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SugarCRM

Enterprise CRM for teams seeking a more personal customer experience
our rating 4 out of 5 Stars

SugarCRMProduct Overview

 

  1. About
  2. Pros of SugarCRM
  3. Cons of SugarCRM
  4. Breakdown of core features

About SugarCRM

SugarCRM is a customer relationship management (CRM) software for businesses of all sizes. Positioning itself as a competitor to market-leading vendors such as Salesforce, Microsoft Dynamics, and Oracle, SugarCRM claims to offer a better customer experience. The system is designed to open communication and collaboration between marketing, sales, and customer experience teams within an organization, and offers features such as access to SugarCRM’s contact database, customer journey overviews, G Suite sync, workflow automation, and more.

Sales teams use SugarCRM to identify and track leads, stay organized, increase productivity, and maintain a consistent brand experience across marketing, sales, and customer experience interactions. Claiming to offer the best customer experience out of all the biggest players in the CRM market, SugarCRM offers community support, phone support, and email and chat support. SugarCRM has customers from around the world, including Sennheiser, Tyson Foods, and Audio Visual Design Group.

Pros of SugarCRM

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SugarCRM really shines in the way it shares and organizes data. If your sales team is migrating to SugarCRM from another system, you can easily migrate data to SugarCRM through its API. Additionally, the software supports a wide variety of integrations, making it easy to also share data from SugarCRM with other business software applications.

Once data lives in the system, it stays organized. This is particularly valuable for large businesses and enterprises that maintain large datasets, as data is useless if it’s not readily accessible. SugarCRM offers an intuitive and comprehensive user interface (UI) that makes finding important information easy. The system also links relevant data points together, providing users with valuable context.

Cons of SugarCRM

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Many enterprise CRM users complain about slow load times and clunky navigation. While SugarCRM isn’t the slowest enterprise CRM on the market by any means, navigation within the system can prove cumbersome. This is especially true when moving back and forth between pages and when using the system’s calendar feature. SugarCRM makes regular updates to the calendar, but many users still find it difficult to navigate and read. SugarCRM does offer easy integration with third-party software, so some users prefer to integrate the CRM with Google Calendar, Outlook, or another calendar application.

Breakdown of core features

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While SugarCRM does offer some unique features that set it apart from other vendors, it’s important to have a firm understanding of how SugarCRM performs on core features common to all CRM solutions.

Managing leads and contacts in SugarCRM

Contact management is one of the best features SugarCRM offers. While every CRM solution on the market offers this feature, users praise SugarCRM for making contact management easy and fast. Manual contact information entry is widely considered drudgery and can even be frustrating if a contact doesn’t provide the information necessary for lead follow-up. SugarCRM eases this pain point through Hint, an embedded tool that pulls information on contacts found in SugarCRM’s own contact database in addition to scraping popular social media sites such as Facebook, Twitter, and LinkedIn.

Email in SugarCRM

The email feature in SugarCRM is par for the course compared to how most CRM solutions handle email. Users can connect their email account to SugarCRM to send emails without having to leave the system. Look for tools such as send later, open alerts, reply tracking, and automated follow-ups. SugarCRM also offers simple email analytics, email templates, and reminders to follow up after a set period if you don’t receive a response.

Workflow automation in SugarCRM

Workflow automation in SugarCRM lets users create custom processes that are activated by certain triggers. Salespeople frequently use workflow automation to send new leads a welcome email or to send a promotion, piece of content, or a simple cadence. These triggers can be configured based on a lead’s country and state (if in the US), opt-in point of origin, and any actions the person takes within an email, such as clicking a link.

Alternatives to SugarCRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.


1 Kintone

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Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.

Learn more about Kintone

2 HoneyBook

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HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects, and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant. Small business owners and freelancers have used HoneyBook to increase their bookings and save time.

Learn more about HoneyBook

3 Really Simple Systems CRM

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Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.

Learn more about Really Simple Systems CRM

(Last updated on 03/04/2022 by Forrest Brown)

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
    Average
  • Works Best For
    Any Sized Businesses

Screenshots

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Video

  • CRM
  • Access to contact databases of over three billion contacts
  • Interaction documentation
  • G Suite sync
  • Recommendations on when to contact certain leads for best results
  • Visual pipeline management
  • Alerts and notifications
  • Social listening
  • Task management
  • Workflow automation
  • User permissions
  • CAPTCHA
  • SSO
  • Idle timeout period
  • IP address validation
  • Monthly subscription
  • Four tiers
  • Free trial available
  • English
  • Spanish (Español)
  • Chinese (中文)
  • French (Français)
  • German (Deutsche)
  • Google Drive
  • Social Media Integration
  • eCommerce Integration
  • Microsoft Outlook
  • Zapier
  • Gmail
  • Google Calendar