# 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 value the **ease of use** of Sugar Sell, appreciating its intuitive interface and quick setup process. (15 reviews) - Users appreciate the **easy customization** of Sugar Sell, enabling them to tailor their CRM to specific business needs. (12 reviews) - Users value the **user-friendly and intuitive design** of Sugar Sell, enhancing their selling efficiency and agility. (12 reviews) - Users value the **extensive customization options** in Sugar Sell, enhancing their ability to tailor the CRM to specific needs. (10 reviews) - Users appreciate the **responsive customer support** from Sugar Sell, ensuring smooth assistance and effective problem resolution. (9 reviews) - Users value Sugar Sell's **flexibility** , allowing tailored configurations and seamless integration with existing systems for improved workflows. (8 reviews) - Automation Features (7 reviews) - Easy Setup (7 reviews) - Reporting (7 reviews) - Lead Management (5 reviews) **What users dislike:** - Users face **integration issues** that complicate setup, often requiring extensive API work for compatibility with third-party tools. (9 reviews) - Users are frustrated by the frequent **bugs and glitches** introduced with upgrades, complicating their workflow and troubleshooting. (6 reviews) - The **learning curve** for Sugar Sell can be steep, presenting challenges for new users and dashboard creation. (6 reviews) - Users find **feature issues** in Sugar Sell, particularly concerning usability, integration complexities, and limited analytics depth. (5 reviews) - Users desire more **customization options** for analytics and workflows to enhance functionality and adaptability of Sugar Sell. (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) - Not Intuitive (3 reviews) - Connectivity Issues (2 reviews) ## Sugar Sell Reviews ### 1. Transforms Sales Efficiency with Automation **Rating:** 4.0/5.0 stars **Reviewed by:** Lalit K. | Telecom, Automotive, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2026 **What do you like best about Sugar Sell?** I like how Sugar Sell automates repetitive tasks like follow-ups, reminders, and data entry, allowing sales reps to spend more time on actual selling instead of admin work. The sales automation is great for taking care of call recording, email tracking, and sending reminder notifications, which lets sales reps focus on customer interactions. The integration of Sugar Sell is seamless with ERPs, invoices, marketing solutions, and email systems, reducing duplication of effort and ensuring that everyone works with the same information. I appreciate that it consolidates all sales records in one place, updates automatically, and removes the possibility of manual errors. Sugar Sell also provides superior forecasting and integration compared to the tools we used previously. **What do you dislike about Sugar Sell?** Installing Sugar Sell through an ERP, invoice, or marketing application requires a high level of technical knowledge to integrate into those products. Large local businesses or schools typically have access to some advanced features (e.g., AI Forecasting) only if they are on a higher level than the minimum daily usage allowed for their plan type. Many times, teams feel they are paying for additional services to use the best features on the platform as well. The initial setup is simple, but implementing it fully requires careful planning and proper technical support; this is especially true when attempting to gain access to the benefits of using AI for insights and deeper integrations. The overall setup process can feel more cumbersome than using simpler or lightweight solutions such as Zoho or Pipedrive for smaller organizations and smaller teams. **What problems is Sugar Sell solving and how is that benefiting you?** Sugar Sell automates repetitive tasks like follow-ups and data entry, freeing sales reps to focus on selling. It consolidates sales records, reducing manual errors, and provides advanced forecasting and AI-based lead prioritization, unlike our previous use of Zoho and spreadsheets. ### 2. Robust Marketing Hub with a Learning Curve **Rating:** 4.0/5.0 stars **Reviewed by:** Elmo H. **Reviewed Date:** February 12, 2026 **What do you like best about Sugar Sell?** I use Sugar Sell as our central hub for coordinating all our cross-channel promotional efforts, and it's essentially where we manage the life cycle of our customer interactions. I love that it gives us a unified view of every touchpoint, so my team knows exactly what a prospect has seen before we hit them with another campaign. I appreciate that Sugar Sell fixed our fragmented marketing by pulling everything into one place, solving the productivity lag we were facing. The automated triggers are fantastic as they show us real-time brand performance, making us more efficient and improving our conversion rates. I'm a huge fan of the hint feature and the Sugar BPM automation, which automatically pulls in social and corporate data for new contacts, saving my team a ton of manual research time. The automation engine is the real winner, allowing us to set up multistep workflows for lead routing and follow-ups without lifting a finger. Being able to see the entire history of a customer in one single pane of glass is what enables us to run a multichannel strategy effectively. **What do you dislike about Sugar Sell?** If I'm being honest, the user experience can be a bit of a hurdle for new hires. The interface feels a little busy and dated compared to some of the modern, minimalist apps out there. I also think the flexibility in integrations could be improved, sometimes getting it to play nice with more niche third party marketing tools requires a bit too much API tinkering for my liking. Performance can also take a hit when we're running mass reports. You definitely have time to go grab a coffee while some of the deeper data queries are loading. It's a powerful tool, but it definitely requires some patience and a bit of a learning curve to get the most out of the UI. **What problems is Sugar Sell solving and how is that benefiting you?** I use Sugar Sell as our central hub to coordinate cross-channel promotions, giving us a unified view of customer interactions. It solved our fragmented marketing by integrating tools, automating reports, improving efficiency, and boosting business conversion rates by targeting customers with the right message. ### 3. Unmatched Customization for Complex Enterprise Pipelines **Rating:** 4.0/5.0 stars **Reviewed by:** Scott P. **Reviewed Date:** February 02, 2026 **What do you like best about Sugar Sell?** I absolutely love Sugar Sell's unlimited, no-code customization feature for our hyper-specialized US enterprise compliance pipeline. It allows us to build a CRM that precisely aligns with our non-linear sales process, which is crucial for our niche business. This feature supports our need for granular stage tracking and caters to specific US milestones like Big 4 audit firm validation and procurement approvals. The fact that it requires no IT support makes it incredibly user-friendly and essential for maintaining organized deal tracking. **What do you dislike about Sugar Sell?** Our compliance contract management tool has no native integration with Sugar Sell—we have to manually upload contract redlining status, procurement SOW approvals, and audit firm validation docs to Sugar Sell, and manually update deal stages when contracts are signed. This delays deal stage tracking and creates a disconnect between contract progress and sales pipeline data. **What problems is Sugar Sell solving and how is that benefiting you?** I use Sugar Sell for its unlimited, no-code customization, allowing me to create a non-linear US enterprise compliance sales pipeline tailored to our niche process, solving HubSpot’s customization limits. It organizes deal tracking with hyper-specific milestones, avoiding chaos and ensuring all steps are aligned. ### 4. Simplifies the Selling Process with Room for Growth **Rating:** 4.5/5.0 stars **Reviewed by:** Raghavendra Visweswara Jagapathi Rao C. | Manager, Professional Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2026 **What do you like best about Sugar Sell?** I like how simple yet powerful Sugar Sell is. It removes friction from the selling process; setting up offers is quick, and the flow is intuitive. I appreciate that I don’t need to depend on multiple tools, and I enjoy the clean interface and the speed at which things can be launched. Sugar Sell brings structure to what is otherwise a very fragmented process. The interface is clean and simple, reducing mistakes, speeding up execution, and making adoption easier. Quick setup means I can respond faster to opportunities, launch offers, experiment, and adjust without technical bottlenecks. This agility is a big part of the value for me. The initial setup was very easy, with quick onboarding and minimal configuration, allowing us to be up and running fast. **What do you dislike about Sugar Sell?** Because it focuses on simplicity, there are moments where I wish for a little more depth. For example in analytics and workflow customization. It’s not a blocker, but it would elevate the platform. Stronger analytics around conversions, drop-offs, and performance by offer/channel would help drive better decisions. On workflows, conditional paths, automated actions, and deeper customization would support more complex sales motions and team usage. **What problems is Sugar Sell solving and how is that benefiting you?** I use Sugar Sell to create and manage sales pages efficiently. It structures the selling process, turning interest into revenue by improving visibility and capturing payments and customer details. ### 5. A unified CRM that keeps teams connected **Rating:** 3.5/5.0 stars **Reviewed by:** Tarun K. | IT Consultant, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2025 **What do you like best about SugarCRM Solution Suite?** I used SugarCRM Solution Suite for a client project where we needed one platform to manage sales, marketing and service without juggling multiple tools. What stood out early was how the system pulls everything into a unified customer view. Having a clear customer 360 view made it much easier to see sales history, marketing interactions and open support cases in one place instead of searching across tabs or tools. Setting it up took some time because SugarCRM Solution Suite is highly flexible. We configured custom workflows, automations and a few sales processes and once everything clicked, the daily use became smooth. I liked that the interface stays consistent across modules, so learning new parts of the Suite didn’t feel difficult. On the sales side, Sugar Sell helped the team prioritize opportunities better and manage the pipeline more effectively. The forecasting tools and insights came in handy, especially when we needed clarity on which deals were actually moving. The Revenue Intelligence features were useful because It pulls data from connected systems and shows upsell opportunities or customers at risk of churning without extra manual effort. For marketing, Sugar Market made it easier to create campaigns and track engagement. Lead scoring worked well for identifying warm prospects and being able to tie those leads back into the unified view helped a lot with handoffs to sales. The service team used Sugar Serve for case management. Features like routing, SLA configuration and multi-channel support (email, chat, voice) helped them respond faster. Centralizing customer interactions improved the accuracy of service conversations, giving agents full visibility into each customer’s history. We also configured the Microsoft Connector in SugarCRM Solution Suite, which uses OAuth2 to connect to Microsoft API services. This setup allowed us to sync emails through Exchange online and access OneDrive and SharePoint via the Cloud Drive dashlet feature. Once the connector and permissions were properly set, attaching or retrieving files directly inside SugarCRM Solution Suite became much easier. The customer support team was helpful whenever we needed guidance and the documentation made the integration straightforward to follow. One thing I appreciated was how easily SugarCRM Solution Suite connected with other systems. The open API and ERP integration options were helpful since the client had a few legacy systems that still needed to be part of the workflow. Overall, SugarCRM Solution Suite felt like a flexible platform that could scale with different teams. It took effort to configure everything the way we wanted, but once the workflows, automations and integrations were in place, it became a solid day-to-day system. The combination of automation, AI-driven insights and the unified customer view made work across sales, marketing and service feel more connected and organized. **What do you dislike about SugarCRM Solution Suite?** The main challenge for me was the initial setup. SugarCRM Solution Suite gives a lot of flexibility, but that also means the configuration screens can feel a bit overwhelming at first. Getting workflows, automations and the Microsoft integration fully set up took more time than expected. Once everything was configured, it worked well, but the early learning curve was definitely there. **What problems is SugarCRM Solution Suite solving and how is that benefiting you?** SugarCRM Solution Suite helped us bring everything into one place instead of using separate tools for sales, marketing and service. Having a unified view of each customer made a big difference, we could see opportunities, campaign activity and support history together, which improved coordination between teams. The Customer 360 approach also helped us avoid missed follow-ups because everyone was looking at the same information. Sales team got clearer pipeline visibility and more accurate forecasting. Marketing team had an easier time managing campaigns and scoring leads. The service team benefited from automated case routing and SLA tracking, which helped them respond faster. The Microsoft integration also helped by keeping emails and files in SugarCRM Solution Suite instead of switching between different apps. Overall, it reduced manual work and made our daily processes more organized and connected. ### 6. A reliable, customizable CRM platform - our team is happy! **Rating:** 4.0/5.0 stars **Reviewed by:** April F. | Chief Of Staff, Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2023 **What do you like best about Sugar Sell?** new functionality - like formatting dropdown values adds more customization and ability to visually identify areas to focus on on the record and in a list. Dashboards have really improved over time. **What do you dislike about Sugar Sell?** Each upgrade brings issues and new bugs, it is very frustrating for the team to have to prepare for glitches and bugs and allocate time and resources to fix them. I wish upgrades were more stable. **What problems is Sugar Sell solving and how is that benefiting you?** Sugar sell helps us organize account and client information, while tracking processes and workflows those records are involved in. We're able to attribute activity with these records and identify if they've lead to business. **Official Response from Victoria Tsai:** > Hi April, Thank you for taking the time to share your detailed feedback on Sugar Sell. We're thrilled to hear that the customization capabilities have significantly benefited your unique business workflows. We also appreciate your candid feedback regarding the areas where we can improve. We understand your concern about the lack of a feature to input goals directly within dashboards, and we recognize how crucial this functionality can be for tracking performance against objectives. I’ve passed this along to our product development team for consideration in our roadmap updates. In the meantime, we'd love to have you join our SugarClub community. It's a great place to connect with other users, gain additional insights, and find temporary workarounds from the community. ### 7. Sugar Sell Makes Lead Tracking Effortless with Powerful Automation and AI **Rating:** 5.0/5.0 stars **Reviewed by:** Vikas K. | Senior Software Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Sugar Sell?** As i work in the company which is product based and they have there own SAAS based application , we have large set of sales Team, so they use sugar-sell,its very easy to track the leads and the dashboard is great as well, its very simple clean and we can customize, the automation feature is great, its save lot of time as it automatically send reminders and update the records, andSugar Predict AI feature is help us focusing on leads which is potential that can we can crack it **What do you dislike about Sugar Sell?** the customization settings is complex, and some time it takes a time to load if the dashboard has huge data and alsofew features from desktop is missing in moble application **What problems is Sugar Sell solving and how is that benefiting you?** previously we use to maintain an excel file or need to keep checking emails, so our leads use to get missed,now beacuse of the application we can get all the customer information and updates at one place, so tracking and updating the data is easy now ### 8. Great for Centralized Sales Reporting, but Some Reports Need Workarounds **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2026 **What do you like best about Sugar Sell?** It helps keep all sales data in one place and centralize reporting. **What do you dislike about Sugar Sell?** Some reports are difficult to build and require workarounds. **What problems is Sugar Sell solving and how is that benefiting you?** Sugar is allowing all of our sales and marketing information to live in the same environment for better collaboration, cleaner reporting and easier decision making ### 9. Profitable and Easy with a Few Snags **Rating:** 5.0/5.0 stars **Reviewed by:** Abdulsamad K. **Reviewed Date:** January 15, 2026 **What do you like best about Sugar Sell?** I appreciate Sugar Sell because it allows me to deliver an adequate product on time, which is crucial for my business. I mostly like how it helps me earn a lot of profit and assists with fast delivery. The initial setup of Sugar Sell was very easy, which made the whole process smooth for me. **What do you dislike about Sugar Sell?** Payment delayment **What problems is Sugar Sell solving and how is that benefiting you?** Sugar Sell helps me deliver adequate products on time, contributing to efficient sales processes. ### 10. A Good Multi-channel Marketing Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Praveen K. | Assistant Executive - Digital Marketing (Email Marketing), Market Research, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2022 **What do you like best about Sugar Sell?** Provides the account and contact management details of all customer interactions, history, and details in one part. **What do you dislike about Sugar Sell?** Can improve the user experience, flexibility in integration, and performance **Recommendations to others considering Sugar Sell:** Its Good Marketing tool to implement according to your needs. **What problems is Sugar Sell solving and how is that benefiting you?** It's Solved our Promotional Marketing activities task. It helped us promote our brand in an efficient manner. It made us more productive using automation. The business had seen a lot of improvement. **Official Response from Victoria Tsai:** > Hello Praveen, Thank you so much for taking the time to write up a review of Sugar Sell. It means a lot to see that you have taken the time out of your day to share your thoughts on a solution that we have worked hard to create. I've passed along your praise to our product and leadership teams, as well as our areas highlighted for improvement. 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 Sell and find support from users like yourself! I've gone ahead linked it below for your reference. Thank you for being such a loyal Sugar customer! Sincerely, Victoria Tsai Customer Advocacy Manager ### 11. Sugar CRM Journey **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Veterinary | Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2024 **What do you like best about Sugar Sell?** I like most is the customer customer support. They never failed me whenever I have issues or something I don't know about Sugar. I should say, I am their number fan. I also like the Admin side where the interface is easy to use. We are using frequently, like everyday because this is our data base, sales process and lead process are taking place. **What do you dislike about Sugar Sell?** It's difficult to find Integartion that matches our needs. We always have to rely on Codes if ever we want fancy customizations. I hope there would an improvement on drag and drop feature and it will be a lot of help for an admin like me. I think, that's what most of the CRM nowadays. **What problems is Sugar Sell solving and how is that benefiting you?** Data analysis and automation ### 12. Modern, Practical, and Effortless to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Steven R. | Eux engineer, Enterprise (> 1000 emp.) **Reviewed Date:** December 26, 2025 **What do you like best about Sugar Sell?** Easy to use and very practical, looks modern **What do you dislike about Sugar Sell?** Something imes connectivity fails and laggy **What problems is Sugar Sell solving and how is that benefiting you?** Na ### 13. Strong and flexible CRM Tool not only for sales and distribution **Rating:** 4.0/5.0 stars **Reviewed by:** Stefan K. | Assistance to the CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2021 **What do you like best about Sugar Sell?** SugarCRM allows a very good management of your sales and distribution processes but also of further processes like invoice processes due to the high flexibility respective the ability to customization. Hereby it is possible for an admin to provide lots of changes and adjustments so that there is no need for an IT-consultant for every single change in the system. You can not also build up your own customer relationship managementsystem in a sandbox environment but also your own controlling tools and forecast reports (e.g. about upcoming sale opportunities) **What do you dislike about Sugar Sell?** SugarCRM has no option that allows you to restore deleted data in an easy way in the standard version (e.g. in the SugarCRM Cloud Edition without any plugins). The "programming language" which is used in the SugarCRM Backend respective in the so called "Studio" is quite difficult to learn when you are not into programming at all. The given examples in the studio to generate calculated fields and to provided logics to your customized frontend are not always helpful. However, there is a good internet community that provides helpful solutions. **Recommendations to others considering Sugar Sell:** You can use the SugarPortal for any issus you have with sugarCRM. The support ist amazing and realy quick. We also cooperate with an IT-Service-Provider that is responsible for our bigger and major customizations. **What problems is Sugar Sell solving and how is that benefiting you?** We are solving several Problems, e.g. the customer acquisition (together as a team) for it is easy to assign contacts and contract to your colleges and to share information about the data in your team. Furthermore, customers and their contracts are linked in our SugarCRM. We can generate invoices for the customers out of the contract module. Moreover, we use SugarCRM as an archiv for emails and some of the users are working with the integrated scheduler respective calender as well. **Official Response from Aleighjean (AJ) Traver:** > Hello Stefan, Thank you so much for taking the time to write such a thoughtful review on your experience with Sugar. Everyone at Sugar loves when a customer takes the time to share their honest feedback. We're pleased to hear you are working closely with our Support team to address any challenges that come up. I've gone ahead and passed your feedback regarding the programming language and the difficulty of restoring deleted data to our product team. In the meantime, if you've not yet joined us in our user community, SugarClub, we'd love to see you there (and at ClubZone this September!) I've shared a link below for your reference. Stay well, Aleighjean Traver Sr. Customer Marketing Manager, SugarCRM ### 14. Maximizing Customer Success with SugarCRM Sell: A Powerful, Streamlined Tool with Room for Growth **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2025 **What do you like best about Sugar Sell?** 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. **What do you dislike about Sugar Sell?** 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. **What problems is Sugar Sell solving and how is that benefiting you?** SugarCRM Sell is helping the customer success team by streamlining account management, automating routine tasks (like follow-ups and renewals), and providing a clear, centralised view of customer data. This reduces manual effort, minimises the risk of overlooking important customer interactions, and helps identify potential issues early—ultimately improving response times and boosting customer satisfaction. ### 15. Improving Our Customer Experience - Creating a Fully Digital Business Cycle **Rating:** 4.5/5.0 stars **Reviewed by:** Jason B. | H, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2021 **What do you like best about Sugar Sell?** Optimising new account processes and client management functionality allowed us to be more efficient, automated, and capable of collecting valuable data and customer information to create a high-definition customer experience. The BPM is so flexible and allowed us to set up any combination of automated processes, and this alone has been vital in helping us make so many time-saving changes to how we are working. Action buttons! When these were introduced this again was a game changer for some repetitive tasks. **What do you dislike about Sugar Sell?** When you have lots of dashboards it's difficult to find the correct one, so the ability to create your own logical groups would be very useful. **What problems is Sugar Sell solving and how is that benefiting you?** Very flexible dashboard and report creation tools are fantastic, these enable me to surface data and keep my finger on the pulse. Sharing of dashboards now enables business-critical information to be available to those that need it. **Official Response from Aleighjean (AJ) Traver:** > Hello Jason, Wow! What a delightful testament to your experience. Everyone at Sugar loves when a customer takes the time to write such a thoughtful review, and we are so pleased to hear how you're achieving a high-definition customer experience. Just a note, I've shared your feedback regarding the mobile app with our product team. If you haven't yet joined us in SugarClub, our user community, we'd love to have you (and at our user conference in two weeks, ClubZone.) I've shared a link below for reference. We can't thank you enough for sharing your feedback. Sincerely, Aleighjean Traver Sr. Customer Marketing Manager ### 16. Works for us! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Sugar Sell?** 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. **What do you dislike about Sugar Sell?** 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. **Recommendations to others considering Sugar Sell:** Sugar Sell is highly customizable to meet your particular needs. We love that we can do this independently (I'm sure you can also get help from Sugar/a developer if needed). We know we are underutilizing many features but are excited to keep enhancing our instance to what best suits us. **What problems is Sugar Sell solving and how is that benefiting you?** We use Sugar Sell to manage our members' subscriptions to various resources (about 3,000 subscriptions/year for about 400 members). It's more robust than what we used to use and more customizable than a competitor that we were recently eyeing. We love the workflows that we built, as they helped us automate the subscription renewals. ### 17. An amazing CRM system **Rating:** 4.5/5.0 stars **Reviewed by:** David-Alexandre K. | Sales Excellence Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2021 **What do you like best about Sugar Sell?** We appreciate Sugar Sell's flexibility and the ease with which it can adapt to our needs. We have been able to cobfugyre e a lot of modules and fields to better adapt to our daily business. We have been using Sugar for 10+ years and it has kept improving constantly. Version 13 in particular, with it's new look and feel, has brought a tremendous improvement in user-friendliness. We are looking forward to trying AI-powered features, in particular for predictive analytics **What do you dislike about Sugar Sell?** There is very little to complain about. Since reporting is key to our daily activity, we would welcome more advanced reporting capabilities, such as the possibility to add more than just 1 data series to charts. **Recommendations to others considering Sugar Sell:** Not all benefits are visible at once. Adoption from users is key. Train them well and give them time to learn how to make the best out of it, and you will be rewarded. **What problems is Sugar Sell solving and how is that benefiting you?** Sugar Sell helps us have a 360 view of our business activity. We have 17 subsidiaries around the world and thanks to the CRM, we have been able to implement aligned sales processes everywhere. We have gained better visibility on our business pipeline, our forecasts and above all we have greatly improved the quality of our customer database. Sugar Sell has become an invaluable daily tool for all our sales and marketing teams around the world. **Official Response from Aleighjean (AJ) Traver:** > 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 ### 18. Love the flexibility **Rating:** 5.0/5.0 stars **Reviewed by:** AJS A. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2025 **What do you like best about Sugar Sell?** Love the flexibility of being able to make changes on the fly. I can update teh application and see the changes right away. **What do you dislike about Sugar Sell?** 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. **What problems is Sugar Sell solving and how is that benefiting you?** Keeping track and on-top of Leads and nurturing the client base. ### 19. Easy to use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Jason M. | A, Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2022 **What do you like best about Sugar Sell?** 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. **What do you dislike about Sugar Sell?** 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. **What problems is Sugar Sell solving and how is that benefiting you?** We had some issues related to tracking revenue and particular items that would be part of an opportunity; the revenue line items module has defiantly helped solve some of the problems. ### 20. Reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Katarzyna W. | Purchasing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about Sugar Sell?** 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. **What do you dislike about Sugar Sell?** I don't think there is anything I don't like about this software **What problems is Sugar Sell solving and how is that benefiting you?** Sales analysis, product performance, customer performance ### 21. A seamless experience so far. **Rating:** 4.5/5.0 stars **Reviewed by:** Jawad M. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Sugar Sell?** 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 ! **What do you dislike about Sugar Sell?** 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. **What problems is Sugar Sell solving and how is that benefiting you?** Sugar Sell helps us leverage on our client database and extract valuable insights that will be transformed into business opportunities. In the past we had a lot of troubles utilizing our data to its full extent. As I mentioned before we are still early in our journey but I can also see the value in this regard, I'm also expecting SugarCRM to supercharge our reporting use as well as our automations through tools like SugarBPM and the various Schedulers. ### 22. Great flexible tool that can be a home for a lot of data **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany R. | Data Systems Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2024 **What do you like best about Sugar Sell?** My two favorite capabilites 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 seperate product. **What do you dislike about Sugar Sell?** 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. **What problems is Sugar Sell solving and how is that benefiting you?** SugarCRM helps to keep all of our data in one place. As a small business, we usually rely on many Excel and word documents to host information. But, with all the different modules Sugar has to offer, we have a flexible and easy accessible tool for everyone to store information across the business. ### 23. Effective, Efficient and Intuitive **Rating:** 5.0/5.0 stars **Reviewed by:** Pearl D. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 06, 2024 **What do you like best about Sugar Sell?** 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. **What do you dislike about Sugar Sell?** I haven't come across any feature that I dislike. **What problems is Sugar Sell solving and how is that benefiting you?** Sugar Sell has streamlined our sales process by centralizing customer data, automating repetitive tasks, and providing clear pipeline visibility. The platform’s flexibility allows us to tailor it to our specific needs, and the real-time analytics help us make quick, informed decisions. It’s a valuable tool that keeps our team focused on selling and improves our overall efficiency. ### 24. Everything a sales team needs in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Sandra D. | Customer Relationship Management, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2019 **What do you like best about Sugar Sell?** We are very happy with the tools and the ability to customize to our specific needs. **What do you dislike about Sugar Sell?** We cannot see the emails that Sugar sends out. Standard notifications cannot be standarized **Recommendations to others considering Sugar Sell:** Make sure you document what you need before starting. An accurte set up at the beginning with ensure the success of the software **What problems is Sugar Sell solving and how is that benefiting you?** We used to issue excel quotes, and generating reports was a pain. Now we have visibility into our pipeline. We can run reports in a matter of seconds, creating transparency and making the sales team more accountable. Management has dashboards to track KPI's and as a snapshot into our pipeline and sales activities ### 25. Allows for complex customizations but not as many out of the box integrations as larger competitors. **Rating:** 4.5/5.0 stars **Reviewed by:** Stephanie G. | Enterprise (> 1000 emp.) **Reviewed Date:** October 01, 2024 **What do you like best about Sugar Sell?** 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. **What do you dislike about Sugar Sell?** 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. **What problems is Sugar Sell solving and how is that benefiting you?** SugarCRM allows our organization to track and report on orders from prospecting to install, including workflows for building servicability and cost as well as post-sale implementation and a queue to add the services into billing. ### 26. Automation, customization, ease of use, and affordability **Rating:** 4.5/5.0 stars **Reviewed by:** Gayathri G. | Founder & Content creator, Mid-Market (51-1000 emp.) **Reviewed Date:** September 24, 2024 **What do you like best about Sugar Sell?** Easy to use. A CRM system that can handle end-to-end sales operations. It is possible to configure highly customizable automations and business processes. Responsive support team. Reduced manual tasks and delivering a 360-degree customer view **What do you dislike about Sugar Sell?** More out-of-the-box functionality would be great, making the system more sustainable, especially after a new release. **What problems is Sugar Sell solving and how is that benefiting you?** ** When customer data is siloed across multiple systems, it can lead to incomplete information, miscommunication, and inefficiencies in managing customer relationships. --> SugarCRM Sell provides a customer 360-degree view, compiling all interactions, history, and communications. ** Leads often fall through the cracks, and opportunities are mismanaged when there's no proper process or system to track progress and follow-ups. Sugar Sell offers automated lead routing and opportunity management features, allowing teams to effectively prioritize and track deals, from lead generation to closing to post-sales operations. This ensures no opportunity is missed. ** When sales processes are not standardized across teams, it can lead to inconsistent results, confusion, and inefficiency, especially in larger organizations like ours. --> Sugar Sell offers customizable workflows that standardize sales processes, ensuring that each BD follows the same steps for lead nurturing, deal tracking, closing and onboarding processes, leading to greater consistency and higher conversion rates. ** Many CRM systems are complex and difficult to use, leading to poor adoption rates among sales teams. --> Sugar Sell has an intuitive interface which simplifies overall adoption rates among different teams reducing barriers to usage. ### 27. Experience with Sugar CRM **Rating:** 4.5/5.0 stars **Reviewed by:** David V. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 10, 2025 **What do you like best about Sugar Sell?** Pipeline Management of Opportunities and integration with MS Outlook **What do you dislike about Sugar Sell?** I haven't found any dislikes about Sugar CRM in my experience **What problems is Sugar Sell solving and how is that benefiting you?** Opportunity and pipeline management ### 28. Flexible enough to meet our needs and then some. **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer W. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 30, 2024 **What do you like best about Sugar Sell?** I like how many knowledge articles are online to guide your configuration, as well as the many customer forums and Sugar Club sessions that provide even more substantive ideas and solutions. **What do you dislike about Sugar Sell?** I don't understand why you have to manually configure the system to cascade information between records. For example, if someone from an existing Account calls with a new line of business (using a DBA), I may go to their Contact record to create the lead...but the lead doesn't auto-populate the address fields from the Contact record. It's little things like that that confound me. **What problems is Sugar Sell solving and how is that benefiting you?** It helps our Sales Team track and generate sales proposals faster than ever. It also integrates with our ERP system to send automated emails reminding customers of recurring services due on their backup equipment. The reporting and tracking is very helpful in both examples. ### 29. Excellent experience with a swift implementation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2024 **What do you like best about Sugar Sell?** Sugar Sell offers the customizations you need without being excessive. There is the option to enhance your instance by collaborating with one of their many partners. It has an easy way of writing your own business processes to help automate the administration at the field level. Customer support is responsive, and if you get side tracked, the team send a reminder to follow up to ensure your question has been answered and resolved. **What do you dislike about Sugar Sell?** Canned reporting relies on standard fields, which can make reports more challenging, but these challanges can be overcomed. Additionally, some programs are not as straightforward to integrate with the platform. **What problems is Sugar Sell solving and how is that benefiting you?** Sugar Sell tracks our current opportuntities and the various stages for the organization. We have been able to break down opportunities into locations when there are multiple locations within one RFP allowing for capturing revenue wins/loses by location easily. This helps us maintaining a clear overview of our pipeline. ### 30. CRM Implementation Process **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2024 **What do you like best about Sugar Sell?** I've barley begun to dig deep into Sugar's capabilities but it seems like it's going to be an amazing experience thanks to it's ease of use, personalization and friendly UX/UI design. **What do you dislike about Sugar Sell?** Up to this point I haven't got many dislikes, it just seems like we're going to struggle a bit to set up the collaboration part of it all. **What problems is Sugar Sell solving and how is that benefiting you?** It's helping us organize all our customer data and gather insights we might've been missing up to this point, as well as providing follow up to forgotten opportunities. ### 31. Positive experience **Rating:** 5.0/5.0 stars **Reviewed by:** Jack R. | Enterprise (> 1000 emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Sugar Sell?** It links our existing legacy system and shows great intuitive reporting and visuals for tracking **What do you dislike about Sugar Sell?** It does the job required i havent got much to dislike **What problems is Sugar Sell solving and how is that benefiting you?** Shows wide range of data and reporting, assists tracking of opportunities. ### 32. The only CRM to consider **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** January 11, 2024 **What do you like best about Sugar Sell?** Sugar has insanely robust reporting capabilities. Upper management asks a question, we have an answer; the ability to either filter for data or create a report is a feature we can't live without. Sugar's customer support and integration teams go above and beyond to troubleshoot the rare issue with very timely responses. Five stars (all solid gold) for this CRM. **What do you dislike about Sugar Sell?** As mentioned, while the data is excellent, Sugar is still working through the visual reporting aspects. The quick workaround is a csv download with some manipulation. **What problems is Sugar Sell solving and how is that benefiting you?** Sugar organizes data in a very user friendly format, which is highly customizable. The ability to keep notes, meetings, opportunities, and documents all in one is very valuable. ### 33. SugarCRM is Customizable **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** September 13, 2024 **What do you like best about Sugar Sell?** Sugar Sell’s open architecture platform allowed us to configure the CRM functionality to better align and support our sales operational processes. The SugarCRM tools available (workflow automation, customizable fields and display screens, document generation, integrations) provided us with the capability to tailor the platform to our business processes. It simplified training and encouraged quicker adoption due to our ability to streamline day-to-day activities and communication between departments. **What do you dislike about Sugar Sell?** Simplifying processes within the CRM through customizations requires a high level of expertise to manage and maintain the system; however, the benefits gained in process efficiencies, enhanced user experience, and transparency to all departments involved in the various sales and operational processes was worth the technical complexity built into the system. **What problems is Sugar Sell solving and how is that benefiting you?** Sugar Sell provides a central repository of account information utilized for marketing automation and business insights and strategy. In addition, the workflow capability and ability to integrate to other systems has allowed us to automate and provide transparency to critical sales processes across cross-functional departments in our organization. ### 34. Smooth, adaptable system **Rating:** 4.0/5.0 stars **Reviewed by:** Lauren B. | Marketing Content Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2023 **What do you like best about Sugar Sell?** The reporting is really clear and easy to use. We have been able to adapt the system to meet the requirements of our business and integrate with other products. We now use the system wholly as a lead management system. **What do you dislike about Sugar Sell?** Linking with Docusign has been a really difficult process. Some of the reporting lacks features like viewing in percentage. Lead to order report should be a readily available report. **What problems is Sugar Sell solving and how is that benefiting you?** Productivity within the team - less manual input as everything is ready to go. ### 35. Unlimited flexibility through simple configuration. **Rating:** 5.0/5.0 stars **Reviewed by:** Michael H. | VP Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** October 03, 2024 **What do you like best about Sugar Sell?** The plugin's and apps allow our users to track their calls, meetings and leads. We have simplified the sales process using the Smart Guides to help navigate everyone through the same process. If you like clean, accurate data, this is for you. **What do you dislike about Sugar Sell?** I've come across some challenges with updating related records, however, I believe this was more related to my lack of understanding as the more research I do. **What problems is Sugar Sell solving and how is that benefiting you?** It guides our users through the same process over and over again which helps our users train and be comfortable with the system by knowing we capture the data properly. ### 36. perfect **Rating:** 5.0/5.0 stars **Reviewed by:** muhamed w. | Trainer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2025 **What do you like best about Sugar Sell?** easy use and makes you familiar with the process get used to it easily **What do you dislike about Sugar Sell?** some bugs that may interrupt our work flow **What problems is Sugar Sell solving and how is that benefiting you?** nothing ### 37. Support is Responsive and Knowledgeable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** October 17, 2024 **What do you like best about Sugar Sell?** When we have issues in our instance it is incredibly helpful to have Support on hand. Our cases have always been resolved promptly where possible. **What do you dislike about Sugar Sell?** It is difficult to understand Sugar Logic syntax with a background in development- it would be helpful to have more Support documentation for specific use cases in creating calculated fields. **What problems is Sugar Sell solving and how is that benefiting you?** It has given us insights into how our sales team is adopting a new sales process and new technology. ### 38. The system is fully modular for the business, meeting all the company's needs. **Rating:** 4.5/5.0 stars **Reviewed by:** Mariana K. | Diretora de Operações (TI / BI / Financeiro), Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2024 **What do you like best about Sugar Sell?** Modular and we can leave it with our process design **What do you dislike about Sugar Sell?** Few consultancies in Brazil and the high cost for our currency **What problems is Sugar Sell solving and how is that benefiting you?** Have a complete view of the lead, from the first marketing impact to the sale. We have our relationship with the customer in the same tool, and this helps us adjust all marketing strategies. ### 39. Sugar Sell & sugar market users 4 years **Rating:** 3.5/5.0 stars **Reviewed by:** Richard D. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Sugar Sell?** Easy keeping of historical info in Sell - invoice records , emails archived to relevant Account . Market has done good points but some elements such as email template creation found to be clunky and limited so mktg dept create outside of market. **What do you dislike about Sugar Sell?** Quote module doesn't work successfully for us - reorganises listing of products randomly to quote document. **What problems is Sugar Sell solving and how is that benefiting you?** Gives external reps view online of account info ### 40. Sugar Sell Smashes Enquiry **Rating:** 4.5/5.0 stars **Reviewed by:** Fabio F. | IT Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 25, 2021 **What do you like best about Sugar Sell?** Sugar Sell can handle hundreds of Lead enquiries per day across all our Homebuilding brands. As a home builder servicing many different clients and brands, we can customise the flow using built-in Process Definitions logic to ensure the correct Enquiry falls in the hands of the right Sales Professional. **What do you dislike about Sugar Sell?** The one item I dislike is the difficulty in how the system can handle duplicate leads automatically. It would be great if you could group duplicate or related Leads into one based on a ceryain field such email or phone out of the box. **Recommendations to others considering Sugar Sell:** Do not overcomplicate. Keep it stock **What problems is Sugar Sell solving and how is that benefiting you?** Managing and distributing to our sales team over 2000+ enquiries per month from all our different sources. Website, Display Homes, Internet, Social Media, Retail shoppers. We have also recently integrated Sugar Market into the product. **Official Response from Aleighjean (AJ) Traver:** > Hello Fabio, Wow! What a delightful testament. Everyone at Sugar loves when a customer takes the time to write such a thoughtful review, and we are so pleased to hear how you're managing your Lead flow. I've shared your feedback regarding duplicates with our product team! Have you checked out SugarClub, yet? Maybe you could get additional value out of it. I've shared a link below, just in case. We can't thank you enough for sharing your feedback. Sincerely, Aleighjean Traver Sr. Customer Marketing Manager, SugarCRM ### 41. Great product, a wealth of features and customisable to our needs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** July 31, 2024 **What do you like best about Sugar Sell?** The level of flexibility and customisation that can be achieved without the need for developers is impressive. Being able to create detailed reports with strong visuals for our dashboards has been a big game changer for us. The mobile app has worked very well for our sales team and having the support of the Sugar community to exchange ideas and assist with solutions has been very helpful. Integrating Sugar with our existing systems has been fairly straightforward also. **What do you dislike about Sugar Sell?** There isn't much to dislike with Sugar, it's been an excellent system. Having the ability to use Sugar Logic to create formulas which make fields behave in a certain way is excellent, however, it can be frustrating to use and I would personally like to see a bit more support in this area. **What problems is Sugar Sell solving and how is that benefiting you?** Moving from departmental legacy systems to Sugar Sell has allowed our sales teams to share information in a way that wasn't possible before. Now we can identify where we can offer a greater range of products and services to both existing and new customers. Effective dashboard reports ensures that we are keeping in regular contact with our customers and updating their records with good quality information. We are starting to make use of SugarBPM to automate more processes. This is helping to reduce the burden of 'admin' for some of the users which, in turn, is helping to increase adoption. The Cases module on Sugar Sell has given us an ideal solution for managing and resolving complaints in an efficient manner. ### 42. SugarCRM helping my company get to where we need to be! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2024 **What do you like best about Sugar Sell?** Sugar Sell helps me keep track of my status with all of my clients. The reports are very helpful with keeping weekly and monthly reviews of follow-ups and how many clients in each channel we're maintinaing contact with. The SugarClub lessons are very helpful with understanding how to implement everything. **What do you dislike about Sugar Sell?** I've found creating dashboards difficult—I'm sure that I'm able to have multiple reports on a single dashboard, but I haven't been able to intuitively put it together. Some things really need a learning curve. **What problems is Sugar Sell solving and how is that benefiting you?** The reporting in the most useful feature, along with SugarConnect. We're able to see how many people we're reaching out to to make our pipeline mroe efficient. ### 43. Improved System over the years **Rating:** 4.0/5.0 stars **Reviewed by:** Meagan F. | Business Systems Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2024 **What do you like best about Sugar Sell?** The ability to easily create modules and fields on the fly. Able to get additional data into the system easily. **What do you dislike about Sugar Sell?** The module record displays, which there was an easier way to arrange the screens to see important reports easier. Also, an integration with PowerBI reporting so that we could include better visualizations **What problems is Sugar Sell solving and how is that benefiting you?** It is helping us identify our Lapse customers (people who have not purchased in over a year). This allows us to reach out to clients who have purchased in the past and get them back in the stores. ### 44. Sugar Sell Review **Rating:** 4.0/5.0 stars **Reviewed by:** Millie W. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Sugar Sell?** The dashboards, having them be interactive and the focus drawer meaning you never have to leave where you are. Having different levels of access available using teams and role management. **What do you dislike about Sugar Sell?** Logging users out when doing updates in the background. **What problems is Sugar Sell solving and how is that benefiting you?** Time saving, doc merge saves us around one day a week by doing our welcome letters for us. ### 45. A great platform for those looking at a middle ground between the beasts & imitators of the industry **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Textiles | Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Sugar Sell?** Sugar Sell has a lot to offer, much of which can be customized and tweaked - even for those who aren't able to code. I constantly change various functions, screens, options, processes, etc. throughout the modules our team regularly uses and am able to do so quickly. Most changes immediately take effect, too. I have a great account management team who is always there to help when problems arise or we have new project needs. Our system houses many records and over 200 regular users and we rarely encounter issues with system speed or bandwidth. **What do you dislike about Sugar Sell?** Sometimes the experience is a little glitchy and features don't always perform as they should. Small things like random loading messages that won't go away, a screen refreshing for no reason when entering information (and you have to start over), etc. They push an excessive amount of upgrades each year, particularly when you have a highly customzied environment that requires thorough UAT each time. **What problems is Sugar Sell solving and how is that benefiting you?** We have the visibility we've been seeking into the lives of our sellers. We have a better idea of daily activity and we understand our accounts and their habits much better than when we started. ### 46. Powerful CRM tool **Rating:** 4.5/5.0 stars **Reviewed by:** Jan-Frederic B. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 01, 2024 **What do you like best about Sugar Sell?** Sugar Sell is a powerful CRM solution that can be adjusted to your organisations needs. SugarCRM is focused on customers needs as compared to other competitors that are keen on releasing new solutions all the time, Sell focuses on optimizing its already great functionality. **What do you dislike about Sugar Sell?** As every system you need time to invest. **What problems is Sugar Sell solving and how is that benefiting you?** Sugar Sell is our contact database and used for following up all our relations with "customers". ### 47. 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. | Sr marketing manager, 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 ### 48. 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. ### 49. 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. ### 50. 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. ## 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?section=pricing&secure%5Bexpires_at%5D=2026-05-18+06%3A24%3A51+-0500&secure%5Bsession_id%5D=f826265a-2073-4c36-b1be-87b7dc3c8a52&secure%5Btoken%5D=af748feb791062e654055b83d6ffd5eb719850fef701e40e10305a91302853c7&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 **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## 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 (24,583 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,165 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (2,985 reviews)