SugarCRM

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sugarcrm.com

Manytools

CRM Management Tools

SugarCRM

Trial

sugarcrm.com

SugarCRM is a cloud-based platform offering seamless integration of business functions for marketing, sales, and service teams. Standout features include AI-powered predictions, customization capabilities, and complete historical customer records. This platform optimizes business operations, ensuring efficiency, scalability, and enhanced customer relations.

Popularity

11% people use it

Features

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Desktop Integration

Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.

Lead Management

Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification.

Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Sandbox / Test Environments

Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities.

User, Role, and Access Management

Grant access to select data, features, objects, etc., based on the users, user role, groups, etc.

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action.

Platform

iOS

Android

MacOS

Windows

Web

Price$49

Free

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A Symbiotic Vision for Marketing, Sales, and Service Teams

SugarCRM is like an organizational superstar, seamlessly integrating various business functions. This cloud-based platform unites Marketing, Sales, and Service teams holistically, fostering cordial working relationships. The aim? To automate business processes, speeding things up, and predicting future trends. That’s not all – SugarCRM is designed to take most of the work off your hands. Quite revolutionary!

Key Features of the Sugar Platform

These goodies are what sets SugarCRM apart. It boasts a robust cloud infrastructure ensuring both scalability and tight security. Even better, the platform features AI-Powered Predictions, delivering highly accurate and data-backed forecasts about your customers and your business. The value of foresight in business decisions cannot be overstated! Notably, if customization is your thing, SugarCRM's comprehensive configuration and APIs allow deep functional access suitable for customization. However, the standout feature has to be time-awareness; the ability to capture a complete historical record of every customer's journey. Think about the possibilities that come with such improved situational awareness in your marketing or sales strategy!

Supercharge Your Business Operations with Sugar Platform

With SugarCRM, you can "automate anything", "accelerate everything", and "anticipate what’s next". This phrase describes how practical and potent this CRM is. Imagine running your marketing campaigns on autopilot or optimizing your lead qualification process without much hassle. Think of being able to reduce friction with a single tool for your marketing campaign needs, from emails, nurture campaigns, to landing pages and forms. But perhaps the most extraordinary part is the prediction of leads' likelihood of converting to revenue. SugarCRM gets this signal as accurate as you'd ever get without building manual lead score models. A gamechanger for sure!

A Platform That Truly Works for You

SugarCRM is truly living up to the promise of freeing up your time so you can focus on what matters most. It captures relevant data automatically, presenting it to the right people at the right time. It enhances the quality and accuracy of your customer data while allowing you to customize, extend, and integrate the platform as per your business needs. The platform’s mobile access to all functionality through dedicated mobile apps and mobile-responsive web interfaces signifies a paradigm shift in customer relationship management. All these benefits are backed up by an expert team at SugarCRM who are responsible for their award-winning customer loyalty ratings. That’s a real testament to their dedication to customer satisfaction.

To put it simply, with its ability to seamlessly integrate various business functions, relieve you of busy work, and predict future trends with an astonishing level of accuracy, it's safe to say that SugarCRM truly packs a punch. It’s not just a CRM; it’s a partner in success.

Pros & Cons

Pros

Offers a robust Cloud infrastructure that scales and provides global reach with tight security.

Features AI-powered predictions for highly accurate customer and business data insights.

Supports comprehensive configuration and APIs, allowing extensive customization.

Includes “time-awareness”, capturing a complete historical record of customer interactions.

Automates the management and augmentation of customer data, freeing up time for user engagement.

Provides a unified platform with marketing, sales, and customer service applications that are highly integrated.

Cons

Requires understanding of platform features to effectively access deep functional customization capabilities.

The level of advanced functionality may be overwhelming for users seeking a simpler CRM solution.

Depending on user skills, the platform's comprehensive APIs and customization possibilities may pose a challenge.

The extensive feature set could obscure the specific needs of smaller businesses.

No specific mention of integration with non-SugarCRM software or platforms.

There could be unexpected complexities when deploying on-premises, especially for larger organizations.

Frequently Asked Questions

Find answers to the most asked questions below.

What kind of teams is the Sugar Platform designed for?

The Sugar Platform is designed for Marketing, Sales, and Service teams. It provides tools and features that enable these teams to work together seamlessly and automate many of their tasks.

What are some key features of the Sugar Platform?

The Sugar Platform offers a robust Cloud Infrastructure for scalability, global reach, and tight security. It showcases AI-Powered Predictions for highly accurate predictions about customers and the business. It provides Comprehensive Configuration and APIs for deep functional access and multi-level customization. It also features Time-Awareness, capturing a full historical record of every change event in customer journeys.

What automation capabilities does the platform offer?

With the Sugar Platform, you can automate a range of processes including marketing campaigns, sales cycle acceleration, and customer engagement. This allows teams to save time and focus on tasks that directly contribute to business growth.

How can the Sugar Platform improve customer service?

The platform helps to create better customer experiences by allowing service teams to engage customers on their terms, empower employees, deliver on promises, and hear customer voices. It also captures a full historical record of every change event in customer journeys, providing improved situational awareness.

Does the Sugar Platform offer on-premises CRM deployment?

Yes, SugarCRM offers an on-premise CRM solution for organizations that require maximum flexibility in customization and full control over their technology stack.

Can the Sugar Platform be integrated with other tools?

Yes, users can connect their favorite tools and find new add-ons to enhance the platform's functionality. This integration ability allows businesses to adapt the platform to their unique needs and workflows.

SugarCRM Sugar Sell Review

22 Aug 2022

SugarCRM is arguably one of the most recognized names in the customer relationship management (CRM) industry, second only to the Editors' Choice winner, Salesforce Sales Cloud Lightning Professional. This prominence is primarily due to its longevity, having been introduced in 2004. Similar to Salesforce, SugarCRM is transitioning from a pure CRM solution to a comprehensive customer engagement platform that addresses sales, marketing, and service desk functionalities. However, despite its extensive features that nearly match Salesforce's high-end offerings, SugarCRM is also somewhat intricate to navigate and nearly as costly.

Oliver Rist

PCMag

www.pcmag.com

SugarCRM Review

22 Mar 2023

SugarCRM is a platform for managing customer relationships that aids companies in streamlining their internal and external communication processes. This service seamlessly connects with numerous external platforms and provides an abundance of functionalities to support your marketing and sales departments.

Tom Rayner

Small Business Expert,the ascent

www.fool.com

SugarCRM Review: Is It as Good as It Claims?

01 Apr 2023

SugarCRM indeed serves as a customer relationship management (CRM) platform, enabling companies to deliver highly tailored experiences. Through SugarCRM, businesses can implement marketing campaigns, retain customers, increase sales, and develop versatile business applications. These applications can be employed in various capacities, such as empowering sales teams, overseeing customer information databases, and operating customer support organizations.

Haley

mageplaza

www.mageplaza.com