Product

Comparison
Chart
The following information is a side-by-side comparison of SugarCRM products. The features listed in this table are high-level descriptions of functions
and may not be implemented identically in all Sugar products. If you have additional questions, please speak with your SugarCRM representative.

Sugar Sugar
Sugar Sell Sugar Serve Sugar Market
Enterprise Professional
Deployment On-Site Cloud Cloud Cloud Cloud
Release Schedule Annual Quarterly Quarterly Quarterly Quarterly
SALES
Purchase Data
Purchase Line Items
Account Management
Contact Management
Activity Management (meetings, calls, tasks, etc.)
Lead Management and Routing
Campaign Management
Opportunity Management
Product Level Opportunity Management
Personalized Dashboards and Homepage
Product Catalog, Categories, and Types
Quote templates, PDF generation, support for multiple currencies and tax rates
Product catalog that tracks manufacturers and inventory
Revenue Line Items
Service-Based Line Items
Sales Opportunity Forecasting
Product Level Forecasting
Sales Team Management
Team Collaboration for Sales
Quotas
Sales Email Campaigns
Contracts
Lead Conversion
Lead response Sales Centers for SLA
Tile View for Opportunities and Tasks
Out-of-the-Box Workflows for Common Sales Processes
Out-of-the-Box Sales Reports
Renewals Console
Active Subscription Dashlet
Co-terminous Add-ons
SugarPredict AI - Lead Analysis, Scoring & Prioritization
SugarPredict AI - Ideal Company Profile (ICP)
SugarPredict AI - Opportunities Closed-Win Predictions

1
 Sugar Sugar
Sugar Sell Sugar Serve Sugar Market
Enterprise Professional
SERVICE
Account Management
Contact Management
Activity Management (Meetings, calls, tasks etc.)
Case/Ticket Management
Bug and Feature Request Management
Internal and Self-help Knowledge Base
Case Deflection and Knowledge Search
Service Console for Agents
SugarLive - Omnichannel Customer Engagement (Voice, Chat via Amazon
Connect)
Portal - User management
Portal - Secure communications with agent
Business Centers for Response SLA Management
Team Collaboration for Service
Service Reports
Tile View for Cases and Tasks (visual view at agent or supervisor level, drag and
drop interface)
Workflows for Common Service Processes
MARKETING
SugarPredict AI - Lead Interest Prediction
Lead Nurturing with real time control and Stats
Account Management
Buyer Journey Analysis
Account Based Marketing (ABM)
Personalized Marketing Dashboards and Homepage
Web Analytics and Activity Dashboards
Social media Publishing, Tracking, and Analytics $
Social Media Publishing Advocacy $
Sugar Market Google Ads Management
Drag and Drop Responsive Landing Page Builder
Landing Page Best Practices Templates
Mobile Optimization (Email, Landing Pages, Forms)
Form Builder/External Form Connector
Website SEO Auditing with Competitor Comparison
Webinar and Event Management
Drag and Drop Email Marketing Builder
Email Best Practices Templates
Single Factor and Multi-factor A/B Email Testing
Email Rendering and Preview Analysis Across Devices
Advanced Email Spam Diagnostics
Unlimited Lead & Account Scoring Profiles
Dynamic List Segmentation
Event-based Segmentation
Campaign Insights Dashboards
Pre-built Reports
Custom Reporting
Advanced Analytics and Reporting
Interactive Drill-through Reporting Dashboards
Scheduled Reports
Notification Management
Lead / Contact Interaction Listener
Support for Custom Fields
User Roles and permissions
Import Wizard
Web Service REST API
Native CRM Integrations (SugarCRM, Salesforce, Dynamics, Bullhorn, Sage,
Netsuite, Infor) SSL Certificate
Custom URLs
Dedicated IP Address $
Pages and Forms Dashboard
Trigger Campaigns
Activity Management (Tasks)
Drip Campaigns
Convert Lead Form
Campaign Wizard
Email Marketing
Newsletter Management
Landing Pages

2
 Sugar Sugar
Sugar Sell Sugar Serve Sugar Market
Enterprise Professional
BUSINESS PROCESS MANAGEMENT (SUGARBPM)
Business Process Visual Designer
Business Process Email Template Designer
Process Execution and Monitoring
Business Process Rules Designer
Activity Streams
MOBILE
Mobile Web with optional dark mode
Native Applications running iOS and Android
Administration and Customization
Sugar Logic
Offline Access
Collaboration Comment Log
One-click multiple attachments support
REPORTING
Advanced Graph and Chart Support
Customizable Dashboards and Homepage
Custom Report Editor
Matrix Reports
Read-only Report Access
Scheduled Reports
Advanced Reporting (SQL based)
COMMUNICATION
Customizable Email Templates
Email Management, Archiving and Email Templates
CTI Connectors + + + +
SMS + + + +
ADMINISTRATION CAPABILITIES
Reminders, Alerts and Pop-ups
Shared Calendar
Employee Directory
Custom Fields and Modules
Module Builder
Calculated Fields
Customizable Home Page
Multiple Dashboards on Homepage
Role-based-views Configuration for Admin
Web Services SOAP API
Rest API - Third party integrations
Project Management
Sugar Studio
INTERNATIONALIZATION
38 Supported Languages
Additional Language Packs + + + +
Multi-Currency Support
RTL Support
SUGARCRM PROVIDED CONNECTORS/ADD-ONS
Customer Journey Plugin $ $ $ $
Google Apps (Google Drive, Google Contacts)
Microsoft Word and Excel (WPI/EPI plugins)
Exchange, Yahoo, and other IMAP Mail
Sugar Connector for LinkedIn Sales Navigator $ $ $ $
DocuSign Connectors (via 3rd party) + + + +
Sugar Exchange: 3rd Party Applications Marketplace + + + +
Sugar HINT: Relationship Intelligence $ $ $ $
Sugar Connect: Direct Access via Email Apps $ $ $ $
Sugar Discover: Historical Pipeline Analytics $
Sugar Integrate: Pre-built API access to other common tools $ $ $
Salesforce CRM
InforCRM
Microsoft Dynamics
NetSuite
Sage
Bullhorn
SugarCRM
Google Analytics & Google Ads & Paid Search
SEO Audit Tool

3
 Sugar Sugar
Sugar Sell Sugar Serve Sugar Market
Enterprise Professional
Social Media Management (Oktopost)
Webinar Platforms (Go-to-Webinar, Webex)
Advanced Reporting & Analytics (Looker)
SECURITY
Access Control by User
Access Control by Team
Access Control by Role
Advanced Password Management
LDAP / Microsoft Active Directory
Single Sign-on (SAML)
DATA MANAGEMENT AND BACKUP
Data Import
Relational Database Backup
Isolation of Customer Data
Automated Secure Backups - Access and Download
SugarCloud Hosted Database
Support for MySQL Database
Support for Microsoft SQL Server (2)
Support for Oracle Database (2)
Support for DB2 Database (2)
Full Access to Database (On-Site Only)
SUGARCLOUD
Disaster Recovery
Products Availability Portal
Data Encryption at Rest and Transit
Performance Optimization and Database Tuning
Operations - 24/7 Monitoring
Automated Secure Backups - Access and Download ✔
Compliance (SOC2 Type2) ✔
Storage (DB + Attachments) 15 GB 60 GB 60 GB No Limit
Sandboxes $
Rest API - Third party integrations ✔
Connectors Framework ✔
Web Services REST API ✔

KEY:

+ Can be built in Sugar Studio or is available as a downloadable application on SugarExchange for free or at
an additional fee, contact your SugarCRM representative to discuss this addition

$ Additional subscription fees apply, contact your SugarCRM representative for more information

(1) Available for Sugar On-Premises, partner and public cloud deployments. Not available in Sugar On-
Demand. Contact your SugarCRM representative for availablity.

Rev. 05032021.1

About SugarCRM
SugarCRM is how marketing, sales, and service teams finally get a clear picture of each customer to help businesses reach new levels of performance and
predictability. Sugar is the CRM platform that makes the hard things easier.

Thousands of companies in over 120 countries rely on Sugar to achieve high-definition CX by letting the platform do the work. Headquartered in Silicon Valley,
Sugar is backed by Accel-KKR.

To learn more visit [Link] or follow @SugarCRM.

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