SugarCRM Assessment (2024): Pricing, Options, and Alternate options

SugarCRM’s quick information

Beginning worth: $19 per consumer monthly.
Key options:

  • Income monitoring.
  • Digital self-service.
  • Predictive analytics.
  • Cellular app.
  • AI instruments.
  • Cloud safety.
  • Geo mapping.

SugarCRM is buyer relationship administration software program that gives gross sales, advertising and marketing, and repair options all on one platform. SugarCRM’s strong CRM options embody highly effective gross sales and advertising and marketing automations for environment friendly lead and account administration. There’s an emphasis on knowledge safety with cloud backups, knowledge retention, entry management, and move. SugarCRM additionally gives trade specializations in area of interest markets corresponding to staffing and recruitment, privateness fairness, public sector, industrial banking, and manufacturing.

SugarCRM’s pricing

The SugarCRM software program pricing breakdown consists of three premium tier choices. Every plan is billed per consumer and have to be paid yearly, with no month-to-month billing choice.

  • Necessities: $19 per consumer monthly when billed yearly. This comes with a three-user minimal and a five-user most. This tier consists of lead, contact, and account administration; primary workflows; reviews; and help.
  • Superior: $85 per consumer monthly when billed yearly. This comes with a three-user minimal. This plan consists of all Important tier options plus superior workflows, mobility, forecasting, and mail or calendar integration.
  • Premier: $135 per consumer monthly when billed yearly. This comes with a three-user minimal. Companies with this plan obtain all Superior options plus geo-mapping, guided promoting, and enhanced help.

SugarCRM’s key options

Income monitoring

With SugarCRM’s income intelligence resolution, particular person reps, groups, or managers can all view actionable insights into each shopper, product, and sale. Providing digestible reviews and visuals, the CRM permits customers to plan out schedules and conferences, take name notes, and consider earlier buyer interactions multi function place. Instance metrics to measure embody quota attainment, pipeline values, conversion charges, and whole income.

SugarCRM income dashboard displaying goal breakdowns. Picture: SugarCRM

Digital self-service portal

SugarCRM’s self-service portal permits prospects to look your data base, get questions answered immediately, and open circumstances for further help. Permitting for twenty-four/7 help means prospects can have interaction with your small business anytime from wherever whereas additionally releasing up help brokers’ time. This manner, there’s each enchancment on buyer satisfaction and lowered service prices. To make use of this characteristic, companies create a complete data base of their resolution and enterprise course of after which customise the end-user expertise with a WYSIWYG design instrument to match with the corporate branding requirements.

SugarCRM digital self service portal feature.
SugarCRM self-service portal. Picture: SugarCRM

Predictive analytics

Predictive and prescriptive intelligence via SugarCRM can spot escalations, churn predictions, forecast deal closure, and analyze results in predict their probability of conversion. The predictive lead scoring instrument is particularly helpful to attain each leads and accounts to strategize one of the best advertising and marketing and gross sales automations. AI predictive lead scoring with customizable guidelines and templates will ship essentially the most certified prospects to gross sales reps.

SugarCRM predictive analytics feature.
Pattern SugarCRM predictive lead scoring. Picture: SugarCRM

Cellular app

SugarCRM’s cellular app for iOs and Android helps gross sales reps proceed to offer stellar buyer expertise on the go, even when a wifi community isn’t accessible. The app comes with native system integrations like click-to-call, click-to-text, and GPS. ​Companies can customise the app interface and create shortcuts and dynamic searches or filters to handle the commonest actions or duties.

SugarCRM mobile app feature.
SugarCRM contact cellular app interface. Picture: SugarCRM

SugarCRM execs

  • Customers report simple platform setup.
  • Offers advertising and marketing, gross sales, income, and help options.
  • Complete reporting and analytics performance.

SugarCRM cons

  • Solely a 7-day trial settlement.
  • Restricted billing and subscription choices.
  • Customers report naked software program UX/UI.

Alternate options to SugarCRM

SugarCRM HubSpot Zoho CRM Freshsales
Customized dashboards Sure Restricted Restricted Sure
AI-powered instruments Medium Superior Superior Superior
Integrations 200+ 1,450+ 900+ 750+
Free-for-life model No Sure Sure Sure
Free trial 7 days 14 days 15 days 21 days
Beginning worth $19 per consumer monthly $15 per seat monthly $14 per consumer monthly $9 per consumer monthly

HubSpot

HubSpot logo.
Picture: HubSpot

HubSpot is a well-liked CRM supplier that can also be ranked highest on this checklist of the high free CRM. It’s a robust resolution with AI instruments that may join knowledge, gross sales and repair groups, and purchasers. HubSpot additionally comes with extra attainable native and third-party integrations. In comparison with SugarCRM, HubSpot is a extra scalable choice with each a sturdy free tier and enterprise-level plans.

If you’d like extra data, head over to this HubSpot evaluate.

Zoho CRM

Zoho CRM logo.
Picture: Zoho CRM

Zoho CRM is one other fashionable resolution that’s thought of a collaborative and advertising and marketing kind of CRM software program. Whereas SugarCRM additionally gives omnichannel communication and advertising and marketing automations, Zoho CRM’s advertising and marketing performance is extra intensive, with superior automations, workflows, and collaboration alternatives between departments.

Learn this Zoho CRM evaluate for extra data.

Freshsales

Freshsales logo.
Picture: Freshsales

Freshsales is a high CRM for small companies. That is due to its mixture of affordability plus AI-powered instruments and customized gross sales sequences. Much like SugarCRM, Freshsales additionally has top-tier knowledge safety and AI capabilities. Freshsales additionally has extra end-to-end gross sales options like role-based actions, weighted pipelines, customized gross sales actions, and extra.

To be taught extra, take a look at this Freshsales evaluate.

Assessment methodology

To evaluate SugarCRM, I used our in-house scoring rubric, which consists of standards deemed most vital when evaluating CRM software program. I then in contrast SugarCRM in opposition to the trade customary for every standards and subcriteria in that rubric. I referenced SugarCRM’s personal on-line assets in addition to actual consumer suggestions and scores.

The factors breakdown I used to guage SugarCRM consists of:

  • Value: Weighted 25% of the whole rating.
  • Core options: Weighted 25% of the whole rating.
  • Customizations: Weighted 15% of the whole rating.
  • Integrations: Weighted 15% of the whole rating.
  • Ease of use: Weighted 10% of the whole rating.
  • Buyer help: Weighted 10% of the whole rating.

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