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    Michael B.

Sugar keeps things organized and good for reminders

  • July 27, 2023
  • Review provided by G2

What do you like best about the product?
It helps me keep things organized and remind me of things that i need to do. Always nice when i forget things because i am so busy and it gives me the push to get things done.
What do you dislike about the product?
Sugar can be buggy a lot. You have to find little tricks to navigate the system or you will not find what you need. It can be very irritating when you are looking something up and it won't show so you have to use 20 filters to try to find it.
What problems is the product solving and how is that benefiting you?
I honestly do not know what they are solving. It is beyond me. I just hope when i log in one day that my issues are fixed and that the fix did not create another problem.


    Martha S.

Easy to navigate Sales Tool - It has gotten better with every upgrade

  • July 27, 2023
  • Review provided by G2

What do you like best about the product?
I like the mass update option
Also, how easy it is to navigate and find all records right there, for example when you are in the Accouint table, you can see invoices, ship to addresses, contacts, etc. This is very important to have it all there when you are part of the Sales team.
What do you dislike about the product?
We, well, I personally, liked almost everything. The only downside was when we had to constantly clear our cookies and cache otherwise Sugar CRM would appear just blank. When trying to reach out Sugar Support, we barely received any communication. That makes it really hard, especially for the sales and engineering team.
What problems is the product solving and how is that benefiting you?
We actually encounter a lot of Sugar lack of communication.
We needed help with Sugar automated reports, which is usually very useful to our exec team and planning, since we are a mfg


    April F.

A reliable, customizable CRM platform - our team is happy!

  • July 27, 2023
  • Review provided by G2

What do you like best about the product?
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 the product?
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 the product 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.


    Computer Software

Sugar Sell for the win!

  • July 27, 2023
  • Review provided by G2

What do you like best about the product?
UX is great, very easy to use. The Tool is also extremely robust with both admin configuration as well as code extensions within the Sugar framework. Not only is it a great sales and customer serivce tool, it can also be extended to be a custom database wtih custom objects/module and custom functionality. Recently added functionality like the focus drawer and action buttons allow for ease of use and the ability to have allfunctionality on one page without having to open multiple windows
What do you dislike about the product?
Reporting tool could be improved, however the work-around for that is Sugar discover or an integration to an existing Business Intelligence tool.
What problems is the product solving and how is that benefiting you?
Sales + Account management. Manage leads, opportunities, pipeline, produce proposals, and leverage their workflow automation tool to help automate certain functions within our business.


    Internet

It really isn't the best CRM I've used

  • June 06, 2023
  • Review provided by G2

What do you like best about the product?
It provides a centralized platform for managing sales activities, enabling sales teams to streamline their processes. It offers features like lead management, opportunity tracking, and pipeline management, ensuring a systematic approach to sales. By automating repetitive tasks and providing real-time visibility into sales activities, Sugar Sell helps improve efficiency and productivity.
What do you dislike about the product?
The complexity of the system and its learning curve. Some users might find the initial setup and customization process challenging or feel overwhelmed by the abundance of features and options available.
What problems is the product solving and how is that benefiting you?
It provides a comprehensive set of features to streamline sales processes and improve sales team productivity. Sugar Sell enables businesses to effectively manage leads, track opportunities, automate sales workflows, generate quotes, and analyze sales performance through robust reporting and analytics.


    Telecommunications

Great product easy use

  • June 01, 2023
  • Review provided by G2

What do you like best about the product?
Easy to manage sales forecast and PLI for surveys
What do you dislike about the product?
Very open system and needs more simplsity
What problems is the product solving and how is that benefiting you?
Helps us manage funnels integrate sales and post-sales ops


    Teresa B.

Great program, easy to use and easy to customize.

  • May 24, 2023
  • Review provided by G2

What do you like best about the product?
It is easy to use and customize, and the customer support is excellent! It allows us to keep track of conversations with customers as well as keep email records.
What do you dislike about the product?
It is a bit overkill for what we need, but what we do need, it does perfectly.
What problems is the product solving and how is that benefiting you?
It helps us keep track of the companies and the people that we deal with. It allows us to create custom fields to show what customers can buy what products. We are able to write reports to export contacts based on these fields so we can focus specific product email campaigns on the appropriate customers. We also keep track of interactions with each customer so that when they call, any customer service rep can help them.


    James R.

Overall a good experience.

  • May 19, 2023
  • Review provided by G2

What do you like best about the product?
Very easy to use and navigate. Would recommend for sure!
What do you dislike about the product?
I think Sugar can add a few more simple features like auto-correct for simple words
What problems is the product solving and how is that benefiting you?
Easy to log calls and keep track of business opportunities.


    Financial Services

Customizable CRM for small business

  • May 18, 2023
  • Review provided by G2

What do you like best about the product?
Good functionality, with ability to add licenses as company grows.
What do you dislike about the product?
Would be more useful to us if written in Python, not php.
What problems is the product solving and how is that benefiting you?
For a while there was a minimum number of licenses required, and we didn't have that many people. Now, we can get just the number of licenses we need, with the option to add more in the future.


    Medical Devices

SugarCRM

  • April 24, 2023
  • Review provided by G2

What do you like best about the product?
I do like how you can filter data pretty easily. Building filters to get to data quickly is important in sales.
What do you dislike about the product?
I wish there was better syncing of close dates at the opportunity level to the line level. I have to update it in two spots vs one.
What problems is the product solving and how is that benefiting you?
access to data and dashboards