Sugar Sell Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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) Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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.

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. Review collected by and hosted on G2.com.

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. 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.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Love the flexibility of being able to make changes on the fly. I can update teh 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.