SugarCRM CRM & Customer Interaction

Photo Caroline Raaijmaakers
Author: Caroline Raaijmaakers
CRM Software specialist
Table of Contents

In this background article, we give a rough outline of our recently updated, independent CRM & Customer Interaction study of the software vendor SugarCRM and its product portfolio (such as Sugarcrm One). SugarCRM CRM & Customer Interaction scores better in our survey than ServiceNow but slightly worse than Microsoft. Of all the categories in our study, SugarCRM scored the best in automation platform and scored the lowest on task management. We have been able to establish this objectively. Within the context of CRM & Customer Interaction, we have put together the main advantages and disadvantages of SUGARCRM Platform, and listed them by theme (customer relationship management). We also point out the highlights of the main products such as Sugarcrm One et cetera.

How does SugarCRM CRM & Customer Interaction score on certain components?

In our study, we also inspected the various software products of SugarCRM software. We evaluated SugarCRM CRM & Customer Interaction on no less than 180 criteria. The bar chart below illustrates the pros and cons of SUGARCRM Platform, in general terms. Please note that Passionned Group is 100% independent of the software vendors in our research. We do not sell licenses, we do not make deals or have any ties to the vendor. Among other things, we help and advise companies in the proper selection of CRM systems.

Score of SUGARCRM Platform software.Figure 1: Strength-weakness analysis of the supplier SugarCRM CRM & Customer Interaction. You can get a maximum score of 100 percent. Source: The CRM & Customer Interaction Guide 2024. Do you need additional information about the research justification? Click here to download this guide.

The SugarCRM analysis was made possible by intercepting big data and analyzing it in-depth. More than 305 documents were analyzed for this vendor. In this analysis process, both machine learning models and the subject matter expertise of a CRM consultant played a distinguished role in establishing the final results.SugarCRM in our CRM & Customer Interaction Guide 2024 Image of SugarCRM in our CRM & Customer Interaction Guide 2024In our 100% vendor-independent CRM & Customer Interaction Guide we have collected all the ins and outs of SugarCRM for you. You get access to hundreds of (shorter) trainings, tech talks, demos, lectures, tutorials, and always have the latest CRM news. In addition, this guide will help further develop your knowledge about CRM & Customer Interaction.view the CRM & Customer Interaction Guide

SugarCRM and their complete CRM & Customer Interaction product portfolio

The software company SugarCRM carries (a minimum of) 2 products in the realm of CRM & Customer Interaction. Below, we rank and describe the products in order of relevance:

What is SUGARCRM Platform?

We do not display all the features here but, in this paragraph, we provide a description of SUGARCRM Platform, including some of its features and any related products. This product group consists of Sugarcrm One. The product SUGARCRM Platform can be characterized by the following features:

  • account management
  • all-in-one marketing automation
  • app marketplace
  • automation platform
  • contact
  • customer service
  • marketing automation
  • marketing automation platform
  • on-premises
  • sales automation

Do you want to know the intricacies of all features (100+) of SUGARCRM Platform? Download directly our CRM & Customer Interaction Guide™ 2024 here.

Do you want to hire an experienced SUGARCRM Platform specialist?

Do you want to hire a freelance SUGARCRM Platform developer who is a subject matter expert, and implement a professional SUGARCRM Platform application? Our specialists are happy to assist you. Indeed, hiring SUGARCRM Platform developers is not always expedient. Leave a message here and we will explore the business opportunities for you.

Screen shot of SUGARCRM Platform software.
Picture of SUGARCRM Platform tools.
SUGARCRM Platform in action
Figures 2, 3 and 4: Several images show the operation of SUGARCRM Platform. Click on an image to enlarge it. Credits: SugarCRM & partners.

What is Sugarcrm One?

In this paragraph, we describe the key elements of Sugarcrm One, including some of its features and any related products. Sugarcrm One can be characterized by the following functionalities:

  • customer relationship management
  • customer service
  • manage leads
  • sales management

Are you curious about all the functionalities (100+) of Sugarcrm One? Download the CRM & Customer Interaction Guide™ 2024 here.

Screen shot of Sugarcrm One software.
Picture of Sugarcrm One tools.
Sugarcrm One in action
Figures 5, 6 and 7: Overlying figures show the operation of Sugarcrm One. Click on the image to make it bigger. Credits: SugarCRM & partners.

SUGARCRM Platform tools and the version history

Over time, SugarCRM has seen a stable development with respect to CRM & Customer Interaction functionality.

We reviewed SugarCRM’s latest updates of its complete product portfolio. Below you can see the respective version numbers of the CRM & Customer Interaction SugarCRM products:

  • SUGARCRM Platform: 6.5.7

Behind each product are the version numbers, the most recent versions are mentioned first.

What are the licensing costs of Sugarcrm One?

It is difficult to determine exactly what a license of Sugarcrm One costs because it depends on the country, the number of users (also consider the amount of CPUs for server versions), the connectors to data sources, and at what point in the year you request a quote. And before the end of a fiscal quarter of SugarCRM, you may be able to look forward to a decent discount. As part of a cloud-first strategy, it makes sense to run the software in the cloud. Often you only pay for what you consume in resources. The purchase cost of Sugarcrm One may not be the single largest expense, but maintenance and support do put a strain on your budget each year.

What makes SugarCRM CRM & Customer Interaction distinctive

In our study, we see that SugarCRM in the field of CRM & Customer Interaction software has a few specific features which emerged distinctively in our research. This makes SUGARCRM Platform more or less unique: all-in-one marketing automation, pipeline chart, hot lead, custom reporting, and quote management.

The advantages and disadvantages of SUGARCRM Platform

Tag cloud of the SUGARCRM Platform tools.Figure 8: Tag cloud of the pluses and minuses of SugarCRM CRM & Customer Interaction

In the following paragraphs, we name all the advantages and disadvantages of SugarCRM CRM & Customer Interaction, Sugarcrm One, et cetera. The listing in the following paragraphs is subject to change, because: SugarCRM can currently work to improving existing and developing functionality that closes the gaps in the product portfolio at this time (such as support for field service management, ticketing system, ecommerce, infrastructure, document management, small businesses, helpdesk, complete tasks, customer service management, and parent child relationships). In addition, documentation may lag behind current events.

Share your experience with SugarCRM CRM & Customer Interaction

Write a review about SugarCRM CRM & Customer Interaction here. Your observations may then be brought along in an even more objective assessment of the scores of SUGARCRM Platform.

1. SugarCRM Automation Platform

80%

The company has an excellent performance in our current CRM & Customer Interaction survey on the subject ‘Automation Platform’, given that they score 80% on this, compared to other vendors. We looked at the following criteria, among others: marketing automation, low-code, and no-code. In doing so, we investigated the following products: SUGARCRM Platform. In total, we examined 28 features within this discipline. Would you like to go into more depth with the topic ‘Automation Platform’? Then download here our CRM & Customer Interaction Study 2024.

2. SugarCRM Reporting

80%

The company has an excellent score in our study on the section ‘Reporting’ with a score of 80%, relative to other vendors. We used the following selection criteria: CRM analytics, advanced reporting, and bounce rates. In total, we examined 11 features within this discipline. Would you like to learn more about the topic ‘Reporting’? Then download here our CRM & Customer Interaction Guide. Or take a deep dive in the following content:

3. SugarCRM Campaign Management

74%

The company has a good score in our objective CRM & Customer Interaction survey on the section ‘Campaign Management’. The company scores 74% on this topic, relative to other vendors. We looked at the following criteria, among others: email marketing, email campaigns, and drip campaigns. In total, we examined 25 criteria in this category. Are you excited about the topic ‘Campaign Management’? Then download here our CRM & Customer Interaction Guide 2024.

4. SugarCRM Lead Management

73%

SugarCRM has a good score in our objective CRM & Customer Interaction survey on the subject ‘Lead Management’ with a score of 73%, relative to other vendors. We considered the following factors: lead generation, lead conversion, lead scoring, and lead qualification. In total, we examined 12 criteria within this section. Would you like to go into more depth with the topic ‘Lead Management’? Then download here our CRM & Customer Interaction Guide. Or take a deep dive in the following content:

5. SugarCRM Infrastructure

68%

The vendor SugarCRM has a good rating in our study on the section ‘Infrastructure’, given that they score 68% on this, compared to other vendors. We looked at the following criteria, among others: on-premises, document management, email integration, master data management, mobile crm, and customizable layouts. In total, we examined 56 features within this discipline. Are you excited about the topic ‘Infrastructure’? Then download here our CRM & Customer Interaction Guide 2024.

6. SugarCRM Customer Data

67%

SugarCRM has a good score in our objective CRM & Customer Interaction survey of the theme ‘Customer Data’ with a score of 67%, relative to other vendors. We considered the following factors: account, custom fields, and appointment. In total, we examined 45 criteria within this section. Would you like to learn more about the topic ‘Customer Data’? Then download here our CRM & Customer Interaction Guide 2024. Or take a deep dive in the following content:

7. SugarCRM Customer Relationship Management

64%

SugarCRM has a good performance in our independent CRM & Customer Interaction guide on the section ‘Customer Relationship Management’, given that they score 64% on this, compared to other vendors. We looked at the following criteria, among others: customer interactions, small businesses, social CRM, and custom activities. In total, we examined 25 criteria in this category. Would you like to learn more about the topic ‘Customer Relationship Management’? Then download here our CRM & Customer Interaction Study 2024.

8. SugarCRM Sales Management

61%

SugarCRM has a good performance in our objective CRM & Customer Interaction survey on the section ‘Sales Management’ with a score of 61%, relative to other vendors. We considered the following factors: ecommerce, opportunity management, customer journeys, customer lifetime value, goal management, quote management, and sales order management. In total, we examined 51 criteria in this category. Would you like to go into more depth with the topic ‘Sales Management’? Then download here our CRM & Customer Interaction Guide 2024.

9. SugarCRM Data Quality

51%

The company has a good performance in our current CRM & Customer Interaction survey on the section ‘Data Quality’, given that they score 51% on this, relative to other vendors. We looked at the following criteria, among others: merge duplicate, data cleansing, and duplicate search. In total, we examined 16 features within this discipline. Would you like to learn more about the topic ‘Data Quality’? Then download here our CRM & Customer Interaction Guide.

10. SugarCRM Customer Service Management

39%

SugarCRM has a moderate score in our objective CRM & Customer Interaction survey on the subject ‘Customer Service Management’ with a score of 39%, relative to other vendors. We looked at the following criteria, among others: customer service, case management, ticketing system, and field service management. In total, we examined 9 criteria in this category. Are you excited about the topic ‘Customer Service Management’? Then download here our CRM & Customer Interaction Guide 2024. Or take a deep dive in the following content:

11. SugarCRM Task Management

36%

The vendor SugarCRM has a moderate score in our 100% vendor-independent CRM & Customer Interaction study on the section ‘Task Management’ with a score of 36%, relative to other vendors. We looked at the following criteria, among others: repetitive tasks, task list, and automate tasks. In total, we examined 13 criteria within this section. Would you like to go into more depth with the topic ‘Task Management’? Then download here our CRM & Customer Interaction Guide 2024.

Want to know more? Then order the CRM & Customer Interaction Guide™ 2024 here

In which sectors is SugarCRM CRM & Customer Interaction most active?

In our current CRM & Customer Interaction survey, we also found out which industries a vendor operates in. These are the industries where SugarCRM is frequently used: banking, education, governments, insurance, manufacturing, public sector, and telecom.

SugarCRM software is most used by…

The CRM & Customer Interaction software from SugarCRM is most often mentioned in combination with the following functions/roles: business development, marketing teams, service agents, and service representatives.

Hire a competent SugarCRM expert

Training and in-company training SugarCRM CRM & Customer Interaction

The teachers at Passionned Group give various trainings in the field of CRM & Customer Interaction but can also provide specific SugarCRM training, for example as in-company. The following software solutions are addressed: Sugarcrm One. Of course, such training is framed with the ideas of the intelligent, data-driven organization.

In conclusion: SUGARCRM Platform scores high

SugarCRM has a minimal product portfolio with which it scores high in our CRM & Customer Interaction survey. SugarCRM CRM & Customer Interaction innovates (approximately) at an average rate of less than 5 features per year, is active (for now) in many different sectors, and has developed best in automation platform.

About Passionned Group

logo of Passionned Group, the SugarCRM CRM & Customer Interaction specialistPassionned Group concentrates on 100% independent CRM & Customer Interaction consulting and the implementation of CRM & Customer Interaction solutions. Our driven and passionate consultants help small and larger organizations to advance as intelligent, data-driven organizations.

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customers
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training courses
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people trained
9.3
customer satisfaction
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consultants & teachers
19
years of experience