OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

SugarAI review: 54 specs compared

Starting price:68 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

SugarAI Review: Compare 54 technical specifications to see how this product ranks in the CRM Software category and whether it is worth buying.

SugarAI
8.1/10

Overall score

Score
8.1/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 75% of models
Score components

40%

8.9

Technical score

30%

?

Reviews scoreNot enough data yet, so we use 7.6, the mark of a weaker model in this category

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 75% of CRM software
8.9

Technical score

Technical score
8.9/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 89% of models
Score components

25%

7.4

Product & Pricing

25%

9.3

Core CRM

20%

9.0

Sales & Automation

15%

9.7

Integrations & Access

15%

10

Security & Deployment

â–²Better than 89%
?

Reviews score

Reviews score
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
Grades by review (0)
We have not found an independent test of this model yet. Until we do, its review part counts as 7.6.
User ratings collected online are not part of this score.
No expert tests yet
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
Pricing & Access

*Lowest paid plan per month, as listed on the vendor's website.

Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.
Loading category ranking...

Technical Specifications of CRM platform SugarAI

Technical score
Technical score
8.9/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 89% of models
Score components:

25%

7.4

Product & Pricing

25%

9.3

Core CRM

20%

9.0

Sales & Automation

15%

9.7

Integrations & Access

15%

10

Security & Deployment

8.9
Reviews score
7.6
List score
?
Starting price
68 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 68 USD/user/mo, which is higher than that of 75.5% of CRM platforms.
Minimum 3 users required.
Billing period
Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
Available as a 7-day guided interactive trial upon request.
Minimum seats
3 seats
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 3 seats, which is higher than that of 98.3% of CRM platforms and equal to that of 1.2% of CRM platforms.
Applies to Essentials and Advanced plans.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Forms, tracking, and automated nurturing.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Uses Opportunities module for customizable pipelines and forecasting analytics.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
SugarPredict provides AI-driven predictive insights and generative sales summaries.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Via SugarBPM or Sugar Automate.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
SugarPredict AI models and rules-based scoring profiles.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Native AI-driven and pipeline-stage based forecasting dashboards.
Show more
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Official mobile app (SugarCRM Mobile) available on iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Supports CSV and tab-delimited formats.
Show more
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Supports SAML, OIDC, and LDAP via SugarIdentity.
Security certifications
SOC 2 Type II, ISO 27001
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Via Studio field audit tracking and View Audit Log.
Supported operating systems
iOS, Android
Show more

SugarAI vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Supports SAML, OIDC, and LDAP via SugarIdentity.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    SugarPredict provides AI-driven predictive insights and generative sales summaries.
  • Wider interface language choice
    This CRM platform offers a wider choice of interface languages than the average CRM platform (15+ languages vs English only).
    15+ languages vs English only
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (100 GB vs 10 GB).
    100 GB vs 10 GB
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Native AI-driven and pipeline-stage based forecasting dashboards.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    SugarLive supports omnichannel chat and SMS customer interactions.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • 0.7% better value for money
    SugarAI offers better value for money than the average CRM platform (8.4 vs 8.3).
    8.4 vs 8.34
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (100 GB vs 10 GB).
    100 GB vs 10 GB
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Native Projects module tracks tasks, resource assignments, and Gantt charts.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    SugarPredict provides AI-driven predictive insights and generative sales summaries.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Native AI-driven and pipeline-stage based forecasting dashboards.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    SugarPredict AI models and rules-based scoring profiles.
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Available via SugarMarket.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    SugarConnect and native document integrations support electronic signature workflows.
  • Wider interface language choice
    This CRM platform offers a wider choice of interface languages than the average CRM platform (15+ languages vs English only).
    15+ languages vs English only
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    SugarLive supports omnichannel chat and SMS customer interactions.
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Supports SAML, OIDC, and LDAP via SugarIdentity.
  • Offers European data residency
    This CRM platform offers European data residency, while the average CRM platform does not. 21.6% of CRM platforms offer European data residency.
  • Supports self-hosting
    This CRM platform supports self-hosting, while the average CRM platform does not. 6.7% of CRM platforms support self-hosting.
    Sugar Enterprise edition.
  • Supports offline use with local storage
    This CRM platform supports offline use with local data storage, while the average CRM platform does not. 7.4% of CRM platforms support this.
    Supported via encrypted local database caching and bulk offline records downloads on mobile.
  • 29 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    SugarAI
    the average CRM platform
    SugarAI has a higher starting price than the average CRM platform (68 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    68 USD/user/mo vs 39 USD/user/mo
  • 2 seats higher minimum requirement
    This CRM platform requires more seats than the average CRM platform (3 seats vs 1 seats). The average CRM platform requires a minimum of 1 seats.
    Applies to Essentials and Advanced plans.
    3 seats vs 1 seats
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3.5–3.9 vs 4–4.4).
    3.5–3.9 vs 4.0–4.4
  • 29 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    SugarAI
    the average CRM platform
    SugarAI has a higher starting price than the average CRM platform (68 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    68 USD/user/mo vs 39 USD/user/mo
  • 2 seats higher minimum requirement
    This CRM platform requires more seats than the average CRM platform (3 seats vs 1 seats). The average CRM platform requires a minimum of 1 seats.
    Applies to Essentials and Advanced plans.
    3 seats vs 1 seats
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3.5–3.9 vs 4–4.4).
    3.5–3.9 vs 4.0–4.4

Video reviews

Hands-on testing and real-world video evaluations

Brand video

Third-party reviews

What customers like about SugarAI

  • Highly customizable open architecture allowing deep workflow and data model tailoring.
  • SugarPredict AI engine offering automated sentiment analysis and lead conversion scoring.
  • Flexible deployment choices including managed cloud and customer-hosted on-premise models.
  • Robust enterprise security standards, audit logs, and fine-grained access control permissions.

What customers don't like about SugarAI

  • High baseline subscription pricing with mandatory minimum user commitments.
  • Requires in-house developer expertise or system integrator support for complex adaptations.
  • Initial deployment and workflow mapping demand substantial time and financial investment.

Verdict

SugarAI is a highly flexible, cloud-based B2B customer relationship management platform that natively supports MySQL (8.0.31, 8.4) and Microsoft SQL Server (2022) databases, features an OAuth 2.0 REST API framework, and exposes full no-code/low-code customization via Sugar Studio. Key characteristics and pros include its modular design (Sugar Sell, Sugar Serve, and Sugar Market) which delivers robust sales force automation, drag-and-drop marketing campaign builders, and advanced AI-driven opportunity insights alongside out-of-the-box integrations for DocuSign, Microsoft Outlook, and third-party ERP platforms. However, its main cons include a steeper learning curve for beginners, potential personalization and mobile integration limitations on lower tiers, and a relatively high total cost of ownership driven by an annual billing requirement and a strict minimum user count for premium plans.

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