SugarCRM Erfahrungen

Dashboard collaboration now makes business-critical data accessible to those who require it. The total features ensured that the common perception of a CRM will now shift from a pragmatic, reviewable database to an operational, process-driven platform which will save time, generate benefits, and, as the motto states, "Do the job for you."

The user interface is not very inviting. The customer experience is mediocre. It does not allow for multiple device logins. As a result, it might be difficult to use occasionally. The smartphone app should be improved, since it does not feel up to all the same grade and appears to be a mistake. Keep in mind that many customers are out in the workplace and may not always be seated beside a pc.

Very stable, solid
easy to use, administer
Easy to implement and deploy
Reporting is good and allows fro complex reports to be built

It has not changed in a looong time (perhaps years?)
For the functionality, it is expensive - better options exist
Marketing is poor (unless you go for Sugar marketing apps which are expen$ive!)

Very customizable to your needs. Straightforward, no nonsense UI. Easy to read and find things. Sugar is a perfect entry into CRMs that aren't salesforce, because its useful across all industries and departments. Its simple while being complex. You can create functions and layouts that are very specific to your needs, but without it cluttering and looking like there's a lot of information.

Its not very pretty. Sort of looks like it was made in the early 200s and they just kept the look since. People are always talking about professionalism, and this definitely looks less polished than other CRMs. Because of this, some of the information can blend together and be difficult to find if there are long lists of things you are looking for.

It easily gets integrated with many applications.

The process of Installation, and sometimes it hangs m system.

We could customize it in-house without paying a lot of outside consulting fees

Storage space is an issue and your forced to buy more storage even when its Sugar's temp files building up.

SugarCRM has a good support team, which makes it a reliable system that is easy to use and maintain. The process of adding leads, nurturing them is way easy. We can create segment anytime using the filters.

I feel user interface can be improved. The UI look bit outdated. There is again possibility that the user experience could have been improved. The platform might be times when it is bit slow time to time.

UI looks simple and training new users was easy. It is a great tool for contact and deal management with amazing filter options. Native integration to mail and document sharing software is good. Logic builder is one of the good features of Sugar. Resources are extremely useful and detailed explanations for each and every feature are provided there.

Slow speed (in Inspite of fast internet)
Hanging problems
Do not have readily available APIs for 3rd party integrations

Sugar CRM has interesting potentially especially for small companies that have low budget. It's a great pro having the possibility to host it in proprietary servers.

Local host means having a slow CRM and also it's hard customizing reports and data visualization tool to track activities.

Maintaining records helps in avoiding any misses in journey to achieve the targets.

It is quite time consuming to work with this software. There needs to some kind of an optimization or additional features to help navigate things faster.

Most of it's features and integrations are very helpful and making the daily work easier for it's users. The option of several integrations (HubSpot, Jira, Clockify etc.) is great.

There are still versions with an outdated look and feel. Even the latest version can be still worked on regarding visuals.

Open source roots. Benefits from the rising tide of PHP innovations which let you keep up to date by adding new modules for a very affordable prices. There is a massive community of PHP developers available to help build custom modules for you for cheap prices, if you don't have PHP programming skills.

It can take some time to get used to how to use it. Also, it's too bad the free SugarCRM CE (Community Edition) version 6.5.25 is somewhat outdated, and updated only to fix security bugs. Although, it's about 75% the same features as the paid current version of SugarCRM Pro 7.8.

The tool is intuitive and very easy to use, there is the option to use the cloud in a private server or use the software tool as a service, it has a variety of modules to carry out the management of clients, such as sales, marketing campaigns, opportunities, potential customers, everything related to meetings and appointments to be carried out by sales executives, among others. It has a module to carry out project management related to opportunities and contributions made. It also has a version for mobile devices that allows you to review information or keep the information of the CRM updated from the comfort of the smart phone and / or tablet. It has the ability to add new fields to the forms by further personalizing the tool, there is a version in which you can by role display a certain form. It has the capacity to extend it by adding new modules

It has a module to record tasks, which can be used for assigning different activities to employees, in this part you may be able to add some type of SLA and in this way to measure the time it takes for users to complete tasks according to the assignment date and the SLAs registered for a specific type of task. Workflows are very basic for the professional version

Sugar had a lot of cool features that I had not seen in other crm's I've used in the past. When they worked, it allowed me to quickly see my month and goals and see what I had in my pipeline still.

Also, it was fairly easy to use while driving in the car between appointments and quickly type in a review of what I met with the accounts about.

Quit often the software features that we nice to have were either not accurate or not working. The idea of having it was nice but it was annoying when I had no idea what was correct with my numbers. Also, it took quite a long time to find certain accounts and many of them were duplicated in the system and you must pay close attention to the account number to make sure it was the right one. Also, putting in tasks and calls were done separately so our management team required that we basically put in one contact with an account twice to make sure it was on our calendar and the pipeline.

There is a lot of potential here, it is possible to create automated business processes, highly customizable reports, and creates high visibility of sales pipeline.

You really need to be a basic-intermediate level programmer to customize this software in house. Sales rep told us the mobile app would auto log both incoming and outgoing calls. There is no way to auto-log incoming calls and it will only auto-log outgoing calls if you use the app to make the call. In addition the training provided was not comprehensive and going to an outside company to assist with problems, set up or any other technical support is extremely expensive. They give you just enough rope to hang yourself.

Studio (when it works)
Open source flexibility

Caching mechanisms
Lack of long term release schedule and small version life cycles
Support not owning the initiative of resolving cases

The file retention, the report capabilities

The 'breaks' in workflow

I like the commercial open source nature of the product. You can download the open source edition - which is quite functional - and get a very good feel for what it does. In fact, the free version is like sufficient for most small businesses.

The product is feature-rich - comparable to the alternative from a feature standpoint, but much less expensive.

I also like the fact we can host the application in-house giving us absolution control over the data and integrations with our other applications.

While not a fault of the vendor or product - you do need to be aware the ecosystem supporting SugarCRM is much smaller than the entrenched giants. We've not found this to be an issue - but for someone looking to "go with the crowd," you might want to consider this.

There does not see be a lot of down time. In other words it is very seldom out of service. The format is good since we can customize it. Customer service is fast, professional and courteous.

We should be able to BOLD or Underline . We need more color options. We need to be able to highlight within our comment section. We cannot cut and paste like we used to be able to do.

Customization - pretty much anything you want to achieve with CRM can be done with Sugar, regardless of company size or industry.

Integrations - Sugar can be connected to a vast library of software with out-of-the-box and partner-built integrations.

The admin panel can be improved from a UI/UX point of view. It's one of the areas where Sugar hasn't been updated in a while.

Extremely configurable, vastly customizable, lots of modules available, large online community, free version.

The only sad part about it is that all the captions used for drop-down lists (Or radio buttons or any multiple choice controls) are stored straight to PHP pages and not in the database (So in MySql you end up having only keys but no trace of the long values). There is some workaround (Nightly job to extract and copy those in a table), but it's a hassle.

Customization.

The learning curve.

It has very comprehensive help docs and the answer was always available. It offered a lot of customization with little experience in managing CRM.s

It was very very slow when running through Sugar's own servers. We had to pay a 3rd party to host this elsewhere which was lame because we were not managing very many people of leads.

Not ideal for cold calling, it was pretty clunky to track many calls per day.

Some of the more intense marketing automation stuff was not very intuitive, they made up a lot of their own language and had some annoying steps to get things done that were not always clear.

It's easy to use and I like the functionality and customization ability. Our Sugar instance appears to have been customized for our industry. Adding drop-down menus and removing modules is simple and easy to learn if your not familiar with CRMs in general.

Importing data, even though properly mapped, doesn't always come out the way it should. It also would be nice if accounts would link with sub-panel data during the import phase. I also found pulling reports to be overly complicated, but like the addition of the report wizard.

SugarCRM is easy and cheap to self host, very reliable and has nice addons, such as to an FTP client or Outlook, etc. It is easy to make your own add on as well.

The UI is very stale/ old looking although it did have a nice update a few year ago.

Very user friendly and always being offered continued education on the use and benefits of the software.

Sometimes it is overwhelming but that's because there are so many parts and pieces to this software.