SugarCRM

SugarCRM


4 / 5
268 reviews

Who Uses This Software?

SugarCRM is a horizontal CRM platform and application offering aimed at customers seeking highly user-friendly solutions that make even the most complex end-to-end customer processes simple to manage.


Average Ratings

268 Reviews

  • 4 / 5
    Overall

  • 3.5 / 5
    Ease of Use

  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
    $40.00/month/user
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • SugarCRM
  • www.sugarcrm.com
  • Founded 2004
  • United States

About SugarCRM

Deployed by 2 million individuals in over 120 countries, and PC Mag Business Choice Best CRM Software Award for the fourth year running, the only CRM software that readers would strongly recommend to their peers. Sugar is for the disruptors, the innovators and the visionaries. Sugar offers an industry-leading customer experience, a simple interface and an intuitive customization platform.


SugarCRM Features

  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management

SugarCRM Reviews Recently Reviewed!


SugarCRM Review - Walz Scale

Mar 16, 2017
3/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I like the Online (sugar on demand) that allows Sugar Support to get into your software and look and something you may be struggling with, like reports...

Cons: Design is little clunky. Think with some improvements, it might be easier to convert leads, update opportunities. Need less clicks!

Overall: We have been using Sugar for several years, but only in the past six months have we really dug down to fully utilize the software. The tool is fairly simple to use, I like the reporting functions, but the feedback I get from my sales team is that it is just 'clunky' to use. I'll give you one little example. For the Opportunity 'Actual Closed Won' date, I found through coming across some bad sales data for the month, that if you close a sale in January, and that same month you mark it as Closed Won. But lets say in March you want to go in and add a note to the description. Once you edit that note, (thus changing the Modify date) you autimatically changed the 'Actual Closed Won' date to March. Really messes up sales reports! When I contacted Sugar, there really wasnt an easy fix. We found SierraCRM (third part software) and Bill Convis from there helped with a solution to this problem. We have now purchased this software and believe that this will help take us to the next level of using Sugar. Sugar Support via email is usually pretty prompt, but as far as hearing from our 'Account Manager', just 2 weeks ago was the first time I heard from someone regarding our account. At that point, I had already reached out to SierraCRM, so I did not need anything from Sugar.

To summarize: Great tool, though a little clunky, but the price is not bad. Customer service could be improved, especially for companies like us who are invested in the process, and just need some help taking our sales process to the next level. Thanks!

Recommendations to other buyers: Improve customer service by having Account Mgrs reach out to key accounts and see what they might be struggling with.

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

Mar 16, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Sales tools, lead tracking tools, reporting features are second to none

Module builder is fantastic and very customizable.

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

Overall: 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.

Recommendations to other buyers: This software is a mostly great well-rounded CRM, and their support team is fantastic with any questions.

Bargain paid open source CRM with lots of power

Feb 17, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

Cons: 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.

Overall: 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.

Recommendations to other buyers: Before buying, you really should take a free test drive for 2 weeks or so, and see how you like it.

A good open source CRM, but lacking modernization

Jun 25, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: 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.

Cons: 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.

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

Sugar was one of my first forays into the world of CRM and covers all the basics

Jul 13, 2018
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Very customizable to your needs. Straightforward, no nonsense UI. Easy to read and find things. Sugar is a perfect entry into CRMs that aren't salesforce, because its useful across all industries and departments. Its simple while being complex. You can create functions and layouts that are very specific to your needs, but without it cluttering and looking like there's a lot of information.

Cons: Its not very pretty. Sort of looks like it was made in the early 200s and they just kept the look since. People are always talking about professionalism, and this definitely looks less polished than other CRMs. Because of this, some of the information can blend together and be difficult to find if there are long lists of things you are looking for.

Overall: I learned how to work a CRM. I kept track of all customer records, ranging from revenue and profit and order amount and contact list and order dates and essentially everything related to my job operationally as a purchasing coordinator. Definitely made my life easier.

Capterra loader

I have made product configurations for a company that provides technical consulting services

Apr 26, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The tool is intuitive and very easy to use, there is the option to use the cloud in a private server or use the software tool as a service, it has a variety of modules to carry out the management of clients, such as sales, marketing campaigns, opportunities, potential customers, everything related to meetings and appointments to be carried out by sales executives, among others. It has a module to carry out project management related to opportunities and contributions made. It also has a version for mobile devices that allows you to review information or keep the information of the CRM updated from the comfort of the smart phone and / or tablet. It has the ability to add new fields to the forms by further personalizing the tool, there is a version in which you can by role display a certain form. It has the capacity to extend it by adding new modules

Cons: It has a module to record tasks, which can be used for assigning different activities to employees, in this part you may be able to add some type of SLA and in this way to measure the time it takes for users to complete tasks according to the assignment date and the SLAs registered for a specific type of task. Workflows are very basic for the professional version

Overall: Management of all information related to customers and sales in a single software in a centralized manner that can be accessed by any type of device in real time, providing valuable information for decision making made by the management controls

SugarCRM Review

Sep 08, 2017
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: 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.

Cons: 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.

Overall: 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.

Best CRM I've Ever Used

Nov 26, 2012
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Pros: We are a Sugar CRM reseller but this review is from my perspective as a user of this fantastic software. Most CRM is the same functionally - manage accounts, contacts, opportunities, etc. But what sets Sugar apart from the rest of them are three fundamental things:

1. Simplicity - Sugar CRM is clean. It's super easy to get any information you need without needing your IT guy to build you a custom report.

2. Customization - Every business is different and you need your CRM system to adapt to you. Sugar Studio makes tailoring your software easy - even if you're not that technical. Dare I say - even a marketing or sales person could do it.

3. Plug-Ins - There are tons of plug-and-play add-ons to extend SugarCRM in virtually any area - support desk, email marketing, and much more. We use Inbox25 for email marketing and are leaning toward InsideView for integrated list management but there are so many other options to consider.

Cons: We are using the hosted, On Demand version which limits our access to source modifications (somewhat). We have been able to work around all of these so far.

If we get to a point where we need more access to modify the underlying program we can always bring the product in-house and customize to our hearts content.

There have been a few minor bugs that we've found - certainly no more than we had in our previous CRM system but Sugar's support team had them resolved - almost immediately!

Overall: Starting at $30/user/month - this is by far the best value I've seen on the market for sales and marketing CRM software. It's not Salesforce.com which is a good thing because Sugar is easier to implement, easier to use, a fraction of the price, and does just about everything that higher end systems can do if you're creative and work with a partner to tailor the application to your business like we did.

My experience with SugarCRM

Jul 18, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: SugarCRM is a great tool. You can run this offline on your own servers. Sugar offers extensive help tools. Sugar is highly customizable. Sugar offers multi-currency support. There is a free version available as well.

Cons: The down falls that I only see with SugarCRM is that it offers limited import tools, and the storage has limits. It does have a daunting interface. It can at times be difficult to administer.

It does require up-front commitment to a minimum of ten users. There is no true trial available.

Overall: The benefits that I experienced with SugarCRM is that it shorten sales cycles. It helped to retain more customers. It helped to increase employee productivity. It did help to improve inter-departmental communication this was the biggest reason why we needed SugarCRM. SugarCRM helped us close the gaps in our sales and customer service processes.

We where able to integrate with other business systems which helps our overall processes.

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

Feb 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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.

Overall: 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.

Review of SugarCRM

Nov 02, 2018
3/5
Overall

2 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: There is a lot of potential here, it is possible to create automated business processes, highly customizable reports, and creates high visibility of sales pipeline.

Cons: You really need to be a basic-intermediate level programmer to customize this software in house. Sales rep told us the mobile app would auto log both incoming and outgoing calls. There is no way to auto-log incoming calls and it will only auto-log outgoing calls if you use the app to make the call. In addition the training provided was not comprehensive and going to an outside company to assist with problems, set up or any other technical support is extremely expensive. They give you just enough rope to hang yourself.

Overall: Databases are complete and it definitely solved some issues with sales pipeline tracking. The software is extremely expensive to customize using certified Sugar partners, it's not intuitive enough to customize in-house. The system does not do everything that was advertised to us

Great CRM, but the FREE version is the best

Jul 20, 2018
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: 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.

Cons: 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.

Overall: 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.

Good CRM Tool - Self hosted using a Windows/SQL stack.

Jan 09, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Sugar is easily customized and the option to host on-site is not available by a lot of other CRM providers. We are able to synchronize a lot of data from our existing business software easily by directly accessing the SQL database. With the cloud version, we would have had to write code utilizing the CRM API to synchronize everything. Building all of that would have been significantly more expensive for us.

From both the Admin and user perspectives, the software is very easy to learn and intuitive. Our users are very happy with the new software and easy it is to use.

Overall: It has worked well and really empowered our sales process. For the first time, we are able to easily see where a pursuit is in the sales process. Overall, it has increased our team selling and made communication more efficient across the selling team. Sugar has a good base and framework to build out marketing automation, which is driving better market awareness and sales than before.

SugarCRM is a usefull CRM tool

Sep 06, 2018
4/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: 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.

Cons: 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.

Capterra loader

We manage our customers better with Sugar.

Jul 10, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Sugar is an easy CRM to use for sales team ,at least I have enjoyed using this tool. I love the Sugar customer support service and how often they have bailed us out of difficult situations.Using Sugar ,we are able to schedule calls with sales prospects , send emails , and schedule meetings too. It is also very customizable and our in-house engineers over the past year have been able to tweak Sugar to fit into our needs and preferences at the sales department.

Cons: Not the best looking user interface ,to be honest. My first few times using Sugar CRM, I was almost put-off by the user interface design. It is not intuitive and just not meant for the post 2010 era.

Very Customizable CRM software.

Nov 07, 2016
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It is a very robust systems that can be used for tracking customer support, sales and contact management.

Cons: Because of it customizable nature, it can be set up incorrectly by the end user. For this reason, it is very important to have someone in house that is very Sugar savvy to ensure it works the way you need it to. When updates are delivered, it commonly knocked us down for a few days while we implemented changes to make everything work again.

Overall: We use CRM to track our sales leads, current customer support and create mass mailing lists. It is a very powerful tool when used correctly.

Recommendations to other buyers: Do your homework ahead of time before buying any CRM. If you have the groundwork in place before you start using your new CRM, it makes the entire process run smoother.

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

Mar 16, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The file retention, the report capabilities

Cons: The 'breaks' in workflow

Overall: 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.

Recommendations to other buyers: The appearance of the platform could be upgraded so it was more 'attractive' to users

Vendor Response

by SugarCRM on March 16, 2017

Hailey,

Thanks for your review - I'd love to learn more about which version you are using - as the Sugar 7.x upgrade is focused almost entirely on user experience, look and feel :) Also, has your firm looked into Advanced Workflow? It is far more stable and reliable than the predecessor. Email me at mschneider@sugarcrm.com with any and all questions anytime!

Martin Schneider
Head of Product Evangelism, SugarCRM

Awesome product for any business.

Mar 16, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Functionality and API is impressing

Cons: UI is slow for 2017. Need to speed up the response time.

Overall: I have been using SugarCRM for several companies. What stood out to me is the functionality you are getting right out of the box you are getting everything you need for the fraction of competitor's price.

I would rate customer support 6 stars, they are always on top, extremely fast, and even providing you with the solutions for 3rd party applications.

Another big thing is ability easily integrate SugarCRM with your own applications or install custom plugins. API functionality is quite impressive and easy to use, we have done a lot of integrations and automation in our company.

I recommend SugarCRM to everyone who wants to take his/her business to the next level, and actually see what is happening in the organization, and why.

SugarCRM Enterprise Analysis

Mar 16, 2017
2/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: Studio (when it works)

Open source flexibility

Cons: Caching mechanisms

Lack of long term release schedule and small version life cycles

Support not owning the initiative of resolving cases

Overall: 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.

Vendor Response

by SugarCRM on March 16, 2017

John,

First off, thanks for being a long time Sugar user. Kasasa's use case is very in-depth and a model of what our flexible platform can achieve.

Regarding the server-side email - have you looked at Riva? https://sugarexchange.sugarcrm.com/apps/21848#!overview Also, I know we are working on server-side versions of the Outlook plugin, but release date is TBD.

Thanks again for your honest and thorough review - we always strive to make the product the best we can and provide the level of service you expect. Email me at any time to discuss further at mschneider@sugarcrm.com.

Sincerely,

Martin Schneider
Head of Product Evangelism, SugarCRM

Sugar user for 5 years

Mar 20, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Pretty easy to use, robust mobile app, good reporting.

Cons: Some basic functionality is missing, ie, had to write a custom report/fields to be able to see when the last time a contact was contacted (email, meeting or phone).

Overall: Overall, Sugar has worked pretty well for us. As with most customizable software, it is all about the implementer and getting it set up well. If we had worked to get other areas more integrated, I would rate it higher. We are a smaller company (15 users), and do not have a " Sugar champion" other than the president. Reporting module is easy to use, the mobile app is (now) pretty good. We recently looked at the other major CRM apps, and chose to continue with Sugar. We are making some much needed changes to our Sugar instance, which will help with utilization.

A Less Expensive Alternative With Most Of The Same Features

Feb 28, 2015
5/5
Overall

4.5 / 5
Ease of Use

4.5 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the commercial open source nature of the product. You can download the open source edition - which is quite functional - and get a very good feel for what it does. In fact, the free version is like sufficient for most small businesses. The product is feature-rich - comparable to the alternative from a feature standpoint, but much less expensive. I also like the fact we can host the application in-house giving us absolution control over the data and integrations with our other applications.

Cons: While not a fault of the vendor or product - you do need to be aware the ecosystem supporting SugarCRM is much smaller than the entrenched giants. We've not found this to be an issue - but for someone looking to "go with the crowd," you might want to consider this.

Recommendations to other buyers: Any CRM requires work - and an operations person to maintain the CRM, the data, and the workflows (and ensure they are enforced). When considering your CRM solution, be sure to account for the time needed to keep it fully functional; otherwise, in a year or two - you'll find you have so much "bad data" in the system you won't be able to make sense of the "good data".

Capterra loader

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

Jul 23, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.



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

Office Manager

Mar 16, 2017
5/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

Cons: 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.

Overall: 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.

Recommendations to other buyers: See my fist comments on first page.

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

Nov 28, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Both salespeople and management are able to use the information generated to increase sales and look for new opportunities.

Cons: 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.

Overall: 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.

Good bang for the buck

Mar 16, 2017
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Easy to enter information

Cons: Difficulty of building custom reports

Overall: I used Sugar CRM for about 4 or 5 years now. It's proven to be a good database that's fairly customizable. The cloud based approach is nice. Creative no custom reports is really where I feel it could be improved. The programming it takes to build the report in the way you want it is cumbersome and difficult for me. Other than that, I really like the product.

Vendor Response

by SugarCRM on March 16, 2017

Bjorn,

Thank you for the honest review - FYI - we have a reports module overhaul as top priority for upgrade in 2017, which should address the ease of making customer reports you mentioned.

Thanks again - we truly value your feedback!

Martin Schneider
Head of Product Evangelism, SugarCRM

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

Nov 28, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: 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.

Cons: 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.

Overall: 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.

Capterra loader

Sugar is opensource and I love it.

Jul 09, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: SugarCRM is opensource this gives myself and the technical department in my organization the freedom to develop on this platfrom , without being hindered by technology ,programming language or a restricted API.

Sugar effectively manages every communication we have with sales leads and customers. Over the years ,we have been able to tweak Sugar to work with our internal sales process , thus everyone in the sales and marketing department is glad to work with our in-house improved CRM - Sugar.

Cons: The user interface is outdated ,obviously since it is open source ; it didn't come as a surprise to me. However ,barring this ; the sales department works effectively with Sugar.

Free has value

Feb 12, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Extremely configurable, vastly customizable, lots of modules available, large online community, free version.

Cons: The only sad part about it is that all the captions used for drop-down lists (Or radio buttons or any multiple choice controls) are stored straight to PHP pages and not in the database (So in MySql you end up having only keys but no trace of the long values). There is some workaround (Nightly job to extract and copy those in a table), but it's a hassle.

Overall: Great tool to manage relations with customers and follow-ups, brought some visibility where it was lacking.

Capterra loader

Too many functionalities

Oct 27, 2018
5/5
Overall

2 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

Cons: 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.

Overall: 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.

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

Mar 16, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Customization.

Cons: The learning curve.

Overall: 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.

Lot of tinker around and slow hosting

Jul 18, 2017
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: It has very comprehensive help docs and the answer was always available. It offered a lot of customization with little experience in managing CRM.s

Cons: It was very very slow when running through Sugar's own servers. We had to pay a 3rd party to host this elsewhere which was lame because we were not managing very many people of leads.

Not ideal for cold calling, it was pretty clunky to track many calls per day.

Some of the more intense marketing automation stuff was not very intuitive, they made up a lot of their own language and had some annoying steps to get things done that were not always clear.

Overall: It was a great place to store leadscontacts/and track opportunity pipelines

For me, it was Salesforce vs. Sugar CRM. SugarCRM is half the cost, and does the same job.

Nov 28, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very flexible and easy to edit. Fast response time on queries (I use the OnDemand cloud version). Good support for SugarCRM staff. And there are many integrations and plugins that enhance the experience.

Cons: Lot of 3rd party integrations and customizations can "break" as Sugar goes through upgrades. The Word and Outlook Add-ins are a bit awkward and time consuming -- but they do work as advertised. Sometime there is constant re-logging in to make them work.

Overall: I run my entire company using this CRM system.

Awesome CRM at both the enterprise level as well as at SMB; even startups could benefit from it.

Apr 04, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very easy to use, very easy to migrate data.

Adding leads to the system is as easy as 1, 2, 3 and following up is very easy since there are very good notifications that could be sent to your email (which means they could be sent to your smartphone as well, hehe :-)).

Cons: Naturally, there's a learning curve and the need to customize the system to show the right data and not an abundance of it.

Some people may think it's a little dull or outdated, especially in terms of overall UX but I think the simplicity is the key deal maker here.

Overall: Very easy to use, gives a lot of benefits for its price.

I would definitely recommend others to use it (and I do :-)).

Capterra loader

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

Nov 28, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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.

Overall: 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.

Sugar CRM

Sep 27, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: What I like most is that we can create reports easier,

I can create new custom fields and add functions.

I like the workflow - I added for send emails to an admin account to report when a opportunitie is closed and is part of a project - and this email creates a new record in my project system.

I can create Modules as I need

Cons: Is very difficult to work with the API´s´, at this moment i cant work with them . and IT Sugar support is not helping me.

The thing i Dont like if you want to create a Report Type:Summary you cannot add the Text Fields, is not showing in the system, this type field in the version 7.0 it was added but in the new version is not there any more, and I reported this to Sugar Support but they do not do anything, I think is a kind of a bug but they are not doing anything.

Overall: I can do almost everything I need

Capterra loader

Have too much to config and set up, rgreat custom stuff but kinda plain and boring

Feb 01, 2018
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Is a very good software at least the on-demand version I use. as a CRM is very good but it also tries to be a help desk and it is not. very reliable and love to extract the raw data to excel and do whatever I want with the data

Cons: Much complicated, too much to customize, and configurate, the access levels and roles are not easy to set up. takes times to deploy, and cost per seat, is kinda expensive.

Overall: if you need an online crm this can do good for you, Others are also less expensive but with less features.

Capterra loader

In the past, I have been a SugarCRM administrator for a Software Sales company.

Jun 13, 2018
3/5
Overall

5 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: There is a lot of simplicity with using SugarCRM. It was straightforward, and user friendly. The value of the product is pretty good for what you are paying, and it is relatively easy to administer. There are different directions you can go with reporting, for example: tabular, summary and matrix report types. I integrated this CRM with Pardot Marketing Automation software and was not disappointed with the integration, as it worked pretty seamlessly together.

Cons: This CRM obviously is more economic than the likes of Salesforce - but you get what you pay for. I found it difficult to manage my duplicate records, and a lot of the bells and whistles that could potentially make your work flow easier are not present. I would consider this a "bare bones" CRM solution.

Overall: The software itself was a great place to house my data in an organized fashion. I was able to report upon the data, and additionally could assign and reassign accounts and contacts with ease. This was a value driven solution for my company at the time, since Salesforce was too pricey.

Not struggling anymore

Mar 16, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very user friendly and always being offered continued education on the use and benefits of the software.

Cons: Sometimes it is overwhelming but that's because there are so many parts and pieces to this software.

Overall: Our company utilizes SugarCRM to track service calls from our client base. We can now refer back to previous calls to monitor equipment efficiency and deficiencies. We can now eliminate the use of a client directory as SUGAR allows us to document all information within the software database. The other huge benefit is we can now automatically dispatch a call directly from the client case we have created. Our technicians receive an email with all information to fill out a service order including a PO number for quick payment. Our help desk has become very streamlined because of SUGAR and we are considering expanding the other options available to departments such as parts and administration. Very pleased with SugarCRM!!

Recommendations to other buyers: Video tutorials

We used Sales Force in the past but had issues with shared views, not the case very user friendly

Dec 08, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ability to adapt, user friendly, ability to hold alot of documents per account. We used Sales Force in the past and had issues with shared views with representatives covering shared territory. That has not been the case with Sugar

Cons: phone application needs help. This is the only issue we have noticed it does't take all the required data so they the reps have to add more via PC

Overall: Such a great user-friendly CSR dramatically helped us with our database and email/direct mailers.

Overall the product is good but fought with performance due to customizations.

Nov 28, 2017
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Web-based interface that is compatible with modern browsers, well-documented API, good user interface, a large number of integrations, good mobile applications.

Cons: API is throttled too low for our ETL requirements, support, and overall experience-dependent upon third-party reseller quality. Customizations generally require programming and will cause continuous support issues as new releases will break customizations.

Overall: Increased data capture on our sales interactions.e

An easy way to have records of you clients info, sales and follows up.

Nov 15, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is a great app to follow track of all your clients, having all their contact information, the amount of sales, and being able to send massive advertisement emails to your customers.

Cons: It needs an intensive training to be able to use it as some functions requieres knowledgments that are not easy to learn for new users. It an expensive software.

Overall: When I was working in real state, keeping track of the future clients, the clients that already bought and the cancelled contracts it was hard and overwhelming until we started to use CRM at the office. I would say that yes, even there are pros and it needs a lot of time in training to be able to use it, it is worthy!

Used SugarCRM Before Switching to SuiteCRM

Apr 04, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: This software took a bit to learn, but once you learned the logic behind the software, the reporting was very easy to use. There was the ability to store lots of information about a client, more than you could ever possibly need.

Cons: The software was pretty rigid; I was never aware of ways to make changes to it. The way that some of the information was organized was sometimes confusing.

Overall: The ability to log and store information about clients was limitless.

Capterra loader

Plug-In Cause Problems

Sep 12, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very easy to customize. We run our entire business using it.

Cons: We have had issues with some of the plug-ins. Our current integration to Sage100 accounting is broken. One of the others broke the functionality and took a week to figure out. The annual fees for the plug-ins are also expensive.

Overall: I bought Sugar because it is less expensive than Salesforce. But not so sure this is the best solution out there. Doesn't have great ability to use this for marketing programs.

Very hard to learn and very disfunctional.

Jul 10, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: It gave us a one-stop place to store our client information and to track service cases. It offered custom reporting. Tabs are somewhat customizable.

Cons: Very difficult to learn how to use. Reports are are very finicky and usually don't show all of the information they should, even when you KNOW the filters are correct.

Overall: Client management and service case tracking. We also used the email service to mass email our client list.

Innovative and much better UI

Jul 30, 2015
4/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

5 / 5
Value for Money

Comments: We have used SugarCRM for our Sales, Support and even Project management In the process of evaluating something that is cost effective and and innovating flexible solution which is highly customisable, the answer was pretty simply SugarCRM

Pros: SugarCRM acts more of a Platform than an application and we have the choice to host the same application on Cloud, on-premise or anywhere The best thing is the modern UI, and no. of connectors available to integrate Sugar with are abundant The Sugar Support is amazing and the APIs, documents, resources and open and easily accessible with a lot of self learning material. They have their own free University. All the Enterprise features are available at a cost a basic CRM

Cons: Calendar sync is an issue and Email Client inbuilt in Sugar has sad UI Mobile app is a little slow when it loads the first time Cannot change the theme with our Company schema Marketing tool needs improvement especially compared to what is now available and many times Emails hit rate is extremely low

Very hard to set up for a small business

Oct 27, 2016
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Makes keeping track of vital customer information easier.

Cons: Very challenging to implement.

Overall: As a small business, we needed to keep track of our vital customer information in a CRM system. SFDC was outside of our price point, so we decided to go with SugarCRM. The system turned out to be very challenging to implement - we certainly didn't have enough resources in house to do this efficiently. Overall, though, SugarCRM is a useful tool, but it just isn't worth the pain and hassle if you're a very small business.

The transformation into 1CRM was really bad, support even worse.

Oct 13, 2017
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Comments: The culture of the 1CRM implementation of SugarCRM featuring incomplete, inflexible and user-unfriendly software reinforced by unhelpful and disdainful "support' is propagated throughout their network, for example by their German distributor Visual4 GmbH, who auto-renewed a subscription even though it had been cancelled (as just one example of their total administrative failure - they didn't know if you're a cloud or own-server customer, as another of many) and refusal to support a fully paid-up customer because s/he identified real and tangible problems rendering the software near-unusable.

Pros: The OpenSource concept is obviously wonderful, but needs to be transformed into a usable product with proper support, which is where 1CRM fails.

Cons: The leverage of SugarCRM into 1CRM fails in simple things like country lists that you can't add to, yet not all countries are included in the list (for example, there is no United Kingdom, UK, Britain, Great Britain, or England!), and the security certificate had expired. If you're ok to override the big red "insecure site" warnings to store your critical business data, go ahead. Me not. Whereupon "support" tells you it's your fault and you're stupid and anyway commercially useless to them. Reports are childishly implemented, can not be used by a business - but you can re-do them yourself using a clunky and functionally limited interface for an additional fee. Professional-looking offers, order confirmations, and invoices have been around for decades, should be included in the most basic version of any product, and should not need end-user re-programming at any cost.

Sugar Review

Mar 16, 2017
3/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: It's failry simple to navigate and the APP is ok too.

Cons: Creating reports seem to be a challenge.

Overall: I've used many other CRM's (Salesforce, Netsuite, Dynamic) and have found them to be more robust than Sugar. However, I also realize those CRM's are a lot more expensive so I guess you get what you pay for. Overall, I think Sugar is sufficient for what we use it for, which is mainly keeping records of contacts. Our company doesn't utilize all the benefits of Sugar so that falls mainly on us.

excellent CMS, but limited customization and outdated

Mar 13, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: very basic interface makes Sugar easy to use and train colleagues on how to navigate. Uploading documents is easy, tracking changes in accounts or which were viewed are conveniently located at the top. Reporting can be improved but simple boolean phrases work!

Cons: Search bar can be a headache - you absolutely have to know the exact account name from first to last name/word or else it won't show up in the results. Integration with other software is not supported either.

Overall: our previous CMS for our sales and accounting team... but we have transitioned.

Sugar has been extremely easy to us and the customer service is on top of it!

Nov 28, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the simple filtering, quick and comprehensive reporting and the ease of customizing your view.

Cons: I would say that only part I don't like is that it's a bear to do mass updates and mass exporting of data.

When using reporting, you don't run into many issues, but upon using the export feature in the module, you get 1000 record limits.

Overall: Quick fast reporting.

Ease of contact management.