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

"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

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

What Are the key features of Sugar CRM for Sales Document Management?

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.

"...Used for our business development team to track potential customers and leads for business and proposals...." Peer review by marjan w., HR Specialist, Information Technology and Services

Read Reviews

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.

"...The fast-paced transportation and logistics industry requires balancing speedy results with deep relationship engagement in order to net meaningful gains for the business and its customers...." Case Study PostNord

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How can Sugar CRM optimize your Workflow Management Workflow?

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.

"...At any time, credaris employees can move a lead from one automated workflow to another with a single click...." Case Study credaris

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What benefits does Sugar CRM offer 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.

"...Advanced filtering features let you segment and contact your customers according to tags, products, or any other filters...." SugarCRM vs Salesforce: The CRM Battle Rages On

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How does Sugar CRM facilitate Helpdesk Management?

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.

"...Support for Salesforce Salesforce support is helpful for learning the tools, and the Trailhead learning community is as widespread as the tool itself...." SugarCRM vs Salesforce: The CRM Battle Rages On

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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
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
Peter Tew Backcountry	The best combination of features and functionality, and customizability we’ve found in the market. Testimonial By Peter Tew
Daniel Elman Nucleus Research	Sugar Discover Cuts Costs and Increases Sales Efficiency Testimonial By Daniel Elman

CUSTOMERS	TESTIMONIALS
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
Peter Tew Backcountry	The best combination of features and functionality, and customizability we’ve found in the market. Testimonial By Peter Tew
Daniel Elman Nucleus Research	Sugar Discover Cuts Costs and Increases Sales Efficiency Testimonial By Daniel Elman

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Kyloe Accounting	Accounting	Case Study Kyloe Kyloe Partners, Bullhorn’s Global Integration Partner, Utilizes Sugar Market to Double Lead Generation Campaigns and Cut 60% of Workload Read More
credaris Financial Services	Financial Services	Case Study credaris How credaris Cut Operating Costs in Half on its Way to Becoming Switzerland’s Largest Consumer Loan Broker Company Read More
P&N Bank Banking	Banking	CASE STUDY P&N Bank P&N Bank transformed customer service and grew rapidly under CIO Erik Fenna's leadership. 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

Wistia

4.67 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Velocify

4.33 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 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

Sun State International Trucks Boosts Sales with SugarCRM AI-Powered Sales Automation and Revenue Intelligence - Business Wire

Sun State International Trucks increases sales using SugarCRM's AI-powered sales automation and revenue intelligence tools.

02/12/2024 - source

Azimut Direct Boosts Sales, Enhances Data Management and Saves 650 Hours with SugarCRM

Azimut Direct enhances sales and data management using SugarCRM's advanced CRM solutions, including sales automation, marketing automation, and customer service platforms.

25/11/2024 - 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

What Are the key features of Sugar CRM for Sales Document Management?

What makes Sugar CRM ideal for Engagement Management?

How can Sugar CRM optimize your Workflow Management Workflow?

What benefits does Sugar CRM offer for Contact List Management?

How does Sugar CRM facilitate Helpdesk Management?

69+ more Business Use Cases

Customer Testimonials

Case Studies

Case Study Kyloe

Case Study credaris

CASE STUDY P&N Bank

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

Wistia

Velocify

Software Failure Risk Guidance

SugarCRM Inc News

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

Sun State International Trucks Boosts Sales with SugarCRM AI-Powered Sales Automation and Revenue Intelligence - Business Wire

Azimut Direct Boosts Sales, Enhances Data Management and Saves 650 Hours with SugarCRM

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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