Overview of Sugar CRM

SugarCRM is the world’s leading provider of open source customer relationship management (CRM) software.” Sugar CRM allows the organizations independence of platform. Also business processes, business applications and other solutions what the organization choose to integrate to CRM is supported by Sugar CRM. After searching OS CRM on the web, one can notice that Sugar CRM is one of the most known OS CRM. According to us, the reason of this recognition is due to its design and facilities dedicated to be web-based for SMEs.

Overview of Sugar CRM and its applications 4
Overview of Sugar CRM and its applications 5

Useful information about Sugar CRM

  • Web site: http://www.sugarcrm.com/crm/
  • Live demo: http://www.sugarcrm.com/crm/demo
  • User Interface: Web-based
  • Programming Language: PHP
  • Top Country: China (14% of downloader)
  • Top OS: Windows (76%)

For more information on Sugar CRM, Please click on the link below


About Sugar CRM

  • Complete all-in-one CRM solution – no additional license fees for additional modules (eg marketing)
  • 3rd largest global CRM Provider by seats (Forrester)
  • SugarCRM defined as a ‘visionary’ (Gartner 2013) • IBM Global Alliance Partner ( IBM has 70K+ Sugar users) • 1.2M+ users, 80,000+ organizations
  • Open platform providing unmatched flexibility and adaptability to business needs, and ease of integration with other applications
  • Value for money: annual license fees up to 50% cheaper than alternate CRMs
  •  Customer’s choice of hosting solution – Sugar cloud; other cloud based options; on your premises Leader Position in CRM for Midmarket – July 2012


The features of Sugar CRM that supplies functionality listed below:

 Sales Force Automation
 Marketing Management Features
 Project and Activity Management
 Customer Support
 Collaboration
 Administration
 Reporting

Evaluation of Sugar CRM

Ease of use

The appearance of Sugar CRM seems very professional. Indeed, thanks to the shortcut bar, users are allowed to perform some common task in one click. Users can assign tasks to short cut bar without ever leaving the existing screen. With the new edition Sugar CRM is designed for a fast and simple learning. In our opinion, users who work with this CRM software since many years might be affected.


Sugar CRM supplies security which depends on access permissions. The administrator can enable or disable the access to any sugar module. Yet, the user cannot edit it. Moreover, on the access page the roles that have been assigned to the user can be viewed.


The Sugar CRM supports multiple languages such as English, French, German, Italian, Spanish and Chinese Simplified. Sugar CRM is used widely in lots of countries such as China, United States, India, Germany, Brazil and Netherlands. With localization Sugar CRM is available in over 22 languages.


According to a study by Sun Micro systems that is focused on showing the scalability of Sugar CRM, the largest number of possible users is approximately 700.


  • Sugar CRM system can import the records which are about CRM process such as contacts, accounts and users.
  • Yet, Sugar CRM allows exporting transaction in Comma Separated Values (CSV) formats to your machine. In order to open CSV format Open Office, Notepad and some text editors can be used.
  • In order to transport large amounts of data between organizations or software applications which are not directly connected, CSV files are generally used.

Support and continuity

  • On the Sugar CRM web site, there are some resources that are about getting started documents which introduce software, training documents, documentation about all editions and documents about plug-ins. In terms of community support, there are blogs and forums.
  • There are installation support, language packs, general discussions, feature requests and help forums.
  • Concerning the community concept, there are forums that include installation and upgrade, help topic, general discussions, feature requests and help for developers. The community of Sugar CRM is active.


Sugar CRM enables you to tailor your installation according to your business needs. The extension framework in Sugar CRM was created to help to implement the customization of the existing modules or to create entirely new modules. In the Sugar administrator screen which will appear if one enters the system with full authorization, to expand the functionality of Sugar CRM, one can build new modules, adding, removing, and changing themes and language packs. Customized fields can be created and it is possible to edit drop downs. Yet, the configuration of tabs allows one to customize.


There are sets of add-ons for SugarCRM. Below there is a list which shows add-ons:

Word Plug-in (2003, 2007)

Outlook Plug-in (2003, 2007, 2010)

Excel Plug-in (2007)

Lotus Notes 7.0, 8.0, 8.5


 Operating system dependence

XP, 2003, 2008, Vista, Red Hat 4.x, 5.x (Advanced Server, Enterprise Server); Oracle Enterprise Linux 5.1; Cent OS 4.x, 5.x Mac OS x

System requirements

Databases: My SQL 5.0x, 5.1, MSSQL-2005, 2008, 2008 R2, Oracle-9i, 10g (Oracle is supported only for Sugar Enterprise)

Web Server: Apache 2.0, 2.2, IIS 6.0, 7.0, 7.5

PHP: 5.2.1-5.2.6, 5.2.8-5.2.12, 5.2.13, 5.3.0 – 5.3.2

Supported browsers

Firefox 3.5, 3.6, IE 7.0, 8.0, Google Chrome 12, Safari 5.0 49

Top 5 benefits of Sugar CRM

The Sugar CRM has premium benefits for the companies who implement it and it has proven record of enhancing the business opportunities and profitability. Some of the premium benefits are listed as below

  • Sales process is smooth and successful

    • The Sales process of SugarCRM is very easy without any hassle and it definitely helps on conversions and exceeding the client expectations by adopting to the sales funnel scenario showcasing the real time scenario of marketing campaigns that are running parallel and the status of the sales leads.
  • Conversion transformation

    • Sugar CRM help in connecting with customers through various scenarios or offerings like discounts, renewals and coupons. This market CRM expert software facilitates the client information based on demographics and can provide tailor made solutions based on client preferences.
  • Support using multiple devices and accessibility options

    • SugarCRM has more accessibility towards mobile devices and it provides easy options to update the details of the prospect and authorize users to linked with as many as third party applications using its add on options.
  • Social Networking

    • The various activities of the client on his social media pages can be recorded as Activity streams in Sugar CRM and it provides a great user experience as it synchronizes calendars, tasks and contacts with email servers like outlook, Gmail etc.
Overview of Sugar CRM and its applications 3

Overview of Sugar CRM and its applications 2
The Sugar CRM has various top class functional features of Sales force, Marketing and Service Automation with user friendly design and offers higher degree of scalability, security, customization, extensible, portability, compatibility, continuity and internationalization. If you want to know more about the future trends of Sugar CRM, you can click on the links listed below

What is new for Sugar CRM customers in 2018?

You can also understand the specific benefits and features of Sugar CRM by doing CRM comparison Study. For further details, please click on the link below