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Frequently Asked Questions

Products

Editions

Technical Questions

Account Maintenance

Products

What are your product editions and prices?

We have four products.

  • Sugar Enterprise offers the functionality and support needed for the most demanding enterprises.
  • Sugar Professional provides advanced CRM functionality for small and medium-sized businesses.
  • Sugar Express offers essential CRM features for individuals and small companies
  • Sugar Community Edition is our open source product which can be freely downloaded and used.

Learn more about the differences between product editions.

What are the deployment options?

SugarCRM can be deployed on-demand (on our servers) or on-site (inside your firewall). Customers receive both a license key to download the software and an On-Demand account when they become a customer of Sugar Enterprise, Professional and Express.

How do I access the SugarCRM application?

Regardless of deployment options, all Sugar information is accessible through a standard web browser.

Can I get a demo of the software?

You can watch recorded demo of Sugar Professional; sign up for a free 30-day trial or contact a SugarCRM sales representative for an in-person demo.

How do I purchase SugarCRM products?

Once you decide what deployment option fits your company best you can purchase directly from SugarCRM, Inc. or through an authorized reseller.

To buy Sugar products directly from us, please visit our online store. If you have any questions regarding the order process please contact a SugarCRM sales representative at (408) 454-6940 or sales@sugarcrm.com.

To find a reseller in your area, visit our Partner Directory.

What type of training programs does SugarCRM offer?

Sugar University offers a blended learning program that includes easy access to self-paced online learning materials and interactive instructor-led options.

Online Library
SugarCRM's self-paced, web-based learning enables you to learn according to your schedule, whenever you want and wherever you are. Topics are organized in comprehensive role-based learning paths and include Learning Guides, "Show Me" Videos, and recordings of in-depth Webinar sessions.

Instructor-Led Learning Sessions
Sugar University's Instructor-led courses provide optimal learning conditions for subject matter that features extensive student-teacher interaction and include Seminars and Workshops. Seminars include product demonstrations and Q&A. Workshops are for advanced topics and include a combination of lectures, application demonstrations, and hands-on exercises. Sugar University's courses are taught by Authorized Learning Partners who are certified by SugarCRM to teach these courses. Courses are taught both online and in an in-person classroom setting.

Are there extensions available for SugarCRM products?

Yes, SugarExchange is the SugarCRM marketplace where any Sugar user wishing to extend core Sugar functionality can choose among hundreds of module extensions, themes and language packs provided by Sugar community members and partners. Partners and developers have created over 500 extensions to the Sugar which can be plugged into any of the Sugar edition. Extensions are managed through the Sugar Module Loader.

The developers of these extensions have followed the SugarCRM methodology for connecting their modules into the Sugar architecture. These extensions are third-party applications. We recommend reviewing user feedback on SugarExchange for each extension before loading them.

Editions

What are your product editions?

SugarCRM has three commercial products:

  • Sugar Express which provides features similar to Sugar Community Edition plus support Microsoft Office extensions and the ability to host on our servers.
  • Sugar Professional contains advanced functionality for larger deployments, including reporting, team and field-level security and sales forecasting.
  • Sugar Enterprise, which provides advanced functionality and support for large enterprise deployments, contains support for Oracle, offline client synchronization and the customer self-service portal.
  • See a full product comparison.

Is support included in your products?

Yes. Subscriptions to Sugar Enterprise and Sugar Professional include our standard support plan. Sugar Express customers receive 3 email support cases per year. Customers can upgrade from the standard to the extended support plan. Support packages expire if subscriptions are not renewed. More information.

Why is there a 5 license minimum requirement for Sugar Enterprise and Sugar Professional?

Sugar Enterprise and Sugar Professional are built to support many users and teams within an organization. Customers with less than five users will find that Sugar Express or Sugar Community Edition meets their needs.

Do you offer consulting services?

SugarCRM, Inc. provides consulting, including development of custom modules. Please contact sales at (408) 454-6940 or sales@sugarcrm.com for more information of SugarCRM Professional Services offerings.

Is English the only language you support?

SugarCRM has been translated into over 75 languages. Deployments can have multiple languages available to your users if you are a multi-lingual organization, and each user can pick their language preference. You can find the language packs here.

What is Sugar Express?

Sugar Express is a new product for individuals and small companies who need a low-cost CRM solution that contains essential CRM components. Sugar Express contains features similar to Sugar Community Edition plus SugarCRM Plug-Ins for Microsoft Outlook, Word and Excel, and access to the SugarCRM support team.

How much does Sugar Express cost?

Sugar Express is available for $499 for one to five users. So if you have one user, the price will be the same as if you had five. For six to ten users, Sugar Express is offered at $799 per year.

Does SugarCRM still offer Sugar Network?

Sugar Express has replaced Sugar Network which will be discontinued. The subscriptions of existing Sugar Network customers will still be honored. Upon renewal, customers will have to move to Sugar Express to continue to receive access to Sugar Plug-Ins and support.

Can I still purchase standalone Sugar Plug-Ins for Microsoft Office?

Plug-ins are only available to customers of Sugar Express, Professional and Enterprise.

What training is included with Sugar Express?

Sugar University consists of an online library and instructor-led learning sessions. Access to the online library and the basic end-user seminars are now available at no charge. Please see Sugar University for full details.

What if I need more than three support cases per year?

An additional five pack of support cases cost $400 per year, a 10 pack of support cases cost $750 per year.

How do I use my customer support cases?

Customer cases are filed through the Support Portal. Please see Support FAQs for more information.

Technical Questions

Can I upgrade from one edition to the other?

Yes, all products are built on the same code base so you can easily move from one product to another. If you have not customized the application, the process is to run the database upgrade SQL script, provided by SugarCRM, against the open source database to turn it into a pro database. Then run the pro installer and point it to the upgraded database.

In a customized system, apply the same database upgrade process as mentioned above. Then merge over the customized files from the open source installation over to the new pro installation.

How do I get my current data into Sugar?

You can easily import data from another CRM solution, or even just a standard spreadsheet using the standard Comma Separated Value (CSV) format. You can import directly into the database, or use the import wizard found in the shortcut menus through out the application. If you need additional help, SugarCRM offers data migration packages to assist you with importing your data. For further information, please contact sales at sales@sugarcrm.com

What type of resources does Sugar offer to help me through the implementation process?

SugarCRM offers free Getting Started Guides to help ease your company through the implementation process. For more free resources, please visit our Support Portal.

SugarCRM has also provided administration and tools for non-technical people to change the application. Administrators can quickly add new fields to suit your business through the Administration view through a drag-and-drop user interface.

Account Maintenance

How can I change the contact information assigned to my account?

To change the contact information on your Sugar Professional or Sugar Enterprise account please contact support at support@sugarcrm.com

I have forgotten my SugarCRM customer number user name and password!

Your Sugar administrator can help you recover your password to log into Sugar. If you are a Sugar administrator and you have forgotten your username and/or password please contact support at support@sugarcrm.com.

How do I add more users to my account?

To add more users to your account contact your sales representative, or call our general sales line at (408) 454 6940 and one of our sales representatives can walk you through the process.