May 27th, 2009

SugarCRM – Great for free, hard to install and maintain

SugarCRM is definitely one of the most powerful CRMs available, highly recommended by many. I came across it after looking for something FREE for us to manage leads/sales/contacts at CampusLIVE. The time commitment for us to build something close to comparable in-house would have been greater than we could afford.

Their Community Edition is free to download – allowing us to use an Enterprise product sans-support for nothing. Since Google usually provides an instant answer to any application error I run into, this is easy to deal with. Their community forum is pretty helpful, with veterans answering almost any question you have.

Overall, I would recommend Sugar to any small business – as long as you have a patient and tech-saavy IT guy who knows his way around a Linux server through command line.

Pros

  • FREE
  • very powerful
  • lots of plugins available
  • extensible, through IFrames (We were able to build credit card processing into it for easy transactions for sales reps)
  • Lots of support available through online forums
  • Books available at Amazon for first timers

Cons

  • Fast, personal support is NOT FREE
  • Install is never as simple as advertised. Things went wrong 2 or 3 times.
  • For us, some dependant AJAX randomly stopped working, making the application useless until we hacked a solution out.
  • When something breaks you get a white screen with no output by default – not helpful.

Recommendations

  • Turn error reporting in php.ini (or .htaccess) to E_ALL so that you can get some info from the blank error pages.
  • CHMOD every single folder and file to 777. It will save you countless hours of errors because the app is picky about permissions.
  • Password protect you /sugarCRM folder with .htaccess so that you won’t have security vulnerabilities from the above tip.

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