Home > CRM Software > kvCORE > kvCORE vs Sugar Sell

kvCORE vs Sugar Sell

Last Updated: November 18th, 2024

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

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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Product Basics

kvCORE is a cloud-based, suite solution designed to optimize growth and streamline operations for real estate agencies. It provides users with workflow automation, centralized data and AI-powered tools to boost efficiency.

Realtors can build comprehensive client profiles using validated data, manage leads and SOI from a central dashboard and share contact profiles with other stakeholders.

The mobile app offers additional accessibility with features like a power dialer, remote communication and task management. Users can improve extensibility with Zapier integrations.

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.

$499 Monthly

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$50/User, Monthly

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Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

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Bishop

Casabaca

E2B

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

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24/7 Live Support

Product Insights

Utilize AI: Leverage AI tools to automate lead nurturing and identify the hottest prospects. Combine AI and behavioral insights to engage prospects with personalized messages and content.
Optimize Lead Generation: Capture leads from various sources and centralize them using a unified pipeline. Design high-performing websites with customizable IDX features to keep potential buyers and sellers engaged and boost inquiries.
Automate Repetitive Tasks: Give sales reps more time to build one-on-one relationships by automating tasks like email follow-ups, lead scoring, and transaction management.
Enhance Accessibility: Access contact lists, make calls, and manage tasks on the go with the mobile app. Log notes and assign future follow-ups,
Increase Efficiency: Use a central location to manage and promote all listings, including off-market properties. Generate automated social media posts and leverage mass-texting capabilities to maximize listing exposure.
Improve Collaboration: Minimize miscommunication between agents and transaction and listing coordinators, lenders and ISA with shareable contact pages, complete with detailed information and notes.
Boost Conversion Rates: Improve sales conversions by assigning the best leads to higher performing agents. Enable automatic lead routing based on agent listings, source, location and price point.

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.

Lead Generation: Turn the company website into a lead magnet with IDX squeeze pages and landing pages. Gather valuable contact information from potential buyers and sellers automatically. Use a built-in poster to share content to social media platforms.
Customizable Websites: Design a professional, mobile-friendly website that reflects a unique company brand. Showcase listings, capture leads with strategic CTAs, and boost credibility through compelling content.
Contact Validation: Ensure follow up with leads is based on the right information. Use ongoing contact validation to confirm contact information and build a comprehensive client profile from additional sources.
AI-Driven Tools: Identify the hottest prospects based on behavioral insights and automate lead nurturing campaigns. Send AI-gnerationed automated texts and personalized follow-ups to boost engagement
Mobile App: Stay connected on the go. View daily call lists, access a power dialer, receive notification and manage tasks directly from your phone or tablet.
Business Analytics Dashboard: Analyze the entire organization’s data in real time to spot exact sources of closed deals. Receive predictive lead behavior, transaction aging reports, and information on agent and team performance.
Communication Tools: Send personalized emails, automate follow-ups, and leverage built-in texting capabilities to stay connected with clients and nurture leads throughout the sales cycle.
Integration: Use a Zapier integration to connect thousands of apps including Gmail, Mailchimp, Zillow, Brokermind and Dotloop.

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.

Product Ranking

#20

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#16

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Analyst Rating Summary

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User Sentiment Summary

94%

of users recommend this product

kvCORE has a 'excellent' User Satisfaction Rating of 94% when considering 2022 user reviews from 3 recognized software review sites.

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.

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5.0 (16)

4.7 (1459)

3.7 (561)

4.6 (529)

3.8 (333)

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4.8 (34)

3.7 (194)

Awards

Synopsis of User Ratings and Reviews

Client Engagement: Reviewers who mention this feature enjoyed the automated follow-ups and ability to send bulk emails and texts.

Lead Management: Users referencing this feature noted the software’s efficiency in generating, categorizing, tracking and nurturing leads.

Organized Information: The software helps keep information organized in a central repository with a updated dashboard making it easy to see SOI information, search for contacts and track communication activity.

Ease of Use: A majority of the reviews about usability approve of how user-friendly and easy-to-navigate the platform is.

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.

Customer Support: A majority of the reviewers who mention this feature felt support response times need improvement.

Technical Glitches: The interface has some small technical issues, and users get logged out frequently, particularly with the mobile app.

Slow Process: Every user who references this aspect noted that the system is slow to load at times.

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.

kvCORE is an all-in-one platform designed specifically for the real estate industry. It provides AI-powered tools to automate lead nurturing and identify high-potential prospects. Realtors can optimize lead generation through customizable IDX websites and capture leads from various sources. Additionally, the platform automates repetitive tasks such as email follow-ups and lead scoring, while the mobile app enhances accessibility for on-the-go management.User reviews generally highlight the platform's strengths in client engagement, lead management, organized information storage, and user-friendliness. Some areas for improvement, include customer support response times, occasional technical glitches, and slow loading speeds. Overall, kvCORE offers a comprehensive suite of features designed to streamline real estate CRM workflows for larger teams as small teams and sole realtors may find pricing is cost-prohibitive.

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.

Screenshots

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