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External reviews are not included in the AWS star rating for the product.


    Museums and Institutions

Flexible product that could use more 3rd party apps

  • January 11, 2023
  • Review provided by G2

What do you like best about the product?
I like how flexible and customizable the platform is. It really allows you to customize it so meet your organization's needs with little-to-no programming knowledge. The Studio functionality as well as the Process Definitions allow admins to built staight forward automations to help minimize tedious administration.
What do you dislike about the product?
The biggest problem with Sugar is that there are few integrations and 3rd party apps available. If you're using it as a CRM, you want to be able to plug that customer data into multiple platforms. While different applications recognize other platforms like Salesforce, it's rate that Sugar will be one of the native integrations. Even Zapier doesn't work perfectly as it can be very difficult to look up and edit records in Sugar through integrations.
What problems is the product solving and how is that benefiting you?
It's automating many of our internal business tasks, saving a great deal fo staff time and input. It's also allowing us to identify and manage the specific data required for our needs.


    Greg F.

Solid CRM application with enterprise level capabilities.

  • January 05, 2023
  • Review provided by G2

What do you like best about the product?
Action buttons, the ability to customize the application's look and feel based on usage patterns. Filtering, layout changes.
What do you dislike about the product?
Paging and the way that large lists are loaded. I would love to see the ability to customize and define the number of records to load for each category.
What problems is the product solving and how is that benefiting you?
They're our primary source of email campaigns and information storage for our customer relationship information.


    Automotive

Co Driver Review

  • January 05, 2023
  • Review provided by G2

What do you like best about the product?
I like being able to set reminder for myself when I have to follow something up with a customer. This way , when I go back to see the customer next time everything is up to date.
What do you dislike about the product?
Annual leave is time-consuming to enter into the system.
When I have interruptions to my schedule, I find the system is clunky when I want these changes reflected in Co-driver.
What problems is the product solving and how is that benefiting you?
Co-Driver is helping me remember all the quotes, leads and orders I have outstanding. This makes my role more professional and organised, reulting in better customer service.


    Valerie C.

User friendly

  • January 04, 2023
  • Review provided by G2

What do you like best about the product?
An easy way to follow up on projects, I like the customer data as well (useful to know who are the contacts)
What do you dislike about the product?
Duplicate does not keep track of added informations as to winners and bidders, I have to fill them up for every duplicate profile I create.
What problems is the product solving and how is that benefiting you?
It helps us keep track on our projects, we see easily the value and the dates, it's a common tool everyone can look up, friendly user.


    Angel R.

Automation, pipeline, integrations, included pre-configured app and all the administration on hand.

  • December 27, 2022
  • Review provided by G2

What do you like best about the product?
The most satisfying feature is having the complete administration, personalizations and integrations on my end so I can make my instance as my company is developing in time.
Plus, having all the automation needed at a no-code level is lovely.
What do you dislike about the product?
Sugar Sell has so many features; the only dislike that we have is that it is very exhaustive to have all of them enabled in one stage; we needed to do more implementation stages to get all of the features running.
But looking at it is the best kind of problem that we could have.
What problems is the product solving and how is that benefiting you?
We have total control of the commercial efforts, follow-ups, cash flow, forecast and interactions between executives and our team.
Also, we use it as a reporting motor, having all the dashboards we need in and between departments.


    Wholesale

SUGAR CRM WLZ REVIEW

  • December 27, 2022
  • Review provided by G2

What do you like best about the product?
ease of viewing and layout. filters for commonly used reports and contacts.
What do you dislike about the product?
Complicated Email customization. The platform is very robust, However integrations and higher- level automation could be simpler
What problems is the product solving and how is that benefiting you?
keeps a great database of clients, contact information, and target lists that are utilized daily for record keeping and tracking sales success


    Information Technology and Services

Sugar works but it takes a lot of learning + company development to fly. CRMs are a challenge

  • December 22, 2022
  • Review provided by G2

What do you like best about the product?
Lots of capabilities, features that can help drive sales and account management.
What do you dislike about the product?
Too much capabilities -- needs lots of curation. Need to be more simple.
What problems is the product solving and how is that benefiting you?
Engage and manage our Sales and Account Management process.


    Bobby C.

Highly Recommended

  • December 22, 2022
  • Review provided by G2

What do you like best about the product?
I appreciate Sugar for its flexibility. Sugar allows us to build solutions quickly and provide an excellent service to our business and external customers
What do you dislike about the product?
While Sugar is functional - the UI looks dated and is not always intuitive
What problems is the product solving and how is that benefiting you?
Specifically Sugar is our Service/Call Center Platform. It gives us greater control of our data and provides custom reporting


    Dave H.

Great CRM platform with ease-of-use, flexibility and performance to meet the needs of any company

  • December 21, 2022
  • Review provided by G2

What do you like best about the product?
Administration of the system is relatively easy making it possible for in-house staff to configure the system to our needs.
What do you dislike about the product?
The administration tools for active business processes could be improved.
What problems is the product solving and how is that benefiting you?
Allows our sales teams, managers and executives to stay on top of their in-flight opportunities ensuring that best possible sales outcomes are achieved.


    Ryan G.

Drastically improved our sales flow and process

  • December 21, 2022
  • Review provided by G2

What do you like best about the product?
Our ability to track and categorize the sales customer journey has created transparency in the sales process and when we expect to close the sale. A clear timeline of the customer interaction and our central repository of documentation is essential to keeping the transition from sales to the onboarding process smooth. With a clear relationship between opportunities, quotes, and products, we understand what sells and when it should impact our business financially. The close integration between Sugar Sell and Sugar Market has enabled us to create an end-to-end customer journey, from initial lead nurture to subscriber.
What do you dislike about the product?
Some remnants of previous versions of Sugar Sell (outdated modules, tools, etc.) are challenging to use or customize. We have still succeeded in using these modules, but considerable work was needed to customize our sales journey or quote creation. I would expect Sugar to focus more on these parts of the product to give the user a better experience. Over time, Sugar has whittled down obsolete parts of its product and continually released meaningful updates.
What problems is the product solving and how is that benefiting you?
Sugar Sell simplifies the complex sales and onboarding process--as we are an internet service provider, there are countless processes and data requirements to provide amazing internet to our customers. We require +30 different activities (tasks, calls, emails, etc.) for a complete customer journey and Sugar allows us full transparency, goal and financial tracking, and so much more.