# SugarCRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is SugarCRM the right CRM solution for you? Explore 412 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/231638/SugarCRM/reviews

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SugarCRM

3.8 (412)

[View alternatives](https://www.capterra.com/p/231638/SugarCRM/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of SugarCRM

Ease of use

3.7

Customer Service

3.7

## Pros and Cons in Reviews

Simple and flexible setup process

89% positive reviews out of 37

Most users comment setup is straightforward, easy to customize, and accessible for small teams without technical expertise.

Unintuitive and dated user interface

52% negative reviews out of 44

Some reviewers feel the user interface is clunky, unattractive, and not user-friendly, making navigation and learning difficult.

Comprehensive customer journey tracking

97% positive reviews out of 31

Reviewers feel customer tracking offers integrated contact management, sales monitoring, and marketing outreach across channels.

Outdated versions and limited updates

68% negative reviews out of 40

Most reviewers describe updates and versions as infrequent, with outdated interfaces and missing features compared to competitors.

Centralized client relationship management

96% positive reviews out of 23

Most reviewers indicate client management enables organized records, streamlined communication, and efficient deal tracking in one place.

Frequent bugs and stability problems

84% negative reviews out of 31

Most users report bugs and issues cause crashes, errors, and unreliable performance, leading to user frustration and inefficiency.

## Showing most helpful reviews

Showing 1-25 of 412 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Julia Maria M.  
Market Specialist  
Information Services  
Used the software for: 1-2 years

### "A complete history of calls, emails, and customers in one location only"

July 7, 2022

4.0

SugarCRM offers you a way to monitor all the clients and leaflet details so you can keep everyone within the business on the same page, from ads to distribution to support to everyone to work with a system to get a detailed view of what is going on for each and every customer and future buyers. This is where I can show the details that are most important for my day, whether it is my channeling of potential clients, the weekly operation and predictions from my staff, or my allocated customer service cases. The home page can be personalized for any division of Sample with exactly the right details for every user. The browser bar at the top of the screen is the preferred position, but it can be placed sideways, floating or at the bottom.

Pros

The software provides a robust search feature that allows you to search by name, phone number, and other data values that I need. A standard profile account view would highlight the key information in the configuration of the presentation card, which may include phone number categorizations and to whom the account is allocated, for example. Admin software provided with SugarCRM enables the setup of each screen such that The company wants, including adding personalized infinite areas, changing values on any deployable list, and arranging everything and all. Another main way in which I can use SugarCRM phones or tablets when out of the office, helps you to extract some data through searches and tables, you can quickly call a contact and when you have a call.

Cons

You will choose to separate and divide the data into different categories. one way that you might do this is through searches, you will get to sort so many that you can get lost in so much dating.

Review Source

CE

Casey E.  
Product Manager  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Round the clock support"

July 1, 2023

5.0

Pros

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

Cons

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

Alternatives considered

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Switched from

[Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)

SugarCRM offers such a great set of features.

Review Source

TB

Tom B.  
Customer Experience Manager  
Chemicals  
Used the software for: 1-2 years

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

August 30, 2021

2.0

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.

Pros

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.

Cons

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.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce for Retail](https://www.capterra.com/p/251959/Salesforce-Retail-CRM/)

Reason for choosing SugarCRM

Price and UI. If I had to do it over, I'd spend a little more to get a better product.

Review Source

PH

Paul H.  
Consulting Manager  
Information Technology and Services  
Used the software for: 2+ years

### "Ok application, better, cheaper alternatives exist"

January 21, 2021

4.0

It is an OK application, Sugar has stood still in time and, when you consider the app out of the box, its pretty much standard. Sugar has divided its stack into various products for marketing, for sales, for support only making it a very expensive when you consider other options in the market

Pros

Very stable, solid easy to use, administer Easy to implement and deploy Reporting is good and allows fro complex reports to be built

Cons

It has not changed in a looong time (perhaps years?) For the functionality, it is expensive - better options exist Marketing is poor (unless you go for Sugar marketing apps which are expen$ive!)

Alternatives considered

[Freshsales](https://www.capterra.com/p/155563/Freshsales/)[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)

Reason for choosing SugarCRM

At the time, the other options were not developed enough. Today, they far-surpass Sugar. Today, I would not go for Sugar at all...

Review Source

HM

Hanane M.  
Freelance  
Marketing and Advertising  
Used the software for: 6-12 months

### "Task management"

January 29, 2024

4.0

A very wonderful experience and still like you

Pros

The application is easy to use and provides a range of great services and features for Customer Relationship Management .

Cons

The difficulty of using this application from a mobile phone

Switched from

[Vtiger CRM](https://www.capterra.com/p/112491/vtiger-CRM/)

Provides a set of tools for Customer Relationship Management

Review Source

KF

Katie F.  
Social Team Lead  
Marketing and Advertising  
Used the software for: Less than 6 months

### "The Pros and Cons of Sugar"

January 14, 2020

4.0

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.

Pros

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.

Cons

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).

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reason for choosing SugarCRM

We didn't - we ended up choosing Salesforce over Sugar, simply due to the fact that we had to incorporate other areas of the business already in Salesforce and ultimately they were able to provide all the necessary features. For other orgs, I would recommend Sugar, as it's an amazing product.

Review Source

SG

Sarthak G.  
CRM Developer  
Computer Software  
Used the software for: 2+ years

### "SugarCRM is quite efficient for Real Estate Business"

June 8, 2021

5.0

I have launched many products using these Platforms. It helped me a lot in uplifting my business.

Pros

It easily gets integrated with many applications.

Cons

The process of Installation, and sometimes it hangs m system.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[SuiteCRM](https://www.capterra.com/p/136373/SuiteCRM/)

Reason for choosing SugarCRM

As compared to the salesforce it is quite underrated while having the same level of productivity.

Review Source

IL

Ira L.  
Regional Manager - Sales  
Information Technology and Services  
Used the software for: 1-2 years

### "End User Adoption -Ease of Use"

July 21, 2025

5.0

Great, completely allowed for tracking and moving business along with reporting on the business to stakeholders.

Pros

Easy to learn & adopt. Reporting is easy to build and profiles are simple to set up. Fast and easy to access.

Cons

I did not find any cons, perhaps it is simply how it was set up. It would of been great to have recurring revenue and greenfield tracked seperately from pipeline perspective.

Review Source

Dijin D.  
Client Partner  
Information Technology and Services  
Used the software for: 1-2 years

### "A CRM software which fits in budget but lacks needy features"

August 8, 2022

3.0

It needs improvement, I don't want to spend a lot of time in juggling around with my list. This software is only a little better than MS excel.

Pros

Maintaining records helps in avoiding any misses in journey to achieve the targets.

Cons

It is quite time consuming to work with this software. There needs to some kind of an optimization or additional features to help navigate things faster.

Review Source

LINDA S.  
Sales Marketing Manager  
Automotive  
Used the software for: 1-2 years

### "Very versatile user interface and report generation features are wonderful"

December 27, 2021

5.0

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

Pros

Dashboard collaboration now makes business-critical data accessible to those who require it. The total features ensured that the common perception of a CRM will now shift from a pragmatic, reviewable database to an operational, process-driven platform which will save time, generate benefits, and, as the motto states, "Do the job for you."

Cons

The user interface is not very inviting. The customer experience is mediocre. It does not allow for multiple device logins. As a result, it might be difficult to use occasionally. The smartphone app should be improved, since it does not feel up to all the same grade and appears to be a mistake. Keep in mind that many customers are out in the workplace and may not always be seated beside a pc.

Review Source

MHM

Mashudu Hilary M.  
Freelancer  
Computer Software  
Used the software for: 1-2 years

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

July 2, 2022

5.0

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.

Pros

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.

Cons

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.

Review Source

RS

Randy S.  
President  
Chemicals  
Used the software for: 2+ years

### "No Support "

June 23, 2022

2.0

We tried to end the agreement after severalyears of no support. After several months of sending emails to a handful of unresponsive people, we decided to send them a few more thousand dollars in hopes that they will delete our data and leave us alone. We don't want to involve lawyers, but that's the next step and ours are aware of the situation.

Pros

The CRM was easy to set up on our own. This was fortunate, because Sugar did not support their product. We paid UpCurve Cloud (3rd party design) to implement, but they didn't help because they did not get support from Sugar either.

Cons

There was a total lack of support from the company. It took them weeks to respond to emails and phone calls and the people we talked to were not able to help with the issues and didn't feel empowered to pass along our concerns or even stop our subscription.

Review Source

Response from SugarCRM

July 15, 2022

Some good and bad in this review. We are glad that you agree that SugarCRM is easy to implement and thank you for being a customer for these past four years. We are sorry that you had a bad experience with a partner. We do not have any insight into the nature of this dispute in 2018. SugarCRM is committed to supporting our product whether you purchase the product from a partner or directly from us. For access to our award winning customer support team, visit support.sugarcrm.com.

VR

Verified Reviewer  
Purchasing Coordinator  
  
Used the software for: 2+ years

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

July 13, 2018

3.0

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.

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.

Review Source

JB

Josh B.  
Sales support Mgr  
Transportation/Trucking/Railroad  
Used the software for: 2+ years

### "SugarCRM Review - Walz Scale"

March 16, 2017

3.0

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!

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!

Review Source

AC

Adam C.  
SysAdmin  
Real Estate  
Used the software for: 2+ years

### "Great, customizable CRM"

October 31, 2023

4.0

Pros

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

Cons

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

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reason for choosing SugarCRM

Price

Review Source

VR

Verified Reviewer  
Senior Media Solutions Strategist  
Marketing and Advertising  
Used the software for: 6-12 months

### "Sugar CRM Review"

February 12, 2019

3.0

Sugar seemed like a really awesome CRM with exciting features, but it was very time consuming to make sure everything was in and done correctly that it just became a headache and took focus off of selling.

Pros

Sugar had a lot of cool features that I had not seen in other crm's I've used in the past. When they worked, it allowed me to quickly see my month and goals and see what I had in my pipeline still. Also, it was fairly easy to use while driving in the car between appointments and quickly type in a review of what I met with the accounts about.

Cons

Quit often the software features that we nice to have were either not accurate or not working. The idea of having it was nice but it was annoying when I had no idea what was correct with my numbers. Also, it took quite a long time to find certain accounts and many of them were duplicated in the system and you must pay close attention to the account number to make sure it was the right one. Also, putting in tasks and calls were done separately so our management team required that we basically put in one contact with an account twice to make sure it was on our calendar and the pipeline.

Review Source

VR

Verified Reviewer  
Independent Broker  
Insurance  
Used the software for: 2+ years

### "Great CRM, but the FREE version is the best"

July 20, 2018

3.0

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.

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.

Review Source

DR

Dominic R.  
Systems Architect  
Information Technology and Services  
Used the software for: 2+ years

### "A good open source CRM, but lacking modernization"

June 25, 2018

4.0

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

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.

Review Source

Alexis R.  
Content Manager  
Entertainment  
Used the software for: 1-2 years

### "Free CRMs are way better, faster and easier!"

December 11, 2019

1.0

I cannot stand this software, I don't have anything positive to say about it and definitely do not recommend it - for anything, even if you get it free. Hubspot and Zoho are free and hold way more value! I even love Salesforce.

Pros

Honestly, there is not one thing I like about this software and I do CRM implementation/administration.

Cons

It is EXTREMELY slow and always times out, it doesn't connect to facebook to import events (it use to,) the email system is extremely antiquated and more that I won't get into on here, everytime you do something it refreshes and send you right back to the beginning instead of where you were, when events or businesses are deleted they still show up all over the place... the list goes on and on.

Review Source

Michael R.  
Marketing Coordinator / CRM Admin  
  
Used the software for: 1-2 years

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

November 28, 2017

5.0

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.

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.

Review Source

VR

Verified Reviewer  
Analista de Aplicaciones Internas  
Information Technology and Services  
Used the software for: 2+ years

### "Sugar CRM"

September 27, 2018

3.0

I can do almost everything I need

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.

Review Source

Valerie P.  
Project Lead  
Computer Software  
Used the software for: 1-2 years

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

June 13, 2018

3.0

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.

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.

Review Source

Saad A.  
Business Development Manager  
Information Technology and Services  
Used the software for: 1-2 years

### "Innovative and much better UI"

July 30, 2015

4.0

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

Review Source

VR

Verified Reviewer  
Technical Support Specialist  
  
Used the software for: 2+ years

### "Very hard to learn and very disfunctional."

July 10, 2018

3.0

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

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.

Review Source

VR

Verified Reviewer  
Executive Assistant  
Internet  
Used the software for: 1-2 years

### "excellent CMS, but limited customization and outdated"

March 13, 2018

4.0

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

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.

Review Source

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