SugarCRMの使い方：2026年に売上を最大化する方法

クイックスタート

このガイドでは、SugarCRMのすべての機能について解説します。

• はじめる アカウントを作成し、基本設定を行います。
• セールスオートメーションの使い方 — Track deals from first touch to closed-won inside the Opportunities module.
• 統合機能の使い方 — Link your email client, calendar and accounting software to cut manual data entry.
• マーケティングオートメーションの使い方 — Build target lists, launch campaigns and track responses inside one system.
• ランディングページの使い方 — Drag-and-drop pages that push form submissions directly into Sugar.
• セキュリティ概要の使い方 — Role-based access controls keep sensitive data with the people who need it.
• カスタムURLの使い方 — Branded URLs build trust with customers and improve email deliverability.
• How to Use Automated Sales workflows — Smart Guides walk each rep through your process, one task at a time.
• How to Use Custom workflows — If-this-then-that rules for follow-up reminders, alerts and field updates.
• デプロイメントオプションの使用方法 — Choose cloud hosting or a private install based on your compliance needs.

所要時間： 各作品につき5分

このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案

このガイドを信頼する理由

I have run SugarCRM daily for 14 months across two sales teams.

Every screen in this article comes from my own instance.

SugarCRM is one of the most customisable CRM 現在利用可能なプラットフォーム。

Most users touch three modules and never find the rest.

This guide shows you how to use SugarCRM properly, feature by feature.

SugarCRMチュートリアル

This tutorial walks through every module, from your first login to workflows that run without you.

シュガーCRM

Bend the CRM around how your team already sells. SugarCRM ships with more than a dozen core modules and lets administrators reshape every layout, field and workflow. Start free and import your contacts in minutes.

今すぐSUGARCRMをお試しください →

レビュー全文を読む →

砂糖の代替品 →

SugarCRMの始め方

Before touching any module, complete this one-time setup.

約3分かかります。

ステップ1：アカウントを作成する

Go to the SugarCRM website and click Start Free Trial.

Enter your work email address and pick a strong password.

✓ チェックポイント: A confirmation email arrives within a minute.

Step 2: Log In and Learn the Layout

Sign in with your user name and password.

Multi-factor authentication appears here if your admin enabled it.

ダッシュボードの画面は以下のようになります。

Your modules sit along the navigation bar at the top of every page.

✓ チェックポイント: You can see the main dashboard and module menus.

ステップ3：初期設定を完了する

The New User Wizard opens on first login and walks you through basic settings.

Set your name, language and locale so dates and times display correctly.

You can skip the wizard and configure everything later from your Profile.

Configuring this now saves rework once your whole team is inside.

ユーザーをクリックしてください アバター in the top right corner to reach user preferences.

SugarCRMの販売自動化ツールの使い方

セールスオートメーション lets you move every deal through your pipeline without manual chasing.

以下に、その使用方法をステップごとに説明します。

ステップ1：機会モジュールを開く

Click Opportunities in the navigation bar at the top of the page.

The list view appears with every open deal your team owns.

Step 2: Create a Deal Record

Hit the create button, then add a name, amount and close date.

Pick a sales stage from the Status dropdown before you save.

これは以下のようなものです。

✓ チェックポイント: Your new deal appears in the Opportunities list view.

Step 3: Let SugarPredict Score It

SugarPredict reads historical data to flag high-potential leads and at-risk accounts.

Deals worth your time move to the top of the list.

SugarCRM連携の使い方

統合 lets you connect Sugar to the tools your team already lives in.

以下に、その使用方法をステップごとに説明します。

Step 1: Open the External Accounts Tab

Click your user avatar, choose Profile, then open External Accounts.

This is where Google, Dropbox and other services get connected.

Step 2: Connect Your Email Client

Select your provider — Google, Yahoo or another IMAP host.

Enter your user name and password, then tick the checkbox to sync sent mail.

これは以下のようなものです。

✓ チェックポイント: A green connected status shows beside each linked account.

Step 3: Sync Your Calendar

Open the Calendar options and point Sugar at your external calendar app.

Meetings booked outside Sugar now show up automatically.

SugarCRMマーケティングオートメーションの使い方

マーケティングオートメーション lets you run campaigns against segmented lists without exporting anything.

以下に、その使用方法をステップごとに説明します。

Step 1: Build Your Target Lists

Open Target Lists and create a new list for the audience you want.

Creating a list takes under a minute using mass update from any module.

Step 2: Create the Campaign

Go to Campaigns and pick the campaign type from the wizard window.

Attach your list, write the email body and set a send date.

これは以下のようなものです。

✓ チェックポイント: The campaign status reads Sending or Complete.

Step 3: Track the Results

Open the campaign detail view to see opens, clicks and bounces.

Responders can be converted to leads in one click.

SugarCRMランディングページの使い方

ランディングページ lets you capture leads straight into the leads module with no developer help.

以下に、その使用方法をステップごとに説明します。

Step 1: Start a New Page

Open Sugar Market and choose Landing Pages from the menus.

Pick a template or start from a blank canvas.

Step 2: Drop In Your Form

Drag a form block onto the page and map each field to Sugar.

Map email address, company and phone at minimum.

これは以下のようなものです。

✓ チェックポイント: Your test submission shows as a new lead record.

ステップ3：公開とテスト

Publish the page, then submit a test entry yourself.

Check the leads module to confirm the record was created.

SugarCRMのセキュリティ概要の使い方

安全 概要 lets you decide exactly which users see which records and fields.

以下に、その使用方法をステップごとに説明します。

Step 1: Open Role Management

Administrators reach this from Admin, then Role Management.

Regular users will not see this menu.

Step 2: Set Module Permissions

Create a role and set access per module — view, edit, delete or none.

Fields you mark as hidden are no longer displayed on the layout.

これは以下のようなものです。

✓ チェックポイント: Restricted modules no longer display for that user.

Step 3: Assign Users to the Role

Scroll down and assign users at the bottom of the role page.

Save, then log in as a test user to confirm.

SugarCRMのカスタムURLの使い方

カスタムURL lets you serve your Sugar instance and tracked links from your own domain.

以下に、その使用方法をステップごとに説明します。

Step 1: Choose Your Subdomain

Decide on the desired address, for example crm.yourcompany.com.

Short and obvious beats clever here.

Step 2: Add the DNS Record

Add a CNAME record with your domain host pointing at Sugar.

Propagation usually takes under an hour.

これは以下のようなものです。

✓ チェックポイント: Your custom address loads the login page over HTTPS.

Step 3: Confirm in Sugar

Submit the domain in the admin settings box and wait for validation.

An SSL certificate is issued automatically.

How to Use SugarCRM Automated Sales workflows

Automated Sales workflows lets you guide reps through a defined path instead of hoping they remember.

以下に、その使用方法をステップごとに説明します。

Step 1: Open Process Definitions

Admin users open Process Definitions from the admin panel.

Choose Smart Guide as the template type.

Step 2: Map Your Real Process

Add each stage your reps already follow, with owners and due dates.

Write a plain description on every task so nobody guesses.

これは以下のようなものです。

✓ チェックポイント: The guide’s progress bar shows on the opportunity record.

Step 3: Attach It to a Record

Trigger the guide when an opportunity reaches a chosen stage.

The task list appears inside the record detail view.

How to Use SugarCRM Custom workflows

カスタムワークフロー lets you automate the small repetitive jobs that eat your week.

以下に、その使用方法をステップごとに説明します。

Step 1: Define the Trigger

Pick the module and the change that starts the workflow.

A case status moving to Escalated is a common example.

Step 2: Add Your Actions

Choose actions such as send email, assign owner or update a field.

Round-robin assignment keeps queues fair across the team.

これは以下のようなものです。

✓ チェックポイント: その 監査 log shows your actions running in order.

Step 3: Test Before Going Live

Run the workflow against one test record first.

Check the audit log to confirm each action fired.

SugarCRMの導入オプションの使い方

展開オプション lets you run Sugar in the cloud or inside your own data centre.

以下に、その使用方法をステップごとに説明します。

Step 1: Compare the Two Paths

Sugar Cloud handles updates, backups and uptime for you.

A private install gives you database-level control and deeper customisation.

Step 2: Check Your Requirements

Regulated industries often need data held in a specific region.

Confirm this with your compliance lead before signing.

これは以下のようなものです。

✓ チェックポイント: Your imported accounts and contacts appear with no duplicate rows.

Step 3: Plan the Migration

Export your existing records to a clean CSV file.

Upload the file through the Import wizard and map every column.

SugarCRMのプロ向けヒントとショートカット

After 14 months inside Sugar, these are the shortcuts I actually use.

キーボードショートカット

ほとんどの人が見逃す隠れた機能

• Inline editing: Double-click any field in the detail view to edit it without opening the full form.
• クイックビデオライブラリ： Click the help icon in the navigation bar for short on-demand videos on common tasks.
• Dashlet cloning: Copy a colleague’s dashboard layout instead of rebuilding every chart yourself.
• Preference reset: One click returns your settings to the default if a layout gets mangled.

These benefits stack up quickly across a team:

SugarCRMでよくある間違いとその回避方法

Mistake #1: Changing How Your Team Sells to Suit the Software

Mistake #2: Giving Every User Access to Every Module

Mistake #3: Skipping Training and Hoping People Figure It Out

SugarCRMのトラブルシューティング

Problem: Emails Will Not Send From Sugar

原因： Your outbound mail account is not configured, or the app password expired.

修理： Open Profile, then the Email Settings tab, and re-enter your credentials. Google and Yahoo both need an app password rather than your normal one.

Problem: A Module Is Missing From the Navigation Bar

原因： The module is either hidden by your role or collapsed into the overflow menu.

修理： Check the three-dot menu first. If it is still missing, ask your admin to review Role Management.

Problem: Duplicate Contacts Keep Appearing After Import

原因： Your import file had no matching key, so Sugar creates a new record for every row.

修理： Re-run the import and map an email address or record ID as the duplicate check field.

📌 注記： これらの方法で問題が解決しない場合は、SugarCRMのサポートにお問い合わせください。

SugarCRM とは何ですか?

シュガーCRM is a customer relationship management platform that keeps every customer interaction in one place.

Think of it as a shared memory for your sales, marketing and support teams.

That shared history is what lifts the customer experience on every follow-up call.

こちらの簡単な概要をご覧ください。

Sugar ships with more than a dozen core modules:

• Accounts and Contacts: Company records plus the contacts module holding every person you deal with.
• Leads and Opportunities: The leads module tracks 早い prospects; opportunities track deals close to closing.
• Calendar, Calls and Meetings: Schedule meetings and calls, then log outcomes as notes on the record.
• 文書: The documents module lets you upload files and manage existing ones by version.
• Projects and Cases: The projects module runs delivery work; Cases tracks issues with your products and services.
• Campaigns and Target Lists: Build target lists, launch campaigns and measure the response.

Every one of these modules is accessed from the same navigation bar.

詳細なレビューについては、こちらをご覧ください。 SugarCRMのレビュー.

SugarCRMの価格

Here is what SugarCRM costs in 2026:

無料トライアル: Yes — a seven-day trial with no credit card required.

返金保証: No refund window is published; billing is annual per user.

💰 最もお得な価格: Advanced — automation and forecasting sit here, and most teams outgrow Standard within a quarter.

SugarCRMと代替製品との比較

How does SugarCRM compare against the rest of the CRM market?

この比較をご覧ください。

おすすめ商品：

• 総合ベスト： HubSpot — the widest feature set with the shortest learning curve.
• ベスト予算： Freshsales CRM — calling and lead scoring at entry-level pricing.
• 初心者におすすめ： Monday CRM — anyone can configure a board without an admin.
• Best for custom processes: SugarCRM — reshape modules and workflows around how you already work.

🎯 SugarCRMの代替案

SugarCRMの代替サービスをお探しですか？おすすめの選択肢をご紹介します。

• 🚀 ゴーハイレベル: All-in-one agency platform bundling CRM, funnels and SMS under one white-label account.
• 💰 キープ： 小さい 仕事 CRM with built-in email marketing and invoicing for solo operators.
• 🎨 アクティブキャンペーン: Strongest email automation builder here, with light CRM attached for smaller sales teams.
• ⚡ ハブスポット： Generous free tier and the fastest onboarding of any CRM on this list.
• 🔒 クリックファネル: Funnel-first tool for course creators who care more about checkout than pipeline.
• 🧠 フォーク： Lightweight contact manager that pulls people in from LinkedIn and Gmail automatically.
• 👶 即座に: コールドメール sending at volume, with inbox warm-up and deliverability tooling built in.
• 🏢 クリックアップ: Project work and sales pipeline in one workspace, useful for agencies juggling delivery.
• 🔧 月曜日のCRM: Visual boards anyone can configure without an admin, backed by strong automation recipes.
• 🌟 カプセルCRM: Simple and cheap, ideal for teams under ten who want contacts and tasks only.
• ⭐ 洞察力： Pairs CRM with project delivery, so won deals roll straight into client onboarding.
• 🎯 フレッシュセールス CRM: Built-in phone and chat with AI lead scoring at a friendlier price point.
• 💼 セールスフォース: The enterprise standard with the deepest customisation and the steepest learning curve.
• 📊 ゼンデスク: Support-led platform first, with a sales module bolted on for service-heavy businesses.

全リストについては、こちらをご覧ください。 SugarCRMの代替品 ガイド。

⚔️ SugarCRMとの比較

Here is how SugarCRM stacks up against each competitor:

• SugarCRM vs GoHighLevel: GoHighLevel wins for agencies reselling access. Sugar wins for structured enterprise sales processes.
• SugarCRM vs Keap: Keap is easier on day one. Sugar handles complex permissions and large record volumes better.
• SugarCRMとActiveCampaignの比較： ActiveCampaign has better email automation. Sugar has the stronger pipeline and forecasting side.
• SugarCRM vs HubSpot: HubSpot is friendlier and free to start. Sugar costs less per seat once teams scale.
• SugarCRM vs ClickFunnels: Different jobs entirely. ClickFunnels sells products; Sugar manages long relationships with clients.
• SugarCRM vs Folk: Folk suits founders tracking a few hundred contacts. Sugar suits departments with defined roles.
• SugarCRMとInstantlyの比較： Instantly is an アウトリーチ engine. Sugar is the system of record everything eventually lands in.
• SugarCRM vs ClickUp: ClickUp is better at delivery work. Sugar is better at customer history and reporting.
• SugarCRMとMonday CRMの比較： Monday is far quicker to configure. Sugar offers deeper security and on-premise hosting.
• SugarCRMとCapsule CRMの比較： Capsule is cheaper and simpler. Sugar is the choice once you need real automation.
• SugarCRMとInsightlyの比較： Insightly bundles project management free. Sugar gives better marketing automation through Sugar Market.
• SugarCRMとFreshsales CRMの比較： Freshsales includes calling out of the box. Sugar offers more customisation for unusual processes.
• SugarCRMとSalesforceの比較： Salesforce does more but costs far more. Sugar delivers most of it for less.
• SugarCRM vs Zendesk: Zendesk wins on support ticketing. Sugar Serve closes that gap while keeping sales data attached.

今すぐSugarCRMを使い始めましょう

SugarCRMの主要な機能をすべて使いこなせるようになりました。

• ✅ 販売自動化
• ✅統合
• ✅ マーケティングオートメーション
• ✅ ランディングページ
• ✅ セキュリティ概要
• ✅ カスタムURL
• ✅ Automated Sales workflows
• ✅ Custom workflows
• ✅ 導入オプション

次のステップ： Pick one feature and try it today.

ほとんどの人はまず営業自動化から始める。

5分もかかりません。

よくある質問

SugarCRMの設定方法は？

Create your account, then let the New User Wizard configure your locale, email and password. Connect your email client, import contacts, then set roles for other users.

SugarCRMのデメリットは何ですか？

The interface feels dated next to newer CRMs, setup needs admin skill, and mobile apps lag rivals. Support quality varies by plan tier.

SugarCRMは使いやすいですか？

Daily tasks are straightforward once configured. Initial setup is not beginner friendly and usually needs an administrator or partner to complete properly.

SugarCRMの用途は何ですか？

SugarCRM stores every customer interaction in one place. Teams manage accounts, leads, calls, meetings and campaigns from a single connected system.

SugarCRMはまだオープンソースですか？

No. SugarCRM ended its open source Community Edition in 2018. Every version today is commercial, though SuiteCRM continues from the old codebase.