SugarCRM vs SalesRabbit
Last Updated:Our analysts compared SugarCRM vs SalesRabbit 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
SugarCRM is a comprehensive platform that effectively manages the customer lifecycle with a set of modules that support each stage of the funnel. It helps organizations locate prospects, nurture leads, close more deals and retain customers. Some capabilities include quote management, forecasting, campaign management and a customizable interface.
It supports multiple currencies and 35 languages with the option to develop support for additional languages. It can integrate with mobile device management offerings as well.
Designed to optimize sales and management, SalesRabbit helps track leads, collect data, manage areas of interest and follow field-proven approaches. It helps focus on rep motivation, sales skills and team efficiency. The dedicated Customer Service Managers (CSMs) and support staff help implement strategies to ensure the best possible results and maximum ROI.
$29/User, Monthly, Freemium
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
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
- Improve Productivity: Streamline regular tasks through integration with email and calendar apps. Archive customer communications and quickly sync email information with various modules in the CRM.
- Centralize Info: Bring sales rep activities like calls and meetings into a central location for easy tracking.
- Ease Service Demands: Reduce the customer service workload by creating and managing a repository of searchable, self-service help articles.
- Leverage a Flexible DesignLeverage a Flexible Design: Make code-free custom layouts, fields and relationships. Customize modules and plugins to match internal processes and configure core functionality at a system or module level.
- Stay Informed About Activities: It’s easy to monitor record updates, create posts and comment, with all activities aggregated into a single stream that’s configurable and available from several different screens.
- Save Time: Keep work flowing in an efficient manner by building and applying automated business processes.
- Maintain Security: Keep data secure and ensure everyone has the appropriate access with permission privileges that use a combination of roles and team membership settings.
- Find Information Quickly: Access data using filters and tags for fast searching globally or within a single module.
- Communicate Clearly: Bring all team communications into one place via a mobile app. Send in-app messages for team talks and mass messages to broadcast incentives, declare top performers and share training materials. Send pictures and other files to techs and other reps. React with GIFs and emojis.
- Qualify Buyers: Make deals faster by verifying customers on the go, eliminating calling or waiting times. Check credit scores via more than one software to get accurate results. Qualify prospects using title checks, which are easy to set up and use.
- Explore Vast Integrations: Incorporate existing tech stacks. Leverage helpful integrations with Google Tasks, Salesforce, Facebook Lead Forms, MS Teams, MS Outlook, Mailchimp, Hubspot, Zapier and more. Custom integrations are available through the Enterprise plan.
- Craft Perfect Proposals: Create strong first impressions through digitized and legitimized pitches. Upload and organize PDFs, display them through devices or send them to customers. Play high-quality videos, illustrate house layouts or payment plans using sketch tools, and share training and recruiting materials. Digitize sales materials and store them in the team’s media library, cutting down shipping costs.
- Campaign Management: Offers multi-channel support and streamlines every aspect of marketing campaigns by:
- Benchmarking to see what works and what doesn’t.
- Gathering campaign performance data for measurement and real-time updates.
- Capturing email metrics such as bounce rate, click-through rate and open rate.
- Collecting visitor info via web forms that don’t require technical knowledge to use.
- Lead Management: Data insights show channel profitability and allow tracking of campaign effectiveness. Also helps:
- Segment based on source, channel, industry or other factors.
- Route leads to the right sales rep based on business rules to define and automate the handoff from marketing to sales.
- Replicate successful campaigns in a few steps.
- Reports and Dashboards: View real-time, customizable data to analyze critical KPIs for a number of metrics such as leads, opportunities and sales rep performance. Also offers data on sales trends, customer profiles based on different criteria and case reports.
- Sales Forecasting: Models include likely, best case and worst case. Also has:
- What-if scenarios for more accurate predictability, using past revenue as the basis for sales predictions.
- Worksheets for monitoring sales team performance and assigning quotas.
- Customization options to handle complex sales cycles and situations like staggered or recurring purchases.
- SugarBPM: Offers a visual interface for designing workflows, alongside tools that speed up troubleshooting and dashboards that save snapshots of tasks and workflows.
- Case Management: Customer service reps can efficiently and accurately handle customer cases by viewing all cases per account and receiving reminders for fast resolution. Also includes:
- Priority levels that help agents respond quickly to the most urgent cases.
- KPIs like customer satisfaction and response times.
- Configurable user journeys.
- A portal where customers can create tickets, upload and update info, and follow cases to resolution.
- Knowledge Base: Delivers self-serve information to customers via a portal. Also allows creating an article based on support case details and includes stock fields that can be modified based on needs.
- Bug Tracking: Agents can view details including resolution status as well as track product problems and bug frequency.
- Project Management: Includes common project management features such as Gantt charts, task management and dashboards to manage projects like campaigns and customer cases without needing a third-party tool. Also offers management of emails, calls and more from one spot, as well as a place to store call records.
- Integrations: Including:
- Popular Google apps such as Gmail, Docs and Drive.
- Social media channels so companies can engage with customers more effectively.
- Online meeting platforms like GoToMeeting and WebEx to start, schedule and join meetings directly from SugarCRM.
- Mobile App: Offers a mobile app for phones and tablets, with features such as filters, dynamic search, GPS mapping, click-to-text, click-to-call and offline sync.
- Quote Management: Easily manage all aspects of customer quotes using a drag-and-drop interface and grouping options that categorize quoted items in an organized fashion. Also includes out-of-the-box customization for formulas and field calculations.
- Tags: Allows selecting which modules to include in global search results and changing selections as needed. Filters include multiple criteria for locating data, while tags are phrases or keywords that can be grouped together to organize information.
- Sales Territory Mapping: Operate sales teams successfully.
- Custom Areas: Control sizes, shapes and quantities to draw them over a detailed map view.
- Historical Data: Monitor reps-in-charge’s progress and follow up as needed.
- Team Assignment: Assign areas to reps for canvassing and lead tracking.
- Leaderboard: Collect data from all possible sources to measure, compare and improve field performance. Identify what’s working and what’s not to modify strategies accordingly.
- Consolidated Statistics: Track all KPIs in a central platform. These include closure percentage, number of doors knocked and people contacted.
- Reporting: Track the most relevant data for teams and check live reports on reps’ activities via GPS tracking.
- Performance Ranking: Monitor individual success rates and identify the top performers. Make strategic decisions regarding team compositions, sales leadership, area assignments and more.
- Sales Rep Tracking: Access insights on reps’ whereabouts and performance. Track location and time during work hours with geo and time stamps for every active team member. Display unique profile images and filter results by reps, teams or dates. Log tracking data even in areas without internet service.
- Lead Management: Organize and track leads geographically. Import and export leads, attach videos, images and PDFs to provide more information and context, and create custom fields to gather specific data.
- Stacking: Pull up stacked lead lists to access, view and edit while working in apartment complexes or other compact housing areas.
- Tracking and Dispositioning: Call, text or email leads directly from the app. Change the status of leads and track them through a sales funnel.
- Notifications: Receive appointment notifications to move leads quickly through a funnel while handling lots of them.
- Route Planner: Upload and prioritize leads and appointments using filters. Find the most efficient and optimized sales route based on locations, appointments and assigned areas.
- Ownership: Gain complete control over lead assignment. Transfer ownership between canvassers, reps, closers, techs and managers. Reassign groups of leads as needed.
- Forms and Contracts: Accelerate sales, eliminate manual errors, reduce paper costs and minimize transaction time using its form builder and contract creator.
- Custom Contracts: Address the unique requirements of legal agreements.
- Company Profile: Impress modern buyers with electronic deal processing and ensure the best possible buying experience for customers.
- Mobile E-Signature: Collect e-signatures from any location and close deals reliably and quickly.
- Information Syncing: Gather customer data on a single platform, reducing errors and increasing customer satisfaction.
Product Ranking
#42
among all
CRM Software
#164
among all
CRM Software
User Sentiment Summary
1126 reviews
366 reviews
SugarCRM has a 'good' User Satisfaction Rating of 75% when considering 1126 user reviews from 4 recognized software review sites.
SalesRabbit has a 'great' User Satisfaction Rating of 84% when considering 366 user reviews from 2 recognized software review sites.
5.0 (16)
n/a
3.7 (572)
n/a
3.8 (341)
4.22 (183)
n/a
4.2 (183)
3.7 (197)
n/a
Synopsis of User Ratings and Reviews
SugarCRM provides a wide array of features that the majority of users report are user-friendly. It automates workflows for easy operation and integrates with almost all apps that are used on a day-to-day basis. Feedback also indicates the customer service is a key benefit. Some limitations include forced updates that hinder productivity, limited reporting and analytics, and a slow dashboard. Users also say it’s on the expensive side given the features available. While there are notable drawbacks, it has plenty to offer businesses looking to automate their sales and marketing efforts on a highly customizable platform.
Hop on over to SalesRabbit if you're looking for a user-friendly and affordable CRM solution to help your sales team close more deals. SalesRabbit is a software that helps businesses manage their sales process, offering features like lead generation, contact management, opportunity tracking, and reporting. Users have praised SalesRabbit for its ease of use, comprehensive feature set, and affordability, making it a solid choice for businesses of all sizes seeking a comprehensive sales management solution. The software's intuitive interface and robust features allow sales reps to easily manage their contacts, track their progress, and close deals faster. Plus, SalesRabbit's affordability makes it an attractive option for businesses with limited budgets. However, some users have noted that SalesRabbit lacks integration with other systems and has limited reporting capabilities. If your business requires a more integrated solution or more robust reporting features, you may want to consider other options like Salesforce or HubSpot. These platforms offer a wider range of integrations and more advanced reporting tools, but they come at a higher price point. Ultimately, the best CRM solution for your business depends on your specific needs and budget. If you're looking for an affordable and easy-to-use CRM that can help you boost your sales, SalesRabbit is definitely worth considering.
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
Sugar Sell
Zendesk Sell
Zoho CRM
Related Categories
WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...
