[Home](https://www.selecthub.com/) \> [CRM](https://www.selecthub.com/category/customer-relationship-management/) \> [CRM Software](https://www.selecthub.com/c/crm-software/) \> Sugar Sell Categories: * [CRM Software](https://www.selecthub.com/c/crm-software/) * [Financial Services CRM Software](https://www.selecthub.com/c/financial-services-crm-software/) * [Sales Force Automation Software](https://www.selecthub.com/c/sales-force-automation-software/) * [...](#) ## What Is Sugar Sell? **Industry Specialties:** Serves all industries Sugar Sell is a flexible customer relationship management platform that stands out for its strong document management and mobile capabilities. It helps automate sales workflows and provides tools to track opportunities, manage competitors and handle the entire sales cycle, from quotes to contracts. Users appreciate Sugar's customization options and helpful support team. The clean, user-friendly interface makes daily tasks manageable, though some users mention it can get overwhelming when dealing with large amounts of data. Pricing starts at $26 per user per month for the Essentials plan, making it a mid-range option in the CRM market. Sugar is best suited for mid-sized to large companies that have either in-house technical expertise or the budget for development support. The predictive analytics tools make it useful for sales-focused organizations looking to improve their conversion rates and forecasting. Still, potential users should note some limitations. The platform requires technical knowledge for many integrations, and its reporting features are basic. Some users have reported performance slowdowns during peak hours, particularly with the cloud version. Sugar Sell integrates directly with Google Workspace apps (Drive, Gmail, Calendar) and Microsoft 365 apps like Outlook. However, connecting business intelligence tools, email marketing platforms, ERPs, messaging apps and eCommerce solutions requires third-party providers. **Our Research Process for Sugar Sell** To understand what Sugar Sell has to offer, I took a hands-on approach and put the software to the test using the free trial. However, I didn't want to rely just on my own experience, so I reached out to both regular users and developers who work with the software. I also studied data from our selection platform, watched numerous tutorials and demos, and tested the mobile app. All of this combined gave me a well-rounded view of what Sugar CRM can and can't do. PRICE $ $ $ $ $ COMPANY SIZE S M L DEPLOYMENT PLATFORM [ Try Before You Buy. Request a Free Demo Today! Request Demo It's completely free! ](https://pmo.selecthub.com/get-product-demo/?category=CRM+Software&product%5Fname=Sugar%2BSell&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fcrm-software%2Fsugar-sell%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F619953730129049907919279f29bd9d7-3d8c08762a53f0baad1cfebe03182dfe%2Fresources%2Fnormal%2Flogo.png%3F1737556320) [Contributors](#view-contributors) ![Anjali Krishna]() Written by Anjali Krishna Technical Content Writer [ Read Bio](https://www.selecthub.com/author/anjali-krishna/) ![Pooja Verma]() Edited by Pooja Verma Content Editor [ Read Bio](https://www.selecthub.com/author/pooja-verma/) User Sentiment i ![User satisfaction level icon: good]() Based on 1515 reviews: Add your rating: ![Screenshots]() Product Screenshots and Videos ## #100 Sugar Sell is ranked #100 in the CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report. [ Get the Report Now](https://pmo.selecthub.com/top-crm-analyst-report-site-vers?category%5Fslug=crm-software&product%5Fslug=sugar-sell&slug=sugar-sell&product%5Fname=Sugar+Sell&category=CRM+Software&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fcrm-software%2Fsugar-sell%2F) ## Sugar Sell Pricing Based on our most recent analysis, Sugar Sell pricing starts at $50 (Per User, Monthly). [Get Price Quote](https://pmo.selecthub.com/get-product-pricing/?category=CRM+Software&product%5Fname=Sugar%2BSell&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fcrm-software%2Fsugar-sell%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F619953730129049907919279f29bd9d7-3d8c08762a53f0baad1cfebe03182dfe%2Fresources%2Fnormal%2Flogo.png%3F1737556320&price=2) Price $ $ $ $ $ i Starting From $50 Pricing Model Per User, Monthly Free Trial 7 Days ([Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Sugar+Sell&category=CRM+Software&product%5Flogo=https://cdn.selecthub.com/products/619953730129049907919279f29bd9d7-3d8c08762a53f0baad1cfebe03182dfe/resources/normal/logo.png?1737556320)) ## Training Resources Sugar Sell is supported with the following types of training: Documentation In Person Live Online Videos Webinars ## Support The following support services are available for Sugar Sell: Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ## Sugar Sell Benefits and Insights Why use Sugar Sell? ### Key differentiators & advantages of Sugar Sell * **Centralize Document Management:** Ranked best for its document management capabilities, Sugar Sell gives you complete control over company-wide files, from marketing materials to contracts. Along with sharing capabilities and full-text search across all fields and modules, you can track document revisions, compare historical versions and easily share files via email while using custom filters. * **Keep Up With Work Using SugarCRM App:** Our analysts rated Sugar’s mobile app as the best, outperforming competitors like [Zoho](https://www.selecthub.com/p/crm-software/zoho-crm/), [Salesforce](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/) and [HubSpot](https://www.selecthub.com/p/sales-force-automation-software/hubspot-sales/) with features like real-time quote building, task management and document creation on the go. You get smart features like Caller ID integration and offline capabilities that automatically sync when you're back online. * **Take Control of Your Sales Pipeline:** With a perfect score of 100 for opportunity management, the platform lets you track activity across meetings, emails and calls while providing campaign ROI analysis and customizable sales pipelines that you can import from other CRMs. It uses SugarPredict to display opportunity win likelihood scores and track your campaign's effectiveness through a status page. * **Manage Your Sales Cycle From Quote To Contract:** You can streamline your entire sales process with Sugar’s contract management capabilities, PDF quote generation and smooth conversion of accepted quotes into orders. It’s much easier to track order stages, generate invoices once clients approve quotes and manage the entire contract lifecycle within a single platform. ### Industry Expertise Sugar Sell is suitable for businesses of all sizes in financial services, engineering, media, technology and tourism. ## Sugar Sell Reviews Based on our most recent analysis, Sugar Sell reviews indicate a 'good' User Satisfaction Rating of 76% based on 1515 user reviews from 5 recognized software review sites. ![User satisfaction level icon: good]() 1515 reviews 76% of users would recommend this product ### Synopsis of User Ratings and Reviews Based on an aggregate of Sugar Sell reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst. #### Pros * **Flexible Platform:** Sugar provides a solid foundation while allowing extensive customization of modules and fields to match business workflows. * **Support Team:** Users say that the customer support team consistently delivers timely and effective assistance when needed. * **Clean Interface:** The software has an intuitive and user-friendly interface that's easy to navigate. **What Users Like** * **Flexibility:** “Sugar can be used as a sales funnel and an ERP, as well as product catalog management software. It can be shaped to meet any type of customer data management. Its BPM automation can be used to do automated tasks on data from as simple as sending birthday emails to complex data segregation. Its quote management is also great.” - [Zahid Baig](https://www.linkedin.com/in/zahid-baig-14206682/), Senior Software Engineer at Rolustech #### Cons * **Limited Integrations:** Sugar requires technical expertise for integrations and lacks pre-built connections with many common business apps. * **Basic Reporting Features:** Users note that its reporting capabilities are limited and could use more advanced features and customization options. **What Users Dislike** * **Customization:** “I have worked on Suite and Sugar CRM for the past 6 years. The customizations in Sugar are sometimes quite tricky when compared to SuiteCRM.” - Zahid Baig, Senior Software Engineer at Rolustech #### Researcher's Summary: After spending time with Sugar CRM, I was able to learn some of its strengths and limitations in depth. It has impressive customization capabilities — I could configure modules and fields exactly how I wanted them. The BPM (Business Process Management) system also impressed me with its flexibility in setting up automated workflows. On the support front, I found SugarClub lessons beneficial for learning the platform. The online knowledge base and active community forums were helpful when I got stuck. However, troubleshooting could be challenging, and I encountered glitches that required workarounds. There were a few hiccups during testing. The most notable one was with integrations — many essential connections require either coding knowledge or third-party providers, which isn't ideal for non-technical users. The reporting features are basic and inflexible, especially when dealing with large datasets. Users say generating large reports (over 200K records) requires breaking them down into smaller chunks. The platform's performance had some ups and downs. I noticed slowdowns during peak hours with the cloud version. The interface, while clean, sometimes felt overwhelming with the amount of data displayed on each record, requiring lots of scrolling or multiple tab openings to find specific information. While free trials are invaluable, I wanted to know how Sugar CRM performs in real business environments. [Tetley Harris](https://www.sugarcrm.com/au/customers/case-studies/tetley/), North America's largest private-label tea packing company, is a good example. Their outdated spreadsheet system limited the sales team's effectiveness, allowing them to track only about 100 customers and focus on just 10-12 big opportunities per year, while smaller prospects were overlooked. The results of implementing Sugar CRM were remarkable — once integrated with Outlook, Tetley’s user adoption increased rapidly, and the team expanded from tracking 100 leads to managing over 1,200 active accounts. Shortly after implementation, they opened and closed 400 opportunities. For businesses considering Sugar CRM, I'd say its biggest strength is its customization potential, but this comes with a caveat — many advanced features require significant technical expertise or additional investment. Also, we recommend considering the license-based pricing for larger teams and the need for custom development to achieve certain functionalities. ## Key Features * **Sales Automation:** From lead routing and follow-up reminders to automated email sequences and task creation, you can automate your entire sales workflow. The platform automates repetitive tasks, triggers actions based on specific events and maintains consistent follow-up schedules while also providing real-time notifications. * **Competitor Management:** Scoring 100 in our analyst evaluation of competitor management capabilities, the CRM lets you create detailed competitor records and add them to a customizable newsfeed for easy tracking. The list view search helps you filter and find specific competitor information using customizable filters that work for both regular and competitor accounts. * **Lead Generation & Scoring:** You can create web-to-lead forms through the campaigns module and place them on your external website to capture leads. Sugar Sell's SugarPredict feature includes a Leads Conversion Prediction dashlet that shows you how likely a lead is to convert, complete with conversion scores and key performance indicators. * **Product Management:** This feature lets you manage your entire product catalog, allowing you to define, categorize and organize all your products or services, including quoted, revenue and purchased line items. The product catalog dashlet lets you access your catalog directly from opportunity records and add active products as revenue line items. * **Sales Forecasting:** Sugar Sell helps predict sales and build forecasting worksheets, which lets you work towards sales quotas at individual, team and organizational levels. The forecasting worksheet includes four key components — a header with team/person selectors and quotas, an opportunity review tab, a commitment tab for updating team quotas and an intelligence pane that analyzes your current forecast. ## See It in Action: Creating a Custom Module in Sugar Sell The users I interviewed raved about Sugar's customization capabilities, so I decided to put them to the test myself. I wanted to see how flexible the platform is when it comes to creating custom modules. 1\. The process was very straightforward. Starting from my Home page, I navigated to the **Admin** section through the profile icon. Under **Developer Tools**, I clicked on the **Module Builder**. ![Sugar Sell sales leadership dashboard with sales pipeline charts and admin menu dropdown highlighted in red.](https://www.selecthub.com/wp-content/uploads/2025/01/Sugar-Custom-Module-1.jpg) ![Developer tools section in Sugar Sell showing options for Studio and Module Builder](https://www.selecthub.com/wp-content/uploads/2025/01/Sugar-Custom-Module-2.jpg) 2\. When I opened the **Module Builder**, I could see all the existing packages laid out. I started by creating a **New Package**, which is essentially a container for custom modules. I filled out the basic package details and clicked **Save**. ![Package list in Sugar Sell Module Builder showing option to create a new package.](https://www.selecthub.com/wp-content/uploads/2025/01/Sugar-Custom-Module-3.jpg) ![Creating a new package in Suger Sell Module Builder with fields for name, author, key, and description.](https://www.selecthub.com/wp-content/uploads/2025/01/Sugar-Custom-Module-4.jpg) 3\. While you can technically add multiple modules to a single package, it’s better to follow the best practice of creating one module per package — it just makes everything cleaner and easier to manage. I selected the required fields for my module, opted for the basic module type and hit **Save**. ![Package 'TechSupport' in Sugar Sell Module Builder with an option to create a new module.](https://www.selecthub.com/wp-content/uploads/2025/01/Sugar-Custom-Module-5.jpg) ![Creating a new module named 'HelpDesk' in the 'TechSupport' package in Sugar Sell Module Builder.](https://www.selecthub.com/wp-content/uploads/2025/01/Sugar-Custom-Module-6.jpg) 4\. Then, I clicked **Deploy** to activate my package. After a brief wait, I could see my new module appear both in the **Module Builder** and the navigation bar. I had just created my first custom module from scratch! ![Deploying the 'TechSupport' package with the 'HelpDesk' module in Sugar Sell Module Builder.](https://www.selecthub.com/wp-content/uploads/2025/01/Sugar-Custom-Module-7.jpg) ![TechSupport package displayed in the Package List of Sugar Sell's Module Builder, with HelpDesk module selected.](https://www.selecthub.com/wp-content/uploads/2025/01/Sugar-Custom-Module-8.jpg) ![HelpDesk package selected in the Package List of Sugar Sell's Module Builder, showing various other packages.](https://www.selecthub.com/wp-content/uploads/2025/01/Sugar-Custom-Module-9-1.jpg) ![HelpDesk module view in Sugar Sell, showing no data available and an option to create a dashboard.](https://www.selecthub.com/wp-content/uploads/2025/01/Sugar-Custom-Module-10.jpg) One limitation I discovered during this process is that activity streams aren't available for custom modules. However, given the system’s overall flexibility, this is a minor tradeoff. I have to say, the customization process lived up to the hype. It's intuitive enough for beginners while delivering the depth that power users need. The UI made what could have been a complex process feel very easy. ## Limitations At the time of this review, these are the limitations according to user feedback: * Many essential integrations such as accounting, business intelligence, email marketing, ERP, messaging platforms, project management tools, video conferencing and eCommerce platforms require third-party providers since the platform doesn't support them out of the box. * While Sugar CRM allows linking related campaigns, it doesn't support true campaign hierarchies or parent-child campaign relationships. * The platform lacks built-in private messaging features for direct team communication and collaboration. ## Customers * ![Bishop Software Tools]() * ![Casabaca Software Tools]() * ![E2B Software Tools]() ![Banner of Pricing guide for Sugar Sell]() ## Pricing & Cost Details Includes Price/User and Minimum Commitment Terms for Sugar Sell See Sugar Sell Pricing Details ## Compare CRM Software These are the top products most often compared. Generating Scorecard... Compare to Sugar Sell You can choose 4 products to compare [ Pipeliner CRM ](https://www.selecthub.com/p/crm-software/pipeliner/) [ Zoho CRM ](https://www.selecthub.com/p/crm-software/zoho-crm/) [ Salesforce Sales Cloud ](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/) [ HubSpot Sales ](https://www.selecthub.com/p/sales-force-automation-software/hubspot-sales/) [ NetSuite CRM ](https://www.selecthub.com/p/crm-software/netsuite-crm/) [ Oracle Sales Cloud ](https://www.selecthub.com/p/crm-software/oracle-sales-cloud/) [ Dynamics 365 Sales ](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/) [ Creatio ](https://www.selecthub.com/p/crm-software/creatio/) [ Pega CRM ](https://www.selecthub.com/p/crm-software/pega-crm/) [ monday CRM ](https://www.selecthub.com/p/crm-software/monday-crm/) Generating Scorecard... Compare to Sugar Sell ## Head-to-Head Comparison ![Sugar Sell Software Tool]() vs * [Act! CRM](https://www.selecthub.com/crm-software/act-vs-sugar-sell/) * [Agile CRM](https://www.selecthub.com/crm-software/agile-crm-vs-sugar-sell/) * [Apptivo](https://www.selecthub.com/crm-software/apptivo-vs-sugar-sell/) * [BenchmarkONE](https://www.selecthub.com/crm-software/benchmarkone-vs-sugar-sell/) * [Bitrix24](https://www.selecthub.com/crm-software/bitrix24-vs-sugar-sell/) * [Brivity](https://www.selecthub.com/crm-software/brivity-vs-sugar-sell/) * [Capsule CRM](https://www.selecthub.com/crm-software/capsule-crm-vs-sugar-sell/) * [CINC](https://www.selecthub.com/crm-software/cinc-vs-sugar-sell/) * [Cirrus Insight](https://www.selecthub.com/crm-software/cirrus-insight-vs-sugar-sell/) * [ConvergeHub](https://www.selecthub.com/crm-software/convergehub-vs-sugar-sell/) * [Copper CRM](https://www.selecthub.com/crm-software/copper-crm-vs-sugar-sell/) * [Creatio](https://www.selecthub.com/crm-software/creatio-vs-sugar-sell/) * [Daylite](https://www.selecthub.com/crm-software/daylite-vs-sugar-sell/) * [Dynamics 365 CRM](https://www.selecthub.com/crm-software/dynamics-365-crm-vs-sugar-sell/) * [Flowlu](https://www.selecthub.com/crm-software/flowlu-vs-sugar-sell/) * [Freshsales](https://www.selecthub.com/crm-software/freshsales-vs-sugar-sell/) * [Freshworks CRM](https://www.selecthub.com/crm-software/freshworks-crm-vs-sugar-sell/) * [GoldMine](https://www.selecthub.com/crm-software/goldmine-vs-sugar-sell/) * [GreenRope](https://www.selecthub.com/crm-software/greenrope-vs-sugar-sell/) * [HoneyBook](https://www.selecthub.com/crm-software/honeybook-vs-sugar-sell/) * [HubSpot CRM](https://www.selecthub.com/crm-software/hubspot-crm-vs-sugar-sell/) * [Infor CloudSuite CRM](https://www.selecthub.com/crm-software/infor-crm-vs-sugar-sell/) * [Insightly](https://www.selecthub.com/crm-software/insightly-vs-sugar-sell/) * [Keap](https://www.selecthub.com/crm-software/keap-vs-sugar-sell/) * [Kommo](https://www.selecthub.com/crm-software/kommo-vs-sugar-sell/) * [Less Annoying CRM](https://www.selecthub.com/crm-software/less-annoying-crm-vs-sugar-sell/) * [MediaOS](https://www.selecthub.com/crm-software/mediaos-vs-sugar-sell/) * [Membrain](https://www.selecthub.com/crm-software/membrain-vs-sugar-sell/) * [monday CRM](https://www.selecthub.com/crm-software/monday-crm-vs-sugar-sell/) * [NetSuite CRM](https://www.selecthub.com/crm-software/netsuite-crm-vs-sugar-sell/) * [Nimble CRM](https://www.selecthub.com/crm-software/nimble-crm-vs-sugar-sell/) * [Nutshell CRM](https://www.selecthub.com/crm-software/nutshell-crm-vs-sugar-sell/) * [Odoo CRM](https://www.selecthub.com/crm-software/odoo-crm-vs-sugar-sell/) * [OnePageCRM](https://www.selecthub.com/crm-software/onepagecrm-vs-sugar-sell/) * [Oracle Sales Cloud](https://www.selecthub.com/crm-software/oracle-sales-cloud-vs-sugar-sell/) * [Pega CRM](https://www.selecthub.com/crm-software/pega-crm-vs-sugar-sell/) * [Pipedrive](https://www.selecthub.com/crm-software/pipedrive-vs-sugar-sell/) * [Pipeliner CRM](https://www.selecthub.com/crm-software/pipeliner-vs-sugar-sell/) * [Ringy](https://www.selecthub.com/crm-software/ringy-vs-sugar-sell/) * [Sage CRM](https://www.selecthub.com/crm-software/sage-crm-vs-sugar-sell/) * [Salesflare](https://www.selecthub.com/crm-software/salesflare-vs-sugar-sell/) * [SalesNow](https://www.selecthub.com/crm-software/salesnow-vs-sugar-sell/) * [SmartOffice](https://www.selecthub.com/crm-software/smartoffice-vs-sugar-sell/) * [Spiro](https://www.selecthub.com/crm-software/spiro-vs-sugar-sell/) * [Streak CRM](https://www.selecthub.com/crm-software/streak-vs-sugar-sell/) * [SuiteCRM](https://www.selecthub.com/crm-software/suitecrm-vs-sugar-sell/) * [Vendasta](https://www.selecthub.com/crm-software/vendasta-vs-sugar-sell/) * [Vtiger](https://www.selecthub.com/crm-software/vtiger-vs-sugar-sell/) * [Workbooks](https://www.selecthub.com/crm-software/workbooks-vs-sugar-sell/) * [Zoho CRM](https://www.selecthub.com/crm-software/zoho-crm-vs-sugar-sell/) ## Awards SelectHub research analysts have evaluated Sugar Sell and concluded it earns best-in-class honors for Document Management, Mobile Capabilities and Opportunity Management. ![Document Management Award]() ![Mobile Capabilities Award]() ![Opportunity Management Award]() ## Pricing for CRM Software ![Banner of Pricing guide for CRM Software]() ## Testimonials As we started to hit growth curves, it became clear that we'd need to change systems and processes in several operational areas. More than anything, we needed to get that 360-degree view to improve the experience for our customers, partners and employees. \- Michelle Accardi President and Chief Revenue Officer at Star2Star Communications Sugar is so flexible; it allows us to tailor to whatever strategy we have. It's allowed us to take ownership of the software and adapt it to the car industry and Casabaca's needs. \- Alison Izurieta CRM Manager at Casabaca ## Product Case Studies [ pdf Bishop Wisecarver ](https://cdn.selecthub.com/product%5Fcase%5Fstudies/443/study.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAJBPSG65OJTMJV3TQ%2F20260518%2Fus-east-1%2Fs3%2Faws4%5Frequest&X-Amz-Date=20260518T040155Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=1dded01b02e3870d6f5696603f75fc1c894a7a91beb5dd8d2bd9d369df1f5527) [ pdf Casabaca ](https://cdn.selecthub.com/product%5Fcase%5Fstudies/444/study.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAJBPSG65OJTMJV3TQ%2F20260518%2Fus-east-1%2Fs3%2Faws4%5Frequest&X-Amz-Date=20260518T040155Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=f643f47d1242cd4a0dc46dd47761333d9c7f9bbc750c6bc2fd77ca22bcff5ead) [ pdf e2b teknologies ](https://cdn.selecthub.com/product%5Fcase%5Fstudies/445/study.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAJBPSG65OJTMJV3TQ%2F20260518%2Fus-east-1%2Fs3%2Faws4%5Frequest&X-Amz-Date=20260518T040155Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=f8f58bee83fa0a5bed3126298f6c37e9e00e639daf7026fba76f15951648418e) [ pdf Star2Star Communications ](https://cdn.selecthub.com/product%5Fcase%5Fstudies/446/study.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAJBPSG65OJTMJV3TQ%2F20260518%2Fus-east-1%2Fs3%2Faws4%5Frequest&X-Amz-Date=20260518T040155Z&X-Amz-Expires=604800&X-Amz-SignedHeaders=host&X-Amz-Signature=a0d95fd114a795af6fb43af2ce8dcae6ce647a0de7a94c5b37a8e4cdbac7dbe2) ## Product Publications [ pdf Customer Service Essentials for CX Success ](https://www.selecthub.com/category/customer-relationship-management/customer-services-essentials-for-cx-success/) [ pdf Essential Guide to CRM ](https://www.selecthub.com/category/customer-relationship-management/the-essential-guide-to-crm/) ## Similar Products Here are the most similar products to Sugar Sell. [ CBS CRM ](https://www.selecthub.com/p/crm-software/cbs-crm/) [ OroCommerce CRM ](https://www.selecthub.com/p/crm-software/orocommerce-crm/) [ Corelogic Restoration CRM ](https://www.selecthub.com/p/crm-software/carelogic-restoration-crm/) [ Starter Suite ](https://www.selecthub.com/p/crm-software/starter-suite/) [ Spotler CRM ](https://www.selecthub.com/p/crm-software/spotler-crm/) [ PulseCRM ](https://www.selecthub.com/p/crm-software/pulsecrm/) [ Rolldog ](https://www.selecthub.com/p/crm-software/rolldog/) [ Ploomes ](https://www.selecthub.com/p/crm-software/ploomes/) [ SmartMatchApp ](https://www.selecthub.com/p/crm-software/smartmatchapp/) [ Continuum CRM ](https://www.selecthub.com/p/crm-software/continuum-crm/) A note from SugarCRM Inc SugarCRM is a customer experience (CX) solutions leader that makes running your mid-market and enterprise business easy, creating customers for life. We do it with our three key pillars: No-Touch Information Management Sugar automatically captures mission-critical customer information from email, voice, text and other applications-augmented with 3rd party data, AI-based predictive insights, and next best action guidance. You get the information you need, when you need it. Time-Aware CX Platform A complete view of your data, both historical and forward-looking, is only available with our time-aware CX platform. It records, stores and makes available all information needed to intelligently forecast the future for your business. Continuous Cloud Innovation We use the most advanced cloud technology available. Our SaaS solutions are built on a truly global infrastructure that sets the pace for new and emerging technologies. To learn more visit https://www.sugarcrm.com or follow @SugarCRM. \- ., . ## About the Contributors The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content. [ ](https://www.selecthub.com/author/anjali-krishna/) Written by [Anjali Krishna](https://www.selecthub.com/author/anjali-krishna/) Technical Content Writer Anjali is a former Technical Content Writer at SelectHub who specialized in software categories including CRM, fundraising, and sales force automation. Drawing on her IT engineering background and 5 years of experience as a writer helped her translate technical topics into engaging content to educate software buyers. [See Full Bio](https://www.selecthub.com/author/anjali-krishna/) [ ](https://www.selecthub.com/author/pooja-verma/) Edited by [Pooja Verma](https://www.selecthub.com/author/pooja-verma/) Content Editor Pooja Verma is a Content Editor and Technical Content Writer at SelectHub. She has over 5 years of experience covering software categories like CRM, marketing automation, supply chain management and endpoint security. Pooja earned a literature degree from Miranda House, DU and also holds a Master’s in Journalism from Symbiosis Institute of Media and Communication in India. [See Full Bio](https://www.selecthub.com/author/pooja-verma/) Your review has been submitted and should be visible within 24 hours. Review Title Pros Cons Overall feedback Your name Your job title Industry [ Choose your main industry](javascript:void%28%29) * [Accounting / CPA](javascript:void%28%29) * [Advertising](javascript:void%28%29) * [Aerospace & Defense](javascript:void%28%29) * [Agriculture](javascript:void%28%29) * [Apparel](javascript:void%28%29) * [Architecture](javascript:void%28%29) * [Auto Dealership](javascript:void%28%29) * [Automotive](javascript:void%28%29) * [Banking & Financial Services](javascript:void%28%29) * [Banking & Mortgage](javascript:void%28%29) * [Chemicals](javascript:void%28%29) * [Construction & Engineering](javascript:void%28%29) * [Construction / Contracting](javascript:void%28%29) * [Consulting](javascript:void%28%29) * [Consumer Products](javascript:void%28%29) * [Distribution](javascript:void%28%29) * [E-commerce](javascript:void%28%29) * [Education](javascript:void%28%29) * [Electronics](javascript:void%28%29) * [Energy & Utilities](javascript:void%28%29) * [Federal Government](javascript:void%28%29) * [Field Maintenance](javascript:void%28%29) * [Food & Beverage](javascript:void%28%29) * [Healthcare / Social Services](javascript:void%28%29) * [Hospitality / Gaming / Travel](javascript:void%28%29) * [Human Resources](javascript:void%28%29) * [Industrial Machinery](javascript:void%28%29) * [Information Technology & High Tech](javascript:void%28%29) * [Insurance](javascript:void%28%29) * [Legal](javascript:void%28%29) * [Maintenance / Field Service](javascript:void%28%29) * [Manufacturing](javascript:void%28%29) * [Marketing Services](javascript:void%28%29) * [Media & Communications / Entertainment](javascript:void%28%29) * [Mill Products](javascript:void%28%29) * [Mining / Metals](javascript:void%28%29) * [Mortgage](javascript:void%28%29) * [Non-Profit](javascript:void%28%29) * [Not Available](javascript:void%28%29) * [Oil & Gas](javascript:void%28%29) * [Other](javascript:void%28%29) * [Other Services](javascript:void%28%29) * [Payroll Provider](javascript:void%28%29) * [Pharmaceuticals](javascript:void%28%29) * [Professional Employer Organization](javascript:void%28%29) * [Professional Services](javascript:void%28%29) * [Property Management](javascript:void%28%29) * [Public Sector](javascript:void%28%29) * [Real Estate](javascript:void%28%29) * [Recruiting Agency](javascript:void%28%29) * [Religious Institutions](javascript:void%28%29) * [Retail](javascript:void%28%29) * [Sales & Marketing](javascript:void%28%29) * [Semiconductors](javascript:void%28%29) * [Software / IT](javascript:void%28%29) * [Sports and Recreation](javascript:void%28%29) * [Staffing Agency](javascript:void%28%29) * [State & Local Government](javascript:void%28%29) * [Telecommunications](javascript:void%28%29) * [Third-Party Administrator](javascript:void%28%29) * [Transportation & Logistics](javascript:void%28%29) * [Wholesale Distribution](javascript:void%28%29) Company Size [ Choose your company size](javascript:void%28%29) * [1 employee](javascript:void%28%29) * [2 to 9 employees](javascript:void%28%29) * [10 - 19 employees](javascript:void%28%29) * [20 - 49 employees](javascript:void%28%29) * [50 - 99 employees](javascript:void%28%29) * [100 - 499 employee](javascript:void%28%29) * [500 - 999 employees](javascript:void%28%29) * [1,000 - 2,499 employees](javascript:void%28%29) * [2,500 - 4,999 employees](javascript:void%28%29) * [5,000 - 9,999 employees](javascript:void%28%29) * [10,000 - 24,999 employees](javascript:void%28%29) * [25,000 - 49,999 employees](javascript:void%28%29) * [50,000 + employees](javascript:void%28%29) ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "CRM", "item": "https://www.selecthub.com/category/customer-relationship-management/" }, { "@type": "ListItem", "position": 3, "name": "CRM Software", "item": "https://www.selecthub.com/c/crm-software/" }, { "@type": "ListItem", "position": 4, "name": "Sugar Sell" } ] } { "@context": "http://schema.org", "@type": "SoftwareApplication", "name": "Sugar Sell", "description": "Sugar Sell is a flexible customer relationship management platform that stands out for its strong document management and mobile capabilities. It helps automate sales workflows and provides tools to track opportunities, manage competitors and handle the entire sales cycle, from quotes to contracts.Users appreciate Sugar's customization options and helpful support team. The clean, user-friendly interface makes daily tasks manageable, though some users mention it can get overwhelming when dealing with large amounts of data.Pricing starts at $26 per user per month for the Essentials plan, making it a mid-range option in the CRM market. Sugar is best suited for mid-sized to large companies that have either in-house technical expertise or the budget for development support. The predictive analytics tools make it useful for sales-focused organizations looking to improve their conversion rates and forecasting.Still, potential users should note some limitations. The platform requires technical knowledge for many integrations, and its reporting features are basic. Some users have reported performance slowdowns during peak hours, particularly with the cloud version.Sugar Sell integrates directly with Google Workspace apps (Drive, Gmail, Calendar) and Microsoft 365 apps like Outlook. However, connecting business intelligence tools, email marketing platforms, ERPs, messaging apps and eCommerce solutions requires third-party providers.Our Research Process for Sugar SellTo understand what Sugar Sell has to offer, I took a hands-on approach and put the software to the test using the free trial. However, I didn't want to rely just on my own experience, so I reached out to both regular users and developers who work with the software.I also studied data from our selection platform, watched numerous tutorials and demos, and tested the mobile app. All of this combined gave me a well-rounded view of what Sugar CRM can and can't do.", "review": { "@type": "Review","reviewRating": { "@type": "Rating", "ratingValue": 79, "bestRating": 100 }, "author": { "@type": "Person", "name": "Anjali Krishna", "reviewBody": "After spending time with Sugar CRM, I was able to learn some of its strengths and limitations in depth. It has impressive customization capabilities — I could configure modules and fields exactly how I wanted them. The BPM (Business Process Management) system also impressed me with its flexibility in setting up automated workflows.On the support front, I found SugarClub lessons beneficial for learning the platform. The online knowledge base and active community forums were helpful when I got stuck. However, troubleshooting could be challenging, and I encountered glitches that required workarounds.There were a few hiccups during testing. The most notable one was with integrations — many essential connections require either coding knowledge or third-party providers, which isn't ideal for non-technical users. The reporting features are basic and inflexible, especially when dealing with large datasets. Users say generating large reports (over 200K records) requires breaking them down into smaller chunks.The platform's performance had some ups and downs. I noticed slowdowns during peak hours with the cloud version. The interface, while clean, sometimes felt overwhelming with the amount of data displayed on each record, requiring lots of scrolling or multiple tab openings to find specific information.While free trials are invaluable, I wanted to know how Sugar CRM performs in real business environments. Tetley Harris, North America's largest private-label tea packing company, is a good example. Their outdated spreadsheet system limited the sales team's effectiveness, allowing them to track only about 100 customers and focus on just 10-12 big opportunities per year, while smaller prospects were overlooked.The results of implementing Sugar CRM were remarkable — once integrated with Outlook, Tetley’s user adoption increased rapidly, and the team expanded from tracking 100 leads to managing over 1,200 active accounts. Shortly after implementation, they opened and closed 400 opportunities.For businesses considering Sugar CRM, I'd say its biggest strength is its customization potential, but this comes with a caveat — many advanced features require significant technical expertise or additional investment. Also, we recommend considering the license-based pricing for larger teams and the need for custom development to achieve certain functionalities." } }, "image": "https://cdn.selecthub.com/products/619953730129049907919279f29bd9d7-3d8c08762a53f0baad1cfebe03182dfe/resources/normal/logo.png?1737556320", "aggregateRating": { "@type": "AggregateRating", "ratingValue": "76", "bestRating": "100", "worstRating": "1", "ratingCount": "1515" }, "offers": { "@type": "Offer", "priceSpecification": { "@type": "priceSpecification", "price": "50", "priceCurrency": "USD" } }, "positiveNotes": { "@type": "ItemList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Flexible Platform: Sugar provides a solid foundation while allowing extensive customization of modules and fields to match business workflows." }, { "@type": "ListItem", "position": 2, "name": "Support Team: Users say that the customer support team consistently delivers timely and effective assistance when needed." }, { "@type": "ListItem", "position": 3, "name": "Clean Interface: The software has an intuitive and user-friendly interface that's easy to navigate." } ] }, "negativeNotes": { "@type": "ItemList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Limited Integrations: Sugar requires technical expertise for integrations and lacks pre-built connections with many common business apps." }, { "@type": "ListItem", "position": 2, "name": "Basic Reporting Features: Users note that its reporting capabilities are limited and could use more advanced features and customization options." }, { "@type": "ListItem", "position": 3, "name": "What Users Dislike Customization: “I have worked on Suite and Sugar CRM for the past 6 years. The customizations in Sugar are sometimes quite tricky when compared to SuiteCRM.” - Zahid Baig, Senior Software Engineer at Rolustech" } ] }, "applicationCategory": "CRM Software" } ```