the stakeholders with or without technical expertise

**What do you dislike about Sugar Sell?**

Limitations with automations to help team to integrate with other apps

**What problems is Sugar Sell solving and how is that benefiting you?**

To map the data efficiently and collaborate with other teams seamlessly

  ### 17. SugarCRM has helped us gain control of our contracts and we can now be sure that nothing is missed.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nathalie N. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 01, 2024

**What do you like best about Sugar Sell?**

The contract function for recurring deals - that automates renewals.

**What do you dislike about Sugar Sell?**

It's not as intuitive as it could be for new users

**What problems is Sugar Sell solving and how is that benefiting you?**

We lost quite a lot of money when we didn't have our contracts in Sugar, we missed some invoicing.

  ### 18. Amazing and Flexible CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Melissa C. | Customer Service Representative, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 01, 2023

**What do you like best about Sugar Sell?**

The flexibility and customization options for Sugar Sell are almost limitless. With a beautiful and clean interface training and adoption were easy for our all of our users. When you implement Sugar they'll pair you with an implementation company that assists with getting the system tailored to your processes.  Sugar clearly selects these partners with great care and makes sure they are more than expert level with the software. We are looking forward to implementing additional features in the future. Of the 3 CRM's I've worked with and the 15 that were evaluated for our project Sugar is hands down the most robust CRM platform I have ever seen.

**What do you dislike about Sugar Sell?**

Not a dislike but something to be aware of is that due to the customizable nature you'll need a team well versed in your business processes to help in getting the system configured. With so many options it can be a bit overwhelming. Also, the price is not for the faint of heart. it will be a significant investment. When comparing the investment against other programs be sure to compare it to the others highest tier pricing. This is because Sugar includes all functionality, other CRM's will nickle and dime you for the features you need.

**What problems is Sugar Sell solving and how is that benefiting you?**

Sugar gives us the ability to consolidate all of our customer knowledge into a centralized database in a way that we're able to mine insights to increase our sales.

  ### 19. A good enthusiastic product

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jérôme-Bertrand B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 01, 2024

**What do you like best about Sugar Sell?**

Don t confuse usage and adoption
How to engage users, CRM champion is a good idea

**What do you dislike about Sugar Sell?**

NA
Skin interface and color collection like templates

**What problems is Sugar Sell solving and how is that benefiting you?**

Sales prospection and customer relationship management, Knowledge management about clients

  ### 20. Smart tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 17, 2024

**What do you like best about Sugar Sell?**

Its configuration capabilities with external applications and its modularity

**What do you dislike about Sugar Sell?**

It takes a long time to pull huge reports (over 200k records) which forces the user to breakdown the report into smaller ones in order to successfully export the original report

**What problems is Sugar Sell solving and how is that benefiting you?**

Sugar is helping us store and centralize data from multiple sources and mutiple systems which helps real time analysis of customer interactions.

  ### 21. Structured but flexible

**Rating:** 3.5/5.0 stars

**Reviewed by:** Michael C. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 03, 2024

**What do you like best about Sugar Sell?**

The platform offers a baseline structure for the users but a flexible environment to develop based on unique business needs.

**What do you dislike about Sugar Sell?**

Less integration options than the competition

**What problems is Sugar Sell solving and how is that benefiting you?**

Basic sales processing and reporting

  ### 22. Easy to customize to our business needs

**Rating:** 4.5/5.0 stars

**Reviewed by:** Andres D. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 11, 2024

**What do you like best about Sugar Sell?**

Ease to use for user and data management. Tech support and easy integration with other systems

**What do you dislike about Sugar Sell?**

Lack of sharing of the potential use of out-of-the-box tools

**What problems is Sugar Sell solving and how is that benefiting you?**

traceability with  customer interactions, marketing insights, quote and online forms follow up.

  ### 23. An excellent, customizable experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jessica F. | VP, Revenue Operations &amp; Technology, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 30, 2024

**What do you like best about Sugar Sell?**

I like that the product isn't just one size fits all, but also that much of it can be customized in house. We use consultants for some of the heavier lifts but we don't need them for everything.

**What do you dislike about Sugar Sell?**

Sometimes customizations break things and it can be hard to track down and resolve the issue.

**What problems is Sugar Sell solving and how is that benefiting you?**

We use it for traditional sales CRM purposes but it also runs the production side of our house - each time a proposal is closed and invoiced, it creates tasks for our production team to work on the projects associated with the purchase. Without Sugar we would be lost!

  ### 24. Great tool to provide visibility and standardize processes

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.)

**Reviewed Date:** December 04, 2024

**What do you like best about Sugar Sell?**

It is flexible and user friendly, so it can be customized and integrated to other tools

**What do you dislike about Sugar Sell?**

NOthing comes to mind,  system works great

**What problems is Sugar Sell solving and how is that benefiting you?**

Visibility of our customers as well as of our pipeline

  ### 25. Sugar met all the needs of our small business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 15, 2024

**What do you like best about Sugar Sell?**

Ease of use and available customization. It has all of the sales features we need.  Integration with our accounting software was also a big plus.

**What do you dislike about Sugar Sell?**

The quote module is functional but basic.

**What problems is Sugar Sell solving and how is that benefiting you?**

Many of our business processed are managed through Sugar including account and customer management, product data base management, quoting, managing service cases and email marketing.
Sugar offers a single platform to adress most of our ERP needs at low cost and easy customization.

  ### 26. It has an excellent service

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 14, 2024

**What do you like best about Sugar Sell?**

The attention of the people that host it

**What do you dislike about Sugar Sell?**

That in the app you can't see the BAQ dashlets from Epicor

**What problems is Sugar Sell solving and how is that benefiting you?**

The way to control in just one place the sales

  ### 27. Intuitive Platform

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 13, 2024

**What do you like best about Sugar Sell?**

Sugar Sell is an intuitive platform allowing for in-depth stats on accounts and strategic actions and objectives.

**What do you dislike about Sugar Sell?**

Integrations with custom ERP solutions.

**What problems is Sugar Sell solving and how is that benefiting you?**

Promote proactively by contacting customers.

  ### 28. SugarCRM Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Chemicals | Enterprise (> 1000 emp.)

**Reviewed Date:** October 03, 2024

**What do you like best about Sugar Sell?**

The ability to easily configure and customize the experience for the end users.

**What do you dislike about Sugar Sell?**

Not having basic technologies like capturing a business card with your camera and that integrating with Sugar OOB. Recent turnover.

**What problems is Sugar Sell solving and how is that benefiting you?**

Capturing important data that can be lost with using multiple mediums.

  ### 29. Sugar Sell boils down the features of a CRM into only the core parts needed to be successful.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 12, 2024

**What do you like best about Sugar Sell?**

It's straight forward interface allows for the ability to quickly reference across documents. As well, the compatiblity to interface with other softwares elimiantes the need for double work. further improving efficiency.

**What do you dislike about Sugar Sell?**

Sugar Sell can be a bit of a learning curve for the uninitatiated. However, their support team is well-versed in making sure you have all the tools at your disposal to get you to the finish line.

**What problems is Sugar Sell solving and how is that benefiting you?**

Providing on-time automated reporting allows for quick analysis of account performance. This benefits me greatly through eliminating tedious work to get the same results.

  ### 30. Sugar Sell review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Yannick H. | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 14, 2023

**What do you like best about Sugar Sell?**

What fascinates me the most about Sugar Sell is its exceptional ability to simplify and optimize the entire customer relationship management process. The user-friendly and intuitive interface offers a smooth user experience, while the powerful features allow for deep customization of each customer interaction. The advanced analytical tools provide valuable insights, facilitating strategic decision-making. Moreover, the seamless integration with other applications and the overall flexibility of the system make it an invaluable asset for increasing operational efficiency and improving customer satisfaction.

**What do you dislike about Sugar Sell?**

Although Sugar Sell is a powerful tool in many aspects, it has some limitations that can be a source of frustration. One of the major concerns lies in the relatively steep learning curve for new users. The complexity of certain features can make the initial adoption of the software more difficult than expected, requiring an additional investment in training time. Furthermore, although customization is a strength of Sugar Sell, it can sometimes result in a certain complexity during the initial setup. Finally, the cost associated with using some advanced features can be a barrier for small businesses with more limited budgets.

**What problems is Sugar Sell solving and how is that benefiting you?**

Sugar Sell proves to be a powerful CRM solution that addresses several crucial challenges in managing our customer relationships. First, the centralized system of Sugar Sell allows us to effectively consolidate and organize all customer information, thus eliminating data silos and improving visibility across the entire sales process. The automated management of tasks and workflows helps accelerate our sales cycles, minimizing human errors and ensuring consistency in our interactions with customers.

Moreover, Sugar Sell offers us an in-depth view of customer activities and behaviors, thus facilitating a more personalized and targeted approach. The reporting and analysis features allow us to identify trends, anticipate customer needs, and adjust our strategy accordingly. This results in more informed decision-making and better responsiveness to market demands.

  ### 31. Good

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Sugar Sell?**

Ability to customise fields and change colours

**What do you dislike about Sugar Sell?**

I am not sure if it has marketing capabilities such as HubSpot

**What problems is Sugar Sell solving and how is that benefiting you?**

We used SugarCRM to register and analyse our sales related data

  ### 32. CRM for agreements

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Consulting | Enterprise (> 1000 emp.)

**Reviewed Date:** October 01, 2024

**What do you like best about Sugar Sell?**

SugarCRM has made our process for invoicing reoccurring license much more effective.

**What do you dislike about Sugar Sell?**

I would like the AI functionality to be included in the license fee.

**What problems is Sugar Sell solving and how is that benefiting you?**

The solution has helped us to get a better understanding of reoccurring incomes.

  ### 33. Good supportive CRM program

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Broadcast Media | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 08, 2024

**What do you like best about Sugar Sell?**

Sugar CRM has all the capabilities to build a good customer card history. You see clearly what dates are known and can build a nice calendar for an account manager with his/her tasks, appointments and phone calls. Is it easy to use and clearly.

**What do you dislike about Sugar Sell?**

If a contact works at multiple clients, you must create this contact multiple times. Because of this way of adminsitration, there is unnecessary administration.

**What problems is Sugar Sell solving and how is that benefiting you?**

Overview in customer data

  ### 34. Overall a good experience.

**Rating:** 4.0/5.0 stars

**Reviewed by:** James R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 19, 2023

**What do you like best about Sugar Sell?**

Very easy to use and navigate.  Would recommend for sure!

**What do you dislike about Sugar Sell?**

I think Sugar can add a few more simple features like auto-correct for simple words

**What problems is Sugar Sell solving and how is that benefiting you?**

Easy to log calls and keep track of business opportunities.

  ### 35. Sugar sell review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 30, 2024

**What do you like best about Sugar Sell?**

Sugar sell provides a good platform to organize all of our leads in one place, and everything is fairly intuitive.

**What do you dislike about Sugar Sell?**

When it comes to the more technical side of things it can be difficult, particularly when integrating e-mail services such as mailchimp.

**What problems is Sugar Sell solving and how is that benefiting you?**

Keeping all of our contacts in one place.

  ### 36. A robust CRM with many potential enhancements

**Rating:** 4.0/5.0 stars

**Reviewed by:** Michelle P. | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 26, 2024

**What do you like best about Sugar Sell?**

I like the customization aspect, scheduled reporting and the robust dashboards. I find customer support overall positive.  Some have started included videos to explain resolutions which I love.

**What do you dislike about Sugar Sell?**

I havne't figured out a way when someone leaves or starts to easily update BPM's, dashboard reports etc with the nes person. Wish there were weekly tips sent to users with features we may not know about or utilize properly.

**What problems is Sugar Sell solving and how is that benefiting you?**

It helps our guys out in the field keep track of their opportunities and communicate with a specialist that may be involved within the CRM.

  ### 37. Customizable CRM for small business

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2023

**What do you like best about Sugar Sell?**

Good functionality, with ability to add licenses as company grows.

**What do you dislike about Sugar Sell?**

Would be more useful to us if written in Python, not php.

**What problems is Sugar Sell solving and how is that benefiting you?**

For a while there was a minimum number of licenses required, and we didn't have that many people.  Now, we can get just the number of licenses we need, with the option to add more in the future.

  ### 38. Easy to navigate Sales Tool - It has gotten better with every upgrade

**Rating:** 3.5/5.0 stars

**Reviewed by:** Martha S. | International Sales Coordinator, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 27, 2023

**What do you like best about Sugar Sell?**

I like the mass update option
Also, how easy it is to navigate and find all records right there, for example when you are in the Accouint table, you can see invoices, ship to addresses, contacts, etc. This is very important to have it all there when you are part of the Sales team.

**What do you dislike about Sugar Sell?**

We, well, I personally, liked almost everything. The only downside was when we had to constantly clear our cookies and cache otherwise Sugar CRM would appear just blank. When trying to reach out Sugar Support, we barely received any communication. That makes it really hard, especially for the sales and engineering team.

**What problems is Sugar Sell solving and how is that benefiting you?**

We actually encounter a lot of Sugar lack of communication. 
We needed help with Sugar automated reports, which is usually very useful to our exec team and planning, since we are a mfg

**Official Response from Victoria Tsai:**

> Thank you for the wonderful review! We're so glad you're pleased with Sugar Sell. Your support means the world to us! 

Why not join our SugarClub community? It’s a great place to meet other enthusiasts and keep up with our latest offerings.

  ### 39. Improved Efficiency with Sugar Sell

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 08, 2024

**What do you like best about Sugar Sell?**

We have been able to improve our sales efficiency significantly (~40%) with enhanced reporting capabilities, connecting our CRM with other data sources, etc to give our sales team more time to focus on selling and enabling them to work smarter.

**What do you dislike about Sugar Sell?**

We have a unique and complex account base, there are some areas where we have had to come up with work arounds to make our data work in Sugar, but most of the time we are able to do that successfully.

**What problems is Sugar Sell solving and how is that benefiting you?**

Sugar Sell helps our sales team to stay focused, be efficient, use data to sell more effectively and ultimately be more organized.

  ### 40. Great CRM

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 30, 2024

**What do you like best about Sugar Sell?**

We love the reporting capabilities of CRM and the customization option that is offered

**What do you dislike about Sugar Sell?**

The integration process has been the most frustrating

**What problems is Sugar Sell solving and how is that benefiting you?**

Issues with our current reporting, reporting has always been a pain point for us.

  ### 41. Global Administrator of our SugarSell solution

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.)

**Reviewed Date:** April 01, 2024

**What do you like best about Sugar Sell?**

It supports our saml integration along with SSO.

**What do you dislike about Sugar Sell?**

A terminated bucket would help know who has been term'd throughout the months for simpler way to clean-up.

**What problems is Sugar Sell solving and how is that benefiting you?**

It allows us to review any loss opportunities so that we can better prepare and possibly be able to pitch again.

  ### 42. A struggle to get off the ground

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 30, 2024

**What do you like best about Sugar Sell?**

Does what most CRMs do for less than some of the most expensive enterprise products out there.

**What do you dislike about Sugar Sell?**

Clunky legacy infrastructure makes configuration difficult.

**What problems is Sugar Sell solving and how is that benefiting you?**

Getting a 360 degree view of our customer relationship.

**Official Response from Chris Pennington:**

> Hello,

Thank you for sharing your insights about Sugar Sell on G2. We greatly appreciate your feedback as it guides our continuous efforts to enhance our service.

We're pleased to hear that Sugar Sell meets your CRM 360-View needs efficiently at a competitive price. We aim to deliver a powerful CRM solution that offers significant value without the hefty price tag associated with many enterprise products. 

We acknowledge your views regarding our infrastructure. Sugar Sell is designed as a low-code/no-code solution, which may require a bit more time upfront to implement. However, this approach is intended to simplify and enhance the configuration process, allowing for easier adjustments and a better fit for your specific needs once set up.  It may also interest you to know we have a major focus and continous program of modernizing our overall UI/UX experience.

If you encounter any specific issues or need assistance, our support team is ready and eager to help. We also provide Professional Services and access to approved implementation Partners for additional engagement and setup. Of course, there are also many resources available in SugarClub that can assist you and your team in getting started. Feel free to reach out to me directly at cpennington@sugarcrm.com if you have any further questions or need additional support.

We are committed to ensuring that Sugar Sell not only meets but exceeds your expectations. Thank you once again for your feedback, which is crucial in helping us improve and better serve you.

Chris Pennington, CCO


  ### 43. Sugar keeps things organized and good for reminders

**Rating:** 4.0/5.0 stars

**Reviewed by:** Michael B. | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 27, 2023

**What do you like best about Sugar Sell?**

It helps me keep things organized and remind me of things that i need to do. Always nice when i forget things because i am so busy and it gives me the push to get things done.

**What do you dislike about Sugar Sell?**

Sugar can be buggy a lot. You have to find little tricks to navigate the system or you will not find what you need. It can be very irritating when you are looking something up and it won't show so you have to use 20 filters to try to find it.

**What problems is Sugar Sell solving and how is that benefiting you?**

I honestly do not know what they are solving. It is beyond me. I just hope when i log in one day that my issues are fixed and that the fix did not create another problem.

**Official Response from Victoria Tsai:**

> Hi Michael, 

Thank you for sharing your thoughts on Sugar Sell! We're glad to hear that it helps keep your tasks organized and on track. Your feedback about the challenges you face with system bugs and navigation is invaluable, as we are continuously working to enhance the platform's usability and fix these issues.

If you haven't yet, we'd love to invite you to join our SugarClub community where you can find tips and tricks shared by other users.

  ### 44. It is good CRM solution that supports our business at a reasonable cost.

**Rating:** 4.0/5.0 stars

**Reviewed by:** David l. | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 10, 2024

**What do you like best about Sugar Sell?**

Easy of use. The application is straightfoward and meets the needs of our business without being overly complicated

**What do you dislike about Sugar Sell?**

Intergration is not ideal in our environment as we have a number of proprietatry outions that we pass data from Sugar to.

**What problems is Sugar Sell solving and how is that benefiting you?**

Easy of deloyment, we have multiple location that sell and distribuate our products & Sugar allows for easy deplyment & ease of use while providing a common shared database of our customers accross locations & channels.

  ### 45. Has a lot of potential

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 02, 2024

**What do you like best about Sugar Sell?**

There are a variety of features available and the customer support is quite helpful

**What do you dislike about Sugar Sell?**

The user interface could be more accessible for all team members

**What problems is Sugar Sell solving and how is that benefiting you?**

Allowing the team to review where clients are coming from

  ### 46. Easy to learn, difficult to master

**Rating:** 4.0/5.0 stars

**Reviewed by:** Joe P. | Creative Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 27, 2023

**What do you like best about Sugar Sell?**

Sugar is loaded with features and things you can do to accomplish virtually any sales pipeline needs. Their support team is relatively quick to respond to questions too!

**What do you dislike about Sugar Sell?**

The abundance of features can create a daunting scenario during implementation. They do offer setup services but they are a bit pricey. The documenation is vast, and there is a community forum, but I've found it difficult to always find exactly what I'm looking for.

**What problems is Sugar Sell solving and how is that benefiting you?**

To give our sales leadership team the ability to track the entire sales team performance, activity, and also do future prospecting. Without Sugar, we'd have no way of tracking calls, meetings, emails, etc. It also allows us to integrate Calendly to record scheduled meetings automatically.

**Official Response from Victoria Tsai:**

> Hi Joe, 

Thank you for your kind words about our support team! We're thrilled to know that our assistance met your needs effectively.

Since you're already familiar with our SugarClub community, we encourage you to continue engaging and sharing your experiences there. Asking questions and interacting with fellow users can provide additional support and offer new perspectives on utilizing Sugar more effectively.

We truly appreciate your participation in the community and are here to support you whenever you need us.

  ### 47. Great platform for lead management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Emma B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 23, 2023

**What do you like best about Sugar Sell?**

How flexible it is and how we have been able to adapt it with ease as our business has grown. For example we have added extra modules in-house, somethign I haven;t been able to do with other CRMs.

**What do you dislike about Sugar Sell?**

The cost, but you are paying for a quality product and the suport that comes with it, is well worth it.

**What problems is Sugar Sell solving and how is that benefiting you?**

All our leads automatically go into Sugar Sell, with te exception of inbound tel leads. This benefits us because it means nothing is missed and our lead to order conversion rates are acurate.

  ### 48. SugarCRM Review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Sai Krishna P. | Account Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 19, 2017

**What do you like best about Sugar Sell?**

SugarCRM helps to manage and monitor customer information, drive sales leads, sort out client requests and carry out additional sales and marketing functions.

Great to derive insights about the leads/accounts in creating informed business decisions.

SugarCRM can be accessed by mobile devices as it has the facility to enter prospect details seamlessly on a mobile device and can also be linked with a number of third-party applications. 

**What do you dislike about Sugar Sell?**

SugarCRM lacks a lot of CRM features and functions as compared to commercial on-demand CRM software systems in the market, the reporting and ease of access to content can be improved

**Recommendations to others considering Sugar Sell:**

The UI/functionalities are to keep in mind, given the nature of the source. It can be customized as per the needs.

**What problems is Sugar Sell solving and how is that benefiting you?**

Managing the sales pipeline and reporting, analytics to derive insights into strengthening the sales pipeline is something I'm looking forward to. The lead life cycle is also is cleared visible.

**Official Response from Victoria Tsai:**

> Hello Sai,

Thank you for your insightful review! We’re delighted to hear that SugarCRM is effectively managing customer information, driving sales leads, and enhancing your business decisions. It's also great to know our mobile accessibility and third-party integrations are meeting your needs.

We’d love for you to join our SugarClub community to connect with other users and share more experiences. Thank you for being a valued part of our community, and we look forward to seeing you in SugarClub!

  ### 49. A good overall product but sometimes lacks support

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 14, 2023

**What do you like best about Sugar Sell?**

Easy to use and understand. The knowledge base is easy to find information in if we have issues to work through.

**What do you dislike about Sugar Sell?**

Our support rep seems to be only out to make a dollar and isn't actually caring about what we need for our business. We've tried some other areas to try to get more information on training and those people seem to be more helpful.

**What problems is Sugar Sell solving and how is that benefiting you?**

Leads and Opportunities modules are assisting us in the purchasing process

  ### 50. Stunning Product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 11, 2024

**What do you like best about Sugar Sell?**

Ease of use
Flexibility
Ease of integration

**What do you dislike about Sugar Sell?**

Brand Awareness
Few plugins
Customer support

**What problems is Sugar Sell solving and how is that benefiting you?**

Sales and Customer Service


## Sugar Sell Discussions
  - [Why did you choose Sugar over something like Salesforce? what benefits do you see?](https://www.g2.com/discussions/why-did-you-choose-sugar-over-something-like-salesforce-what-benefits-do-you-see) - 2 comments, 1 upvote
  - [What is the best way to integrate Sugar into other CRM Softwares?](https://www.g2.com/discussions/what-is-the-best-way-to-integrate-sugar-into-other-crm-softwares) - 1 comment, 1 upvote
  - [What makes Sugar different from other CRM solutions?](https://www.g2.com/discussions/crm-differentiators) - 1 comment, 1 upvote
  - [How much does Sugar cost to deploy?](https://www.g2.com/discussions/crm-costs) - 1 comment, 1 upvote
  - [How can my business deploy Sugar?](https://www.g2.com/discussions/sugar-deployment-options) - 1 comment, 1 upvote

- [View Sugar Sell pricing details and edition comparison](https://www.g2.com/products/sugar-sell/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-10+04%3A07%3A33+-0500&secure%5Bsession_id%5D=3c778ee0-a699-4c12-824f-df07bd306a73&secure%5Btoken%5D=19b5b5f712595a33ce23ea60c4dfdd027c6cb8b62554255321378e66499bb7a1&format=llm_user)

## Sugar Sell Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top Sugar Sell Alternatives
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,687 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,299 reviews)
  - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,057 reviews)

