Sugar CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: Sugar CRM
Brand: Sugar CRM
Rating: 3.85 (5210 reviews)

3.85 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(5210)

SugarCRM: #1 Rated Customer Relationship Management Software

AI Powered

Sugar CRM Overview

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.

Use Cases

Customers recommend Sales Document Management, Engagement Management, Workflow Management, as the business use cases that they have been most satisfied with while using Sugar CRM.

Other use cases:

Contact List Management
Helpdesk Management
Lead Tracking
Communication Management
Collaboration
Lead Management
Generation Of New Leads

See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Sugar CRM.

Other priorities:

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 all business priorities See less business priorities

Sugar CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Sugar CRM works with different mediums / channels such as Mobile. Offline. and E-Mail.

Sugar CRM's features include Dashboard, Recording, Personalization, etc. and Sugar CRM support capabilities include Chat Support, AI Powered, Phone Support, etc. also Sugar CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"The customer journey changed a lot for us with Sugar. Now we can react faster." - ROBERT AMPER

Sugar CRM, Salesforce Sales Cloud, Zoho CRM, ConvergeHub, Pipedrive, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Sugar CRM

Top Industries

Information Technology and Services
Financial Services
Manufacturing

Popular in

Small Business
Mid Market
Enterprise

Sugar CRM is popular in Information Technology And Services, Financial Services, and Manufacturing and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Sugar CRM Use Cases

How can Sugar CRM enhance your Sales Document Management process?

The software allows users to manage sales documents and track quotes, contracts, and projects. Users can also easily copy and duplicate previous quotes for other customers. However, the software's older frameworks may require users to have specialized knowledge for optimal functionality.

"...I really liked that the Sugar rep listened and proposed a solution without trying to do a lot of upsells; it was a natural process...." Case Study Backcountry

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What makes Sugar CRM ideal for Engagement Management?

SugarCRM enables improved client engagement by providing a consistent customer experience across interactions. It facilitates tracking of customer interactions, task generation, and follow-up. SugarCRM allows for easier customer information storage and service case follow-up, enhancing sales team efficiency. However, its setup requires technical expertise and lacks social network interaction visualization capabilities.

"...improved Client engagement...." Peer review by Darijo M.

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What solutions does Sugar CRM provide for Workflow Management?

Sugar CRM includes tools for managing workflows. These tools can automate processes, manage projects, and make it easier to track progress. The tools can be customized, but the basic features are limited in the professional version.

"...its very easy, simple and minimal design can walk through with the workflow...." Peer review by Verified Reviewer, Hospital & Health Care

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What makes Sugar CRM ideal for Contact List Management?

SugarCRM enables users to manage contact information, including names, contact details, and specific interests. It allows for the tracking of interactions with contacts, including leads, opportunities, and meetings. While SugarCRM provides many features, it is expensive to use for large organizations.

"...Easy to set up and manage new clients or prospects, track where they are in the sales cycle, and use API to import data for email lists or other contacting projects. ...." Peer review by Verified Reviewer, Marketing and Advertising

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How can Sugar CRM optimize your Helpdesk Management Workflow?

Sugar CRM simplifies customer support management by providing tools to track and manage customer issues. It allows users to assign tasks and track communication with customers. However, Sugar CRM lacks out-of-the-box solutions for specific industries like call centers.

"...SugarCRM Launches Renewals Console, a Game-Changer for Subscription-Based Businesses SugarCRM Inc., the company that enables organizations to create customers for life, announced its Winter 20 release, showcasing a new renewals console, along with additional features designed to improve the lead funnel, increase renewal rates for recurring revenue models, and optimize first-response resolution rates inside customer support centers. ..." Daily MarTech Roundup: Top Coolest Things in Marketing and Sales Today

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69+ more Business Use Cases

18 buyers and buying teams have used Cuspera to assess how well Sugar CRM solved their CRM needs. Cuspera uses 5210 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
ROBERT AMPER UNIFIN	The customer journey changed a lot for us with Sugar. Now we can react faster. Testimonial By ROBERT AMPER
CHRISTOPHER POLAND IT DIRECTOR Tyson	The number one item on our list was user experience. CRM is one of those business processes that you want people to adopt but they don’t have to; they can still get their job done without it. We felt like that was one of the major differentiators between Sugar and other platforms. Testimonial By CHRISTOPHER POLAND
Barry Myers Marketing Manager Strongwell	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. Testimonial By Barry Myers

CUSTOMERS	TESTIMONIALS
ROBERT AMPER UNIFIN	The customer journey changed a lot for us with Sugar. Now we can react faster. Testimonial By ROBERT AMPER
CHRISTOPHER POLAND IT DIRECTOR Tyson	The number one item on our list was user experience. CRM is one of those business processes that you want people to adopt but they don’t have to; they can still get their job done without it. We felt like that was one of the major differentiators between Sugar and other platforms. Testimonial By CHRISTOPHER POLAND
Barry Myers Marketing Manager Strongwell	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. Testimonial By Barry Myers

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Community Tax Financial Services	Financial Services	CASE STUDY Community Tax Community Tax improved customer experience and efficiency, handling over 1,000 leads daily by implementing a customizable platform. Read More
Materion Manufacturing	Manufacturing	CASE STUDY Materion Materion used SugarCRM to enhance customer relationship management, leading to a 25% increase in sales efficiency and better customer insights. Read More
Fsi Office Financial Services	Financial Services	CASE STUDY Fsi Office FSI Office used SugarCRM to automate their sales and marketing processes, resulting in a 50% increase in lead generation and a 30% reduction in sales cycle time. Read More

Video

SugarCRM: A Better Way to CRM

Frequently Asked Questions(FAQ)

for Sugar CRM

What is Sugar CRM?

SugarCRM is a customer relationship management and marketing automation platform for marketing, sales and services teams to achieve marketing automation and to collaborate across the entire customer lifecycle.

It primarily helps with lead management, inbound marketing, marketing analytics, sales forecasting, quote management and customer journey management. It can be deployed on the cloud or on prem.

It comes with built in automation and analytics.

What is Sugar CRM used for?

Sugar CRM is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Sales Document Management, Engagement Management and Workflow Management .

What are the top features of Sugar CRM?

Dashboard, Recording and Personalization are some of the top features of Sugar CRM.

Who uses Sugar CRM?

Sugar CRM is used by Information Technology And Services, Financial Services and Manufacturing among other industries.

What are Sugar CRM alternatives?

Salesforce Sales Cloud, Zoho CRM, ConvergeHub and Pipedrive are popular alternatives for Sugar CRM.

Where is Sugar CRM located?

Sugar CRM is headquartered at 10050 N Wolfe Rd, Cupertino, CA 95014.

Peers used Sugar CRM for sales document management and engagement management

Sugar CRM Competitors

More Sugar CRM Alternatives...

Sugar CRM Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
AI Powered	4.23/5 ★ Read Reviews (16)
Analytics	4.70/5 ★ Read Reviews (137)
Custom Reports	3.94/5 ★ Read Reviews (769)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	4.23/5 ★ Read Reviews (16)
Analytics	4.70/5 ★ Read Reviews (137)
Custom Reports	3.94/5 ★ Read Reviews (769)

Sugar CRM Integrations

Sugar CRM integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.16/5 ★

Read Reviews (310)

Data Import

3.58/5 ★

Read Reviews (655)

Few API Integrations for Sugar CRM

Velocify

4.33 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Wistia

4.67 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

for Sugar CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Sugar CRM

SugarCRM Inc News

SugarCRM Named a Leader in the Nucleus Research Sales Force Automation Technology ...

SugarCRM has been recognized as a leader in the Nucleus Research Sales Force Automation Technology Value Matrix for 2025.

26/03/2025 - source

SugarCRM Awarded Gold Stevie Award in the 2025 Sales & Customer Service Awards for ...

SugarCRM received the Gold Stevie Award for CRM Innovation in the 2025 Sales & Customer Service Awards, marking its fourth consecutive year of recognition in this global awards program.

12/03/2025 - source

SugarCRM named in Constellation ShortList for Midmarket CRM Suites - MarTech Cube

SugarCRM has been recognized in the Constellation ShortList for Midmarket CRM Suites, highlighting its position in the CRM market.

12/02/2025 - source

SugarCRM Inc Feeds

SugarCRM Appoints New Chief Customer Officer Lyndsey Valin

SugarCRM has appointed Lyndsey Valin as the new Chief Customer Officer.

03/02/2025 - source

SugarCRM Appoints Industry Veteran Bob Stutz to Board of Directors

SugarCRM has appointed industry veteran Bob Stutz to its Board of Directors.

27/01/2025 - source

SugarCRM Appoints David Roberts as Chief Executive Officer; Craig Charlton Transitioning to Chairman of the Board - Yahoo Finance

SugarCRM has appointed David Roberts as the new CEO, while Craig Charlton will transition to Chairman of the Board.

09/09/2024 - source

SugarCRM Inc Profile

Company Name

SugarCRM Inc

Company Website

https://www.sugarcrm.com/

Year Founded

2004

HQ Location

10050 N Wolfe Rd, Cupertino, CA 95014

Employees

501-1000

Social

Financials

PRIVATE

Sugar CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

SugarCRM: #1 Rated Customer Relationship Management Software

Failure Risk for Sugar CRM ?

Sugar CRM Overview

Use Cases

Business Priorities

Sugar CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on Sugar CRM Use Cases

How can Sugar CRM enhance your Sales Document Management process?

What makes Sugar CRM ideal for Engagement Management?

What solutions does Sugar CRM provide for Workflow Management?

What makes Sugar CRM ideal for Contact List Management?

How can Sugar CRM optimize your Helpdesk Management Workflow?

69+ more Business Use Cases

Customer Testimonials

Case Studies

CASE STUDY Community Tax

CASE STUDY Materion

CASE STUDY Fsi Office

Video

SugarCRM: A Better Way to CRM

Frequently Asked Questions(FAQ)

What is Sugar CRM?

What is Sugar CRM used for?

What are the top features of Sugar CRM?

Who uses Sugar CRM?

What are Sugar CRM alternatives?

Where is Sugar CRM located?

Peers used Sugar CRM for sales document management and engagement management

Sugar CRM Competitors

Sugar CRM Features

Sugar CRM Integrations

Velocify

Wistia

Software Failure Risk Guidance

SugarCRM Inc News

SugarCRM Named a Leader in the Nucleus Research Sales Force Automation Technology ...

SugarCRM Awarded Gold Stevie Award in the 2025 Sales & Customer Service Awards for ...

SugarCRM named in Constellation ShortList for Midmarket CRM Suites - MarTech Cube

SugarCRM Inc Feeds

SugarCRM Appoints New Chief Customer Officer Lyndsey Valin

SugarCRM Appoints Industry Veteran Bob Stutz to Board of Directors

SugarCRM Appoints David Roberts as Chief Executive Officer; Craig Charlton Transitioning to Chairman of the Board - Yahoo Finance

SugarCRM Inc Profile

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