Thoughts on Sugar CRM

Working with Sugar CRM’s workflow engine (available in the Professional and enterprise versions) makes me miss working with CRM 2011, where the workflows are much more robust. Much of what would be a simple and quick task in CRM 2011 could only be accomplished by writing custom PHP code in Sugar, where you also have to take extra pre-cautions to make sure all of the customizations are “upgrade safe”.

Using an existing field’s value on one record to populate a related record is a common requirement, and in Sugar, I had to write a PHP class that performs an update query in the database. While this is easy to implement, I can accomplish the same thing in CRM 2011 in a matter of moments with no custom code.