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PeerSpot user
Strategic Human Relations Leader at Michael Deaver Talent Management Coaching & Consulting
Real User
The user interface makes it difficult to use over time. It is a good, basic out-of-the-box solution.

What is most valuable?

The ease of setup and stability.

How has it helped my organization?

It was used for a period of time as our primary CRM for handling clients.

What needs improvement?

The user interface (UI) needs improvement.

For how long have I used the solution?

Less than a year.

Buyer's Guide
SugarCRM Platform
October 2024
Learn what your peers think about SugarCRM Platform. Get advice and tips from experienced pros sharing their opinions. Updated: October 2024.
814,763 professionals have used our research since 2012.

What was my experience with deployment of the solution?

None.

What do I think about the stability of the solution?

None.

What do I think about the scalability of the solution?

None.

How are customer service and support?

Customer Service:

I did not use the customer service.

Technical Support:

Not applicable.

Which solution did I use previously and why did I switch?

Infusionsoft. We were trying out SugarCRM based on Central Station rankings.

How was the initial setup?

It was straightforward to set up.

What about the implementation team?

In-house setup.

What was our ROI?

Low. The UX was such that it limited the use of it.

What's my experience with pricing, setup cost, and licensing?

It is a strong basic CRM, however the user interface makes it difficult to use over time.

Which other solutions did I evaluate?

Infusionsoft and Salesforce.

What other advice do I have?

Good, basic out-of-the-box solution, however, in my estimation not a long term play as the design flow and user interface make it a true chore to enter data. Feature rich, but not designed with the end in mind or for user fluency. Too many clicks required for navigating.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user1017 - PeerSpot reviewer
eCommerce Expert at a computer software company with 501-1,000 employees
Vendor
Sugar gives users a complete view of their customers through core sales, marketing and customer support features.

Valuable Features:

Pros. •Affordability. This solution can be a great fit for budget conscience organizations capable of investing additional time in their CRM product. •Open source customization. A commercial open source solution capable of on-demand individual control (this may be a major positive or a complete turn off depending upon your tolerance for open source business applications solutions). •Good program. Available source code, good documentation, training programs, and a relatively active community, provide the hallmarks for a successful open source effort.

Room for Improvement:

Cons: • Open source. While open source acceptance has grown, it is far from commonly accepted among business application champions. Perhaps more important, one of the core tenants of the SaaS value proposition, is to reduce or eliminate the in-house IT resources needed to support business systems - not hire additional programmers in order to go into the software customization business. •Small business (only) solution. •Poor reporting. Pipelines, forecasts, and reporting in general, are not that good in the free version. •Quite limited system administration tools - such as account merges, mass modifications, flexible security models.

Other Advice:

The Sugar platform is highly extensible. The application includes a built-in Module Builder tool to assist developers and users in creating and maintaining custom applications that extend the value of the core platform.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user6579 - PeerSpot reviewer
it_user6579Engineer at a tech services company with 1,001-5,000 employees
Consultant

Nice Review.
SugarCRM proves to be a good solution for managing Sales cycle of business from lead to quote.

Agree with reviewer on few points like
Good Documentation.
Community Support.
Available source code for customization according to the businees needs.
Various features are not included in community version.

Buyer's Guide
SugarCRM Platform
October 2024
Learn what your peers think about SugarCRM Platform. Get advice and tips from experienced pros sharing their opinions. Updated: October 2024.
814,763 professionals have used our research since 2012.
Account Manager, Cybersecurity at a tech services company with 11-50 employees
MSP
Good performance, sales management, and easy installation
Pros and Cons
  • "The most valuable aspect of this solution is its low cost."
  • "I would like to see more integration on a mobile platform in the next release."

What is our primary use case?

We use Sugar Enterprise to manage our sales focus and track the appointments.

What is most valuable?

The most valuable aspect of this solution is its low cost.

It works well.

What needs improvement?

The interface could be more user-friendly.

I would like to see more integration on a mobile platform in the next release.

For how long have I used the solution?

I have been using Sugar Enterprise for at least eight years.

As a cloud-based solution, we always use the most recent version.

What do I think about the scalability of the solution?

We have ten users in our organization.

We use this solution on a daily basis.

Next year, we intend to increase our usage.

How are customer service and support?

We have not contacted technical support.

How was the initial setup?

The installation is straightforward.

This solution will be deployed and maintained by one technical person.

What about the implementation team?

The installation was completed entirely in-house. We have a dedicated technical team.

What's my experience with pricing, setup cost, and licensing?

Sugar Enterprise is not expensive.

Licensing fees are paid on a yearly basis.

There are some additional costs.

What other advice do I have?

I would recommend this solution to others who are considering using it.

I would rate Sugar Enterprise an eight out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user1143 - PeerSpot reviewer
Network Manager at a tech company with 51-200 employees
Vendor
SugarCRM provides simple navigation and rapid data access for small businesses

Valuable Features:

Sugar CRM includes all the required functionality of a CRM product like lead, account, and opportunity creation. Management and also marketing automation includes campaign management and email marketing. Customer support consists of case management and incident tracking.Interface has been improved as compared to previous versions, with integrated email, marketing, and document sharing.Affordable and commercial open source solution is good for organizations with budget constraints.

Room for Improvement:

Functionality and features are well suited for small business companies only.Reporting and forecasting needs improvement.Very limited system administration capabilities.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user6579 - PeerSpot reviewer
it_user6579Engineer at a tech services company with 1,001-5,000 employees
Consultant

Though SugarCRM offers various CRM features, but some of the important features of CRM are available in Professional version only.

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