Sobre o SugarCRM

SALES FORCE AUTOMATION
Sugar drives sales force performance by allowing sales representative to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our sugar mobile and collaborate through integration with Microsoft Outlook, Lotus Notes and other groupware applications.

MARKETING AUTOMATION
Sugar closes the loop between marketing and sales. Create, execute and track campaigns across multiple channels with the campaign wizard. Develop compelling email marketing programs and capture leads directly into your CRM system with web-to-lead forms. Manage and assign leads to your sales reps and track the marketing ROI of your programs.

CUSTOMER SUPPORT
Acquiring new customers is much more expensive than selling to existing ones. With Sugar customer support, companies have confidence that customer cases will be handled quickly and effectively. Sugar customer support centralises customer service requests across channels to allow companies to manage inbound emails, diagnose bugs, share knowledge, and resolve customer issues. In addition, companies that subscribe to Sugar Enterprise or Sugar Ultimate can defray customer support costs with the included Customer Self-Service Portal.

Preços a partir de:

49,00 US$/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

5 principais alternativas ao SugarCRM

Principais benefícios do SugarCRM

- Focus attention on the most profitable deals
- Bring new sales representatives up to speed
- Captures leads directly into the CRM system
- Measures return on investment of campaigns

Consumidores típicos

  • Autônomos
  • Pequenas empresas (2-50)
  • Médias empresas (51-500)
  • Grandes empresas (500 ou mais)

Implantação

  • Baseado na nuvem
  • Instalação local

Mercados

Áustria, Austrália, Bélgica, Canadá, Suíça , China, Alemanha, Espanha, França, Reino Unido, Irlanda, Índia, Itália, Luxemburgo, Países Baixos, Noruega, Suécia, Eslovénia, Estados Unidos

Idiomas

alemão, espanhol, francês, inglês, italiano

Preços a partir de:

49,00 US$/mês

  • Versão gratuita
  • Teste Grátis
  • Assinatura

5 principais alternativas ao SugarCRM

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Recursos

Total de recursos do SugarCRM: 142

  • API
  • Acesso para Celular
  • Acompanhamento de atividades
  • Alertas/notificações
  • Análise de dados de campanhas
  • Análise de dados de vendas
  • Análise de dados do atendimento ao cliente
  • Análise de dados do site
  • Análise de dados preditiva
  • Análise de dados visual
  • Análise de sentimentos
  • Análise de tendências de vendas
  • Armazenamento de documentos
  • Arrastar e soltar
  • Automatização de processos e fluxos de trabalho
  • Automatização de vendas
  • Automação de marketing
  • Ações ativadas por eventos
  • Banco de dados de contatos
  • Banco de dados do cliente
  • Bate-papo ao vivo
  • CRM
  • CTAs personalizáveis
  • Calendário de marketing
  • Campanhas gota a gota
  • Campos personalizáveis
  • Captura de leads
  • Catalogação/Categorização
  • Comunicação multicanal
  • Contatos compartilhados
  • Conteúdo dinâmico
  • Controle de respostas por e-mail
  • Dados demográficos/firmográficos
  • Dados em tempo real
  • Distribuição de e-mails
  • Distribuição de leads
  • Enriquecimento de dados
  • Escalonamento de solicitações
  • Ferramentas de colaboração
  • Ferramentas de prospecção
  • Fluxo de trabalho configurável
  • Formulários na Internet
  • Formulários personalizáveis
  • Geração de leads
  • Geração de propostas
  • Gerenciamento de contatos
  • Gerenciamento de e-mails
  • Gerenciamento de tickets de suporte
  • Gestão da atividade de vendas
  • Gestão da base de conhecimento
  • Gestão da comunicação
  • Gestão de calendários
  • Gestão de campanhas
  • Gestão de canais
  • Gestão de chamadas
  • Gestão de comissões
  • Gestão de conteúdo
  • Gestão de contratos e licenças
  • Gestão de leads
  • Gestão de modelos
  • Gestão de oportunidades
  • Gestão de tarefas
  • Gestão de vendas de campo
  • Gestão do conhecimento
  • Gestão do fluxo de trabalho
  • Gestão do pipeline
  • Gestão do pipeline de vendas
  • Gestão territorial
  • Imagem de marca personalizável
  • Implantação baseada na web
  • Importação/exportação de dados
  • Indicadores de desempenho
  • Integração de bate-papo interno
  • Integração de redes sociais
  • Integração multicanal de redes sociais
  • Integrações de terceiros
  • Inteligência artificial e aprendizado de máquina
  • Lead Nurturing
  • Lembretes
  • Marcação
  • Marketing de multicanal
  • Marketing de pesquisa
  • Marketing por SMS
  • Marketing por e-mail
  • Marketing social
  • Modelos de e-mails
  • Modelos de pontuação múltipla
  • Modelos personalizáveis
  • Monitoramento
  • Monitoramento das redes sociais
  • Múltiplas campanhas
  • Notificações em tempo real
  • Orçamentos/estimativas
  • Painel de atividades
  • Para dispositivos iPad
  • Para pequenas empresas
  • Para startups
  • Participação do cliente
  • Perfis sociais de clientes
  • Perguntas frequentes (FAQ)
  • Permissões por função
  • Personalização
  • Pesquisa e filtro
  • Pesquisas do cliente
  • Pontuação personalizável
  • Portal de autoatendimento
  • Previsão
  • Previsão de vendas
  • Priorização
  • Processamento de lotes
  • Promoção social
  • Páginas de início/formulários web
  • Qualificação de leads
  • Rastreamento de ROI
  • Rastreamento de conversão
  • Rastreamento de e-mails
  • Rastreamento de engajamento
  • Rastreamento de fonte
  • Rastreamento de interações
  • Rastreamento de marca
  • Rastreamento de recomendações
  • Rastreamento de visitantes do site
  • Relatórios de vendas
  • Relatórios do pipeline
  • Relatórios e análise de dados
  • Relatórios e estatística
  • Relatórios em tempo real
  • Relatórios personalizáveis
  • Roteamento
  • Segmentação
  • Segmentação de campanhas
  • Segmentação de clientes
  • Segmentação de leads
  • Segmentação por público
  • Sincronização de calendários
  • Sincronização de dados
  • Sistema de calendário ou lembretes
  • Suporte do cliente
  • Testes A/B
  • Testes multivariados
  • Visualização de dados
  • XML/RSS

Alternativas

Prospect CRM

4,8
#1 alternativa ao SugarCRM
Prospect is a cloud-based CRM platform designed to help Wholesalers, Distributors, and Manufacturers manage business...

Act!

3,7
#2 alternativa ao SugarCRM
Act! O Premium capacita pequenas e médias empresas a comercializar melhor, vender mais e fidelizar os clientes.

Salesforce Retail CRM

4,5
#3 alternativa ao SugarCRM
Salesforce Retail CRM is a cloud-based retail management system that helps eCommerce businesses analyze shoppers’ needs...

Drip

4,4
#4 alternativa ao SugarCRM
Email marketing com o Drip significa explorar dados inteligentes, segmentação dinâmica, ferramentas fáceis e a...

Avaliações

Classificação geral

3,8 /5
(384)
Relação qualidade/preço
3,8/5
Recursos
3,7/5
Praticidade
3,6/5
Suporte ao cliente
3,7/5

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Exibindo 5 avaliações de 384
Orianne
Classificação geral
  • Setor: Telecomunicações
  • Porte da empresa: 10 000+ funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

Most powerful and easy-to-use CRM to support all corporate sales and marketing activities

Avaliado em 13/08/2022

With SugarCRM, I keep track of new campaigns (account management), I am regularly reminded that I...

With SugarCRM, I keep track of new campaigns (account management), I am regularly reminded that I have performance discussions with my customers and I can switch to the corresponding customer account to find all the important data and get in touch with the customer. In addition, thanks to the ticket system, I do not forget to work on important tasks for my customers and other projects. In addition, I can optimally and smoothly inform my teammates about changes utilizing comments and notes in the customer accounts. All in all, I can only say that it is a super complete CRM solution.

Vantagens

What I like most are the synergy effects of the use of the tool by our large sales teams spread over several locations (in Spain and abroad) and our various marketing teams. We combine all customer contact points in an extremely flexible way across all departments. This simplifies our internal communication and knowledge exchange among ourselves, as well as communication with customers. The interface can be used very intuitively for an extensive CRM system thanks to its focus on a single clear navigation bar. In addition, the tool can be linked very flexibly with other systems via APIs, such as SAP, various campaign management tools, and much more.

Desvantagens

It isn't easy to become familiar with all the relevant interface features in a short time to take full advantage of these synergies. Here, you must explore using patience and occasionally, trial and error. However, you will certainly behave similarly to other enterprise-level CRM solutions.

Alternativas consideradas

HubSpot CRM

Razões para escolher o SugarCRM

Sugar offers all the basic functions of a CRM. It can cover all needs for any type and size of the company. We were able to use it mainly to organize customer contacts.

Software anterior

Zoho CRM

Razões para mudar para o SugarCRM

Sugar helps us in customer management. With SugarCRM, we have been able to offer our customers our other products in a better and more efficient way. It's ideal for selling more than just the core service. It's very easy to anticipate what the customer might want.
Josh
Classificação geral
  • Setor: Transporte rodoviário e ferroviário
  • Porte da empresa: 11-50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 7.0 /10

SugarCRM Review - Walz Scale

Avaliado em 16/03/2017

We have been using Sugar for several years, but only in the past six months have we really dug down...

We have been using Sugar for several years, but only in the past six months have we really dug down to fully utilize the software. The tool is fairly simple to use, I like the reporting functions, but the feedback I get from my sales team is that it is just 'clunky' to use. I'll give you one little example. For the Opportunity 'Actual Closed Won' date, I found through coming across some bad sales data for the month, that if you close a sale in January, and that same month you mark it as Closed Won. But lets say in March you want to go in and add a note to the description. Once you edit that note, (thus changing the Modify date) you autimatically changed the 'Actual Closed Won' date to March. Really messes up sales reports! When I contacted Sugar, there really wasnt an easy fix. We found SierraCRM (third part software) and Bill Convis from there helped with a solution to this problem. We have now purchased this software and believe that this will help take us to the next level of using Sugar. Sugar Support via email is usually pretty prompt, but as far as hearing from our 'Account Manager', just 2 weeks ago was the first time I heard from someone regarding our account. At that point, I had already reached out to SierraCRM, so I did not need anything from Sugar.
To summarize: Great tool, though a little clunky, but the price is not bad. Customer service could be improved, especially for companies like us who are invested in the process, and just need some help taking our sales process to the next level. Thanks!

Vantagens

I like the Online (sugar on demand) that allows Sugar Support to get into your software and look and something you may be struggling with, like reports...

Desvantagens

Design is little clunky. Think with some improvements, it might be easier to convert leads, update opportunities. Need less clicks!

Julia Maria
Classificação geral
  • Setor: Serviços de informação
  • Porte da empresa: 51-200 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

A complete history of calls, emails, and customers in one location only

Avaliado em 07/07/2022

SugarCRM offers you a way to monitor all the clients and leaflet details so you can keep everyone...

SugarCRM offers you a way to monitor all the clients and leaflet details so you can keep everyone within the business on the same page, from ads to distribution to support to everyone to work with a system to get a detailed view of what is going on for each and every customer and future buyers. This is where I can show the details that are most important for my day, whether it is my channeling of potential clients, the weekly operation and predictions from my staff, or my allocated customer service cases. The home page can be personalized for any division of Sample with exactly the right details for every user. The browser bar at the top of the screen is the preferred position, but it can be placed sideways, floating or at the bottom.

Vantagens

The software provides a robust search feature that allows you to search by name, phone number, and other data values that I need. A standard profile account view would highlight the key information in the configuration of the presentation card, which may include phone number categorizations and to whom the account is allocated, for example. Admin software provided with SugarCRM enables the setup of each screen such that The company wants, including adding personalized infinite areas, changing values on any deployable list, and arranging everything and all. Another main way in which I can use SugarCRM phones or tablets when out of the office, helps you to extract some data through searches and tables, you can quickly call a contact and when you have a call.

Desvantagens

You will choose to separate and divide the data into different categories. one way that you might do this is through searches, you will get to sort so many that you can get lost in so much dating.

Joe
Classificação geral
  • Setor: Software
  • Porte da empresa: 11-50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 7.0 /10

Great For Sales and Leads Tracking, Leaves Much to Be Desired with Support Case Management

Avaliado em 16/03/2017

I've used SugarCRM a great deal in current and previous employers, and have always been thrilled...

I've used SugarCRM a great deal in current and previous employers, and have always been thrilled with the sales tools that SugarCRM has, and the great ability for customizations, not to mention the continuing updates for each version. Their customer support team is top notch and very helpful for the most part, and there has been very little downtime, allowing all our teams to use the product successfully.

If I could choose one thing they could improve upon, it would be their outdated case management tools. I work with our support team and find the options to be limiting compared to other case management solutions such as Zendesk (which I have also used previously). If I am to point out glaring specifics, it would be tracking visibility on unassigned cases (who is viewing each case record? has the case record been updated while I've viewed it?). It would also be the absolute poor setup of getting cases into Sugar -- we have an inbox set to automatically add in cases, but if a customer or one of our personnel doesn't email directly from inside Sugar's Email module, it creates a new case ticket (over and over). This may be a byproduct of the way we have our case management set up, but there are no best practices, and I've had to create custom Process Author tools and Workflows to get it running in a decent way.

Again, the product is great from a sales point of view and for lead tracking tools, but the case management tools are dated and need to be examined and looked at to match their competitors in that category.

Vantagens

Sales tools, lead tracking tools, reporting features are second to none
Module builder is fantastic and very customizable.

Desvantagens

Case management tools are lacking to a high degree, very dated

Avaliador Verificado
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: 501-1 000 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Indeed a great CRM with effective results

Avaliado em 26/05/2019

Overall my experience with this CRM is great. I am using it daily and I can say that my daily work...

Overall my experience with this CRM is great. I am using it daily and I can say that my daily work is incomplete without it. It is so simple to use and provides amazing results for reports and dashboards, their customer's support team is very responsive.

Vantagens

I am using it for more than three years and like almost everything about it. This CRM is very easy to use because of its simple design and easy to use user interface. I like the way SugarCRM provides reports and dashboards which is very easy to understand. SugarCRM provides secruity of data and information and now I can handle the different campaigns, create a different campaign for anyone and even get a complete picture of it very easily.

Desvantagens

I would like to highlight one thing that I dislike about it which is its overall cost. A small organization may not afford this CRM but overall it is worth to spend on it.

Alternativas consideradas

Zoho CRM e Salesforce Sales Cloud

Razões para mudar para o SugarCRM

We choose this because it has strong customer support team and it is less expensive compared to there products.
Exibindo 5 avaliações de 384 Leia todas as avaliações

Perguntas frequentes sobre o SugarCRM

Abaixo estão algumas perguntas frequentes sobre o SugarCRM.

O SugarCRM oferece os seguintes planos de pagamento:

  • A partir de: 49,00 US$/mês
  • Modelo de preços: Assinatura
  • Avaliação gratuita: Não disponível

Sugar Sell: $49 per user per month Sugar Serve: $80 per user per month Sugar Market: $1,000 for 10K users per month (billed annually) Sugar Enterprise: $85 per user per month

Os clientes habituais do SugarCRM são:

11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

O SugarCRM está nos seguintes idiomas:

alemão, espanhol, francês, inglês, italiano

O SugarCRM é compatível com os seguintes dispositivos:

Android (celular), iPhone (celular), iPad (tablet)

O SugarCRM se integra com os seguintes aplicativos:

Campaign Monitor, CloudAgent, CloudHub, Constant Contact, Epicor, Hootsuite, LiveOps, Mailchimp, Olark, Pardot, SyncApps, WhosOn, Zapier, Zendesk Suite

O SugarCRM oferece as seguintes opções de suporte:

Email/Help Desk, Base de conhecimento, Suporte por telefone, Assistência 24/7, Bate-papo

Categorias relacionadas

Veja todas as categorias de software encontradas para SugarCRM.