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Sugar Enterprise OverviewUNIXBusinessApplication

Sugar Enterprise is #12 ranked solution in top CRM tools. PeerSpot users give Sugar Enterprise an average rating of 7.8 out of 10. Sugar Enterprise is most commonly compared to Bullhorn: Sugar Enterprise vs Bullhorn.
Buyer's Guide

Download the CRM Buyer's Guide including reviews and more. Updated: September 2022

What is Sugar Enterprise?
Sugar is an affordable and easy to use CRM platform, designed to help your business communicate with prospects, share sales information, close deals & keep customers happy. Thousands of successful companies use Sugar everyday to manage sales, marketing and support. As an open-source, web-based CRM solution, Sugar is easy to customize & adapt to your changing needs. Ideal for small & medium-sized companies, large enterprises and government organizations, Sugar can run in the cloud or on-site.
Sugar Enterprise Customers
Redglaze Group, TengoInternet, Hilco, Bancvue, Vet Adivsor
Sugar Enterprise Video

Archived Sugar Enterprise Reviews (more than two years old)

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PeerSpot user
Info Sec Consultant at Size 41 Digital
Real User
Top 5
Very basic UX and UI, but does what it says on the tin.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Michael Deaver - PeerSpot reviewer
Strategic Human Relations Leader at Michael Deaver Talent Management Coaching & Consulting
Real User
The user interface makes it difficult to use over time. It is a good, basic out-of-the-box solution.

What is most valuable?

The ease of setup and stability.

How has it helped my organization?

It was used for a period of time as our primary CRM for handling clients.

What needs improvement?

The user interface (UI) needs improvement.

For how long have I used the solution?

Less than a year.

What was my experience with deployment of the solution?

None.

What do I think about the stability of the solution?

None.

What do I think about the scalability of the solution?

None.

How are customer service and technical support?

Customer Service:

I did not use the customer service.

Technical Support:

Not applicable.

Which solution did I use previously and why did I switch?

Infusionsoft. We were trying out SugarCRM based on Central Station rankings.

How was the initial setup?

It was straightforward to set up.

What about the implementation team?

In-house setup.

What was our ROI?

Low. The UX was such that it limited the use of it.

What's my experience with pricing, setup cost, and licensing?

It is a strong basic CRM, however the user interface makes it difficult to use over time.

Which other solutions did I evaluate?

Infusionsoft and Salesforce.

What other advice do I have?

Good, basic out-of-the-box solution, however, in my estimation not a long term play as the design flow and user interface make it a true chore to enter data. Feature rich, but not designed with the end in mind or for user fluency. Too many clicks required for navigating.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
CRM
September 2022
Find out what your peers are saying about SugarCRM, Oracle, Microsoft and others in CRM. Updated: September 2022.
632,779 professionals have used our research since 2012.
it_user11022 - PeerSpot reviewer
VP of eCommerce with 51-200 employees
Vendor
Planning for SugarCRM 7.0? 5 Things to Evaluate Now

SugarCRM 7.0 promises to be an exceptional release.  A new, highly improved and unique user experience that sports more efficient workflow and new intelligence features highlight what will be a great product upgrade.  That being said, it also introduces the need for some immediate planning and changes for some existing Sugar users. Based on our early reviews, we’ve identified 5 key areas you need to evaluate in your SugarCRM instance and possibly update to be ready for SugarCRM 7.0.  This isn’t an exhaustive list, but it’s a good starting point you should consider when planning for your upgrade to version 7.0.

If you are a Sugar OnDemand user, it is even more critical you start this process now.  Sugar will be introducing a compatibility mode for existing users for a period of time, but the duration that backwards compatibility to some old interface metaphors will be available isn’t known yet, so planning and executing the necessary changes now is a prudent step.

Key items to address and questions to answer:

  1. Do you have custom behaviors on your edit or detail views within any modules? If so, it’s time to start planning to make changes. The model of having two different views is being replaced with a new, more efficient and easier to use model. This will require you to begin preparing changes for view based actions triggered by on field change events.

  2.  If you are using SugarOnDemand and use anything other than the SOAP or REST API’s for integration, you need to begin making changes now. Absolutely no integration approaches other than API calls will be honored. If you are integrating large data sets (such as a 100k file of customer records daily), you will need to likely architect or implement a tool to integrate this data through the API in a throttled or controlled way. A better solution is to start designing logic to minimize the # of API calls needed (only update records that really need an update vs. a complete refresh). The updated API’s in Sugar 7 are fully extensible allowing you to create customized web service calls to meet your specific integration requirements.  This is a best practice you should follow regardless of the upgrade, but it is being highlighted now.

  3. If you have an extension or plug-in from a third party, consider it suspect.  If it affects the user interface at all, you’re likely going to have to make changes.

  4. Carefully evaluate the business logic hooks you have in place. These are not absolutely guaranteed to be impacted, but it is not uncommon for these to somehow impact the user interface. Hooks that do this need to be reviewed and updated. Sugar 7 includes a vastly improved development architecture that may affect how your current hooks

    behave. All hooks need to be reviewed and updated

  5. If you have built custom, client side code (AJAX, JavaScript, etc.) that is not applied and controlled via Studio, you will need to recreate or rewrite this. Do it now.  With the change of the approach to the views, these elements will likely be impacted immediately


The best thing you can do to prepare for what will be a tremendously valuable, but impactful upgrade is to do a health assessment or upgrade audit in advance.  Build a plan to respond to the changes and make sure the key parties in your company are on board and in place to support updates that may be needed.

Disclaimer: The company I work for is partners with several vendors - http://levementum.com/company-information/partners/

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user1143 - PeerSpot reviewer
Network Manager at a tech company with 51-200 employees
Vendor
SugarCRM provides simple navigation and rapid data access for small businesses

Valuable Features:

Sugar CRM includes all the required functionality of a CRM product like lead, account, and opportunity creation. Management and also marketing automation includes campaign management and email marketing. Customer support consists of case management and incident tracking.Interface has been improved as compared to previous versions, with integrated email, marketing, and document sharing.Affordable and commercial open source solution is good for organizations with budget constraints.

Room for Improvement:

Functionality and features are well suited for small business companies only.Reporting and forecasting needs improvement.Very limited system administration capabilities.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user6579 - PeerSpot reviewer
it_user6579Engineer at a tech services company with 1,001-5,000 employees
Consultant

Though SugarCRM offers various CRM features, but some of the important features of CRM are available in Professional version only.

See all 2 comments
it_user1017 - PeerSpot reviewer
eCommerce Expert at a computer software company with 501-1,000 employees
Vendor
Sugar gives users a complete view of their customers through core sales, marketing and customer support features.

Valuable Features:

Pros. •Affordability. This solution can be a great fit for budget conscience organizations capable of investing additional time in their CRM product. •Open source customization. A commercial open source solution capable of on-demand individual control (this may be a major positive or a complete turn off depending upon your tolerance for open source business applications solutions). •Good program. Available source code, good documentation, training programs, and a relatively active community, provide the hallmarks for a successful open source effort.

Room for Improvement:

Cons: • Open source. While open source acceptance has grown, it is far from commonly accepted among business application champions. Perhaps more important, one of the core tenants of the SaaS value proposition, is to reduce or eliminate the in-house IT resources needed to support business systems - not hire additional programmers in order to go into the software customization business. •Small business (only) solution. •Poor reporting. Pipelines, forecasts, and reporting in general, are not that good in the free version. •Quite limited system administration tools - such as account merges, mass modifications, flexible security models.

Other Advice:

The Sugar platform is highly extensible. The application includes a built-in Module Builder tool to assist developers and users in creating and maintaining custom applications that extend the value of the core platform.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user6579 - PeerSpot reviewer
it_user6579Engineer at a tech services company with 1,001-5,000 employees
Consultant

Nice Review.
SugarCRM proves to be a good solution for managing Sales cycle of business from lead to quote.

Agree with reviewer on few points like
Good Documentation.
Community Support.
Available source code for customization according to the businees needs.
Various features are not included in community version.