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Platformax CRM vs Sugar CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Platformax CRM vs. Sugar CRM is based on a specific set of business needs and context. The comparison uses 5939 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and Sugar CRM

Platformax CRM, Sugar CRM, SalesNexus, Claritysoft CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Platformax CRM covers Engagement Management with E-Mail, Helpdesk Management with Website, Communication Management with E-Mail, Contact List Management, etc.

Sugar CRM focuses on Engagement Management, Sales Document Management with Mobile, Contact List Management with E-Mail, Workflow Management, etc.

"For years we postponed getting a CRM, worried about functionality, reliability and security. Finally, we chose Platformax and now use it for prospecting, opportunities tracking and pipeline management. It's simple to use, yet it offers so much more ...than your average CRM. " - Matjaz Miskec

"Sending personalized emails through Sugar Market generated a quote request for a $30,000 project on day one. Results like that confirm we’ve made the right choice. " - Barry Myers

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Platformax CRM

Focus area

Software Failure Risk

  • medium

logo Sugar CRM

Focus area

Sugar CRM is better than Platformax CRM for

Software Failure Risk

  • medium

About

Inside sales CRM, generate more leads with prospecting and sales management

SugarCRM: #1 Rated Customer Relationship Management Software

Age

2014

2004

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

42

104

Total Goals
(we found evidences for)

3

18

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up


helpdesk management


communication management

tracking & monitoring communications

sending & publishing communications


contact list management



relationship management


pipeline management


generation of new leads





training & onboarding


workflow management



sales review & feedback



campaign management

campaign monitoring


sales call management


opportunity management




performance management


follower management


customer feedback management

measuring customer satisfaction



discount management


promotion management



social media management

social media analytics



competitive intelligence



account management


knowledge management


proposal & quote management


contract management




sales document management

proposal & quote management

contract management


customer case management


conversion management


identify target customers


customise loyalty program


loyalty management

identify target customers

customise loyalty program


business development



content management



lead qualification: technographic


lead qualification

lead qualification: technographic


products & pricelist management





rating and review management


lifetime value management


trade show marketing



touchpoint management


channel management


billing and invoice management


referral management


sales incentive management


social media marketing




community building





advocacy management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve ROI

  • Enter new markets internationally or locally

  • Improve efficiency

  • Grow market share

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Build brand awareness

  • Manage risk

  • Shorten ramp up time

  • Improve digital and social presence

  • Improve visibility

  • Increase customer life time value

  • Improve brand engagement

  • See 15 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • mobile

  • offline

  • social media

  • mobile app

  • website

  • channel partners

  • promotions

  • point of sale

  • text SMS

  • chat

  • user generated content

  • trade shows

  • Slack

  • blogs

  • on premises

  • newsletter

  • display advertisement

  • support groups

  • print media

  • magazine

  • LinkedIn

  • video

  • omnichannel

  • Instagram

  • events

  • games

  • See 25 more
  • e-mail

  • phone calls

  • mobile

  • offline

  • social media

  • mobile app

  • website

  • channel partners

  • promotions

  • point of sale

  • text SMS

  • chat

  • user generated content

  • trade shows

  • Slack

  • blogs

  • on premises

  • newsletter

  • display advertisement

  • support groups

  • print media

  • magazine

  • LinkedIn

  • video

  • omnichannel

  • Instagram

  • events

  • games

  • See 25 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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Business Setting