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Compare Sugar CRM vs Clio

Comparison Summary

For Sugar CRM vs Clio comparison, Our AI algorithm looked at 5931 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Sugar CRM and Clio to solve their respective business needs.

Pros and cons of Sugar CRM and Clio

Sugar CRM is more suited to businesses that require Engagement Management and Sales Document Management with Mobile where as Clio is focused towards Sales Document Management with E-Mail and Engagement Management with E-Mail .

logo Sugar CRM

Focus area

Sugar CRM is better than Clio for

Software Failure Risk

  • medium

logo Clio

Focus area

Software Failure Risk

  • medium

About

SugarCRM: #1 Rated Customer Relationship Management Software

Industries #1 Legal Software

Age

2004

Financials

PRIVATE

SERIES D

Business Need

Total Processes
(we found evidences for)

104

57

Total Goals
(we found evidences for)

18

8

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


engagement management

engaging and following up



contact list management

creating contact list


helpdesk management



communication management

sending & publishing communications

tracking & monitoring communications




generation of new leads


social media management

social media analytics

engaging on social media

managing social media account

scheduling post to social media



relationship management


training & onboarding


customer case management


campaign management

campaign monitoring


opportunity management


sales call management

meeting management


pipeline management


competitive intelligence


conversion management



loyalty management

identify target customers

customise loyalty program


account management


business development


content management


knowledge management



lead qualification

lead qualification: technographic


products & pricelist management



customer feedback management

measuring customer satisfaction

measuring net promoter score





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





sales review & feedback



community building





advocacy management


follower management



discount management


Top Goals

Goals Achieved

  • 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
  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Scale best practices

  • Enter new markets internationally or locally

  • Launch new products

  • Improve internal communications

  • Grow market share

  • See 5 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • mobile

  • point of sale

  • social media

  • mobile app

  • trade shows

  • events

  • website

  • review sites

  • See 8 more
  • e-mail

  • phone calls

  • offline

  • mobile

  • point of sale

  • social media

  • mobile app

  • trade shows

  • events

  • website

  • review sites

  • See 8 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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low

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Business Setting