SugarCRM

3.8 (412)
Write a Review!
Cloud-based customer relationship management (CRM) platform

Overall rating

3.8 /5
(412)
Value for Money
3.8/5
Features
3.8/5
Ease of Use
3.7/5
Customer Support
3.7/5

65%
recommended this app
Sort by

412 Reviews

Abel
Abel
Overall rating
  • Industry: Hospitality
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Avis sugar crm

Reviewed on 2023/09/27

Pros

I like this software because of its many functions which makes it different from its competitors

Cons

what he doesn't like about this software is how expensive it is for small businesses

Ama W
Ama W
Overall rating
  • Industry: Information Technology & Services
  • Company size: Self Employed
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Sugar CRM for customer relationship and sales management

Reviewed on 2023/05/17

Pros

It's ease of use and also how easily it can be integrated into workflows in all departments of an organization.

Cons

The fact that it's open sourced and easily a target to threats.

Dijin
Dijin
Overall rating
  • Industry: Information Technology & Services
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

A CRM software which fits in budget but lacks needy features

Reviewed on 2022/08/08

It needs improvement, I don't want to spend a lot of time in juggling around with my list. This...

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.

Julia Maria
Julia Maria
Overall rating
  • Industry: Information Services
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

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

Reviewed on 2022/07/07

SugarCRM offers you a way to monitor all the clients and leaflet details so you can keep everyone...

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.

LINDA
LINDA
Overall rating
  • Industry: Automotive
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Very versatile user interface and report generation features are wonderful

Reviewed on 2021/12/27

It is quite simple to get started. The search engine is fantastic. It allows us to easily manage a...

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.

Victoria
Victoria
Overall rating
  • Industry: Oil & Energy
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

Excellent Community CRM

Reviewed on 2019/02/12

SugarCRM Community edition has been a great daily driver for my music business. It's reliable, and...

SugarCRM Community edition has been a great daily driver for my music business. It's reliable, and has enough functionality to enable me to record all the key data that I need. The ability to self-host the platform is fantastic, because it helps keep costs down, and when you work on a small-scale, you don't need all of the processing power of a paid hosted solution. Definitely a great option if you have the savvy to install and maintain your own instance on your web server.

Pros

I used the self-hosted community CRM for several years for my own music business. It has a ton of functionality that matches a lot of the basic features you find in Salesforce Classic. It's a great tool for keeping track of client data, deal tracking, etc. It's also nice to be able to self-host the platform as well as it's a lot more affordable than using a paid SaaS solution.

Cons

SugarCRM Community Edition looks pretty dated. If you don't have a lot of experience with the typical CRM data model concept, it can be hard to figure out how to use the system. The interface could be modernized to make it easier to navigate and find your way around. Another downside to being the Community Edition is that you need to know how to install and maintain the platform on your own server, but this is also a plus if you do have these skills.

Brent
Brent
Overall rating
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

The low cost alternative to Salesforce

Reviewed on 2017/12/12

Its a CRM so it holds our customer data, but it fails at basic things like contract management,...

Its a CRM so it holds our customer data, but it fails at basic things like contract management, support ticketing, opportunity management, forecasting and searching

Pros

Its going to be difficult to provide any pro's about SugarCRM. I inherited this CRM after coming from multiple companies using salesforce. Sugar is about 40% less expensive than salesforce, and we use the on-premise, but cloud hosted model.

Cons

There are a lot of downsides to sugar. We had corruption issues each time we upgraded, dashboards are extremely limited, and you cannot push out dashboards to users. I find it difficult to use from a UI perspective, where expanded panels make the UI sluggish and busy. searching in the global search bar is odd and you never get proper results, results sets only return up to 1000 rows, other than that you need a report which is extremely difficult to use. Forecasting requires the individual to select the commit button, not the sales manager. You cannot set global quota, but rather a quota per month manually.Probably the most non intuitive UI i have ever used. Every new sales person is just bewildered by its use.

Mark
Mark
Overall rating
  • Industry: Computer Software
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

SugarCRM for great for the marketing emails.

Reviewed on 2019/08/09

SugarCRM is so great software because it really help us to taking our sales process more faster. It...

SugarCRM is so great software because it really help us to taking our sales process more faster. It really allow the small business companies to track sales, invoices, bills and market to our customers in a better way. This CRM is so easy to use just because of its great users interface. Hence, SugarCRM software makes my life so much easier.

Pros

SugarCRM is one of the best marketing platform which really help small business to grow faster and that's why it is also known as the business market smarter software. The best thing about this software is that it always provide the best customer relationships marketing software. We have been use the SugarCRM software foor the sales and marketing purpose because it has the great ability to customization's. Hence, the users interface is very responsive and the well designed.

Cons

The first obvious thing I don't like about this software is that SugarCRM does not have a users-friendly users interface software. The another problem that we faced is that it take a lot of time to setup the everything but the documentations is always great. When we started using this software then we don't find the file manager as so intuitive.

Gabor
Gabor
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

A free CRM - not worth the price

Reviewed on 2022/04/08

It is a good startup CRM for base use. Not nice looking not always working but cost no money.

It is a good startup CRM for base use. Not nice looking not always working but cost no money.

Pros

It is a free CRM and you can fully customize to your needs.

Cons

Very hard to actually customize it. The templates do not fully work and thus many times the system just breaks. Not feasible to use without a programmer putting it straight.

Response from SugarCRM

Thank you for your review and feedback, however it is important to highlight that you have provided this feedback on a product that is no longer supported by SugarCRM. Sugar Community Edition is the legacy version of our platform for the open-source community, which is traditionally utilised by developers and not by businesses to run day-today operations.

If you require a flexible platform that is inclusive of support and frequent upgrades, then we please do check out the 3 versions of Sugar Sell on our website: https://www.sugarcrm.com/uk/pricing/. Sugar is frequently recognised for exceptional UX and ease of configuration, without the need for any 3rd party support which are a couple of the many reasons we are recognised as an industry leader by many analysts and most importantly, our customers.

Yeni
Yeni
Overall rating
  • Industry: Computer Software
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

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

Reviewed on 2018/07/23

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.

Mashudu Hilary
Overall rating
  • Industry: Computer Software
  • Company size: Self Employed
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

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

Reviewed on 2022/07/02

Sugar CRM has been a great software for my business. Ever since I started using it, I have been...

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.

Randy
Overall rating
  • Industry: Chemicals
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

No Support

Reviewed on 2022/06/23

We tried to end the agreement after severalyears of no support. After several months of sending...

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.

Response from SugarCRM

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.

Verified Reviewer
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

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

Reviewed on 2018/07/13

I learned how to work a CRM. I kept track of all customer records, ranging from revenue and profit...

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.

Verified Reviewer
Overall rating
  • Industry: Banking
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 5.0 /10

Base level reporting CRM

Reviewed on 2022/08/29

Pros

Sugar CRM has interesting potentially especially for small companies that have low budget. It's a great pro having the possibility to host it in proprietary servers.

Cons

Local host means having a slow CRM and also it's hard customizing reports and data visualization tool to track activities.

Gaurav
Overall rating
  • Industry: Food & Beverages
  • Company size: 1,001–5,000 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Complete CRM Tool with Analytics Integration

Reviewed on 2020/06/21

I have been able to solve the business problem of tracking new prospects who eventually became...

I have been able to solve the business problem of tracking new prospects who eventually became customers, which channels drove that new customer acquisition and how much revenue those new customers generated. As well as, providing insights to my marketing team around which customers are planning to quit so they can try running some nurture campaigns to avoid losing those on-the-fence customers. In short, SugarSell helped improve both quantity and quality of customer leads at low cost.

Pros

As an analyst, I use SugarSell to track new prospects who submit become a customer form to become customers of my food service company. The feature I find most productive is the ability of SugarSell software to assign a source of website, social, email, sales representative, campaign, etc. and track customer journey from acquisition to conversion. As well as, integrate with Salesforce Marketing Cloud platform, so my marketing team can run both customer acquisition and customer retention or nurturing campaigns. As a result of this prospect tracking and seamless connection with Salesforce, targeting those prospects for customer acquisition and retention became more automated and efficient. Hence, both quantity and quality of those leads continued to grow year-over-year and resulted in higher sales for our business. In the nut shell, we got high long term value with low short term investment in a CRM software.

Cons

I struggled with adding a new source of voice assistant, chatbot and mobile app to SugarSell CRM reporting tool. Because it needed additional development resources who could modify implementation code. The second source of challenge was not easily able to connect Google Analytics UTM campaigns tracking with SugarSell CRM leads tracking. So, it was difficult to correlate the two data sources to each other in a single table using a common key and build a marketing data lake. Similar concerns existed when trying to bring CRM data, campaigns data and invoice sales data from MicroStrategy into one warehouse. So, it will be nice if SugarSell added some big data enhancement capabilities to their tool.

Phil
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Great at first but degrades over time

Reviewed on 2022/08/10

Pros

We could customize it in-house without paying a lot of outside consulting fees

Cons

Storage space is an issue and your forced to buy more storage even when its Sugar's temp files building up.

Alternatives Considered

Odoo

Reasons for Choosing SugarCRM

AutoPal was for the auto industry and had limited features
Chris
Overall rating
  • Industry: Computer Networking
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Bargain paid open source CRM with lots of power

Reviewed on 2017/02/17

In my opinion, one of the top two open source CRM apps. A responsive web interface which works the...

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.

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.

Ifeoma
Ifeoma
Overall rating
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Sugar is opensource and I love it.

Reviewed on 2018/07/09

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.

Gabriel
Gabriel
Overall rating
  • Industry: Information Technology & Services
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Too many functionalities

Reviewed on 2018/10/27

It's a really complete tool for CRM management, it's clear on what are the basics, but to get more...

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.

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.

George
George
Overall rating
  • Industry: Printing
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 2017/11/28

I run my entire company using this CRM system.

I run my entire company using this CRM system.

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.

Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Sugar CRM

Reviewed on 2018/09/27

I can do almost everything I need

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.

Valerie
Valerie
Overall rating
  • Industry: Computer Software
  • Used for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

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

Reviewed on 2018/06/13

The software itself was a great place to house my data in an organized fashion. I was able to...

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.

Saad
Saad
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Innovative and much better UI

Reviewed on 2015/07/30

We have used SugarCRM for our Sales, Support and even Project management
In the process of...

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

Verified Reviewer
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Very hard to learn and very disfunctional.

Reviewed on 2018/07/10

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

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.

Verified Reviewer
Overall rating
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Our company bought this CRM and I became the admin by default. Aside from a few quirks it's...

Reviewed on 2017/11/28

Benefits include: one place to track all activity, easy reporting, marketing potential/support for...

Benefits include: one place to track all activity, easy reporting, marketing potential/support for the company

Pros

This software is very flexible. It can be customized to whatever your company needs and the APIs on the back-end make it easy for developers to integrate other programs and reports.

Cons

It's a bit clunky sometimes and there are some features that aren't as developed (e.g. email campaigns)