What Customers Love About Sugar’s Customization
Our customers value SugarCRM for its unmatched ability to adapt to their unique needs. Whether it’s configuring workflows, customizing dashboards, or scaling with ease, businesses appreciate how SugarCRM empowers them to shape the CRM around their processes – not the other way around.
No Developers Needed
Most CRMs require an expert or costly consultant to configure the platform to your needs. With SugarCRM, the power is in your hands – you can configure workflows, build dashboards, and add custom fields with a few clicks.
Flexible and Affordable Scaling
Many CRM systems grow more costly as your needs become more complex. With SugarCRM, you get powerful configuration tools included in the core package. You won’t face unexpected costs when your business scales and processes change.
“Every other CRM that you have is typically an out-of-the-box type of setup, and that allows you very limited flexibility with what you can do. However, the CRM offered by Sugar was different, because it allowed a lot of its componentry to be used and customized in a way that actually fit our business.”
Dhanush G. Managing Director and Co-Owner
Configure SugarCRM for Sales, Marketing and Service
Sales and Lead Management
Customize your sales pipeline, automate lead assignments, and add custom fields to track customer data efficiently. Ensure your sales team is focused on the most promising leads and that no opportunities are overlooked.
Marketing Automation
Easily customize marketing campaigns, nurturing workflows, and email templates. Quickly automate multi-step marketing activities and create personalized customer journeys, ensuring consistent and targeted engagement with prospects.
Service and Support
Customize dashboards, case management processes, and role-based permissions for support teams. Ensure customer issues are addressed promptly, support agents have the information they need, and sensitive data is protected with appropriate access controls.
How Does SugarCRM Stack Up?
- HubSpot: While HubSpot is great for small businesses, many advanced customization options come at a premium, making it costly as your business scales. SugarCRM offers advanced customization from the start, without extra fees.
- Salesforce: Salesforce has powerful features, but they often require technical expertise and costly customization services. SugarCRM provides similar features – like advanced workflows and role-based access – with tools that are accessible to non-technical users, saving both time and money.
“What we liked about Sugar is the way you can customize it. We have a lot of older employees here that were accustomed to the old system. It would have been tough to start with something like Salesforce where you can’t change anything you want.”
Matt Brown, Vice President
Key SugarCRM Customization Capabilities
No-Code Workflow Automation
Automate lead nurturing, sales, and service processes using drag-and-drop tools.
Custom Fields and Assignments
Add custom fields and automate lead or case assignment with ease, ensuring every task gets the right attention.
Role-Based Dashboards
Create dashboards for different teams, ensuring relevant insights for every role.
User-Friendly Tools That Make Customization Easy
SugarCRM comes with the configuration tools you need – at no extra cost. Here’s a closer look at two drag-and-drop tools that help you quickly customize fields, workflows, and more.
What is Sugar Studio?
SugarStudio is the backbone of SugarCRM’s customization capabilities, offering a user-friendly interface to configure fields, layouts, and modules – with no coding skills required.
What processes does it simplify?
With Sugar Studio, it’s easy to create custom dashboards, modify lead or case forms, and add essential fields. This ensures your CRM is tailored precisely to your team’s needs, improving usability and data accuracy, while saving time and costs typically associated with development.
What is SugarBPM?
SugarBPM is SugarCRM’s powerful automation tool that allows you to create workflows, automate approvals, and manage complex sequences of activities, all without needing to write a single line of code. It is designed to help businesses automate repetitive tasks, streamline operations, and increase efficiency.
What processes does it simplify?
SugarBPM makes it easy to set up automatic lead routing, follow-up reminders, and personalized customer journeys. Its drag-and-drop interface means that even complex workflows can be visualized and implemented without technical expertise. You can easily automate tasks that are crucial for maintaining high productivity.
3 Ways SugarCRM’s Configurations Help You Scale
Ready to reach for the stars? In our blog post, learn how SugarCRM adapts to your business as you grow. Plus get insights on the four customizations that help boost sales.
Advanced Customization in SugarCRM
Most businesses can achieve everything they need with SugarCRM’s powerful configuration tools. However, for those with highly specific requirements, advanced customization by developers is also an option.