Sugar Serve
SugarCRMReviews from AWS customer
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Centralizes processes and gives ops visibility
What do you like best about the product?
SugarCRM brings sales, marketing, and support data into one platform so teams stop working in separate spreadsheets and tools. That single view makes it easy to spot bottlenecks and measure process performance.
What do you dislike about the product?
There is a meaningful upfront cost in planning and training. If your data model is messy or you add fields without governance, dashboards become unreliable and adoption stalls.
What problems is the product solving and how is that benefiting you?
It centralizing data and automating standard handoffs reduced duplicated work and sped up response times. Today we have clearer operational metrics, fewer missed SLAs, and more reliable forecasting.
Connects campaigns to pipeline
What do you like best about the product?
Sugar Market makes building campaigns, landing pages, and forms simple with its drag and drop builders. I can put together a campaign quickly without asking engineering for help.
What do you dislike about the product?
There is an upfront cost in time and planning. To get accurate attribution and useful scoring you need clean data and a clear field strategy.
What problems is the product solving and how is that benefiting you?
We eliminated multiple point tools for email, forms, and campaign tracking. That cut manual data reconciliation and gave us a single place to measure campaign to opportunity results.
Keeps customers on track and reduces churn risk
What do you like best about the product?
Sugar Serve gives our CSM team a single workspace to manage cases and follow the full account history. The service console makes it straightforward for reps to pick up a case, see account context, and act without switching systems. That focused agent view speeds up handling and keeps interactions consistent.
What do you dislike about the product?
There is a learning and setup cost. To get reliable routing, SLAs, and useful reports you need to plan your data model, business hours, and escalation rules first. Admins should expect to spend time testing these settings in a sandbox before full rollout.
What problems is the product solving and how is that benefiting you?
Serve centralizes support activity and enforces SLAs and routing so nothing falls through the cracks. The self service portal and knowledge base let customers find answers and log cases on their own, which reduces low value tickets and frees CSMs for proactive work. Because Sugar ties into Sugar Sell and Sugar Market, we get a unified view of usage, tickets, and campaign touchpoints to run better renewal and expansion plays.
Flexible and powerful for admins but plan your setup
What do you like best about the product?
I love how much you can tailor Sugar to match our business. The Studio tools let me add fields, change layouts, and create modules so teams see exactly what they need. That control makes the system fit our processes instead of the other way around.
What do you dislike about the product?
There is a noticeable learning curve. New users can feel overwhelmed by the number of options, and building clean reports takes some practice. You also need to be careful with custom fields and naming, because a messy data model makes reports unreliable.
What problems is the product solving and how is that benefiting you?
Previous our customer data lived in spreadsheets and separate apps. Now everything is in one place, so we have one source of truth for customers, campaigns, and support cases. That central view improved forecast accuracy, cut duplicate work, and made it easier to hand off leads from marketing to sales.
Powerful admin controls and customization
What do you like best about the product?
I love how much I can control. I can create roles and enforce field-level permissions so people only see what they need. The Studio tools let me add fields, change layouts, and rearrange screens without heavy coding. Those two capabilities make the system flexible for different teams and keep sensitive data locked down.
What do you dislike about the product?
Customization is powerful but can become messy if you don’t follow a data and naming standard. Major upgrades and big configuration changes require testing in a sandbox first and a careful rollout to avoid breaking customizations. That preparation takes time and discipline.
What problems is the product solving and how is that benefiting you?
Sugar centralizes customer records and automations so we no longer chase scattered spreadsheets. Using SugarBPM and Automate, we routed leads, enforced SLAs, and reduced repetitive handoffs. That has cut admin work for the teams and made reporting more trustworthy.
Elevating Performance
What do you like best about the product?
Dynamic dashboard settings with full customisation that fits our special needs. Multiple integrations capabilities. Superb automation capabilities -with zero errors.
What do you dislike about the product?
SugarCRM Solution Suite has not shown sign of drawback.
What problems is the product solving and how is that benefiting you?
Centralized sales and marketing coordination with total accountability and enhancement quick goals achieving.
Fantastic AI-driven Insights and Comprehensive Toolsets
What do you like best about the product?
This platform provides effective solutions to my problems and helps me achieve profitability while working without stress. Its ease of use and user-friendly interface make my experience straightforward and enjoyable. I like it's AI and Analytics tools for predictive lead scoring, sales forecasting, and generating relationship summaries for accounts.
What do you dislike about the product?
There is nothing I dislike about this platform. I have nothing further to add on this subject.
What problems is the product solving and how is that benefiting you?
We needed a CRM system that could be tailored to our company, and SugarCRM Solution Suite has proven to be an excellent choice for medium to large businesses seeking a highly adaptable CRM. Its AI-driven insights and comprehensive toolset have significantly improved our sales efficiency and customer relationship management.
Clear Data and Great for Reporting
What do you like best about the product?
SugarCRM puts sales, marketing, and support data in one place. I can build reports and dashboards quickly and drill into records for details. The dashboards help me answer questions fast and show clear numbers to managers.
What do you dislike about the product?
Reporting works best when the data is clean. If fields or contacts are messy, reports can be wrong and you spend time cleaning instead of analyzing. Some advanced reports need practice to build, so there is a small learning curve.
What problems is the product solving and how is that benefiting you?
I pulled numbers from spreadsheets and different tools. Now everything is in one system, so forecasting and campaign measurement are faster and more reliable. I spend less time gathering data and more time finding insights that help the business.
Centralizes ops and cuts busy work
What do you like best about the product?
SugarCRM brings sales, marketing, and service into one platform so we stop swapping spreadsheets and tools all day. That single view makes it easier to track processes and spot bottlenecks across teams.
What do you dislike about the product?
There is a real setup and adoption cost. Getting the data model, workflows, and user roles right takes time, and new users can find the interface confusing until they get used to it.
What problems is the product solving and how is that benefiting you?
Before SugarCRM our processes were fragmented and handoffs were inconsistent. Centralizing data in Sugar Sell, Market, and Serve removed the duplicate entry, made SLA tracking visible, and reduced manual chase work for teams. That translated to faster responses, fewer lost opportunities, and clearer operational metrics.
Keeps customers on track and reduces churn risk
What do you like best about the product?
Sugar Serve gives our team a single place to manage cases, track SLAs, and see the full customer history. The service console provides a focused agent workspace so reps can find case details, account context, and actions without switching tools. This makes responses faster and more consistent.
What do you dislike about the product?
The self service portal and knowledge base have been useful for deflecting low-value tickets. Customers find answers themselves and we can turn frequent issues into published articles, which reduces repeat work for the team.
What problems is the product solving and how is that benefiting you?
Serve centralizes support activity so we no longer lose handoffs between sales, marketing, and support. It enforces SLAs and routes work predictably, which lowered our average response time and helped us surface renewal signals earlier. That clarity made it easier for CSMs to run proactive outreach and reduce churn.
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