Sugar Sell vs IXACT Contact
Last Updated:Our analysts compared Sugar Sell vs IXACT Contact 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.
IXACT Contact helps manage online presence, communications, active business and contact information. It’s an integrated solution that includes powerful email marketing and mobile-friendly agent websites. It helps real estate agents build strong customer relationships, deal with listings and manage active buyers at an affordable price. The vendor offers a five-week free trial.
$50/User, Monthly
Free Trial is unavailable →
Get a free price quote
Tailored to your specific needs
Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
Bishop
Casabaca
E2B
we're gathering data
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
Phone
Chat
FAQ
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.
- Develop Relationships: Nurture leads, stay on top of hot prospects’ minds and build loyal referral relationships with past clients. Set up automated reminders for birthdays and move-in anniversaries through a keep-in-touch dashboard. Send monthly e-newsletters, assign appropriate email marketing plans and stay in contact through keep-in-touch calls. Receive recommendations on the best prospects based on pipeline position and communication history.
- Achieve Goal: Set a gross commission goal and determine how many listing presentations and buyer sales are required to achieve the goal. Get referrals, meet new contacts and make calls and pop-bys by setting goals. Track progress with insightful charts and graphs to identify the key activities that drive success.
- Leverage Concierge Support Team: Simplify customer support and take advantage of the concierge team’s assistance with tasks like uploading contact lists and setting up monthly e-newsletters, establishing strategies to stay in touch with customers, and automating lead capture and nurturing, among others. Access unlimited phone, email and chat support, Monday through Friday, 9 a.m. to 8 p.m. EST.
- Strengthen Brand: Establish a strong brand presence using a robust and fully customizable marketing automation engine. It helps send automated birthday and move-in anniversary e-cards, customize monthly newsletters, and nurture leads through targeted marketing plans.
- Coordinate Teams: Ensure top-notch team performance and maximum client satisfaction by assigning listing and closing related tasks to the appropriate members, making everyone fully responsible and accountable.
- Integrate With Tech Stacks: Leverage integrations with Google Contacts and Calendar, Facebook Lead Ads, Apple Mac Apps, Outlook, Zapier, Zillow, Mailchimp, Constant Contact and more.
- Recruit Efficiently: Stay in touch and build strong relationships with recruiting prospects, leveraging contact management features such as enriched contact profiles, pipeline management, a keep-in-touch coach, a calendar and a task list with automated reminders. Additionally, track performance and set goals in a dashboard and check a full suite of reports.
- 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.
- Online Personal Assistant: Serves as a personal assistant 24/7, helping in lead conversions, relationship management, staying updated and active business management and marketing automation.
- Contact Database: Organize all contact data together in an easily manageable database, upload data using a free concierge setup service and sync all the information through a mobile app using Google Sync.
- Mobile App: Respond to leads, stay in touch with key contacts and stay on top of the tasks and appointments from anywhere through a mobile app. Make calls, send emails or texts, take notes and create follow-up tasks with a few taps.
- Contact Intelligence: Build rich contact profiles that include referral history, phone numbers, email addresses, birthdays and move-in anniversaries, work and home addresses, details of their spouse or partner, children and other family members, communication history and mortgage and property details.
- Pipeline View: Take a glance at sales pipeline data through charts and visual graphs. Customize and prioritize data to focus on, and choose which widgets to pull into the dashboard. Monitor the pipeline health, see what’s happening and make quick and intelligent business decisions.
- Text Marketing: Send personalized “mass texts” to a targeted group of contacts. Respond to new leads instantly with a text auto-responder. All outgoing text messages and replies are automatically recorded in contact history, giving a 360-degree view of contact communications.
- Agent Website IDX: Create a professionally designed website that displays on mobile devices perfectly, captures leads automatically using targeted forms and supports a detailed blog section. Set up and launch agent websites quickly with an easy real estate website builder.
- Professional Design and Content: Choose from different designs and customize the content on each page. Change layouts, include images, embed video and select color themes. Also, add photos, logos, social media links and other brand elements.
- Lead Capture: Capture leads using forms for buyers, sellers, home evaluations and more. Auto-assign leads to nurture specific email campaigns and monthly e-newsletters. Stay ahead of competitors by receiving text or email notifications when leads come in.
- Device-Optimized: Create responsive and quick-loading websites to make them fit on any device or browser, catering to most consumers.
- Social Media Reach: Direct visitors to related social media accounts and promote sharing of listings and blog posts by integrating Facebook and Twitter feeds into the website.
- Add Listings: Integrate listings into the website. IDX Standard offers basic IDX features, while IDX Professional includes advanced features which help convert the website into a lead-generation machine.
- Social Stream: Get more views, likes, comments, shares and leads using subject matter for exclusive articles and videos from top-tier publications. Determine the frequency of content posting, avoid displaying competitors’ ads and automate content finding and streaming.
- Listing and Buyer Management: Handle all property and listing details and transactions professionally and efficiently. Upload transaction-related documents, assign listing and closing activity plans, generate service reports, track commissions, manage offers and get email reminders of important tasks and appointments.
- Lead Generation: Capture leads from any website or lead vendor, including Zillow. Receive text or email alerts, and auto-assign new leads to the right drip campaign.
- E-Newsletter: Implement a 100% mobile-friendly e-newsletter that features five interesting, fresh and professionally-written articles per month. To strengthen branding, customize any edition, use branded email headers and delete the provided articles to substitute personal ones.
- Personalized Mass Emailing: Reach out to prospects with timely information such as brokerage achievements and upcoming events through custom mass emails. Incorporate brand elements such as email header and signature, and leverage unlimited email distribution list or monthly volume.
- Reporting: Identify who’s interested in reading emails. For each mass email or e-newsletter, get notifications about and insights into who opens it, when they’re opening it and through what links.
- Automated Drip Campaign: Grab the attention of the top agents in a given area, attract new agents, recruit millennial agents and reach out to struggling agents through strategically written, automated email campaigns. Choose from over 125 prewritten emails and letters to deliver the right message to sellers, buyers, renters, expired listings, FSBOs and other groups. Use the templates or customize them according to preference.
Product Ranking
#16
among all
CRM Software
#175
among all
CRM Software
Analyst Rating Summary
we're gathering data
87
we're gathering data
91
we're gathering data
100
we're gathering data
Analyst Ratings for Functional Requirements Customize This Data Customize This Data
Sugar Sell
IXACT Contact
+ Add Product
+ Add Product
Analyst Ratings for Technical Requirements Customize This Data Customize This Data
User Sentiment Summary
1113 reviews
141 reviews
Sugar Sell has a 'good' User Satisfaction Rating of 75% when considering 1113 user reviews from 5 recognized software review sites.
IXACT Contact has a 'great' User Satisfaction Rating of 88% when considering 141 user reviews from 1 recognized software review sites.
5.0 (16)
n/a
3.7 (561)
n/a
n/a
4.42 (141)
3.8 (333)
n/a
4.8 (9)
n/a
3.7 (194)
n/a
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.
No awards.
Synopsis of User Ratings and Reviews
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.
Get ready to "IXACTly" what you've been looking for in a CRM: IXACT Contact has been making waves in the real estate industry, and for good reason. Users consistently rave about its ease of use, praising the intuitive interface and straightforward navigation. This user-friendliness is a major draw, especially for those transitioning from other platforms or who may not be tech-savvy. But IXACT Contact isn't just a pretty face. It packs a punch with a comprehensive suite of features, including contact management, email marketing, and lead generation tools. Users particularly appreciate the automated keep-in-touch system, which helps them stay connected with clients and nurture leads without breaking a sweat. The platform also offers social media marketing tools and website integration, making it a one-stop shop for real estate professionals' marketing needs. While IXACT Contact receives high marks across the board, some users note that its customization options could be more robust. Additionally, the platform's focus on real estate means it may not be the best fit for businesses outside of that industry. However, for real estate agents and brokers looking for an affordable, easy-to-use CRM with powerful marketing automation features, IXACT Contact is a top contender. It's like having a personal assistant who handles all your client communication and marketing tasks, allowing you to focus on what you do best – closing deals.
Screenshots
Top Alternatives in CRM Software
Copper CRM
Creatio
Dynamics 365 Sales
Freshsales
HubSpot Sales
Insightly
monday sales CRM
Nimble CRM
Oracle Sales Cloud
Pipedrive
Pipeliner CRM
Salesforce Sales Cloud
SAP Sales Cloud
Zendesk Sell
Zoho CRM
Related Categories
Head-to-Head Comparison
WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...
