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    Brett T.

An excellent CRM solution to conforms to the needs of your business.

  • June 07, 2017
  • Review provided by G2

What do you like best about the product?
We picked Sugar because of the flexibility of the platform. It is a not an "out of the box" solution like the leader (mkt share) in the CRM space.
What do you dislike about the product?
It does take time for certain issues to get resolved although many people (over in one case years) are requesting the same resolution of an issue(s)
What problems is the product solving and how is that benefiting you?
Understand our target market better, learning about the issues that are sales reps (out of the field - it is a big one - worldwide) might be facing and being able to proactively address those issues before it has a negative impact. In, short, it brings our customer information in house rather than with the reps or lost out in the field. We have a better picture of what our market segment is and this allows us to better target our potential customers better. It has allowed us to be more proactive in our sales approach.
Recommendations to others considering the product:
(1) Be willing to do a large amount of "up-front" work prior to even thinking about configuring Sugar to meet your needs. We spent two months with white boards mapping out all of our processes that would be interacting with Sugar. (This was a GREAT exercise by the way). Then we set objectives of what we wanted to get out of our Sugar implementation. Then we did a gap analysis to go from where we were currently and where we wanted to be, and that because the initial (very rough) plan for how we were going to create (which you are doing) and setup Sugar to meet our needs.
(2) Find a GOOD PARTNER to work with. We had an initial partner, that was focused on working with large cap companies and offered minimal help in this initial phase (1). We switched partners and found a GREAT partner to work with and are extremely happy with the results.


    Computer Software

CRM Consultant

  • June 07, 2017
  • Review provided by G2

What do you like best about the product?
Ease of Use and ability to run a sales meeting off the Opportunities List - no paper, easy for sales people to speak to their opportunities with little to no prep - Efficient and action oriented.
What do you dislike about the product?
Some latency in Studio in 7.8 but seems better lately; the inability for records to display in 3 column instead of 2 (without dev);
What problems is the product solving and how is that benefiting you?
Automating the sales cycle and post-sales support - using customer journey and advanced workflow to increase visibility and enable a much more productive process.
Recommendations to others considering the product:
Focus on value. Focus on the ability of a CRM to be customized to your business processes. Take into consideration products you use that can be integrated the best with Sugar.


    Kellie P.

Sugar User and Partner

  • June 06, 2017
  • Review provided by G2

What do you like best about the product?
On-demand deployment, ease of use, interface - Can be accessed anywhere and at any time, which is helpful for our in-field reps. We have a lot of employees who work from home, so this is key.
What do you dislike about the product?
Sometimes slow, reporting could be better, global search not always working.
What problems is the product solving and how is that benefiting you?
Following up on leads, remembering engagements, keeping track of sales opps, and metrics
Recommendations to others considering the product:
Be patient. It's a good product and just needs time to get to where it needs to be to be great.


    Jennifer B.

User friendly, turn-key, easily customizable

  • June 05, 2017
  • Review provided by G2

What do you like best about the product?
It's user friendly for our unique business
What do you dislike about the product?
Sometimes our customization can cause problems
What problems is the product solving and how is that benefiting you?
We've been able to use one system to replace multiple outdated ones.
Recommendations to others considering the product:
It has many key features out of the box that will meet most business needs. But is also customizable for any additional needs.


    Consumer Goods

The Past Five Years

  • June 01, 2017
  • Review provided by G2

What do you like best about the product?
When things work as they should and you can promote the platform with confidence to your customer (Fellow employees).
What do you dislike about the product?
Upgrades and fields disappearing for no reason. Happens too much for my taste with no explanation. SugarCRM is usually able to fix it but it is an inconvenience to my users.
What problems is the product solving and how is that benefiting you?
Tech Support call center analytics, Field Support analytics. Email campaign platform.


    Marketing and Advertising

CRM at your feet

  • May 31, 2017
  • Review provided by G2

What do you like best about the product?
I like that we can customize it to our needs adding not only fields but also modules
What do you dislike about the product?
The user interface is to be desired a bit old fashion for my taste
What problems is the product solving and how is that benefiting you?
It's great to keep all the leads in one place and to get a schedule every morning
Recommendations to others considering the product:
It's great for creating reports and statistics


    Jim W.

Does everything the leader does for less money expended

  • May 31, 2017
  • Review provided by G2

What do you like best about the product?
Cost of ownership is possibly the lowest of CRM solutions in the market yet one of if not as powerful as any competing solution.
What do you dislike about the product?
There's not much to dislike. If anything, the brand isn't touted enough and seems to be a bit of a secret.
What problems is the product solving and how is that benefiting you?
We have built and end to end work flow that allows our predictable revenue team to work with our Account Executives to close deals at a faster rate . In addition our whole implementation team has one view into a client and every project through integrations with full blown project management and our finance software.


    Food & Beverages

Senior Data Analyst

  • May 23, 2017
  • Review provided by G2

What do you like best about the product?
Customization of SugarCRM is great and easy.
What do you dislike about the product?
At this time there is nothing that we don't dislike.
What problems is the product solving and how is that benefiting you?
Capturing data from the customers and sales people.


    Muhammad Saad S.

Amazing CRM Lead Management

  • May 17, 2017
  • Review provided by G2

What do you like best about the product?
The Lead Management System.
Importing Emails by configuring Inbound Email Accounts.
Reporting and Charts feature.
Teams and Roles management
Access control even at field level.
What do you dislike about the product?
Campaign Management System.
Email Management System.
No Tool available for the creation of Package for some specific customization.
What problems is the product solving and how is that benefiting you?
By using SugarCRM I have customized it for many businesses. Mostly used it for Lead Management for a Cinema, Case Management for most of the companies, School Management etc.
Most of the companies are using it for Customer Support.
Most of the companies are using it in Medical firms just like for the management of patients, physicians pharmacies.
Recommendations to others considering the product:
Highly Recommended. One of the best CRM for Lead Management, Customer Care Management, Case Management, Task Management, Accounts and Contacts Management, Reporting, Integration APIs, Import and Export features and most importantly easy to customize according to the needs of the Customers or businesses.
It is very much easy to integrate different tools / processes within SugarCRM.


    Mark P.

SugarCRM a switch from salesforce

  • May 16, 2017
  • Review provided by G2

What do you like best about the product?
Working with Sugar and the ease in which we have been able to develop custom modules without any programming skills has made the transition from Salesforce to Sugar a delight.

We have been running SugarCRM now for over a year and with the customisations have managed to transform certain areas and workflow methods for greater transparency and simple record management.
What do you dislike about the product?
Creating templates for use with quotes and other documentation is very challenging and cumbersome. to over come this we now use Flexidocs.
What problems is the product solving and how is that benefiting you?
Service and Support record keeping has improved thanks to a simple custom module design allowing us to track installations and record service calls and troubleshooting steps.