Envestnet Tamarac vs. Sugar Sell (SugarCRM)
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 Envestnet Tamarac | Score4.8 out of 10 | N/A | Envestnet Tamarac (part of Envestnet since 2012) is a financial services CRM featuring a client engagement tools such as a client portal, interactive reporting, customizable PDF reports, document vault, budgeting tools, mobile app, as integrated financial planning. | N/A |
 Sugar Sell (SugarCRM) | Score5.2 out of 10 | N/A | Sugar Sell from SugarCRM is a collaborative CRM, allowing users to track and monitor activities, map each customer’s journey. Sugar Sell replaces former editions of the SugarCRM product, including the SugarCRM Community Edition, the open source edition, which is discontinued. | $19 per month per user (3 users minimum, billed annually) |
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| Editions & Modules | No answers on this topic |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
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| Sales Force Automation |
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| Customer Service & Support |
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| Marketing Automation |
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| CRM Project Management |
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| CRM Reporting & Analytics |
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| Customization |
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| Security |
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| Envestnet Tamarac | Sugar Sell (SugarCRM) | |
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| Likelihood to Recommend | - | 2.0 |
| Likelihood to Renew | - | 8.2 |
| Usability | - | 3.0 |
| Availability | - | 10.0 |
| Performance | - | 10.0 |
| Support Rating | - | 9.1 |
| In-Person Training | - | 9.0 |
| Online Training | - | 8.0 |
| Implementation Rating | - | 9.0 |
| Configurability | - | 10.0 |
| Ease of integration | - | 10.0 |
| Product Scalability | - | 9.0 |
| Vendor post-sale | - | 9.0 |
| Vendor pre-sale | - | 9.0 |