Sugar Sell Reviews & Product Details

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

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

We started using SugarCRM when it was the (no longer available) open-source community version. It was free and customizable but soon, we needed more features which ultimately brought us to using Sugar Sell. I like that (as an Admin), I can fully customize the modules, fields, layouts, etc, without needing any developer knowledge. Sugar Support is also excellent at helping with any issues. Review collected by and hosted on G2.com.

Sugar Sell uses a workflow/process manager that is super particular. I like that it has more capabilities, but it also is such a pain to build for what used to be a simple workflow in the older versions. Review collected by and hosted on G2.com.

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

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

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

I like how easy it is to enter leads, nourish them and track everything that happens with them and then the ease of converting them into contacts and later on Opportunities. Review collected by and hosted on G2.com.

Currently we find the notifications / process definitions a bit limiting. You can only easily send out emails to the assigned user / users manager but no way of using other custom fields tied to the user module. In stead you need to created a bunch of different flows for the custom user fields in order for them to also get a notification email. Review collected by and hosted on G2.com.

They are very confident in what they do and they are doing it very fast. There is always very little of what I have to explain. Review collected by and hosted on G2.com.

I don't think there is anything I don't like about this software Review collected by and hosted on G2.com.

Sugar Sell has recently become our CRM and what can I say! The SugarCRM team has been really helpful in making the data migration process smooth and efficient. The platform itself is very user-friendly, provides a great number of features from automations to integration with other softwares such as financial software or HRIS. Most of the features are fairly easy to use and understand even for non technical staff which is always enjoyable, I also particularly appreciate how easy it is to create insightful and precise reports and dashboards for the teams. So far so good! Review collected by and hosted on G2.com.

We are still very early in our Sugar Sell adventure but one thing that I wish was a little more optimized is the fact that on each module/record there's a lot of data displayed and most of the time you have to scroll and/or open multiple tabs to find information. But I know that the SugarCRM team is working on these issues for future releases, which is why I am not too bothered by this at the moment. Review collected by and hosted on G2.com.

My two favorite capabilities of sugar is the flexible configuration to our business needs and the ease of data extraction. We have made custom modules and process definitions that have helped streamline flows in our business. The best part is as admin I had the full power of creating these myself without having to look for a separate product. Review collected by and hosted on G2.com.

The hardest part is troubleshooting. There are a couple bugs in the system that will break your logical thinking of how something may work. Luckily, since Sugar Sell is such a flexible tool there is usually a workaround. And sometimes when trying to find a fix online, there's not a lot of information or depth in how to solve. For most of these issues, we can either post in our Support Portal or in online forums for support. Review collected by and hosted on G2.com.

We’re impressed by SugarCRM's powerful automations, which have significantly reduced repetitive tasks for our team and streamlined our workflows, boosting overall efficiency.

The platform’s customizable and flexible design allows us to tailor solutions to our needs without requiring technical expertise.

The SugarCRM support team is responsive and very helpful, making it easy to resolve any issues quickly

It's an essential tool that has made a meaningful impact on our processes. Review collected by and hosted on G2.com.

I haven't come across any feature that I dislike. Review collected by and hosted on G2.com.

We are very happy with the tools and the ability to customize to our specific needs. Review collected by and hosted on G2.com.

We cannot see the emails that Sugar sends out. Standard notifications cannot be standardized. Review collected by and hosted on G2.com.

Our organization has utilized SugarCRM for over 10 years now. I have had the privilege of running the department that oversees the development and day-to-day operations with Sugar for over 5 years. The best feature of Sugar is its ability to be customized to allow it to do what is needed by the organization. The developers we work with at Sugar are very responsive and collaborate well. Review collected by and hosted on G2.com.

The one downside to SugarCRM that we have experienced is that there are not as many out of the box customizations with other applications as there are for some of the larger competitors to Sugar. This requires time and money to build out the necessary integrations or to find a third party to do so. Review collected by and hosted on G2.com.