Sugar Sell Review 2025: Pricing, Features, Pros & Cons, Ratings & More

Imed Bouchrika, Phd

by Imed Bouchrika, Phd

Co-Founder and Chief Data Scientist

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Sugar Sell: Top CRM Software

4.2 / 5

Top 3 Sugar Sell Alternatives

Featured CRM Software Alternatives for Sugar Sell

HubSpot CRM
HubSpot CRM
5 / 5
Pricing

$9 to $150/user/month

Free Plan

Yes, up to 2 users

Key Features

E-signature software, call transcription, conversation routing

Editor's Take

HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%  
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%  
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%  
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%  
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.

NetSuite CRM
NetSuite CRM
5 / 5
Pricing

Custom

Free Plan

No

Key Features

Sales automation, customer service, marketing

Editor's Take

NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%  
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%  
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%  
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%  
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.

CRM Creatio
CRM Creatio
5 / 5
Pricing

$25 per user per month

Free Trial

14 days

Key Features

marketing automation, sales automation, no code customization

Editor's Take

CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.

The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.

Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.

Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%  
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%  
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%  
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%  
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.


What is Sugar Sell?

To kick off this Sugar Sell review, let's look at what this product is all about. Sugar Sell is a customer relationship management (CRM) solution from SugarCRM that focuses on next-generation sales automation. This tool is designed to empower sales teams to increase their efficiency, shorten their sales cycles, deliver meaningful experiences to buyers, and drive revenue. With this tool, you can focus on the right opportunities and the right leads, engage with your customers anytime and anywhere, quote and close deals, and manage your pipeline and forecast.

Sugar Sell's main goals for users are:

  • Automate Anything. Sugar Sell allows you to automate arduous tasks and eliminate manual steps and clicks through its powerful workflow and selling tools. By automating these mundane tasks, you can spend more time selling.
  • Accelerate Everything. You can close deals at a faster rate and spend less time at every stage of the sales cycle.
  • Anticipate What's Next. You can use embedded artificial intelligence-based predictions to your advantage and leverage these to drive the most promising opportunities

Sugar Sell is available in three editions: Sugar Sell Premier, Sugar Sell Advanced, and Sugar Sell Essentials. It is only available for SugarCloud deployments. SugarCloud is a Sugar-hosted Software-as-a-Service (SaaS).

SugarCRM's suite of CRM products also includes Sugar Market for marketing automation, Sugar Serve for customer service, and Sugar Enterprise for on-premise CRM. To avoid confusion, this Sugar Sell review will only focus on SugarCRM's sales automation solution.

SugarCRM boasts of increasing users' revenue, improving their win rates, and tripling their pipeline volume. So, if you are looking for the best CRM software for your business, Sugar Sell may be worth checking out. Read more of this Sugar Sell review to find out if it's the right tool for your business.

What's new in Sugar Sell?

Next on our Sugar Sell review is a description of its latest changes and upgrades. This year, Sugar Sell implemented a few enhancements to its existing user interface, dashboard, administration, and action button features. These enhancements are available with all editions of Sugar Sell 13.1.0 (Q3 2023).

Improvements to the user interface include a thoughtfully redesigned and more modern tile view to make it easier for users to view, update, sort, and navigate through records. There's also the console pagination, where instead of just one large list of records, console list views have been broken up into pages, as well as additional filter operators.

Additionally, there are now dashboard filters that control multiple report dashlets, a new pipeline metrics dashlet, and improvements to the case record view dashlet layout. As for administration, users now have an expanded tile view availability and features, SugarBPM validation check on record assignment, new Sugar Logic function returns of logged-in user, and new Sugar Logic function checks if the record is assigned. There are also additional action buttons to focus dashboards and quick actions available from the cases module.

There are also some additional capabilities in Sugar Sell Premier and Sugar Sell Advanced. If you're an existing user, you will find that some issues with the earlier version have been fixed.

Sugar Sell's maps dashlet, which is available for list view and record view intelligence panes, displays pins for the geocoded records in the current list.

Featured CRM Software Products

HubSpot CRM
HubSpot CRM
5 / 5
Pricing

$9 to $150/user/month

Free Plan

Yes, up to 2 users

Key Features

E-signature software, call transcription, conversation routing

Editor's Take

HubSpot CRM is a powerful customer relationship management platform designed to help businesses manage their sales, marketing, and customer service efforts in one centralized place. Its user-friendly interface allows teams to track leads, monitor customer interactions, and automate sales pipelines. With built-in tools for email marketing, contact management, and analytics, HubSpot CRM provides deep insights into customer behavior and sales performance. The platform also supports seamless collaboration between marketing and sales teams through real-time updates and integrations with tools like Gmail, Outlook, and Slack. Additionally, its automation features help reduce manual tasks, enabling teams to focus on building relationships and closing deals. HubSpot CRM is scalable, making it ideal for businesses of all sizes, from startups to large enterprises.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%  
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%  
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%  
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%  
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.

NetSuite CRM
NetSuite CRM
5 / 5
Pricing

Custom

Free Plan

No

Key Features

Sales automation, customer service, marketing

Editor's Take

NetSuite CRM is a comprehensive customer relationship management solution designed to support businesses in managing their entire customer lifecycle. It offers a full suite of tools for sales automation, customer service, marketing, and partner management, helping teams improve efficiency and build stronger customer relationships. With real-time visibility into customer interactions, NetSuite CRM enables businesses to track leads, manage opportunities, and forecast sales accurately. Its built-in analytics and reporting features provide deep insights into sales performance and customer behavior. NetSuite CRM integrates seamlessly with NetSuite’s enterprise resource planning (ERP) system, offering a unified platform for managing business operations. This scalability and flexibility make it ideal for growing businesses and enterprises seeking an all-in-one solution for customer relationship management.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%  
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%  
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%  
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%  
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.

CRM Creatio
CRM Creatio
5 / 5
Pricing

$25 per user per month

Free Trial

14 days

Key Features

marketing automation, sales automation, no code customization

Editor's Take

CRM Creatio is a comprehensive customer relationship management (CRM) solution designed to streamline and enhance business processes across sales, marketing, and customer service functions. Known for its low-code platform, Creatio allows businesses to customize and automate workflows without requiring extensive technical expertise. This adaptability makes it particularly appealing to organizations seeking to align the software with their specific needs.

The platform's marketing module provides tools for multi-channel campaign management, lead generation, and personalized customer engagement. Its sales module offers functionality for pipeline management, opportunity tracking, and analytics to help teams close deals more efficiently. Additionally, the customer service module supports case management, service level agreement (SLA) monitoring, and omnichannel communication, enabling businesses to provide exceptional customer support.

Creatio stands out with its intuitive interface, robust analytics, and AI-powered tools that provide actionable insights. The low-code development tools allow non-technical users to create applications and automate processes, reducing the dependency on IT teams. Integration capabilities with other software platforms and APIs enhance its utility, making it a versatile choice for businesses of all sizes.

Overall, CRM Creatio is a powerful solution that combines user-friendly design with advanced customization and automation features. Its adaptability and low-code foundation position it as a strong contender for organizations looking to optimize customer relationship management processes while maintaining flexibility for growth and innovation.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%  
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%  
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%  
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%  
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.

monday.com sales CRM
monday.com sales CRM
4.45 / 5
Pricing

$8/per user/per month

Free Trial

Yes

Key Features

customizable dashboards, automated follow-ups, advanced analytics

Editor's Take

monday.com Sales CRM is a customizable platform designed to streamline sales processes, enhance team collaboration, and improve pipeline visibility. Its intuitive interface enables users to manage leads, track deals, and automate repetitive tasks with ease. The CRM integrates seamlessly with popular tools like Gmail, Slack, and HubSpot, ensuring a centralized workflow. Features like customizable dashboards, automated follow-ups, and advanced analytics help sales teams stay organized and focused on closing deals. With scalability in mind, monday.com caters to businesses of all sizes, offering flexible pricing plans and robust customer support. It’s an excellent choice for teams seeking efficiency and adaptability.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%

This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%

Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%

This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%

This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%

Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.

Zoho CRM
Zoho CRM
5 / 5
Pricing

$7 per user per month billed annually

Free Trial

15 days

Key Features

lead generation, sales pipeline management, workflow automation

Editor's Take

Zoho CRM is a flexible and comprehensive customer relationship management platform designed to help businesses manage and grow their customer relationships effectively. With tools for lead generation, sales pipeline management, workflow automation, and analytics, Zoho CRM is suitable for businesses of all sizes across a variety of industries.

Zoho CRM enables teams to streamline sales processes by capturing leads from multiple channels, tracking interactions, and managing every stage of the sales cycle. The platform offers customizable dashboards and reports, providing insights into sales performance and customer behaviors to help make data-driven decisions. With powerful automation features, Zoho CRM allows businesses to set up workflows for routine tasks like follow-ups, lead scoring, and email notifications, reducing manual work and enhancing productivity. The platform integrates with popular tools, including the Zoho suite, Microsoft 365, and G Suite, enabling a seamless connection across teams.

For businesses aiming to improve customer engagement, close deals faster, and enhance team collaboration, Zoho CRM delivers a scalable, user-friendly solution to drive sales and customer satisfaction.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%  
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%  
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%  
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%  
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.

Salesforce CRM
Salesforce CRM
5 / 5
Pricing

By quote

Free Trial

Yes

Key Features

Lead Management, Contact Management, Workflow Automation

Editor's Take

Salesforce CRM is a leading customer relationship management platform known for its robust functionality, scalability, and extensive customization options, making it suitable for businesses of all sizes, from startups to large enterprises. Built to streamline sales, marketing, customer service, and analytics, Salesforce CRM empowers teams to manage customer interactions, optimize workflows, and drive growth from a single, cloud-based platform.

Salesforce CRM provides a complete view of customer data, enabling teams to track interactions, manage leads, and automate tasks throughout the sales pipeline. With powerful tools for reporting and analytics, Salesforce offers insights into sales performance, customer trends, and campaign effectiveness, allowing teams to make data-driven decisions. The platform’s automation capabilities reduce manual workloads with customizable workflows, automated follow-ups, and lead scoring, ensuring a smooth customer journey. Integrations with thousands of third-party applications, along with its own suite of services, make Salesforce a highly adaptable solution for businesses looking to connect their CRM with other tools.

For organizations focused on enhancing customer engagement, improving team efficiency, and scaling their operations, Salesforce CRM delivers a powerful and versatile solution tailored to support long-term business growth.

Expert Score

In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.

1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.

2. Cost - scoring weight 15%  
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.

3. Customer Service - scoring weight 15%  
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.

4. Integrations - scoring weight 15%  
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.

5. Mobile Support - scoring weight 15%  
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.

How much does Sugar Sell cost?

Sugar Sell: Top CRM Software

4.2 / 5

No Sugar Sell review would be complete without talking about Sugar Sell pricing.

There are three Sugar Sell pricing plans or subscription categories:

Sugar Sell Essentials

Price: $49 per user per month, for a minimum of three users and a maximum of five.

This plan offers standalone sales force automation for growing teams of 3-5 members with basic support and ease of upgrade. It includes account management, content management, basic workflows, activity management, reporting and analytics, and basic support.

Sugar Sell Advanced

Price: $85 per user per month for a minimum of three users.

This plan offers sales force automation and extensibility with mail and calendar integration, built-in AI, and standard support. It also has everything offered in Sell Essentials, plus advanced workflows and third-party integrations, omnichannel communications, pipeline management and analytics, forecasting, mobility, and intelligent lead and opportunity prioritization.

Sugar See Premier

Price: $135 per user per month for a minimum of 10 users.

This plan offers comprehensive sales force automation, including sales intelligence, advanced forecasting and analytics, productivity tools, and enhanced support. It also has everything in Sell Advanced, plus guided selling, geo-mapping, data enrichment and news feed, and double storage capacity.

What sets Sugar Sell apart?

Sugar Sell is great for any company that struggles with too much manual work and departments that are misaligned. Next for this Sugar Sell review, let’s talk about what sets Sugar Sell apart from its competitors.

For one, Sugar Sell is part of the SugarCRM ecosystem. SugarCRM products work together conveniently and harmoniously to generate a complete CRM experience. Sugar Market, which is a marketing automation tool, helps you research your customer base, generate new leads, and gain visibility in the marketplace.

Sugar Serve, which is a customer service software or platform, makes customer service simple with its convenient self-serve portals and at-a-glance customer service histories. All three SugarCRM products work seamlessly as standalone units, but they also work perfectly as part of a whole.

Sugar Sell sports an easy-to-use interface that works even for those who are new to CRMs. As soon as you log in to your dashboard, you have a view of the services, sales, and marketing campaign data organized on a clean background. Everything is color-coded to make it easy for users to figure out everything that's happening at a single glance.

To give you better points of comparison with other CRMs, here’s a list of Sugar Sell pros and cons:

Pros of Sugar Sell

  • Easy to set up
  • Visually appealing yet simple
  • Sleek integrations with other systems, like invoice software
  • Logical workflow
  • Powerful reporting features
  • Customizable screen layout
  • Great export functionality
  • Facilitates better communications with customers
  • Real-time alerts for important updates on key accounts
  • Accurate automation services
  • Excellent customer service and technical support

Cons of Sugar Sell

  • Goes through a lot of upgrades that users may take time to get used to
  • Reports take a long time to load
  • User interface experience can be frustrating
  • SMS permissions can be tricky
Sugar Sell's dashboard is customizable. You can get a view of tasks, opportunities, contacts, and other items you want to see right off the bat.

Sugar Sell Core Features

Sugar Sell: Top CRM Software

4.2 / 5

Sugar Sell helps businesses, particularly sales and marketing teams, manage their sales pipelines, track customer interactions, and close more deals. This Sugar Sell review will show that the platform offers a wide range of features that you can use to improve customer relationships and achieve revenue growth.

Core Sugar Sell features include:

Lead and Opportunity Management. Sugar Sell helps you track leads from initial inquiry to closed deal. You can create lead records, add notes and activities, and assign leads to sales reps. You can also track opportunities, including the stage of the deal, the expected close date, and the estimated value.

Artificial Intelligence. With an AI-powered CRM, you can predict the future and uncover insights unique to your business—even with limited or incomplete CRM data.

Smarter Relationship Intelligence. Improve your sales process and increase your sales productivity by over 30% with actionable intelligence or AI-powered research.

Omnichannel, AI-Powered Engagement. Cost-effectively streamline customer interactions across all communication channels by leveraging the power of Amazon Connect and Sugar. Amazon’s market-leading omnichannel communication capabilities are seamlessly embedded into the Sugar platform, offering advanced features like intelligent call routing and AI-powered sentiment analysis.

Customizable Business Processes and Workflows. Create clearly defined and easily repeatable processes and workflows and thus remove the busy work associated with following company best practices and complex business processes. Teams can execute sales plays, sales methodologies, guided selling, service processes, lead nurturing, and more in just one click.

Full Mail & Calendar CRM Integration. Say goodbye to data entry and keep your CRM, email, and calendar tools up to date with seamless syncing. With Sugar Connect, your Google Workspace or Office 365 account integrates with your CRM to surface information from Sugar as you interact with prospects and customers in real-time. With Sugar Connect, you can let the platform do the work.

Built-in Support for Renewals. Sugar Sell has a built-in support for subscription-based and easy-to-manage subscription accounts, renewal pipeline status, and individual renewal opportunities.

Account and Contact Management. Sugar Sell helps you manage your customer relationships by tracking account history, contact information, and interactions. You can use this information to personalize your marketing and sales efforts.

Reporting and Dashboards. Sugar Sell generates reports and dashboards that provide insights into your sales performance. You can use this information to track your progress and identify areas for improvement.

Mobile App. Sugar Sell has a mobile app that allows you to access your CRM data on the go.

Sugar Sell integrations with Other Systems. Sugar Sell integrates with various other systems, such as marketing automation platforms and small business accounting software. This allows you to share data between your CRM and other systems, which can help you improve efficiency and productivity.

Manage your sales pipeline and get insights for improving your sales forecasting accuracy.

Benefits of Using Sugar Sell

To make this Sugar Sell review comprehensive, let’s talk about benefits. The many benefits of using Sugar Sell include:

  • Improved Sales Efficiency. Sugar Sell can help you improve your sales efficiency by automating many of the manual tasks involved in the sales process. With automation enforced, sales teams are freed up to focus on more strategic activities, such as prospecting and closing deals.
  • Increased Productivity. Sugar Sell provides your sales, marketing, and support teams with a centralized location to track all of their customer interactions. This can help them be more productive by reducing the time they spend searching for information and tracking down leads.
  • Improved Sales Forecasting. Sugar Sell can help you improve your sales forecasting accuracy by providing you with insights into your sales pipeline. This can help you make better decisions about your business.
  • Better Customer Relationships. Sugar Sell can help you build better customer relationships by providing you with a better understanding of your customers. This can help you personalize your marketing and sales efforts and provide better customer service.
  • Increased Revenue. Sugar Sell can help you increase your revenue by helping you close more deals. This is because Sugar Sell can help you improve your sales efficiency, productivity, and forecasting accuracy.

What business types use Sugar Sell?

You can see from this Sugar Sell review that Sugar Sell is a versatile CRM software used by businesses of all sizes and in any field to improve their sales performance, customer relationships, and overall business efficiency. However, it is most commonly used by businesses in these industries:

  • Technology
  • Professional services
  • Finance and insurance
  • Manufacturing and distribution
  • Retail and consumer goods
  • Nonprofits
  • Education

In addition to these industries, Sugar Sell can also be used by businesses in healthcare, hospitality, and government.

With Sugar Sell, you can identify bookings by product, by region, and by representatives. You can see how each rep is performing.

How can Sugar Sell enhance customer data security and compliance?

In today’s CRM landscape, data security and regulatory compliance are top priorities, particularly with customer data’s increasing sensitivity. Sugar Sell addresses these needs by implementing several features and practices to secure data and help organizations comply with industry regulations:

  • Data Encryption
  • Access Controls and Permissions
  • Audit Trails and Activity Monitoring
  • GDPR and CCPA Compliance Tools
  • Data Backup and Disaster Recovery
  • Third-Party Integrations with Security Compliance

How to Optimize CRM Integration for Business Efficiency

Implementing Sugar Sell into your existing business framework can significantly improve operational efficiency by integrating with other critical systems you already use. For instance, connecting your CRM with accounting tools, marketing platforms, and specialized procurement systems allows seamless data sharing and automation of repetitive tasks. This integration minimizes data silos, enhances team collaboration, and ensures a more cohesive customer experience. Choosing the right procurement systems, can also elevate efficiencies in vendor management and supply chain operations. Ultimately, streamlining these integrations ensures your CRM operates as a central hub, magnifying the value of your technology investments.

What are the best practices for implementing Sugar Sell?

Businesses planning a Sugar Sell implementation should adopt a structured approach that aligns with organizational goals and existing workflows. Start with a detailed assessment of current sales processes to identify automation gaps and integration opportunities. Develop a phased deployment plan with a pilot program to uncover potential challenges and ensure seamless connectivity with existing systems, such as contract management tools. Establish targeted training programs and change management strategies to foster user adoption and accountability. Finally, define and monitor key performance indicators from the outset to continuously refine the implementation and maximize return on investment.

Key Insights

  • Sales Automation: Sugar Sell focuses on automating sales processes, helping teams reduce manual tasks and increase efficiency.
  • AI Integration: The platform leverages AI to predict future trends, optimize sales opportunities, and enhance decision-making processes.
  • Customizable Workflows: Users can create and customize workflows to streamline sales operations, improving consistency and productivity.
  • Omnichannel Engagement: Sugar Sell integrates with Amazon Connect to provide AI-powered engagement across multiple communication channels.
  • Mobile Accessibility: The mobile app allows sales teams to access CRM data on the go, ensuring continuous productivity.
  • Integration Capabilities: Sugar Sell integrates seamlessly with other systems such as marketing automation platforms and accounting software, enhancing overall business operations.
  • Real-time Analytics: The platform provides real-time insights and analytics, helping sales teams track performance and make data-driven decisions.
  • User-Friendly Interface: Sugar Sell offers a visually appealing and intuitive interface, making it accessible even for users new to CRM systems.

Best 5 alternatives to Sugar Sell

1

Zoho CRM offers extensive customization options that enable businesses to adapt fields, page layouts, workflows, and automation rules to their specific needs, thereby enhancing lead management and streamlining the sales process from initial contact to deal closure. Its comprehensive suite supports sales, marketing, and customer support through features like detailed reporting, analytics, and an intuitive interface that facilitates easy navigation. The platform integrates AI-powered tools such as the Zia assistant, which provides predictive sales insights and helps personalize customer interactions using real-time behavioral data. Moreover, Zoho CRM’s competitive pricing—including a free tier for smaller teams—and its mobile and third-party app integrations make it a versatile choice for organizations aiming to improve collaboration and decision-making across diverse work environments.

2

monday sales CRM

4.45 / 5

Monday Sales CRM stands out for its exceptional adaptability, allowing users to customize dashboards, columns, and sales workflows to perfectly suit their distinct business requirements. This level of flexibility is ideal for companies with unique processes or niche operations, enabling them to modify the platform effortlessly without needing advanced technical skills. Additionally, the CRM offers automation features that streamline repetitive tasks like follow-up reminders and status updates, thereby minimizing manual workload and lowering the chance of mistakes. Coupled with integrated communication tools and AI-powered capabilities for email composition and data analysis, monday ensures teams remain coordinated and equipped to make data-driven decisions.

3

Creatio CRM stands out as a versatile and powerful customer relationship management platform, designed to accommodate both technical and non-technical users through its intuitive no-code development environment. This feature allows organizations to customize applications and automate workflows swiftly, reducing implementation time and overall costs by 37% compared to traditional CRM solutions. By automating routine tasks and providing a comprehensive 360-degree customer view, Creatio enhances team productivity and fosters more personalized client interactions. Additionally, its extensive integration options, strong security measures, and AI-driven automation equip businesses with actionable insights and predictive capabilities to optimize the entire customer journey.

4

NetSuite CRM

5 / 5

NetSuite CRM delivers a comprehensive platform that consolidates customer information across multiple channels, granting teams instant access to up-to-date data on preferences, transactions, and interactions in one centralized hub. By automating routine sales, marketing, and service activities, it boosts operational efficiency and frees staff to concentrate on cultivating stronger customer relationships. Its cloud-based design facilitates seamless connectivity from any device, enabling collaboration among dispersed teams while providing real-time sales tracking and pipeline visibility to accelerate deal closures. Additionally, advanced forecasting and analytics tools harness historical and predictive data, empowering businesses to enhance decision-making and optimize resource management for sustained growth.

5

4.3 / 5

Pipedrive stands out as a versatile CRM solution designed to simplify and optimize sales workflows by automating routine tasks like lead distribution, follow-up scheduling, and deal tracking. Its high level of customization allows businesses to shape sales pipelines and data fields to suit their specific needs, accommodating a wide range of industries and company sizes. By consolidating customer information and communications through integrations with common email and calendar tools, Pipedrive enhances team collaboration and reduces the hassle of juggling multiple platforms. Furthermore, the platform’s clear visual pipeline offers sales teams an intuitive way to oversee deal progress and quickly spot any obstacles in the sales process.

Frequently Asked Questions (FAQs)

What is the difference between Sugar Sell and Sugar Serve?

Sugar Sell is designed for sales automation, focusing on improving sales processes, lead management, and revenue growth. In contrast, Sugar Serve is geared towards customer support, offering tools for customer service management, self-serve portals, and customer service histories. Both are part of the SugarCRM ecosystem and work seamlessly together.

What does SugarCRM do?

SugarCRM provides a comprehensive CRM platform that connects sales, marketing, and service teams. It leverages AI-driven insights and automation to enhance customer experiences, streamline business processes, and drive productivity and revenue growth.

Is SugarCRM easy to use?

SugarCRM is generally user-friendly, but new users may experience a learning curve due to the platform's extensive features and functionalities. However, once familiarized, users find it intuitive and efficient. Regular updates and enhancements may also require some adjustment time.

What is Sugar Professional?

Sugar Professional is an on-premise CRM solution designed for small and medium-sized businesses. It offers a flexible and affordable platform that can grow with the business, providing essential CRM functionalities and allowing for customization to meet specific needs.

How does Sugar Sell integrate with other systems?

Sugar Sell integrates with various other systems, such as marketing automation platforms and accounting software. This integration allows for seamless data sharing and enhanced efficiency, enabling businesses to streamline operations and improve productivity.

Can Sugar Sell be accessed on mobile devices?

Yes, Sugar Sell has a mobile app that allows users to access CRM data on the go. This feature ensures that sales teams can stay productive and manage their tasks from anywhere, enhancing flexibility and responsiveness.

What are the main benefits of using Sugar Sell?

The main benefits include improved sales efficiency through automation, increased productivity by centralizing customer interactions, enhanced sales forecasting accuracy, better customer relationships through personalized engagement, and overall increased revenue by closing more deals effectively.

What are the pricing plans For Sugar Sell?

Sugar Sell offers three pricing plans:

Sugar Sell Essentials: $49 per user per month, suitable for small teams.

Sugar Sell Advanced: $85 per user per month, offering advanced workflows and integrations.

Sugar Sell Premier: $135 per user per month, providing comprehensive sales force automation and enhanced support.