SugarCRM

sugarcrm.com
CRM
Weekend Project

The sales CRM for B2B growth

How to Replace SugarCRM

Overview

SugarCRM is a full-featured CRM and sales platform for B2B companies that helps teams win, grow and retain more customers. With domain-specific AI, it finds hidden opportunities, flags at-risk deals, and recommends next steps to drive revenue growth and sales efficiency.

Features

51 features across 15 categories

AI(6)

Chat & ChatbotAIPremium

AI-powered chat and chatbot capabilities for customer engagement

Generative AIAIPremium

AI-powered content creation, summarization and meeting analysis

Intelligent Lead PrioritizationAIPremium

AI-powered lead scoring to identify and prioritize high-value leads

Revenue IntelligenceAIPremium

AI-driven insights to find hidden opportunities and recommend next best actions

Sentiment AnalysisAIPremium

AI analysis of customer sentiment from interactions and communications

Smart GuidesAIPremium

AI-powered guided selling experience with contextual guidance

Also in: monday.com, Notion, Airtable

Automation(2)

Business Process Management

Automate and optimize critical customer-facing business processes

SugarBPM

Enterprise-level CRM workflow automation toolset for critical processes

Also in: monday.com, Notion, Airtable

Collaboration(1)

Activity Streams

Social collaboration features with personalized activity updates

Also in: Notion, Airtable, Obsidian

Core CRM(4)

Accounts & Contact Management

Manage all customer and contact information in a centralized location

Activity Management

Track and manage customer activities and interactions

File & Data Storage

Managed file and data storage with enhanced capacity in premium tiers

Search, Filters and Tagging

Advanced search capabilities with filters and tagging for easy information retrieval

Customer Service(8)

Bug Tracking

Track and manage bugs and issues in customer support

Case Management

Manage customer support cases and service requests with unified view

Customer Self-Service Portal

Enable customers to create cases, update account info and search knowledge base

Knowledge Base Management

Create and manage knowledge base for customer self-service support

Omnichannel Engagement

Engage customers across multiple channels from single platform

Service Agent Console

Unified console for service agents to manage customer interactions

Service Agent Workplace

Unified workspace for service agents to manage customer interactions

SLA Management

Manage service level agreements and monitor compliance

Customization(1)

CRM Customization and Configuration

No-code and low-code customization to meet specific business needs

Also in: monday.com, Obsidian, Smartsheet

Data(1)

Data EnrichmentPremium

Automatic enrichment of customer and account data with relevant information

Integration(6)

DocuSign Connector

Securely sign and manage documents directly within CRM

G Suite Integration

Seamless integration with Google apps for data sharing

LinkedIn ConnectorPremium

Integration with LinkedIn for enhanced account and contact management

Mail & Calendar Integration

Seamless integration with email and calendar systems for synchronized communication

Slack Connector

Send CRM data and notifications directly to Slack channels

Social CRM

Integration with social media services for customer engagement and insights

Also in: monday.com, Notion, Airtable

Localization(2)

Multicurrency Support

Support for multiple currencies in pricing and transactions

Multilingual Support

Support for more than 30 languages out of the box

Marketing(6)

Buyer's Journey Tracking

Track and monitor customer journey through buying process

Campaign Management

Create, execute and track campaigns across multiple channels

Dynamic Email Content

Personalized dynamic email content based on customer data

Landing Pages & Lead Forms

Create landing pages and lead capture forms for marketing campaigns

Nurture Campaigns

Create and manage automated email nurture campaigns

Webinars & Events

Host and manage webinars and events for lead generation

Mobile(2)

Mobile CRM Maps

Interactive map interface for sales teams to visualize and plan customer activities

Mobility

Mobile CRM app optimized for handheld devices with offline access

Project Management(1)

Project Management

Build and manage projects across sales, marketing and customer support

Reporting(3)

News FeedsPremium

Real-time news feeds and updates for accounts and customers

Reporting & Analytics

Monitor marketing, sales and customer support metrics with dashboards and reports

ROI Tracking

Measure and track return on investment for marketing campaigns

Sales(7)

Enhanced ForecastingPremium

Advanced sales forecasting with increased visibility and predictability

Geo MappingPremium

Interactive map-based interface to visualize customer information and plan sales activities

Guided SellingAIPremium

AI-powered guided sales process to help reps at each stage of deal

Lead & Opportunity Management

Track and manage leads and sales opportunities through the pipeline

Lead Management

Identify, track and manage leads from multiple campaigns

Pipeline Management

Visualize and manage your sales pipeline for better forecasting

Quote Management

Create quotes quickly and easily to streamline sales cycle and increase deal velocity

Security(1)

Teams, Roles and Security

Role-based access control and security features for data protection

Pricing

Standard

$59/user/month (billed annually)
  • Accounts & contact management
  • Lead & opportunity management
  • Quote management
  • Activity management
  • Pipeline management
  • Business process management
  • Reporting & analytics
  • Mobility
  • Basic support

Advanced

Popular
$85/user/month (billed annually)
  • Everything in Standard
  • Mail & calendar integration
  • Case management
  • Bug tracking
  • Standard support
  • Intelligent lead prioritization
  • Revenue Intelligence
  • Generative AI
  • Sentiment analysis
  • Chat & chatbot

Premier

$135/user/month (billed annually)
  • Everything in Advanced
  • Geo mapping
  • Enhanced forecasting
  • 2x file managed storage
  • 2x data managed storage
  • Enhanced support
  • News feeds
  • Smart guides
  • LinkedIn connector

Market

$1,000/month (starting, billed annually)
  • Landing Pages & Lead Forms
  • Nurture Campaigns
  • Webinars & Events
  • Dynamic Email Content
  • Buyer's Journey Tracking
  • Reporting & ROI Tracking
  • CRM Integration
  • GDPR Ready

Advisor

$375/month (billed annually)
  • Technical Set Up
  • Guided Sugar University
  • Use Case Consult
  • CRM Integration consult
  • Web integration consult
  • Marketing analytics/marketing automation consult
  • Access to information about new features
  • Guidance, advice and support
  • One Certification Voucher

Partnership

$625/month (billed annually)
  • Everything in Advisor
  • CRM And Web Integration
  • Success Plans
  • Advice on building new or updating existing nurtures
  • Monitoring existing lead campaign structures
  • Quarterly results review

Strategic

$1,210/month (billed annually)
  • Everything in Partnership
  • 1-1 coaching
  • Web/Platform Integration audit(s)
  • Monthly KPI audit
  • Access to documentation templates
  • Creation of one marketing use case
  • Ongoing report creation, assistance and support

Serve

$80/user/month (billed annually)
  • Case Management
  • Omnichannel Engagement
  • Service Agent Workplace
  • SLA Management
  • Sentiment Analysis
  • Reports and Dashboards

Enterprise

$85/user/month (billed annually)
  • Account & contact management
  • Lead & opportunity management
  • Business Process Management
  • Activity management
  • Reporting & analytics
  • Pipeline management & analytics
  • Forecasting
  • Mobility
  • Standard support
  • 3rd-party integrations
  • Service Agent Console

Enterprise+

$120/user/month (billed annually)
  • Everything in Enterprise
  • Guided selling
  • Geo mapping
  • Data enrichment & news feed
  • Mail & Calendar Integration
  • Enhanced support

Cost Calculator

Keep Paying SugarCRM

Monthly$375/mo
Yearly$4.5k/yr
5-Year Total$22.5k

Build It Yourself

Est. Build Time~4 hrs
Hosting$20/mo
DifficultyVery Easy

Total Cost Comparison

1 YearSave $4.3k
SaaS
$4.5k
DIY
$240
3 YearsSave $12.8k
SaaS
$13.5k
DIY
$720
5 YearsSave $21.3k
SaaS
$22.5k
DIY
$1.2k

DIY hosting estimate based on Vercel + Supabase free/pro tiers (~$20/mo). Build time estimated from 51 features at very easy complexity.

Build vs Buy

Should you build a SugarCRM alternative or buy the subscription? Estimate based on 51 features.

Buy SugarCRM

Monthly cost$3,750/mo
3-year total$135,000
Time to deployDays

Build Your Own

Better Value
Development cost$24,000
Maintenance$360/mo
3-year total$36,960
Dev time~2 months

Building could save ~$98,040 over 3 years.

Estimates based on 51 features and a BuildScore of 5/5. Actual costs vary.

Integrations

11 known integrations

AWSCalendar SystemsDocuSignEmail SystemsERP SystemsGoogle Suite (G Suite)LinkedInREST APIsSlackSOAP APIsSocial Media Services