What do you like best about the product?

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 the product?

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 the product 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

What do you like best about the product?

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 the product?

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 the product 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.

What do you like best about the product?

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 the product?

I don't think there is anything I don't like about this software

What problems is the product solving and how is that benefiting you?

Sales analysis, product performance, customer performance

What do you like best about the product?

It links our existing legacy system and shows great intuitive reporting and visuals for tracking

What do you dislike about the product?

It does the job required i havent got much to dislike

What problems is the product solving and how is that benefiting you?

Shows wide range of data and reporting, assists tracking of opportunities.

What do you like best about the product?

Pipeline Management of Opportunities and integration with MS Outlook

What do you dislike about the product?

I haven't found any dislikes about Sugar CRM in my experience

What problems is the product solving and how is that benefiting you?

Opportunity and pipeline management

What do you like best about the product?

easy use and makes you familiar with the process get used to it easily

What do you dislike about the product?

some bugs that may interrupt our work flow

What problems is the product solving and how is that benefiting you?

nothing

What do you like best about the product?

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 the product?

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 the product 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.

What do you like best about the product?

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 the product?

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 the product solving and how is that benefiting you?

Keeping track and on-top of Leads and nurturing the client base.

What do you like best about the product?

Modular and we can leave it with our process design

What do you dislike about the product?

Few consultancies in Brazil and the high cost for our currency

What problems is the product 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.

What do you like best about the product?

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 the product?

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 the product solving and how is that benefiting you?

Data analysis and automation