SugarCRM Review

By: Sugarcrm Inc

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SugarCRM provides online customer relationship management software with individualized CRM user experience. It features sales automation and forecasting, marketing lead management, support automation, call center automation, reporting and dashboard, mobile apps, on-premise deployment, unlimited Studio customization, and more. The software is provided by SugarCRM, a company founded in 2004 and based in Cupertino, California, USA.

Detailed Review


Provides a complete CRM platform that you can use to automate and forecast your business, with detailed reporting. Available as cloud-based and on-premise platform.


The price per user can be considered expensive, especially for small business and with only annual payment available. Offers a limited storage capacity for all your CRM-related data.


Provides a full-featured CRM platform that covers various aspects of your business, with advanced workflow and app integration. Offers self-service portal to access and manage your data.

SugarCRM is a customer relationship management platform provided by SugarCRM Inc., a company founded in 2004 and based in Cupertino, California, USA. The focus of the company is to provide a complete all-in-one CRM platform that businesses can use to manage and automate their sales and marketing processes, as well as integrate the platform with various popular apps. The technology offered by this company is innovative, as well as designed to help each user to reach their business goal in the easiest way possible, with proper management of their customer relationships.

Detailed Reporting And Dashboard

SugarCRM is an all-in-one CRM platform that offers a lot of features that you can use to automate, track, and manage your business. Among these features, the detailed reporting and dashboard are the features that you need the most. This platform helps you to see all of your marketing, sales, and service data in one dashboard, offered in metrics that are easy to understand. You can turn your dashboard data into reports that you can use to gain insights about your customers, so that you can improve your business even more. With the detailed reporting and dashboard, it is very easy for you to keep a good relationship with existing customers, as well as build a better relationship with new ones.

Campaign And Quote Management

Whatever product that you want to promote using SugarCRM, you can always manage your campaign from within the platform and track the progress of your marketing campaigns easily. Based on the data that you gather about your customers, you can easily build a good marketing plan for your business, as well as create marketing promotion materials and use them to capture leads from your website. It also has quote management feature, which is a feature that helps you to manage the quotes that you give to your customers, as well as track your sales and maintain a good conversion rate for your quotes.

Forecasting And Advanced Workflow

Since SugarCRM saves the detailed data about your customers, you can easily use the data for various purposes. The forecasting feature is available to forecast the future sales in your business, and see whether certain products are worth promoting or not. You can also use the forecasting feature to know about future business performance, as well as make the right decision about your business. The advanced workflow feature allows you to keep a good efficiency and productivity for your business, and keep all the team members work productivity toward reaching your business goals.


SugarCRM is a complete CRM platform with all the features that your business needs the most. Most of the other CRM platforms might not provide the features that are as detailed and as extensive as this platform. It has the detailed reporting and dashboard feature that helps you to monitor your customer data in the best way possible. You can also use various other features, such as campaign management, quote management, forecasting, advanced workflow, self-service portal, and much more from this platform. All in all, if you want a complete customer management and business automation solution for your business, this is the best CRM platform that you can use.

Top Features

Core Features
  • Sales Automation & Forecasting
  • Marketing Lead Management
  • Call Center Automation
  • Reporting & Dashboards
  • Mobile Application
  • Cloud Storage
  • Studio Customization
  • Opportunity Tracking
  • Product Level Quotes
  • Advanced Workflow
  • Role-based Views
  • SQL-based Reporting Access


Ideal For
  • Small Business
  • Mid Sized Business
  • Enterprise
  • Non Profits
Pricing Model
  • Free Trial
  • Yearly Subscription


Overall Visibility Score 64.13

Score Influencers

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  • Estimated Visitors

Company Information

Company Name: Sugarcrm Inc

Founded In: 2004

Address: 10050 North Wolfe Road SW2-130, Cupertino, CA, USA

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