PROS / SugarCRM has a solid mobile app for smart phones and tablets.
CONS / There is no dialer included with the software.
VERDICT / SugarCRM has sales and marketing tools that help you to further strengthen your company's relationships with clients.
SugarCRM is a customer management system used by companies like ThyssenKrupp and Hillel. The strength of this program is the mobile app that helps you to quickly connect your employees with your clients' contact information. This contact management software is cloud based, which also helps you to work on your sales and project goals outside of the office.
The importing function of SugarCRM is good for client management software. You can import contact information from existing files and email accounts. The program has good email integration, which lets you send and receive email within SugarCRM. The customer account portals let you record and keep track of all client interactions, including timelines. You can upload documents, such as user agreements and invoices, and attach them to client profiles so they are easily accessible later. SugarCRM offers real-time sharing, which lets you share and collaborate contact information with multiple employees and departments without having to refresh the information multiple times.
SugarCRM lacks some features that are found in better customer management software. One of those tools is an in-program dialer. In other contact management software, you can make phone calls within the software, and the program will track the point of contact. While SugarCRM doesn't offer these features, you can input notes into the contact portal from phone call conversations.
There are good sales and marketing tools included with SugarCRM. This program helps with sales collaboration and order tracking, and it generates sales quotes. The reporting tools also benefit companies. The in-depth reports help you to forecast the success of targeted marketing campaigns. Yet, SugarCRM does lack some tools, like the ability to create and send email marketing campaigns.
One of the major benefits of this software is the ability to use it to track and monitor your employees. You can use the software to schedule and track annual performance reviews. You can assign tasks, clients, contacts and projects to individual employees. The document-management features let you create and upload a knowledgebase so your employees can review company policies and procedures, which helps reduce costly mistakes. SugarCRM also lets you create individual employee profiles and create a company-specific social network so everyone can see the accomplishments of each worker or team.
Another major benefit is the mobile app offered by SugarCRM. This robust application allows you and your employees to access the contact management system on the go.
Within the SugarCRM, there aren't many help functions. The software is easy to navigate, but if you do find that you need a little more guidance, SugarCRM has tutorials and a FAQs section on its website. Email and phone support are also available.
SugarCRM offers you solid customer contact management tools to help you to utilize your company's contacts. There are some features that aren't included with this customer management system that are found in better services, like an internal dialer. Yet, the mobile options make the software versatile for your employees.