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.

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.

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