SugarCRM Bewertungen

Vorteile

Eхсеllеnt dаtаbаsе systеm. Cаn bе соріеd tо оthеr sеrvеrs. Custоm fіеlds. Abіlіty tо lіnk CRM dаtа tо dеаls. Gооd usеr іntеrfасе. Wе usе SugаrCRM аs оur рrіmаry tооl іn trасkіng аррlісаtіоns, dеtеrmіnіng еlіgіbіlіty, аnd mаnаgіng раymеnts fоr сhіldrеn іn рublісly fundеd рrеsсhооl рrоgrаms. Althоugh іt wаs рrіmаrіly dеsіgnеd аs а sаlеs tооl, wе usе іt lеss аs fоr sаlеs (gіvеn thаt wе аrе nоt а sаlеs оrgаnіzаtіоn) аnd mоrе аs а rеlаtіоnshір mаnаgеmеnt аnd ассоuntіng tооl. Wе hаvе а vеry smаll tеаm (10 реорlе tоtаl), but wе аll usе Sugаr оn а dаіly bаsіs.

Nachteile

Rеаlly, rеаlly fіnd іt а hаsslе (аt lеаst rіght nоw) tо synс Sugаr wіth оur mаrkеtіng аutоmаtіоn sоftwаrе. Wе usе а 3rd раrty API аs оur соnnесtоr bеtwееn thе twо systеms but I fіnd glіtсhеs іn іt thаt соnсеrn mе аnd mаkе mе wоndеr іf аll my іnfоrmаtіоn іs bеіng ассurаtеly trаnsmіttеd аnd mаtсhеd uр. Sugаr wаsn't vеry іntuіtіvе whеn I fіrst bеgаn usіng іt. Wе rесеntly hаd а 3rd раrty соmе іn tо rеdеsіgn thе systеm fоr us аnd оnсе іt wаs сustоmіzеd, іt wаs muсh bеttеr. Sеаrсh funсtіоn dоеsn't аlwаys sееm tо wоrk іn thе tор nаv bаr- frustrаtіng whеn I'm tryіng tо fіnd sоmеthіng fаst аnd dоn't wаnt tо gо іntо а mоdulе tо dо іt.

Vorteile

SugarCRM is one of the best marketing platform which really help small business to grow faster and that's why it is also known as the business market smarter software. The best thing about this software is that it always provide the best customer relationships marketing software. We have been use the SugarCRM software foor the sales and marketing purpose because it has the great ability to customization's. Hence, the users interface is very responsive and the well designed.

Nachteile

The first obvious thing I don't like about this software is that SugarCRM does not have a users-friendly users interface software. The another problem that we faced is that it take a lot of time to setup the everything but the documentations is always great. When we started using this software then we don't find the file manager as so intuitive.

Vorteile

The SugarCRM team was incredibly helpful and supportive during our decision between various CRMs we were testing out, namely Salesforce and SugarCRM. They were flexible, accommodating and had amazing customer service throughout the process, even willing to develop new APIs to integrate with our proprietary billing system 90% of our clients were on. I really enjoyed the visuals of Sugar - as all the bells and whistles were there, but it didn't seem overwhelming (as Salesforce can) and it's geared more towards marking service teams, like my division of the business. I also really find the dashboard visuals to be superior to Salesforce. Overall, the price point was better than Salesforce, too.

Nachteile

Since Sugar is geared towards marketing and sales teams, it wasn't a great fit for the other teams within our organization (i.e. one-time products like printing, etc.). Though workflows are cleaner and more intuitive than Salesforce, there wasn't quite as many bells and whistles (i.e. it was difficult to build in processes that involved external teams that we outsource to).

Vorteile

Super easy to set up program. Does a great job at keeping up with client information and tracking history of interactions.

Nachteile

The videos for training were helpful but oftentimes it appeared that they were for much larger companies than our small 10-20 employee organization.

Vorteile

I like the Online (sugar on demand) that allows Sugar Support to get into your software and look and something you may be struggling with, like reports...

Nachteile

Design is little clunky. Think with some improvements, it might be easier to convert leads, update opportunities. Need less clicks!

Vorteile

Sugar is SUPER customizable. We've been able to easily make it ours (some via the UI, some "behind the scenes" via scripts). One of the best features are the custom reports. You can do almost SQL-level queries to get the information you want (and if you wish, you can use MySQL as well on the back end.) The ability to build multi-level dropdowns, e.g. to categorize issues, is great too. You can make almost anything you want appear on any screen you wish as well.

Nachteile

The built-in issue tracking part is designed for issues reported by your team - not for issues reported by your customers. We do use it for customer support, and we LOVE being able to see issues customers have had when we pull up their records - but the emails they receive are not well designed, even after considerable work on our part. In addition, we can't provide them with a login to see all their open issues, so they have to ask us.

Vorteile

A big step up from our legacy CRM (ACT). With the right resources, it was manageable.

Nachteile

We did not allocate the right resources and opted to implement the free community version. We paid for that dearly with disorganization and mistakes. We should have hired a consultant to help us.

Vorteile

Honestly, there is not one thing I like about this software and I do CRM implementation/administration.

Nachteile

It is EXTREMELY slow and always times out, it doesn't connect to facebook to import events (it use to,) the email system is extremely antiquated and more that I won't get into on here, everytime you do something it refreshes and send you right back to the beginning instead of where you were, when events or businesses are deleted they still show up all over the place... the list goes on and on.

Vorteile

Good for managing relationships and records of work with clients. Does everything a CRM system needs to do.

Nachteile

It is not the most user friendly system to use and may take some time to fully understand how to use it.

Vorteile

It kept client information organized and had click-to-call functionality

Nachteile

It seemed old and slow but this could have been due to our company's large database.

Vorteile

Sales tools, lead tracking tools, reporting features are second to none
Module builder is fantastic and very customizable.

Nachteile

Case management tools are lacking to a high degree, very dated

Vorteile

I am using it for more than three years and like almost everything about it. This CRM is very easy to use because of its simple design and easy to use user interface. I like the way SugarCRM provides reports and dashboards which is very easy to understand. SugarCRM provides secruity of data and information and now I can handle the different campaigns, create a different campaign for anyone and even get a complete picture of it very easily.

Nachteile

I would like to highlight one thing that I dislike about it which is its overall cost. A small organization may not afford this CRM but overall it is worth to spend on it.

Vorteile

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.

Nachteile

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.

Vorteile

I used the self-hosted community CRM for several years for my own music business. It has a ton of functionality that matches a lot of the basic features you find in Salesforce Classic. It's a great tool for keeping track of client data, deal tracking, etc. It's also nice to be able to self-host the platform as well as it's a lot more affordable than using a paid SaaS solution.

Nachteile

SugarCRM Community Edition looks pretty dated. If you don't have a lot of experience with the typical CRM data model concept, it can be hard to figure out how to use the system. The interface could be modernized to make it easier to navigate and find your way around. Another downside to being the Community Edition is that you need to know how to install and maintain the platform on your own server, but this is also a plus if you do have these skills.

Vorteile

Of course you can't beat free when it comes to software. There are so many open-source applications out there that you can almost always find one that meets your needs in this day and age. SugarCRM has been around a long time and has become a mature CRM with all the basics you'd expect. It even handles customization fairly well. Dashboards are great for tracking the simply stuff and you can build your own as well.

Nachteile

SugarCRM has now split into 2 tracks. There's a paid-for premium version that is typically hosted by SugarCRM. Then there's the Community Edition that's still open-source and free. For years they co-existed side-by-side perfectly fine, but a few years back, SugarCRM decided to stop updating the Community Edition. CE is eternally stuck on version 6.5. And then in April 2018, they've removed it entirely so now you're stuck with the Pro or Enterprise editions which are paid-for.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

Vorteile

SugarCRM functioned well for storing prospect and customer information.
I was able to load new contacts into the system without much hassle.
Our company is able to adjust the system software to fit our specific needs with ease simply by reaching out to the support team.

Nachteile

We wanted to explore other CRM options it was nearly impossible for me, from a user standpoint, to export all of our information.
We were coming up on the end of our trial and stood to lose all of our data and I couldn't figure out how to export it. Difficult to do filters as well. I didn't like the format for leads to accounts to sales. Pipeline is also difficult to follow.

Vorteile

We are a Sugar CRM reseller but this review is from my perspective as a user of this fantastic software. Most CRM is the same functionally - manage accounts, contacts, opportunities, etc. But what sets Sugar apart from the rest of them are three fundamental things:

1. Simplicity - Sugar CRM is clean. It's super easy to get any information you need without needing your IT guy to build you a custom report.

2. Customization - Every business is different and you need your CRM system to adapt to you. Sugar Studio makes tailoring your software easy - even if you're not that technical. Dare I say - even a marketing or sales person could do it.

3. Plug-Ins - There are tons of plug-and-play add-ons to extend SugarCRM in virtually any area - support desk, email marketing, and much more. We use Inbox25 for email marketing and are leaning toward InsideView for integrated list management but there are so many other options to consider.

Nachteile

We are using the hosted, On Demand version which limits our access to source modifications (somewhat). We have been able to work around all of these so far.

If we get to a point where we need more access to modify the underlying program we can always bring the product in-house and customize to our hearts content.

There have been a few minor bugs that we've found - certainly no more than we had in our previous CRM system but Sugar's support team had them resolved - almost immediately!

Vorteile

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.

Nachteile

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.

Vorteile

Built-in development tool (Studio) and the Advanced Workflow Manager. One can have a functional, useful, robust, effective, CRM running within an hour. Getting started by importing Accounts and Contacts is easy and the software modules allows customization the meet specific business needs.

Nachteile

The Advanced Workflow Manager is still missing a few functions that were available in the "old" Workflow Manager. There is a plan to remove the prior Workflow, but its demise has been delayed until the SugarCRM folks fix the deficiencies.

Vorteile

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.

Nachteile

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.

Vorteile

The thing I liked best about the Sugar CRM Community Edition that is free is that our developers could customize it for our company and add great features, something we can't do with the big name CRM solutions.

Nachteile

The thing I like the least about this software is it is very limited in features which makes their competitors a better bargain. Additionally, the functionality can be off. For example, our developers had difficulty incorporating some features into their free CE because of bugs. I have heard from others the paid version is overpriced, not worth it, and there are other better options out there.

Vorteile

Sugar is easily customized and the option to host on-site is not available by a lot of other CRM providers. We are able to synchronize a lot of data from our existing business software easily by directly accessing the SQL database. With the cloud version, we would have had to write code utilizing the CRM API to synchronize everything. Building all of that would have been significantly more expensive for us.

From both the Admin and user perspectives, the software is very easy to learn and intuitive. Our users are very happy with the new software and easy it is to use.

Vorteile

Since the latest updates it became very user friendly compared to previous interfaces, it has several modules you can purchase and also customize to your own needs, given that these are designed correctly. The latest version of the App is really good and saves a lot of time in you are on the road.

Nachteile

It was not the simplest thing to connect it to a Dashboard service and also to setup reports, but once you set it up runs pretty smoothly. It might have been an issue with my company's server but it ran incredibly slow when outside company's internet, being very frustrating to use on the go. The Outlook Add-on never worked properly and made my outlook crash all the time, finally removed it.