SoftwareWorld Editorial Review
Why SoftwareWorld Chooses SugarCRM
"Businesses that need better control over their customer relationships often find SugarCRM worth considering. It helps sales and support teams track interactions, manage pipelines, and stay organized without things falling through the cracks. The platform works well for mid-sized teams that want flexibility in how they manage their CRM processes. That said, smaller businesses or those with limited technical resources may find the initial setup and customization a bit time-consuming to get right."
Decision Snapshot
SugarCRM Evaluation Snapshot
Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.
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Trust & Transparency
Why Buyers Can Trust This Page
Structured Product Information
Consistent buyer-focused fields make software profiles easier to evaluate.
Clear Sponsored Disclosure
Paid placements are labeled and separated from product facts and reviews.
Editorial Independence
Sponsored participation does not influence SoftwareWorld's editorial assessment.
Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
SugarCRM Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose SugarCRM
Problem it Solves
-
Streamlines Customer Relationship Management To Enhance Sales And Service Efficiency
Target Users
-
Sales Professionals
-
Marketing Teams
-
Customer Support Agents
-
Business Managers
-
IT Administrators
Core Use Case
-
Manage Customer Relationships
-
Automate Sales Processes
-
Track Customer Interactions
-
Generate Reports
-
Customize Dashboards
USP
-
Empower Your Business With Seamless Customer Relationship Management
Pros
-
Highly customizable workflows let teams build CRM their own way
-
Sales forecasting tools surface actionable pipeline insights without extra add-ons
-
Built-in AI highlights at-risk deals before they slip away
-
Deployment options cover cloud, on-premise and hybrid without compromise
-
Customer journey tracking keeps every touchpoint visible across departments
-
Pricing scales reasonably for mid-sized teams compared to Salesforce
-
Detailed reporting doesn't require a dedicated analyst to configure
Cons
-
Customization depth demands technical know-how most small teams lack
-
Reporting tools require extra configuration to surface meaningful insights
-
Pricing climbs noticeably as teams grow and need advanced features
-
Mobile experience feels noticeably behind the full desktop platform
Editorial Buyer Guidance
Who Is SugarCRM Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Streamlines Customer Relationship Management To Enhance Sales And Service EfficiencyTarget Users
- Sales Professionals
- Marketing Teams
- Customer Support Agents
- Business Managers
- IT Administrators
Core Use Cases
- Manage Customer Relationships
- Automate Sales Processes
- Track Customer Interactions
- Generate Reports
- Customize Dashboards
Unique Selling Point
Empower Your Business With Seamless Customer Relationship Management
Strengths and Limitations
SugarCRM Pros & Cons
Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.
+
Pros
- Highly customizable workflows let teams build CRM their own way
- Sales forecasting tools surface actionable pipeline insights without extra add-ons
- Built-in AI highlights at-risk deals before they slip away
- Deployment options cover cloud, on-premise and hybrid without compromise
- Customer journey tracking keeps every touchpoint visible across departments
- Pricing scales reasonably for mid-sized teams compared to Salesforce
- Detailed reporting doesn't require a dedicated analyst to configure
!
Cons
- Customization depth demands technical know-how most small teams lack
- Reporting tools require extra configuration to surface meaningful insights
- Pricing climbs noticeably as teams grow and need advanced features
- Mobile experience feels noticeably behind the full desktop platform
Sponsored Products
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Sponsored placements are paid positions and do not influence SugarCRM profile information, SoftwareWorld’s editorial assessment, or user reviews.
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Category-Based Capabilities
SugarCRM Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter
Pipeline Management
Social Media Integration
Data Import/Export
Prospecting Tools
Task Management
Customer Database
Campaign Management
Lead Nurturing
Segmentation
Email Management
CRM
Sales Forecasting
Contact Management
Calendar Management
Document Storage
Drag & Drop
Collaboration Tools
Lead Management
Sales Pipeline Management
Lead Distribution
Email Marketing
Opportunity Management
Data Synchronization
Interaction Tracking
Lead Capture
Online CRM Software 33 selected features Open category ↗ ⌄
Customizable Templates
Sales Trend Analysis
Calendar Management
Lead Capture
Workflow Management
Interaction Tracking
Opportunity Management
Performance Metrics
Email Management
Pipeline Management
Calendar Sync
Email Marketing
Task Management
Forecasting
Campaign Management
Contact Management
Document Storage
Social Media Integration
Collaboration Tools
Sales Reports
Web-based Deployment
Lead Management
Internal Chat Integration
Lead Generation
Lead Qualification
Marketing Automation
Quotes/Estimates
Referral Tracking
Reporting/Analytics
Territory Management
Deal Management
Lead Nurturing
Role-Based Permissions
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing
Sales Reports
Social Media Integration
Monitoring
Pipeline Management
Template Management
Lead Qualification
Calendar Management
Sales Forecasting
Lead Distribution
Prospecting Tools
Task Management
Document Storage
Lead Segmentation
Reminders
Email Tracking
Interaction Tracking
CRM
Web Forms
Email Marketing
Lead Capture
Campaign Management
Contact Management
Workflow Management
Sales Trend Analysis
Source Tracking
Lead Generation
Opportunity Management
Real Estate CRM Software 30 selected features Open category ↗ ⌄
Referral Tracking
Commission Management
Contact Database
Lead Qualification
Contact Management
Campaign Management
Access Controls/Permissions
Client Management
Email Marketing
Pipeline Management
Lead Management
Activity Dashboard
Lead Nurturing
Interaction Tracking
Reporting/Analytics
Activity Tracking
Document Management
Appointment Management
Alerts/Notifications
Calendar Management
Lead Generation
Lead Distribution
Client/Property Matching
Task Management
Segmentation
Lead Capture
Email Tracking
For Real Estate
Property Database
Omnichannel Communications
Social CRM Software 29 selected features Open category ↗ ⌄
Lead Capture
Customer Support
Lead Nurturing
Activity Dashboard
Data Visualization
Brand Tracking
Contact Management
Customer Engagement
Social Media Monitoring
Social Promotion
Sales Pipeline Management
Email Marketing
Reporting/Analytics
Tagging
Communication Management
Audience Targeting
Marketing Automation
Calendar Management
Content Management
Sentiment Analysis
Task Management
Customer Database
Social Media Integration
Live Chat
Email Tracking
CRM
Customer Social Profiles
Collaboration Tools
Engagement Tracking
Financial CRM Software 28 selected features Open category ↗ ⌄
Expense Tracking
Forecasting
Template Management
Relationship Tracking
Interaction Tracking
Access Controls/Permissions
Activity Tracking
Client Management
Collaboration Tools
Sales Reports
Email Management
CRM
Search/Filter
Email Marketing
Task Management
Document Management
Lead Management
Calendar Management
Customer Database
Campaign Management
Marketing Automation
Activity Dashboard
Territory Management
Contact Management
Pipeline Management
Lead Capture
For Financial Institutions
Financial Management
Nonprofit CRM Software 27 selected features Open category ↗ ⌄
Contact Management
Donation Tracking
Campaign Management
Interaction Tracking
Real Time Notifications
Email Marketing
Donor Management
Email Management
Web Forms
Access Controls/Permissions
Task Scheduling
Website Integration
Grant Management
Customer Database
Credit Card Processing
Membership Management
CRM
Accounting Integration
Event Management
Document Storage
Forms Management
Social Media Integration
Registration Management
Fundraising Management
Committee Management
Volunteer Management
Electronic Payments
Connected Applications
SugarCRM Integrations
Integration information is displayed only when approved integration products are available on the profile.
Gmail
LinkedIn Sales Navigator
Microsoft Outlook
Microsoft Teams
Dynamics 365
Amazon Connect
Google Workspace
Mailchimp
QuickBooks Online
Slack
Zapier
Twilio
Zoom Meetings
DocuSign
RingCentral Contact Center
Pricing Information
SugarCRM Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Essentials
$59
Per Month
Advanced
$85
Per Month
Premier
$135
Per Month
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Verified User Feedback
Write a SugarCRM Review ↗
SugarCRM Reviews
Approved reviews submitted through verified Google or LinkedIn reviewer accounts.
Ama F.
Business development specialist
Best CRM for sales and customer management
Sugar CRM is very user-friendly and integrates smoothly into workflows across all departments, making managing sales and customer relationships much simpler.
Reviewed on May, 2023
Calum X.
It Manager
Excellent free edition for small businesses
We use the free self-install community edition, and it’s perfect for our small business. It helps us keep track of all our customers and sales efficiently.
Reviewed on January, 2023
Michael B.
CTO
Highly customizable and intuitive
This CRM offers excellent customizability, and its intuitive relational design makes managing and linking tables seamless and efficient.
Reviewed on December, 2022
Johannsen M.
Senior Consultant
Great CRM for automating business workflows
I’d recommend SugarCRM to businesses looking for a CRM that can automate processes while offering plenty of customization. Although there’s a bit of a learning curve and some initial costs, the long-term benefits make it worthwhile. Its automation features help save time by assigning tasks, sending personalized emails, and tracking progress. You can tailor the platform to fit your specific needs, integrate it with other tools, and scale it easily for teams of any size.
Reviewed on December, 2022
Anonymous Reviewer
Marketing Coordinator
Excellent CRM for beginners
Overall, my experience has been fantastic. It’s a great platform for anyone starting with CRM, and its standout features make it easy to use compared to other CRM tools.
Reviewed on October, 2022
Paula V.
Front-End Developer
Good CRM with room for improvement
SugarCRM is great at providing top-notch customer relationship marketing tools. The reports and dashboards are easy to understand, and it keeps data secure. You can manage different campaigns, create personalized campaigns for individuals, and get a clear overall view. The Sugar team was very helpful during decision-making, implementation, and customization, though some developments can be a bit tedious and there are certain limitations.
Reviewed on October, 2022
Mashudu D.
Freelancer
Powerful tool for managing customer relationships
Sugar CRM has been fantastic for my business. Since I started using it, organizing our structure and managing customer relationships has become much easier and more effective. I love its customizable home page, helpful tools like the new user wizard and shortcut bar, and the variety of plugins available. It supports multiple languages and keeps data secure, which gives me peace of mind. Integration with other platforms like Zendesk, Happy Fox, and Pardot makes workflows smooth. Overall, it’s an excellent marketing tool that has helped my small business grow, letting me track client data, manage deals, and generate leads efficiently.
Reviewed on July, 2022
Sourav K.
Research assistant
Easy-to-use CRM with clear insights
This CRM is really straightforward thanks to its simple design and interface. I like how SugarCRM displays reports and dashboards clearly. It keeps our data secure, and I can easily manage and create campaigns while getting a complete overview of everything.
Reviewed on June, 2022
Robert S.
Radiologic Technologist
Solid CRM for managing customer data
Using this CRM has been a really good way to stay on top of customer information. It comes with plenty of features, which can feel a bit overwhelming at first, but it’s great if you’re looking for a solution that works well in the long run.
Reviewed on November, 2020
Heather W.
client services account manager
Perfect for managing client info
I find Sugar CRM really helpful for a large office with many clients. I love that team members can leave notes on client pages for everyone to see, and it’s great that we can list all employees on a business page.
Reviewed on August, 2019
Stephanie N.
Sales
Super easy and keeps us organized
I really enjoy how simple it is to use, and it does a fantastic job keeping our company organized.
Reviewed on February, 2019
Alternative Products
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Top SugarCRM Alternatives
Explore leading products commonly evaluated alongside SugarCRM.
Frequently Asked Questions
SugarCRM FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
SugarCRM is a customer relationship management tool designed to streamline business processes. It centralizes customer data, making it easy to access and manage. The platform offers sales automation, enhancing efficiency in tracking leads and opportunities. Marketing tools are integrated, aiding in campaign management and targeting. SugarCRM supports customer service functions, including case management and issue resolution. Collaboration is facilitated through shared calendars and document management. The software also provides analytics for data-driven decision-making. Customizable dashboards allow for a personalized user experience. Mobile accessibility ensures on-the-go connectivity. SugarCRM focuses on improving customer engagement and fostering strong relationships, suitable for businesses seeking a comprehensive and user-friendly CRM solution.
- No, SugarCRM does not offer a free version.
- No, SugarCRM does not offer any free trial.
-
SugarCRM offers the following pricing plans & packages:
Essentials
$59 Per Month
Advanced
$85 Per Month
Premier
$135 Per Month
-
SugarCRM supports the following payment frequencies:
- Monthly Subscription
- Yes, SugarCRM offers an API.
-
SugarCRM can be integrated with the following applications:
- QuickBooks Online , Mailchimp , Google Workspace , Slack , Zoom Meetings , RingCentral Contact Center , Amazon Connect , Twilio , DocuSign , Gmail , Microsoft Outlook , LinkedIn Sales Navigator , Microsoft Teams , Zapier , Dynamics 365
-
SugarCRM offers support with the following options:
- 24x7 Support , Email , Phone , Chat , Knowledge Base
-
SugarCRM offers training with the following options:
- In-person , Webinar , Documentation
-
SugarCRM supports the following languages:
- English , French , German , Italian , Spanish
-
Following are the typical users of the SugarCRM:
- Small-Business , Midsize-Business , Large-Enterprise-Business
-
SugarCRM supports the following deployment:
- Cloud Hosted
-
SugarCRM supports the following devices and operating systems:
- Web-Based , iPhone , Android , Windows , Linux
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Product Comparisons
SugarCRM Comparisons
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