Guiding you to choose between Sugar CRM vs. Apptivo: 2024

Comparison Summary

Sugar CRM: SugarCRM is the #1 rated CRM platform, helping businesses create lifelong customers through intelligent tools. A demo can be requested to see how the platform handles the work.

Apptivo: Apptivo simplifies business operations with its comprehensive management software suite. Business efficiency and growth are boosted through enhanced enterprise management.

Sugar CRM and Apptivo: Customer Satisfaction Data

Most deployed common Use Cases for Sugar CRM and Apptivo

What solutions does Sugar CRM and Apptivo provide for Engagement Management?

Sugar Crm and Apptivo both focus on improving customer engagement by providing tools for tracking interactions, generating tasks, and following up with customers. Sugar Crm offers more advanced features like predictions and social media engagement management. However, Sugar Crm requires technical expertise for setup and has an annual subscription commitment. Apptivo is known for its ease of use, but its technical support can be unreliable.

"...Before we had Sugar, each salesperson kept his own Excel spreadsheet to track supplier sales engagement status...." Peer review by Jimmy Wong, Division Manager/Strategic Marketing, MIAG

"...Pay a little more, get a product that is ready for prime time and has a support team willing to follow-up...." Peer review by Greg Holsen

How can Sugar CRM and Apptivo enhance your Helpdesk Management process?

Sugar Crm and Apptivo both focus on customer relationship management and provide help desk features. Sugar Crm offers more customization options for help desk modules and has a strong reputation for customer support. Apptivo, on the other hand, integrates help desk functions within a broader suite of applications, including project management. A limitation of Sugar Crm is that it lacks "out-of-the-box" solutions tailored to specific business needs.

"...Tech Support call center analytics, Field Support analytics...." Peer review by Administrator in Consumer Goods

"...good Apptivo support, help provided through screen sharing, demo offer for new clients, updates features if put in request..." Peer review by Gina Johal

How can Sugar CRM and Apptivo optimize your Sales Document Management Workflow?

Sugar Crm and Apptivo both help manage sales documents, including quotes and contracts. Sugar Crm offers more comprehensive features like marketing and service tracking. Apptivo excels in automation, allowing users to quickly generate quotes and invoices. However, both tools have limitations; Sugar Crm suffers from outdated frameworks, while Apptivo lacks the ability to create revisions of quotes.

"...Managing a distributed independent factory rep group...." Peer review by Executive Sponsor in Building Materials

"...CRM, Quotations, Invoices...." Peer review by Noam Shapiro

How does Sugar CRM and Apptivo facilitate Contact List Management?

Sugar Crm and Apptivo are both designed to manage contacts. Sugar Crm allows users to create "productions" for each contact, tracking multiple communication channels, while Apptivo focuses on creating targeted lists of contacts for marketing campaigns. Sugar Crm offers a wide range of information recording capabilities, including customer descriptions and biotechnological interests, while Apptivo provides modules for contact, lead, opportunity, and customer service ticket management. A limitation of Sugar Crm is that its expensive license hinders full contact management adoption.

"...Having my customers contact and recent project activity at my fingertips is very helpful and saves time while I am out in the field...." Peer review by Rich B., Director of Sales, Manufacturing

"...Im able to use my customer/contact list so much better ... more information in one spot more history more..." Peer review by Administrator

What solutions does Sugar CRM and Apptivo provide for Workflow Management?

Sugar Crm and Apptivo both offer workflow management features that enable users to automate processes. Sugar Crm provides tools for building custom workflows and integrating them with its existing features, while Apptivo offers more intuitive, pre-built workflows that can be customized to some extent. Both tools are limited in that they require prior planning for optimal results.

"...We ve been able to set up very efficient automated workflows that make it much easier for our salespeople to convert leads...." Peer review by Holly Hunt, CRM and Data Manager, Pure360