Sugar Sell vs Freshsales

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Our analysts compared Sugar Sell vs Freshsales based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Sugar Sell, formerly SugarCRM, is a sales automation solution suitable for small, medium and large businesses. It offers contact, call and email management, dashboards, reporting, integrations, customer journey management, sales forecasting, and business process management (BPM) capabilities.

It consolidates customer data into a central location for sales professionals to gain visibility into the conversations, actions and emails related to each contact or account. Cloud deployment is available, and on-premise deployment comes with the Sugar Enterprise edition.
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Freshsales is a cloud solution suitable for small and medium businesses across different industry verticals. Being one of the sales management and customer engagement offerings from Freshworks, it provides comprehensive features for managing leads and deals. Capabilities include a chronological timeline view of customer journey, AI-based lead scoring, built-in one-click phone, and native mobile apps for Android and iOS devices.
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$50/User, Monthly
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$9/User, Monthly, Freemium
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Small 
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Windows
Mac
Linux
Android
Chromebook
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Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
Bishop
Casabaca
E2B
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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
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Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Act With Insight: Gather a broad range of social and business data using Sugar Hint, an add-on relationship intelligence tool. Gain insights for better decision-making and focus more on customer relationships. Anticipate customer needs and cross-sell or upsell prospects. 
  • Stay Informed: Keep up with every sales cycle process via real-time alerts delivered through email and in-app dashlets. Get notifications for new posts, comments and customer messages. Receive automatic email reminders for meetings and calls. 
  • Deliver Customer-Centric Experiences: Orchestrate and optimize the journey of each interested customer, with the option to create smaller journeys for specific events. Build stronger relationships and aid internal processes like account planning. Eliminate the need for IT support with easy-to-use templates. 
  • Improve Collaboration: Mention team members in posts, notes and comments to stay on the same page. Share announcements, attachments and updates and create groups. Add tags to filter, search and segment customer records for easy access. 
  • Automate Tasks: Increase productivity by using SugarBPM, a workflow tool to improve daily processes. Automatically route leads, send email notifications and approve quotes to increase efficiency. Put common processes and recurring, manual tasks on autopilot. 
  • Stay on Top of Customer Data: Gain real-time insights into metrics related to leads and accounts. Track sales performance, revenue, pipeline stages and more, enabling analysis that leads to informed decisions. 
  • Achieve a Complete Customer View: Seamlessly integrate with Sugar Market and Sugar Serve, offering an end-to-end system for meeting and managing customer needs at any point in their journey. 
  • Take Work Anywhere: Access data, communicate with teams and schedule appointments on the go. Update information offline and share the data once it automatically syncs when the internet is available. Filter, track and manage customer interactions with mobile-responsive designs. 
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  • Detailed Pipeline Data: Access detailed sales pipeline information by tracking multiple deals where different products are sold. Create up to ten custom pipelines, with the option to import pipelines from other CRMs. 
  • Personalized Responses: Establish a personal connection with customers with customized voicemail messages. Either type messages that are converted to audio or record and upload the voicemail messages directly to the platform. 
  • Free Version: Includes 24x5 email, chat, and phone support, and access to deals, accounts, leads, mobile apps and contacts. Available forever for unlimited users, and especially beneficial for small businesses. 
  • Part of the Freshworks Product Suite: Enhance capabilities and promote seamless data flow across multiple apps by integrating Freshsales with other Freshworks products. Tools include marketing automation, help desk, chat, project management, phone system and collaboration to achieve a fully unified software suite. 
  • Accurate Phone Activity Reports: Track the actual number of outgoing calls made by each sales rep across a specific period by generating shareable charts and tables. 
  • Real-Time Visitor Activities: Monitor website visitors’ activities in real time by using Javascript, PHP, Ruby, Java and Python libraries. 
  • Multi-Language Support: Offers 34 languages, including Arabic, Latvian, Romanian, Indonesian, English, Vietnamese and more. 
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  • Contact Management: Store customer data in a centralized and unified platform. View accounts, opportunities, deals, engagement, interactions, tickets and activities in a visual, comprehensible manner. 
  • Call Management: Assign contacts to representatives, take notes in a call pop-up window and record important calls for future reference. Schedule calls, set call reminders, send alerts for missed calls and assign tags to sort them into categories. 
  • Email Management: Send mass personalized emails using pre-built email templates. Get real-time notifications when a prospect opens a mail and follow up with reminders. Directly email from the platform and integrate with popular apps like Gmail and Outlook. 
  • Dashboards: Visualize customer data and measure sales teams’ performance. Generate interactive charts, create customized reports and apply filters to narrow down information. Use pre-built dashboards and share them in PDF format with team members. 
  • Customer Journey Management: Drive better customer experiences with industry-specific templates that provide the most relevant journeys. 
    • Include a progression of activities in each stage, which can be calls, meetings or tasks. 
    • journeys for any object — leads, contacts, custom modules and more. 
  • Configuration and Customization: Tailor layouts, modules and plugins to match business needs. 
    • Create custom branded emails, landing pages and live support that incorporate the company logo, default colors and other information. 
    • Configure the Sugar homepage to display multiple dashlets, which provide a view of the most important metrics in several visual formats. 
  • Sales Forecasting: Businesses can: 
    • Use past revenue to determine best-case and worst-case sales predictions.
    • View sales quotas across multiple levels, including individuals, teams or the entire organization.
    • Customize options to handle complex sales cycles and situations like staggered or recurring purchases.
  • Native Mobile App: Work on phones or tablets when out of the office. Engage customers with click-to-call, click-to-text, filters, dynamic search and GPS mapping. Access key data without a network connection using offline sync features. 
  • Third-Party Integrations: Integrate with many popular Google apps (including Gmail, Docs, Calendar, Contacts and Drive) as well as social media channels. Connect with accounting, eCommerce, ERP, helpdesk, marketing automation and Microsoft Office 365 platforms for additional functionalities. 
  • Sugar BPM: Build and apply automated business processes with a workflow engine based on BPMN standards. 
    • Easily design workflow routes and approvals of any complexity with a visual interface.
    • Quickly troubleshoot problems via audit and process monitoring tools.
    • Save snapshots of tasks and workflows using dashboards.
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  • Smartforms: Automatically create new leads after visitors sign up on a web form, providing data from social media profiles, photos and activities on the website. 
  • 360-Degree Customer View: Access customers’ social profiles, products bought, website, interactions and appointments from a single screen. 
  • Velocity Reports: View the time required to convert qualified leads into customers and understand the stages in which sales reps are stuck. 
  • Revenue Analytics: Identify star performers, successful campaigns and leading territories using detailed revenue metrics.  
  • Push Notifications: Push notifications are sent whenever a new lead, task or deal is assigned to users and also offer reminders of upcoming meetings. 
  • Custom Reports: Track sales managers’ performance and sales figures using custom reports with tables and charts. Schedule reports to be delivered on a given date. 
  • Auto Profile Enrichment: Automatically enriches leads, contacts and accounts with their social and publicly listed information such as photos, company details and social profiles.  
  • Email Tracking: Real-time notifications on email opens and clicks facilitate prompt responses and optimize marketing efforts. 
  • Deal Status: Understand deal status in a better way by tracking deal value and the number of deals under review. 
  • Visual Sales Pipeline: Locate deals across stages and get a better view of the pipeline by sorting and filtering. 
  • Third-Party Integrations: The Marketplace provides third-party apps that can be integrated with Freshsales. Connect with Google Sheets, MailChimp and more via Zapier. 
  • Mobile App: With Android and iOS apps, record voice notes, move leads through pipeline stages, check in to meetings, view calendar, log calls and receive notifications. 
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Product Ranking

#16

among all
CRM Software

#8

among all
CRM Software

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Analyst Rating Summary

79
78
87
71
91
96
100
100
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Dashboards and Reports
Document Management
Opportunity Management
Product Management
Quotes, Orders, and Contracts Management
Dashboards and Reports
Lead Management
Opportunity Management
Product Management
Communication Channels

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Sugar Sell
Freshsales
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 87 91 100 100 85 93 100 0 84 100 98 64 83 71 96 100 56 100 79 100 0 79 100 54 82 83 0 25 50 75 100
71%
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29%
71%
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29%
77%
8%
15%
92%
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8%
100%
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20%
60%
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86%
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14%
100%
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86%
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14%
71%
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29%
100%
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100%
76%
10%
14%
71%
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19%
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11%
56%
33%
63%
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37%
75%
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25%
83%
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17%
83%
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17%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

54%
0%
46%
88%
0%
12%
86%
0%
14%
86%
0%
14%

User Sentiment Summary

Good User Sentiment 1113 reviews
Excellent User Sentiment 1954 reviews
75%
of users recommend this product

Sugar Sell has a 'good' User Satisfaction Rating of 75% when considering 1113 user reviews from 5 recognized software review sites.

93%
of users recommend this product

Freshsales has a 'excellent' User Satisfaction Rating of 93% when considering 1954 user reviews from 6 recognized software review sites.

5.0 (16)
5.0 (19)
3.7 (561)
4.7 (792)
n/a
4.55 (535)
3.8 (333)
4.7 (448)
4.8 (9)
4.7 (102)
3.7 (194)
4.1 (58)

Awards

SelectHub research analysts have evaluated Sugar Sell and concluded it earns best-in-class honors for Document Management, Mobile Capabilities, Opportunity Management and Quotes, Orders, and Contracts Management.

Document Management Award
Mobile Capabilities Award
Opportunity Management Award
Quotes, Orders, and Contracts Management Award

SelectHub research analysts have evaluated Freshsales and concluded it earns best-in-class honors for Lead Management and Opportunity Management. Freshsales stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Lead Management Award
Opportunity Management Award

Synopsis of User Ratings and Reviews

Customizability: 74% of the reviewers referring to this feature felt the system is highly customizable.
Tracking: It’s easy to track leads, meetings and prospects, as observed by every reviewer who talked about this feature.
Data Visualization: The software has robust data visualization and reporting capabilities, as noted by every user who reviewed this aspect.
Integrations: 63% of the reviews on integrations mentioned they were adequate and helpful.
Follow-up: Every user who reviewed this element liked follow-up features and reminders.
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Ease of Use: 97% of reviews talking about usability noted the system is user-friendly.
Interface: The user interface is simple, fast and can be navigated easily, as observed by 96% of reviewers who mention this feature.
Lead Management: According to 90% of users who talk about this feature, it helps generate, track, upload, convert, research and organize leads effectively.
Contact Management: The system helps store client information efficiently and find data quickly, as reported by 94% of users who reference this feature.
Configuration: 80% of reviewers who mention configuration asserted the system is easy and quick to set up.
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Workflows: 67% of the reviewers who mentioned this feature noted that it’s difficult to locate certain workflows and processes.
Slow Performance: The tool becomes slow when downloading data, updating files or performing other heavy tasks, as observed by every reviewer who discussed this aspect.
Interface: 80% of the reviews about this feature indicated that the interface looks outdated and needs improvement.
Too Many Features: 83% of the reviewers who referenced this aspect noted the solution has a lot of unnecessary features.
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Price: Although a free plan is available, it doesn’t include a lot of options, and adding advanced features gets expensive, according to 65% of reviews referencing cost.
Technical Glitches: Every user who talks about this aspect observed there are quite a few technical issues with APIs, migration and more.
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Suitable for small, medium and large businesses, Sugar Sell helps automate sales, email and marketing. It excels in capabilities such as customization, tracking, data visualization, follow up and reminders. It also provides robust dashboards and reporting tools.However, it takes a lot of time to run in certain instances, as noted by many reviewers. The solution’s interface looks outdated and needs an update. It also has too many features, which makes finding certain workflows and processes difficult. That said, it's a popular sales tool that facilitates complete customer lifecycle management, making it a good investment.

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Suitable for SMBs, Freshsales provides easy-to-use tools for sales management, customer engagement and lead management. Its hassle-free configurations and intuitive interface are some standout features noted by reviews. Users also appreciate its ability to manage customer information efficiently and its broad lead management capabilities. However, the free plan doesn’t include useful features, adding advanced features gets costly and there are some technical issues that hinder usability. While integrations with other Freshworks products and Zapier are helpful, important third-party integrations such as LinkedIn and Hubspot are missing. Overall, it has a lot to offer and can be a good choice for smaller operations.

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Screenshots

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