SugarCRM
SugarCRM
39 reviews
WH Score
8.7

Top SugarCRM Features

What are the Best SugarCRM Features?

Customer Management

  • Customer Profiling
  • Case Management
  • Pipeline Management
  • Deal Management
  • Account Management
  • Subscription Management
  • Complaint/Feedback Management

Lead Management

  • Lead Generation
  • Lead Registration
  • Lead Distribution
  • Lead Aggregation
  • Lead Augmentation
  • Lead Attribution
  • Lead Nurturing

Campaign Management

  • Campaign Orchestration

Supported Channels

  • Voice
  • Chat/IM
  • SMS
  • MMS
  • Email

Campaign Types

  • Lead-Based Campaigns
  • Account-Based Campaigns
  • B2C Campaigns
  • B2B Campaigns
  • Email Campaigns

Accounting Features

  • Estimates & Quotations

Reporting & Analytics

  • Social Analytics
  • Forecasting
  • CX Analytics
  • Sentiment Analysis
  • Campaign Monitoring
  • Lead and Opportunity Tracking
  • Lead Scoring

Customizable Items

  • Custom Reports
  • Custom Templates
  • Custom Forms

Drag-and-Drop Builders/Designers

  • Campaign Builder
  • Report Builder

Reminders/Alerts

  • Account Alerts
  • Sales Signals

Workflow Automation

  • Ticket Automation
  • Sales Automation

Systems/Administrative

  • Centralized Console

Integration Options

  • APIs
  • App Marketplace

Microsoft 365

  • Microsoft Outlook

Google Workspace

  • Gmail

Helpdesk Features

  • Ticket Assign
  • Ticket Queuing
  • Ticket Routing
  • Ticket Transfer
  • Ticket Lifecycle Management

Limits

  • User Limit

Supported Technologies

  • Artificial Intelligence (AI)
  • Machine Learning (ML)

SugarCRM Top Features Related Review

E
Elizabeth
Reviewed on 17 December 2019

A very productive CRM

General Comments: For a free IOS and Android app, it really is amazing for promoting groups. We like the overall package that it is.

Pros
  • I like the Sugar bolster
  • The reports and dashboards are excellent
  • There is so much good functionality
  • If offers more adaptability and better planning tools than many other options in the market.
Cons
  • The advertising pages are so-so
  • The email tool for promotion still can be improved
  • The user interface can also be made more intuitive.
View All SugarCRM Reviews

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