Opiniones de SugarCRM

Buen producto pero con cosas a mejorar

Puntos a favor:

Lo mejor de SugarCRM es que siempre proporciona el mejor software de marketing de relaciones con los clientes. Los informes y paneles son fáciles de entender. Genera seguridad en el manejo de datos. Puedes manejar distintas campañas, crear campañas diferentes para cada persona y obtener una imagen general de la campaña. El equipo de Sugar nos ayudó mucho durante el proceso de decisión, implementación y personalización del software, aunque es un poco tedioso implementar ciertos desarrollos y tiene limitaciones (cosas que no se pueden hacer o desarrollos demasiado largos).

Puntos en contra:

La interfaz de usuario se podría mejorar, se ha quedado un poco anticuado y no es muy intuitiva. El mayor problema de estas herramientas siempre es que el precio es un poco elevado, por lo que empresas pequeñas tendrán dificultades para poder permitírselo, no obstante, creo que merece la pena invertir en una herramienta como esta. Está muy orientado a marketing y ventas. La customización es un poco complicada.

Difícil integración con otras herramientas

Puntos a favor:

Una herramienta de trabajo muy sencilla e intuitiva, visualmente se pueden ver muchos detalles de clientes y acceder a ellos en un solo click

Puntos en contra:

Tiene una integración muy difícil con otras herramientas, muy difícil añadir automatismos y en cierto puntos se bloquea el sistema por saturación

Bastante escaso

Comentarios: como crm si la gestión de clientes es baja y no pides mucha fluidez puede bastarte

Puntos a favor:

Bastante básico y fácil de usar aunque se queda un poco corto

Puntos en contra:

Lo hemos usado un par de años en la empresa y la verdad que se queda ya corto a nivel de otros sofwares, bastante lento y con poca posibilidad de automatismos

Buen CRM pero ineficiente en proesos de manufactura

Comentarios: En manufactura no lo recomiendo pero si en un empresa de servicios

Puntos a favor:

Es muy bueno en temas comerciales y relacionados al servicio al cliente

Puntos en contra:

Es una mala herramienta para medir procesos internos de manufactura, ya que solo tiene mediciones muy basica, que terminas haciendo manual las otras

Sugar CRM

Puntos a favor:

Es un CRM que puede ser útil si tienes procesos simples en tu empresa y quieres automatizarla un poco utilizando un CRM.

Puntos en contra:

No veo que sea una herramienta muy potente para medianas y grandes empresas. Al final te tocará optar por otras herramientas más potentes en el mercado.

Excellent Community CRM

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Robust Platform to have wide customer relationship

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

SugarCRM - Look elsewhere for small business

Comentarios: We don't need SugarCRM.

Puntos a favor:

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

Puntos en contra:

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.

Perfect for business process automation

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

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

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

The Pros and Cons of Sugar

Comentarios: Overall, I really enjoyed Sugar and think it would be a great fit (especially for the lower price point!) for marketing and advertising agencies that are looking to build out custom flows. Their customer care team was incredibly helpful and knowledgeable, and I really enjoyed working with them.

Puntos a favor:

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.

Puntos en contra:

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).

Sugar CRM is inexpensive, functional and quite dated

Puntos a favor:

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).

Puntos en contra:

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.

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

Puntos a favor:

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

Puntos en contra:

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.

An excellent CRM, you should definitely use it!

Comentarios: My general experience with SugarCRM has been positive. The software is user-friendly and provides powerful features that make it easier to manage customer relationships. It has helped streamline our customer support process and provided us with the insights we need to better understand our customers. However, the cost and limited customization options can be a drawback.

Puntos a favor:

I like that SugarCRM is a comprehensive customer relationship management software that provides businesses with the tools they need to manage customer data, create sales pipelines, and track customer interactions. It also offers features for marketing automation, lead scoring, customer segmentation, and email marketing. The software is user-friendly, which makes it easy for businesses to get started quickly.

Puntos en contra:

I dislike that SugarCRM has limited customization options, which can make it difficult to tailor the software to specific business needs. Additionally, the software can be expensive, with costs increasing as businesses add more users, making it out of reach for some businesses.

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

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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

Bargain paid open source CRM with lots of power

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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

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

Puntos a favor:

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.

Puntos en contra:

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.

SugarCRM Review

Comentarios: One of the main benefits is having the mobile app that SugarCRM provides this helped to get us data and information at our fingertips when needed. Sugar is reasonably priced, has pretty good user-friendly interfaces and requires just a little training to get used to it. It's more suitable for mid-sized companies.

Puntos a favor:

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.

Puntos en contra:

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.

An effective software to keep a great relationship with your custormers and clients

Comentarios: Sugar CRM has been a great software for my business. Ever since I started using it, I have been able to manage and sort out organization structures easily. The way I deliver customer service and manage a relationship with them has changed for the better.

Puntos a favor:

Sugar CRM as a software is great because it comes with a customizable home page since it is an open source platform. Features such as the new user wizard tool, shortcut bar and downloadable plugins are just ingenious. I like how the software comes in a diverse range of languages which number 9 in total. Sugar CRM provides data and information security meaning I am assured of protection from internal and external corruption which might have dire consequences. The software can be intergrated with other software such as Zendesk, Happy fox or Pardot just to mention a few. Sugar CRM is a very good marketing platform which has aided my small business to grow exponentially. With the software, I am able to keep track of client data and track deals with ease. With the lead management feature, I am able to generate potential business clientele, acquire and manage potential clients up untill the point where a deal can be closed.

Puntos en contra:

From my time using the software I have found the software to be very slow when running through Sugar's own servers. The sheer number of options present on the dashboard can be perplexing, especially for users who might not have much expirience in CRM data models. Lastly, over the years the software has become a bit dated and this has forced me to move to other CRM software such as HubSpot.

Great CRM, but the FREE version is the best

Comentarios: The main benefits I got from this software was the ability to keep my contacts all in one place. It was excellent in scheduling tasks, creating contacts, assigning tasks, etc.

Puntos a favor:

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.

Puntos en contra:

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.

SugarCRM is a usefull CRM tool

Puntos a favor:

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.

Puntos en contra:

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.

We re-engineered Sugar to work with our sales process.

Puntos a favor:

SugarCRM makes it easy for the sales department to save information about customers and clients ,and follow up with service cases.Fantastic customer support team ,and as administrator,I am glad at how helpful the SugarCRM team has been to me over the years. SugarCRM is open source too,and thus we have been able to tweak this Customer Relationship Management system ,to fit into our current business environment and in-house sales process.And I think this is the best part of this CRM.

Puntos en contra:

Average user interface. However since it is an open source solution ,it is probably very much expected.

This was always going to be a stepping stone for us

Comentarios: Implementation was rough, but most of that was on us. We should have hired a consultant and had rock solid best practices in place, but we didn't. Growth and support was a nightmare because we didn't employ a full timer with the right skill set to maintain it. Have since corrected those mistakes and moved to SalesForce. So much better!

Puntos a favor:

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

Puntos en contra:

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.

Office Manager

Comentarios: Since the last update our page has too much blank space. We were told there is nothing we could do about it. I think we should be able to Bold words and or sentences. Also, We used to be able to copy and past and it does not allow that anymore.

Puntos a favor:

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.

Puntos en contra:

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.