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SugarCRM

Brand : Sugarcrm

Starting at $ 684.00

SugarCRM is a versatile CRM software for startups, SMBs, SMEs, and agencies. It's web-based, user-friendly, and suits various businesses. ...Read more

SugarCRM Software Pricing, Features & Reviews

What is SugarCRM Software?

SugarCRM—your ultimate CRM partner—is designed with precision to cater to startups, SMBs, SMEs, and agencies. It comes with a web-based platform that offers an intuitive interface, making it super easy to navigate. The software essentially covers the full spectrum of CRM needs, including marketing automation, sales pipeline management, sales forecasting, and calendar scheduling. It's your trusted resource for lead management, creating quotes and estimates, tracking interactions, and optimizing market segmentation.

Key Functionalities of SugarCRM

  • Marketing Automation: SugarCRM's marketing automation feature allows businesses to automate various marketing tasks such as sending out emails, tracking customer behavior, and managing marketing campaigns. It helps in nurturing leads, improving customer engagement, and streamlining marketing efforts.
  • Sales Pipeline: The sales pipeline in SugarCRM provides a visual representation of the sales process, helping businesses track and manage potential deals from the initial contact to closing the sale. It offers a clear view of where each deal stands in the sales process and helps sales teams prioritize their efforts.
  • Sales Forecasting: SugarCRM's sales forecasting functionality helps businesses predict future sales based on historical data and current trends. It provides valuable insights into expected revenue and helps in setting realistic sales targets and making informed business decisions.
  • Calendar: The calendar feature in SugarCRM is a tool for scheduling and organizing appointments, meetings, and events. It helps users manage their time effectively, set reminders, and avoid scheduling conflicts.
  • Lead Management: SugarCRM's lead management system allows businesses to track and manage potential customers (leads) and their interactions with the company. It helps in identifying and nurturing leads to convert them into paying customers.
  • Quotes/Estimates: With SugarCRM, businesses can create and send quotes or estimates to clients. This feature simplifies the process of generating and sharing pricing information, making it easier to close deals and manage customer expectations.
  • Interaction Tracking: Interaction tracking is a valuable feature that helps businesses keep records of all interactions with customers. It includes details of emails, phone calls, meetings, and other communications. The feature ensures that businesses maintain a complete history of customer interactions, enabling better customer relationship management.
  • Market Segmentation: SugarCRM's market segmentation tool allows businesses to categorize and group customers based on specific criteria, such as demographics, behavior, or preferences. This segmentation helps in creating targeted marketing campaigns, delivering personalized content, and tailoring product or service offerings to specific customer segments.

Why Choose SugarCRM?

  • Ease of Use: SugarCRM is user-friendly, making it accessible for businesses of all sizes and tech backgrounds.
  • Customization: You can tailor SugarCRM to your business needs, ensuring it fits your unique processes.
  • Lead Nurturing: It helps you effectively nurture potential customers and turn them into paying clients.
  • Sales Insights: SugarCRM provides valuable insights and forecasts to make informed sales decisions.
  • Marketing Efficiency: Automate marketing tasks and campaigns to save time and boost efficiency.
  • Customer Interaction: Track and manage all customer interactions for better communication and relationship management.
  • Segmentation: Easily categorize and target customer groups for more effective marketing and personalized approaches.
  • Appointment Management: Keep track of appointments and events to stay organized and avoid scheduling conflicts.
  • Quote and Estimate Creation: Quickly create and send quotes or estimates to clients, simplifying the sales process.
  • Accessibility: SugarCRM is web-based, allowing you to access it from anywhere with an internet connection.

Benefits of SugarCRM

  • Improved Customer Relationships: SugarCRM helps businesses build better relationships with their customers by keeping all interactions and information in one place, leading to more personalized experiences.
  • Enhanced Sales: It streamlines the sales process, from lead generation to closing deals, boosting sales team productivity and ultimately increasing revenue.
  • Efficient Marketing: SugarCRM's ‘marketing automation’ simplifies campaign management, making marketing efforts more efficient and effective.
  • Data-Driven Decisions: The software provides valuable insights and sales forecasting, aiding in making informed, data-driven decisions.
  • Time Savings: Automation and easy access to customer information save time on administrative tasks, allowing teams to focus on more valuable activities.
  • Customization: SugarCRM can be tailored to your specific business needs, ensuring it aligns perfectly with your processes.
  • Better Organization: It keeps appointments and customer details well organized, reducing scheduling errors and improving customer service.
  • Cost-Efficiency: By improving processes and streamlining workflows, it helps reduce operational costs and increase profitability.
  • Scalability: Whether you're a small startup or a large enterprise, SugarCRM can grow with your business, adapting to your changing needs.
  • Competitive Advantage: By providing an all-encompassing tool for managing customer relationships, SugarCRM gives your business a competitive edge in the market.

Pricing of SugarCRM Software

SugarCRM price start at $ 684 at techjockey.com.

SugarCRM price may vary based on factors like customization, additional features required, number of users, and the deployment type. Please request a call back for subscription-related details and to avail offers on premium packages.

SugarCRM Pricing & Plans

Essentials-(19 (USD) Per User Per Month, Billed Annually)
  • Account & contact management
  • Lead & opportunity management
  • Basic workflows
  • Activity management
  • Reporting & analytics
    • Monthly
    • Yearly
Starting at $ 684
Advanced-(85 (USD) Per User Per Month, Billed Annually)
  • Account & contact management
  • Lead & opportunity management
  • Basic workflows
  • Activity management
  • Reporting & analytics
  • Advanced workflows
  • Omnichannel communications
  • Pipeline management & analytics
  • Forecasting
    • Monthly
    • Yearly
Starting at $ 3060
Premier-(35 (USD) Per User Per Month, Billed Annually)
  • Account & contact management
  • Lead & opportunity management
  • Basic workflows
  • Activity management
  • Reporting & analytics
  • Advanced workflows
  • Omnichannel communications
  • Pipeline management & analytics
  • Forecasting
    • Monthly
    • Yearly
Starting at $ 16200

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SugarCRM Features

Customer Information Management (CIM)

  • icon_check Account Management Tools to oversee and maintain customer accounts and relationships.
  • icon_check Customer Profiles Detailed views of customer information and interaction history.
  • icon_check Audience Segmentation Categorize customers based on specific criteria for targeted marketing.
  • icon_check CRM Database Centralized repository for storing and managing customer data.
  • icon_check Interaction History Chronological record of all communications with each customer.

Sales Enablement

  • icon_check Lead Lifecycle Management Track and nurture leads from acquisition to conversion.
  • icon_check Sales Projections Predict future sales and revenue based on current data.
  • icon_check Territory Management Assign and manage sales regions to optimize coverage.
  • icon_check Quote Management Create, track, and manage sales quotations efficiently.
  • icon_check Opportunity Management Identify and manage potential sales opportunities effectively.
  • icon_check Sales Order Management Oversee and process customer orders from initiation to fulfillment.
  • icon_check Business Process Automation (BPA) Automate repetitive tasks to streamline business operations.
  • icon_check Sales Funnel Management Visualize and manage potential sales prospects through stages.
  • icon_check Automated Sales Workflow Streamline sales processes through automation of tasks.
  • icon_check Contract Management Create, store, and track customer contracts systematically.

Marketing Automation

  • icon_check Drip Campaigns Automated series of emails sent based on user actions or timelines.
  • icon_check Lead Nurturing Develop relationships with potential customers through targeted content.
  • icon_check Email Campaigns Design and send targeted email marketing messages.
  • icon_check Customer Journey Mapping Visual representation of the customer experience across touchpoints.
  • icon_check Customer Segmentation Divide customers into groups for personalized marketing.
  • icon_check Campaign Automation Automate marketing campaigns across multiple channels.
  • icon_check Trigger-Based Automation Initiate actions in response to specific customer behaviors.

Data Sourcing / Integrations

  • icon_check Calendar Integration Sync calendars to schedule and track meetings and events.
  • icon_check Social Media Integration Connect and manage social media channels within the CRM.
  • icon_check API Integration Utilize APIs to enable custom integrations with other systems.
  • icon_check Data Import/Export Transfer data into and out of the CRM system seamlessly.
  • icon_check Ecommerce Integration Link CRM with online shopping platforms for streamlined sales.
  • icon_check Third Party Integrations Connect with external applications to enhance CRM functionality.
  • icon_check Email Marketing Tools Integration Connect with email platforms for cohesive marketing efforts.
  • icon_check Marketing Tools Integration Integrate with various marketing platforms for unified operations.
  • icon_check Interactive Voice Response (IVR) Integration Incorporate IVR systems for automated telephony interactions.

Collaboration and Communication Tools

  • icon_check Omnichannel Support Provide consistent customer service across multiple channels.
  • icon_check Internal Messaging System Facilitate real-time communication within the organization.
  • icon_check Template and Document Management Store and manage templates and documents centrally.
  • icon_check Sales Process Task Management Assign and monitor tasks related to the sales process.

Security & Compliance

  • icon_check Data Encryption Protect data through encryption during storage and transmission.
  • icon_check Activity Logs Record user activities for monitoring and auditing purposes.
  • icon_check Role-Based Access Control (RBAC) Restrict system access based on user roles.
  • icon_check Backup & Disaster Recovery Ensure data is backed up and recoverable in emergencies.
  • icon_check GDPR & Data Privacy Comply with data protection regulations to safeguard privacy.

AI & Machine Learning

  • icon_check Predictive Analytics Analyze data to forecast future trends and behaviors.
  • icon_check Lead Scoring Evaluate leads to prioritize based on conversion likelihood.
  • icon_check AI Assistants Utilize AI-driven tools to automate tasks and provide insights.

Reporting & Analytics

  • icon_check Predictive Analytics Analyze data to forecast future trends and behaviors.
  • icon_check Sales Reports Monitor sales performance with detailed reports on revenue, deals, and targets.
  • icon_check Campaign Performance Track marketing campaign success through engagement, conversion, and ROI.
  • icon_check Real-Time Analytics Instant access to reports and insights for agile decision-making.
  • icon_check Customer Insights Analyze customer behavior, preferences, and interactions for data-driven decisions.
  • icon_check Personalized Dashboards Custom dashboards to track KPIs, sales, and customer insights in real-time.
  • icon_check Market Trend Analysis Identify industry trends to adapt strategies and stay competitive.
  • icon_check KPI Tracking Measure key performance indicators (KPIs) to evaluate business success.

Alerts & Notifications

  • icon_check Real-Time alerts Instant notifications for critical business updates and customer interactions.
  • icon_check Push Notifications Send notifications to mobile devices for quick updates and reminders.
  • icon_check Error Logs Track and report system errors for quick resolution.
  • icon_check SLA Violations Alert teams when service-level agreements (SLAs) are not met.
  • icon_check Customer Activity Alerts Receive alerts when customers take key actions, like purchases or inquiries.
  • icon_check Event-Triggered Notifications Automatically notify users when specific CRM events occur.

Others

  • icon_check KPI Tracking
  • icon_check Event-Triggered Notifications

SugarCRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows MacOS Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises
  • Phone, Email, Live Chat, Communities
  • Webinars, Documentation, Videos
  • English

SugarCRM Reviews

85%

Have recommended this product

Overall Score

4.3/5
Based on 12 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

Pros

pros_icon “I have had mostly positive experiences when I reached out to their customer support. It is not perfect but they are responsive.” Kingsley - Feb 19, 2025

pros_icon “It works great with tools like Mailchimp, QuickBooks, and other tools that I am already using. It makes life easier.” Rabin Sarkar - Feb 9, 2025

pros_icon “I like that there is a strong community support. The open-source community is active. They give me tips, plugins and even troubleshooting help.” Hacker King - Feb 7, 2025

Cons

cons_icon “They tend to keep older features around instead of refining or replacing them. This makes the platform feel bloated.” Kingsley - Feb 19, 2025

cons_icon “The reporting is fine for basics. If you want deep insights, you will need third-party tools.” Rabin Sarkar - Feb 9, 2025

cons_icon “For someone who is new to CRMs, SugarCRM can feel overwhelming. A guided setup or onboarding would have been helpful.” Satyendra Tripathi - Feb 5, 2025

SugarCRM Video Reviews

youtubeVideoId

“SugarCRM Honest Review Watch Before Using”

4.9

Review by: Wise Explainer

youtubeVideoId

“SugarCRM Review: Pros and Cons”

4.4

Review by: FULL FINANCE REVIEW

RS

Rabin sarkar

Verified reviewer:linkedin_verify

Administrator, Human Resources

1000+ Employees

Software user since: < 6 months

Reviewed on: Feb 9, 2025

4.2/5

“Perfect for Integrations but Lacks Advanced Reporting”

The way SugarCRM interfaces with programs I already use, like MailChimp, QuickBooks, and others, is great. It simplifies things and eases lives. But in terms of reporting, it works well for the fundamentals; you will need to use third-party solutions if you require more in-depth information.

Pros :

Cons :

Switched from : Microsoft Dynamics 365 Team Members

Reason to switch : We switched from Dynamics 365 since SugarCRM offered better integration with the tools we were already using.

Features

4.5/5

Value for Money

4.5/5

Customer Support

4/5

Ease of Use

4/5

Likely to Recommend

9/10
K

Kingsley

Verified reviewer:linkedin_verify

Administrator, Staffing and Recruiting

501-1000 Employees

Software user since: 1-2 years

Reviewed on: Feb 19, 2025

4.5/5

“Solid Support but Could Do with Some Cleanup”

In general, my interactions with SugarCRM's customer service have been positive. One drawback is that they frequently retain outdated features rather than updating or removing them, which can give the platform a bloated feel.

Pros :

Cons :

Switched from : Insightly CRM

Reason to switch : Insightly was good but we wanted a more powerful platform to scale and SugarCRM provided just that.

Features

4/5

Value for Money

4.5/5

Customer Support

5/5

Ease of Use

4.5/5

Likely to Recommend

9/10
ST

Satyendra Tripathi

Verified reviewer:linkedin_verify

Human Resources, Computer Networking

501-1000 Employees

Software user since: 6-12 months

Reviewed on: Feb 5, 2025

4.2/5

“Great for Niche Industries but Not the Easiest for Beginners”

It is difficult to discover in most CRMs, yet it works incredibly well for sectors like cloud kitchens. However, it may first feel a little intimidating if you are unfamiliar with CRMs. For me, the procedure would have been much simpler with a guided setup or onboarding.

Pros :

Cons :

Switched from : Vtiger CRM

Reason to switch : Vtiger was easier to use, SugarCRM gave us the flexibility we needed to grow which we needed more.

Features

4.5/5

Value for Money

4.5/5

Customer Support

4/5

Ease of Use

4/5

Likely to Recommend

9/10

SugarCRM FAQ

A SugarCRM software is compatible with Windows systems.
A No, there is no mobile app available for SugarCRM at present.
A SugarCRM system supports web-based deployment.
A SugarCRM price start at $ 684 at techjockey.com.
A SugarCRM Software is typically used in All businesses and industries.
A Yes, SugarCRM solution free demo is available at techjockey.com.
A SugarCRM Software offers a free demo. However, the premium plan with advanced features is available at techjockey.com with exciting deals.
A SugarCRM software installation is not required, as it is web-based. Just open the Setup Wizard to get started.
A The ultimate software essentially covers the full spectrum of CRM needs, including marketing automation, sales pipeline management, sales forecasting, and calendar scheduling. It's your trusted resource for lead management, creating quotes and estimates, tracking interactions, and optimizing market segmentation.

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