Recensioni su SugarCRM

Crm completo ma...ho trovato di meglio

Commenti: Ho testato sugar crm per un po' di tempo poi abbiamo scelto altro.

Aspetti positivi:

Quando ho scelto di implementare un crm in azienda ho fatto diversi test (crm più famosi e personalizzabili). Ho testato anche sugar crm, devo essere sincero...buon prodotto, ben pensato, pieno di moduli.

Aspetti negativi:

Non è proprio il crm più semplice da implementare, non è il più "bello" di default, non è quello che sceglierei

Essenziale nella gestione dei clienti

Commenti: Abbiamo utilizzato SugarCrm per 10 anni, per la gestione dei clienti, ma sopratutto per tenere traccia di tutte le attività di vendita di ogni singolo cliente.

Aspetti positivi:

La possibilità di utilizzare la versione Community Edition, che di fatto è gratuita e già ricca di funzioni.La curva di apprendimento è davvero bassa.

Aspetti negativi:

Non ho riscontrato elementi da sottolineare come "negativi".

Consigliato per la completezza delle funzionalità

Aspetti positivi:

Il software permette di gestire molti aspetti della relazione con i clienti, aiutando nella gestione dei contatti

Aspetti negativi:

Non è facilissimo nel suo utilizzo e richiede un po' di pratica

Excellent Community CRM

Commenti: SugarCRM Community edition has been a great daily driver for my music business. It's reliable, and has enough functionality to enable me to record all the key data that I need. The ability to self-host the platform is fantastic, because it helps keep costs down, and when you work on a small-scale, you don't need all of the processing power of a paid hosted solution. Definitely a great option if you have the savvy to install and maintain your own instance on your web server.

Aspetti positivi:

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.

Aspetti negativi:

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.

Most powerful and easy-to-use CRM to support all corporate sales and marketing activities

Commenti: With SugarCRM, I keep track of new campaigns (account management), I am regularly reminded that I have performance discussions with my customers and I can switch to the corresponding customer account to find all the important data and get in touch with the customer. In addition, thanks to the ticket system, I do not forget to work on important tasks for my customers and other projects. In addition, I can optimally and smoothly inform my teammates about changes utilizing comments and notes in the customer accounts. All in all, I can only say that it is a super complete CRM solution.

Aspetti positivi:

What I like most are the synergy effects of the use of the tool by our large sales teams spread over several locations (in Spain and abroad) and our various marketing teams. We combine all customer contact points in an extremely flexible way across all departments. This simplifies our internal communication and knowledge exchange among ourselves, as well as communication with customers. The interface can be used very intuitively for an extensive CRM system thanks to its focus on a single clear navigation bar. In addition, the tool can be linked very flexibly with other systems via APIs, such as SAP, various campaign management tools, and much more.

Aspetti negativi:

It isn't easy to become familiar with all the relevant interface features in a short time to take full advantage of these synergies. Here, you must explore using patience and occasionally, trial and error. However, you will certainly behave similarly to other enterprise-level CRM solutions.

Lots of bugs, terrible customer support. Spend a little more for something that works.

Commenti: You get what you pay for. It's an average platform with some significant drawbacks that aren't realized until you've signed on the line and are trying to onboard it. We use Sage as our base platform and had intended to use Sugar to allow our teams to work in one system and have it communicate with Sage. In theory, this saves us time, entering data in one window instead of multiple tabs in Sage. However, in many instances, Sugar cannot write to Sage. That's a one-way street, so many tasks still require manual entry in Sage. It's also very clunky. The data refreshes/synchs very slowly, so you're rarely looking at real-time data. It will refresh and reload pages while you're actively working in them, deleting your progress and forcing you to start the process over. Creating dashboards and reports requires the user to be literate in tech talk and computer logic. Trying to navigate the back end to find the data you're looking for takes ages. I haven't even tried playing with the workflow builder because I can't find the time to teach myself how to build a report or dashboard, much less anything more complex. We have identified numerous shortcomings, but when we contact Sugar Support, they tell us it's a bug they're working on with no timetable for a solution. Apparently, there are a LOT of bugs.

Aspetti positivi:

The system is easy to use in theory. The UI is decent and processes are intuitive. The price point is attractive since the company boasts that it parallells other higher-priced options in features and functionality. The onboarding was fairly simple and adjusting to the system was not difficult.

Aspetti negativi:

Customer service is abysmal. Our original contract included six limited use licenses designed to let our leadership team review content across all areas of the system (able to view all, but not edit certain elements). However, they did not work as promised and we ultimately had to purchase the more expensive licenses to allow our team access. When we made the purchase, the team at Sugar deactviated all other licenses on our account, despite the fact that we were only half way through our annual contract, which we'd already paid for. I tried calling their domestic customer support line and got voicemail. I eventually reached technical support via email, who had to relay my request to another department. Our business was effectively offline for half a day while this was sorted out and our access was restored. Two weeks later, I received an EMAIL from our Customer Success rep. She apologized for her late response and asked me to outline the issue. I did so and requested a call to discuss the incident. I never received another follow-up email, much less a phone call. Between bugs with the licenses, bugs with the search/filter, email issues, and zero customer support, I cannot understate how disappointed I am in this purchase and this company as a whole.

Robust Platform to have wide customer relationship

Commenti: SugarCRM is a robust and feature-rich platform that can help businesses of all sizes improve their customer relationships and streamline their operations. It has a large and active user community, with regular updates and new features being added to the platform to ensure that it remains relevant and competitive in the market.

Aspetti positivi:

SugarCRM's lead management capabilities can also help to streamline sales processes. By providing a platform for managing leads, assigning them to sales reps, and tracking their progress through the sales pipeline, SugarCRM enables sales teams to work more efficiently and effectively. This can help to reduce duplication of effort, improve collaboration between different teams, and ultimately drive higher revenues and profits.

Aspetti negativi:

SugarCRM's contact management capabilities also provide powerful analytics and reporting tools that can help businesses to gain deeper insights into their customer interactions. By leveraging this data, businesses can identify trends and patterns in customer behavior, adjust their marketing and sales strategies, and ultimately achieve better results. This is a least like about my softwares where i can get the same feature in the other platform like salesforce.

Perfect for business process automation

Commenti: Overall, I would recommend SugarCRM to businesses that are looking for a CRM solution that can automate their processes and provide customization options. While there may be some upfront costs and a learning curve involved, the benefits of using SugarCRM are likely to outweigh these considerations in the long run.

Aspetti positivi:

Automation capabilities: SugarCRM has a range of automation features that can help businesses streamline their processes and save time. For example, it can automatically assign tasks and follow-up actions to team members, send personalized emails and alerts, and track and report on progress.Customization options: SugarCRM allows users to tailor the platform to their specific needs and processes. This is great for businesses that have unique workflow requirements or want to integrate the CRM with their existing systems.Scalability: SugarCRM can accommodate businesses of all sizes, from small startups to large enterprises. It offers a variety of pricing plans and can be customized to meet the needs of different teams and departments.Integration with other tools: SugarCRM can be integrated with a wide range of tools, including email, calendars, and social media. This makes it easy for businesses to track and manage customer interactions across multiple channels.

Aspetti negativi:

Cost: SugarCRM can be on the pricier side, especially for smaller businesses or those with limited budgets. However, it's worth considering the long-term benefits of automating business processes and the ROI that the platform can provide.Learning curve: While SugarCRM is generally easy to use, it does have a bit of a learning curve. It may take some time for users to get comfortable with all of the features and functions of the platform.

Sugar CRM is inexpensive, functional and quite dated

Aspetti positivi:

Sugar CRM is a functional CRM that works reasonably well for tech-minded folks who don't mind getting used to its unappealing interface. It has the basic tools and functionality one would expect from a CRM and some of the integrations are solid (for data imports primarily).

Aspetti negativi:

The interface feels old and doesn't give the user much power to reconfigure it to work in a way that will help the user's specific needs. The marketing automation integrations are clunky, too.

SugarCRM is the best and will always be the best.

Commenti: Awesome experience, and I would recommend them to others.

Aspetti positivi:

I like how easy it is to find the information I am looking for from projects, leads and contacts

Aspetti negativi:

The cost would be the least I like about the software, but it is still a very good price, not the worst and it could always be a bit cheaper.

SugarCRM - Look elsewhere for small business

Commenti: We don't need SugarCRM.

Aspetti positivi:

I like cloud based updates, but that's all I like.

Aspetti negativi:

Constant planned increases in price without keeping pace with new functionality. Forced to purchase through constantly changing reseller network. Having to pay for integration with Quickbooks. This is a dinosaur trying to avoid the tarpit.

A CRM software which fits in budget but lacks needy features

Commenti: It needs improvement, I don't want to spend a lot of time in juggling around with my list. This software is only a little better than MS excel.

Aspetti positivi:

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

Aspetti negativi:

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.

Sugar CRM for customer relationship and sales management

Aspetti positivi:

It's ease of use and also how easily it can be integrated into workflows in all departments of an organization.

Aspetti negativi:

The fact that it's open sourced and easily a target to threats.

Great For Sales and Leads Tracking, Leaves Much to Be Desired with Support Case Management

Commenti: I've used SugarCRM a great deal in current and previous employers, and have always been thrilled with the sales tools that SugarCRM has, and the great ability for customizations, not to mention the continuing updates for each version. Their customer support team is top notch and very helpful for the most part, and there has been very little downtime, allowing all our teams to use the product successfully. If I could choose one thing they could improve upon, it would be their outdated case management tools. I work with our support team and find the options to be limiting compared to other case management solutions such as Zendesk (which I have also used previously). If I am to point out glaring specifics, it would be tracking visibility on unassigned cases (who is viewing each case record? has the case record been updated while I've viewed it?). It would also be the absolute poor setup of getting cases into Sugar -- we have an inbox set to automatically add in cases, but if a customer or one of our personnel doesn't email directly from inside Sugar's Email module, it creates a new case ticket (over and over). This may be a byproduct of the way we have our case management set up, but there are no best practices, and I've had to create custom Process Author tools and Workflows to get it running in a decent way. Again, the product is great from a sales point of view and for lead tracking tools, but the case management tools are dated and need to be examined and looked at to match their competitors in that category.

Aspetti positivi:

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

Aspetti negativi:

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

No Support

Commenti: We tried to end the agreement after severalyears of no support. After several months of sending emails to a handful of unresponsive people, we decided to send them a few more thousand dollars in hopes that they will delete our data and leave us alone. We don't want to involve lawyers, but that's the next step and ours are aware of the situation.

Aspetti positivi:

The CRM was easy to set up on our own. This was fortunate, because Sugar did not support their product. We paid UpCurve Cloud (3rd party design) to implement, but they didn't help because they did not get support from Sugar either.

Aspetti negativi:

There was a total lack of support from the company. It took them weeks to respond to emails and phone calls and the people we talked to were not able to help with the issues and didn't feel empowered to pass along our concerns or even stop our subscription.

Don't settle for SugarCRM

Aspetti positivi:

SugarCRM was fairly easy to get base-level reporting created, and without any training.

Aspetti negativi:

The mobile aspect is quite lacking... not good for a leader/manager who wants to check detailed data on the go or away from the office. We had a full-time SugarCRM admin onsite, and even he had trouble creating the level of detail we needed. Our requests weren't unique, we learned, when another software CRM was able to immediately handle them right out of the box.

I have made product configurations for a company that provides technical consulting services

Commenti: Management of all information related to customers and sales in a single software in a centralized manner that can be accessed by any type of device in real time, providing valuable information for decision making made by the management controls

Aspetti positivi:

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

Aspetti negativi:

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 CRM Review

Commenti: Sugar seemed like a really awesome CRM with exciting features, but it was very time consuming to make sure everything was in and done correctly that it just became a headache and took focus off of selling.

Aspetti positivi:

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.

Aspetti negativi:

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.

Review of SugarCRM

Commenti: Databases are complete and it definitely solved some issues with sales pipeline tracking. The software is extremely expensive to customize using certified Sugar partners, it's not intuitive enough to customize in-house. The system does not do everything that was advertised to us

Aspetti positivi:

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.

Aspetti negativi:

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.

Good CRM Tool - Self hosted using a Windows/SQL stack.

Commenti: It has worked well and really empowered our sales process. For the first time, we are able to easily see where a pursuit is in the sales process. Overall, it has increased our team selling and made communication more efficient across the selling team. Sugar has a good base and framework to build out marketing automation, which is driving better market awareness and sales than before.

Aspetti positivi:

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.

Sugar user for 5 years

Commenti: Overall, Sugar has worked pretty well for us. As with most customizable software, it is all about the implementer and getting it set up well. If we had worked to get other areas more integrated, I would rate it higher. We are a smaller company (15 users), and do not have a " Sugar champion" other than the president. Reporting module is easy to use, the mobile app is (now) pretty good. We recently looked at the other major CRM apps, and chose to continue with Sugar. We are making some much needed changes to our Sugar instance, which will help with utilization.

Aspetti positivi:

Pretty easy to use, robust mobile app, good reporting.

Aspetti negativi:

Some basic functionality is missing, ie, had to write a custom report/fields to be able to see when the last time a contact was contacted (email, meeting or phone).

CRM for contact and deal management: Needs more feature

Commenti: It was good contact and deal management tool. All the sales and marketing-related engagements were updated and it was acting as a source of truth to the whole team. Deal values and projection can be seen from the sales pipeline

Aspetti positivi:

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.

Aspetti negativi:

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

The new Sugar can go head to head and surpass the greats

Commenti: As a marketer, I use Sugar to track how our leads and contacts interact with our marketing content, as we've integrated the CRM with Sugar Market, our marketing automation software.

Aspetti positivi:

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.

Aspetti negativi:

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.

Free has value

Commenti: Great tool to manage relations with customers and follow-ups, brought some visibility where it was lacking.

Aspetti positivi:

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

Aspetti negativi:

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.

Very Customizable CRM software.

Commenti: We use CRM to track our sales leads, current customer support and create mass mailing lists. It is a very powerful tool when used correctly.

Aspetti positivi:

It is a very robust systems that can be used for tracking customer support, sales and contact management.

Aspetti negativi:

Because of it customizable nature, it can be set up incorrectly by the end user. For this reason, it is very important to have someone in house that is very Sugar savvy to ensure it works the way you need it to. When updates are delivered, it commonly knocked us down for a few days while we implemented changes to make everything work again.