Avaliações do SugarCRM

SugarCRM is the best and will always be the best.

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

Vantagens:

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

Desvantagens:

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.

Round the clock support

Vantagens:

First of all SugarCRM has a great set of features that outperforms many competitors. It comes with round the clock support and user forums for quick fixes and learning. Pipeline management and analysis powered by AI both thoroughly impressed me. I liked the integration with marketing.Dashlets are great organizers and lists are adjustable by filters. SugarCRM is customizable on many fronts.

Desvantagens:

I don't like how much we're paying for Sugar CRM. I don't like the learning curve that comes with it, it's hard even with great support. To me it doesn't look like enough care was taken to make a user friendly interface.Permissions for the entire team proved to be one of the worst tasks next to getting contacts imported which I had to do manually.

Management of the commercial area

Comentários: It is really a good product, they are currently making important changes, and integrations with other apps, it is very quick to learn to use and manages similarity in all its modules.

Vantagens:

One of the points that we like most about Sugar is the possibility of generating any report, all the modules are related to each other, and generating modules to our own needs.

Desvantagens:

What we like least is that for the trends or projections to work, all the data in the system must be very well loaded.

SugarCRM Enterprise Analysis

Comentários: Being an open source CRM app with flexible deployment options makes SugarCRM unique and a standalone in the CRM space. However, allowing for such flexibility should require the utmost discipline regarding release schedules, changes to code (especially caching mechanisms), and overall system recommendation documentation provided by SugarCRM, the company. This is not currently happening.
Stock code base is fairly solid but when customizations are added, significant caching issues arise. There are also various areas of the app that still retain antiquated layouts (bwc modules). These issues make the app confusing and unreliable at times.
Support should be more tenacious when attempting to find resolution to cases - don't just post a note or two, wait a period of time and close the case. CALL the customer - email the customer - do whatever it takes to get CONFIRMATION from the customer that the issue is resolved.
Create a server side integration to Outlook...we are a 50/50 Mac/PC shop and email archiving is incredibly inconsistent.
Overall Studio is a great tool (when caching works appropriately). It does allow us to create without developers on staff.

Vantagens:

Studio (when it works) Open source flexibility

Desvantagens:

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

Great, customizable CRM

Vantagens:

Easy setup. Cloud-hosted environment means low maintenance. Easy for small teams to customize without requiring developers.

Desvantagens:

Cloud hosting means no direct DB access, or config changes, instead relying on UI tools to customize and export. Nothing crazy though.

Robust Platform to have wide customer relationship

Comentários: 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.

Vantagens:

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.

Desvantagens:

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

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

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

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Avis sugar crm

Vantagens:

I like this software because of its many functions which makes it different from its competitors

Desvantagens:

what he doesn't like about this software is how expensive it is for small businesses

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

Comentários: 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.

Vantagens:

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

Desvantagens:

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

Bargain paid open source CRM with lots of power

Comentários: In my opinion, one of the top two open source CRM apps. A responsive web interface which works the same on all smartphones tablets laptops and desktop computers, no app required. The CRM of choice used by many upstart aggressive disruptive companies of all sizes. Highly cost effective, and expandable with tons of third party PHP modules available from the SugarOutfitters app store, such as connectors to your phone system, document system, marketing automation, reports, social media, etc. A complete bargain when compared with the usual salesforce which runs inside a restricted environment. Way more customizable because you have the wide ranging freedom of adding the latest innovations of PHP code to strengthen and automate your CRM.

Vantagens:

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.

Desvantagens:

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.

A good open source CRM, but lacking modernization

Comentários: It allowed us as a small business to track, bill, and market to our customers and potential customers.

Vantagens:

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.

Desvantagens:

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.

Very versatile user interface and report generation features are wonderful

Comentários: It is quite simple to get started. The search engine is fantastic. It allows us to easily manage a large amount of information. The database system may quickly copy the data to some other servers. It is connected with email and is particularly useful for receiving email updates. Several third-party technologies, like Act-On, can be integrated.

Vantagens:

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."

Desvantagens:

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.

Sugar CRM Review

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Easy to implement, easy to customize, product support is OUTSTANDING

Comentários: Better Customer Satisfaction from effective management of touch points. Sales productivity because they spend less time doing "paperwork" and more time selling. Effective management of RGA process, Special Quotes, Purchasing, mailing literature, tracking sales activity.

Vantagens:

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.

Desvantagens:

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.

It can't keep up

Comentários: At start when was used in the company where I work was working relatively fast with quick load times and almost zero crashes, but when the company grow with more employees, new headquarters and more customers and much more data in our database, the software become slow, sluggish and very unstabble. Even when I was testing a new version out of the box of sugar with an empty database in wamp and xamp enviorement , it was very slow and sluggish .

Vantagens:

Customization:Have the posibility to create new modules

Desvantagens:

Slow Ugly and ancient UI Hard to use Lack of good support documentation

SugarCRM is a usefull CRM tool

Vantagens:

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.

Desvantagens:

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.

My favorite CRM option but not the easiest for employees to navigate....

Comentários: We have been using Sugar for almost 8 years and have been happy with it. The workflow consistently causes issues and the options for employee files is limited. We also here lots of negatives from our employees on user-friendliness however, the admin love its functionality.

Vantagens:

The file retention, the report capabilities

Desvantagens:

The 'breaks' in workflow

We started using the basic online software and built it up from there. Use is up as are sales.

Comentários: We understand more about the daily activities of traveling and phone based salespeople and can be regularly updated with notes. Tech work is easily tracked and shared company wide instead of being branch based. Email and phone lists are easily generated to focus on specific groups.

Vantagens:

Both salespeople and management are able to use the information generated to increase sales and look for new opportunities.

Desvantagens:

Not being a programmer, it can sometimes take a lot of work to tweak the program to specific ideas. Integrating old information that is not in Sugar categories had to be done manually and took a lot of time, but it was worth the effort.

I like SugarCRM, we use it in my workplace for many applications

Comentários: An easy way for a business to manage their customers. It can be as custom or out of the box as they want to make it.

Vantagens:

I like that I can add lots of features and functionality myself, including whole new custom modules. As my workplace deals with lots of custom items Sugar fills our custom needs. Our reseller has been fantastic in keeping that custom functionality.

Desvantagens:

I dislike that we are able to edit default field formulas at all without an easy "restore." I think this makes it easy for a developer to make a small mistake that can cause the instance to stop being "upgrade safe." I wish customizing the color, notifications and "logos" were easy to change in an ondemand instance. I also want the global search function to be more consistent.

Too many functionalities

Comentários: It's a really complete tool for CRM management, it's clear on what are the basics, but to get more benefits on the added value the propose you need to deep dive into the different layers of the software. Overall is very easy to use.

Vantagens:

It has a lot of features that give an holistic way of keeping track of customers leads, also it has multi device interfaces which makes it amazing for on the run salespersons.

Desvantagens:

too many functionalities that you don't really use, I think because of a lack of education on the software. Also the exporting files need to be fixed on format and layout.

As simple or as complex as you want, Sugar CRM works great

Comentários: Having used both the on-site version and the cloud-based version, I can honestly say that Sugar can adapt to any environment for any possible restrictions. Like all CRM, it does have its learning curve, but once you get the hang of it you find that you can do all of your CRM related tasks and management fairly easily and quickly. That you can write custom code for it was a huge plus for us, and when we updated to the newest version, Sugar Support was of tremendous help getting our old code to work with the new version. All in all, Sugar CRM is pretty great. If you're considering using CRM, give Sugar a try, you may be surprised.

Vantagens:

Customization.

Desvantagens:

The learning curve.

A free CRM - not worth the price

Comentários: It is a good startup CRM for base use. Not nice looking not always working but cost no money.

Vantagens:

It is a free CRM and you can fully customize to your needs.

Desvantagens:

Very hard to actually customize it. The templates do not fully work and thus many times the system just breaks. Not feasible to use without a programmer putting it straight.

I can't see working with out a CRM now that I've been introduced to Sugar

Comentários: Our sales team spends less time in the office and more time out in the field, but armed with powerful data before venturing on cold calls.

Vantagens:

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.

Desvantagens:

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.