如何使用 SugarCRM：在 2026 年实现最佳销售业绩

快速入门

本指南涵盖了SugarCRM的所有功能：

• 入门 — Create your account and configure basic settings
• 如何使用销售自动化 — 追踪交易并更快完成交易
• 如何使用集成 — 连接您最喜欢的工具
• 如何使用营销自动化 — Nurture leads on autopilot
• 如何使用着陆页 — Capture new leads with custom pages
• 如何使用安全概述 — Protect your data and manage access
• 如何使用自定义网址 — Brand your links and campaigns
• 如何使用自动化销售工作流程 — Save time with smart triggers
• 如何使用自定义工作流 — Build logic that fits your process
• 如何使用部署选项 — Choose cloud or on-premise

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

I’ve used SugarCRM for over two years and tested every feature covered here. This how to Use SugarCRM tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

SugarCRM是最强大的软件之一。 客户关系管理 目前可用的工具。

但大多数用户仅仅触及了它功能的冰山一角。

本指南将向您展示如何使用所有主要功能。

一步一步教你，附带截图和专业技巧。

SugarCRM教程

本SugarCRM完整教程将一步一步地引导您了解每个功能，从初始设置到高级技巧，让您成为高级用户。

SugarCRM入门指南

使用任何功能之前，请先完成此一次性设置。

大约需要3分钟。

请先观看这段简短的概述：

现在让我们一步一步来。

第一步：创建您的帐户

前往 SugarCRM 网站，点击“开始免费试用”。

Enter your user name, email address, and create a password.

The New User Wizard appears and walks you through basic settings.

You can configure your preferred language from the dropdown list.

✓ 检查点： 检查你的 收件箱 请发送确认邮件。

步骤二：访问控制面板

使用您的新帐户凭据登录。

Sugar supports standard login or multi-factor authentication.

If you forget your password, use the reset link on the login page.

这就是仪表盘的样子：

✓ 检查点： You should see the main dashboard with the navigation bar at the top.

步骤 3：完成初始设置

Click your user 头像 on the upper right and select “Profile.

Configure your locale settings for date, time, and name display.

Set up your primary email client so Sugar can send and receive mail.

Connect external accounts like Google or Dropbox if desired.

如何使用 SugarCRM 销售自动化

销售自动化 lets you track deals through every stage of your pipeline.

以下是使用步骤。

观看销售自动化实际应用：

现在让我们逐一分析每个步骤。

步骤 1：打开“机会”模块

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

This module allows you to follow the progress of potential sales.

Each opportunity tracks the account, deal value, and close date.

第二步：创造新机遇

Click the create button at the top right of the module.

Fill in the deal name, expected amount, and assign it to a user.

Set the sales stage to match where this deal stands right now.

Tracking leads through stages is essential for forecasting.

✓ 检查点： The opportunity appears in your pipeline view.

Step 3: Update Deal Stages as You Progress

Open the detail view of any opportunity to edit its status.

Move deals forward as conversations advance with customers.

Updating deal stages is crucial for accurate sales forecasting.

如何使用 SugarCRM 集成

一体化 lets you connect SugarCRM with your existing tools and services.

以下是使用步骤。

手表集成功能实际应用：

现在让我们逐一分析每个步骤。

Step 1: Navigate to the Admin Panel

Click “Admin” in the navigation bar and select “Connectors.”

This page displays all available third-party connections.

Administrators can enable or disable each connector here.

Step 2: Connect Your Email Client and Calendar

Select your email client — Sugar supports Google, Yahoo, and more.

Using official connectors ensures every customer interaction is logged.

You can also sync your calendar to schedule meetings and calls.

✓ 检查点： Your connected accounts appear under the External Accounts tab.

Step 3: Sync with ERP and Accounting Software

For deeper integration, connect SugarCRM with your ERP system.

Syncing with ERP improves real-time visibility into order history.

Save your settings and test the connection with a sample record.

如何使用 SugarCRM 营销自动化

营销自动化 lets you nurture leads with targeted campaigns on autopilot.

以下是使用步骤。

观看营销自动化实际应用：

现在让我们逐一分析每个步骤。

步骤 1：打开“营销活动”模块

Click “Campaigns” in the navigation bar to access the module.

The Campaigns module is used for creating and managing marketing campaigns.

You can build email drips, newsletters, and targeted sequences here.

Step 2: Build Your Target Lists

Go to the Target Lists module to create your audience segments.

Target lists can include contacts, leads, and other users from any module.

The Targets module manages potential customers furthest from becoming clients.

✓ 检查点： Your target list displays all the contacts you selected.

第三步：启动您的活动

Add your email template, set a schedule, and hit “Send.”

Sugar tracks open rates, clicks, and bounces automatically.

Check the status of each campaign from the detail view.

如何使用 SugarCRM 落地页

着陆页 lets you capture new leads without writing any code.

以下是使用步骤。

观看落地页的实际演示：

现在让我们逐一分析每个步骤。

Step 1: Open the Landing Pages Editor

Navigate to Sugar Market and click “Landing Pages” in the menu.

Click the create button to start a new page from scratch or a template.

Step 2: Design Your Page

Use the drag-and-drop builder to add forms, images, and 文本.

Add a description that speaks directly to your desired audience.

Each checkbox and field on the form maps to a contact record in Sugar.

✓ 检查点： Preview your page in a new browser window before publishing.

Step 3: Publish and Track Results

Click “Publish” to make your landing page live.

Every new submission creates a lead record automatically.

Once created, the lead can be accessed from the leads module at any time.

Monitor conversion rates from the 报道 仪表板。

SugarCRM 安全概述

安全 概述 lets you manage user access and protect sensitive data.

以下是使用步骤。

观看安全概览的实际应用：

现在让我们逐一分析每个步骤。

Step 1: Open the Admin Security Settings

Go to Admin and click “Role Management” under the Security section.

Administrators can assign roles that control what each user can access.

Step 2: Configure Role-Based Access Controls

Configuring RBAC reduces user overwhelm by showing only relevant fields.

Set which modules each role can view, edit, or delete.

Regular users see only the data they need for daily work.

✓ 检查点： Log in as a test user to verify the permissions are configured correctly.

Step 3: Enable Password Policies

Set minimum password requirements for all users in the system.

Enable multi-factor authentication for extra account security.

Establishing clear user roles enhances data security and compliance.

如何使用 SugarCRM 自定义 URL

自定义网址 lets you brand your campaign links and track clicks.

以下是使用步骤。

观看自定义 URL 的实际应用：

现在让我们逐一分析每个步骤。

Step 1: Open the Custom URL Settings

Navigate to Sugar Market and find “Custom URLs” in the menus.

This feature lets you replace default tracking links with branded ones.

步骤 2：添加您的自定义域名

Enter your desired domain name in the box provided.

Point your DNS records to Sugar’s servers as displayed on the page.

This process creates branded links that build trust with recipients.

✓ 检查点： The status shows “Verified” next to your custom domain.

Step 3: Apply Custom URLs to Campaigns

Go back to your campaign and select the custom URL as default.

All future email links will use your branded domain.

Save the settings to complete the process.

如何使用 SugarCRM 自动化销售工作流程

自动化销售工作流程 lets you trigger actions based on deal changes automatically.

以下是使用步骤。

观看自动化销售工作流程的实际演示：

现在让我们逐一分析每个步骤。

Step 1: Open the Process Definitions Page

Go to Admin and click “Process Definitions” under the system settings.

This is where administrators manage all automated workflows.

Step 2: Build Your Workflow Logic

Click the create button and choose a target module like Opportunities.

Set triggers — for example, when a deal moves to “Negotiation” stage.

Add actions like sending an email or creating a follow-up task.

Automating routine tasks like follow-up reminders saves hours each week.

✓ 检查点： The workflow appears in the Process Definitions list with “Active” status.

步骤三：测试和激活

Create a test opportunity to make sure the workflow fires correctly.

Check the log to confirm each action ran as expected.

Once verified, enable the workflow for all regular users.

如何使用 SugarCRM 自定义工作流

自定义工作流程 lets you build 商业 logic tailored to your exact process.

以下是使用步骤。

观看自定义工作流的实际应用：

现在让我们逐一分析每个步骤。

Step 1: Define Your Business Process

Map out the exact steps your team follows for a specific task.

Customizing SugarCRM to support your workflows is better than changing how you work.

Step 2: Create the Workflow in the Visual Designer

Open the Process Designer and drag elements onto the canvas.

Add conditions, gateways, and actions that match your desired flow.

Assign each step to the right user or team.

✓ 检查点： The workflow diagram matches your real-world process.

步骤 3：部署和监控

Save and activate your custom workflow.

Monitor the process log to track completed and pending steps.

Conducting periodic reviews helps keep workflows relevant to your needs.

如何使用 SugarCRM 部署选项

部署选项 lets you choose between cloud-hosted and on-premise setups.

以下是使用步骤。

观看部署选项的实际应用：

现在让我们逐一分析每个步骤。

第一步：评估您的需求

Decide if your team needs cloud access or on-premise control.

Cloud is best for teams that want fast setup with no server management.

On-premise gives administrators full control over the system.

Step 2: Select Your Deployment Type

Contact SugarCRM sales or choose during signup to pick your option.

Sugar Enterprise at $85/user/month is the on-premise edition.

Cloud plans start at $59/user/month with the Standard tier.

✓ 检查点： Your deployment type is confirmed in your account settings.

步骤 3：完成迁移或设置

Follow Sugar’s migration guide to upload your existing data files.

Set clear business objectives before configuring your new instance.

Tailoring SugarCRM to specific needs is critical for getting the most value.

SugarCRM 专业技巧和快捷方式

经过两年多的SugarCRM测试，以下是我总结的一些最佳建议。

键盘快捷键

行动	捷径
快速搜索	Ctrl + / (or Cmd + /)
创建新记录	Ctrl + Alt + N
保存当前记录	Ctrl + S
Open Help Window	Ctrl + H

大多数人错过的隐藏功能

• 快速视频库： Click the help icon in the navigation bar to access short on-demand videos that explain common tasks across the Sugar platform.
• Automated De-Duplication: Enable automated duplicate checks at data entry to keep your contacts module clean and your notes accurate.
• Smart Guides: These hidden workflow templates direct teams through defined processes — most users never find them in the menus.

SugarCRM常见错误及避免方法

错误一：导入前跳过数据清理步骤

Mistake #2: Giving Everyone Admin Access

Mistake #3: Ignoring the Leads Module

SugarCRM故障排除

Problem: Can’t Log In to SugarCRM

原因： Incorrect password or the Forgot Password feature may not be enabled by your admin.

使固定： Try resetting your password from the login page. If that option is hidden, ask your administrator to reset it for you in the Admin panel.

Problem: Emails Not Sending from Sugar

原因： Your email client settings are not configured correctly in user preferences.

使固定： Go to your profile, open the Email Settings tab, and verify your SMTP server details. Test with a quick send to confirm it works.

Problem: Duplicate Records Appearing Everywhere

原因： No de-duplication rules were set before importing data into the system.

使固定： Enable automated de-duplication in Admin settings. Then run a merge on existing duplicates in the contacts and accounts modules.

📌 笔记： If none of these fix your issue, contact SugarCRM support or click the help icon in the navigation bar for resources.

SugarCRM是什么？

SugarCRM is a Customer Relationship Management platform used for managing customers, leads, and sales pipelines.

Think of it like a central hub where every customer interaction — emails, calls, meetings, and documents — lives in one place.

SugarCRM comes prepackaged with more than a dozen core modules for contacts, accounts, opportunities, and more.

It is one of the fastest growing CRM platforms because it can be customized easily to fit any business process.

AI-driven features like SugarPredict help identify the “next best action” for deals and prioritize accounts.

Since its creation, SugarCRM has grown into a platform accessed by thousands of businesses worldwide.

This article covers everything you need to know about the platform.

它包含以下主要特点：

• 销售自动化： Track opportunities through every deal stage with automated pipeline management.
• 一体化： Connect with email clients, ERP systems, Google, and other tools your team already uses.
• 营销自动化： Run targeted campaigns with the Campaigns module and build target lists for each audience.
• 着陆页： Capture leads with drag-and-drop pages that feed contacts directly into Sugar.
• 安全概述： Control who can access, edit, and delete records with role-based permissions.
• 自定义工作流程： Build automated processes that match your exact business logic and save time.
• 部署选项： Choose cloud or on-premise depending on your team’s needs.

The Contacts module manages all contacts for your company.

The Documents module lets users create new documents and manage existing files.

The Projects module is used for creating and managing projects across teams.

The Calendar module helps you schedule meetings, calls, and tasks.

The Emails module provides a built-in email client to send and receive messages.

The Cases module tracks issues connected to products and services.

The Bug Tracker module is used for reporting and keeping track of bugs.

Video tutorials and the Quick Video Library can guide users through the basics.

如需完整评测，请参阅我们的 SugarCRM评测.

SugarCRM定价

以下是SugarCRM在2026年的成本：

计划	价格	最适合
标准	每用户每月 59 美元	Small sales teams needing core CRM features
先进的	每用户每月 85 美元	Growing teams that need AI and advanced support
总理	每用户每月 135 美元	Large teams that need full analytics and forecasting

免费试用： Yes — contact SugarCRM for a guided demo and trial access.

退款保证： No — all plans are billed annually with a 15-user minimum.

💰 性价比最高： Advanced at $85/user/month — it includes AI-driven lead prioritization, case management, and standard support that most teams need.

SugarCRM 与其他替代方案的比较

SugarCRM 与其他产品相比如何？以下是竞争格局：

观看这段对比视频：

工具	最适合	价格	等级
SugarCRM	Custom workflows and on-premise	每用户每月 59 美元	⭐ 3.1
GoHighLevel	一体化营销和客户关系管理	每月97美元	⭐ 4.3
基普	小型企业 自动化	每月 299 美元	⭐ 4.2
ActiveCampaign	电子邮件营销 + 客户关系管理	每月15美元	⭐ 4.0
HubSpot	免费CRM，付费升级	每月 0-800 美元	⭐ 4.0
ClickFunnels	Sales funnels and pages	每月 81 美元	⭐ 4.2
民间	轻量级团队 CRM	每位会员每月 17.5 美元	⭐ 4.0
即刻	冷邮件 外联	每月 30 美元	⭐ 4.3
点击上	项目管理 + 客户关系管理	每月 0 至 12 美元	⭐ 4.3

快速精选：

• 综合最佳： Salesforce — the industry standard with the deepest feature set for enterprise teams.
• 最佳预算： Freshsales CRM — a free plan with paid tiers starting at just $15/user/month.
• 最适合初学者： HubSpot — free CRM with a gentle learning curve and great support resources.
• Best for customer experience: Zendesk — built for support teams who want omnichannel service tools.

🎯 SugarCRM 的替代方案

正在寻找 SugarCRM 的替代方案？以下是一些最佳选择：

• 🚀 GoHighLevel： All-in-one marketing, CRM, and funnel builder for agencies and 小型企业 starting at $97/month.
• 💰 Keap： Small business CRM with built-in invoicing, payments, and email marketing for $299/month billed annually.
• 🎨 ActiveCampaign： Top-rated email marketing platform with a built-in CRM starting at just $15/month.
• ⚡ HubSpot： Free CRM with powerful paid upgrades for marketing, sales, and customer service teams.
• 🔒 ClickFunnels： Build high-converting sales funnels and landing pages with no coding required from $81/month.
• 🧠 民间： Lightweight CRM built for teams that want simple contact management starting at $17.50/member/month.
• 👶 即刻： Cold email tool that helps you scale outreach with warm-up and deliverability features from $30/month.
• 🏢 ClickUp： Project management platform with built-in CRM views, free plan available, paid from $7/user/month.
• 🔧 星期一客户关系管理： Visual work management tool with CRM templates and automations starting at $10/user/month.
• 🌟 胶囊型客户关系管理： Simple and clean CRM for small teams with a free plan and paid tiers from $18/user/month.
• ⭐ 洞察： CRM with strong project management features and integrations starting at $29/user/month.
• 🎯 Freshsales CRM： AI-powered CRM with a free plan, built-in phone, and email from $15/user/month.
• 💼 Salesforce： The most popular enterprise CRM in the world with deep customization from $25/user/month.
• 📊 Zendesk： Customer support platform with CRM features, ticketing, and live chat from $55/agent/month.

完整列表请参见我们的 SugarCRM的替代方案 指导。

⚔️ SugarCRM 对比

以下是SugarCRM与各竞争对手的对比情况：

• SugarCRM vs GoHighLevel: GoHighLevel wins for agencies wanting marketing and CRM in one place. SugarCRM wins for on-premise control.
• SugarCRM vs Keap: Keap is better for solopreneurs who need invoicing built in. SugarCRM is better for mid-size sales teams.
• SugarCRM vs ActiveCampaign: ActiveCampaign leads in email marketing. SugarCRM leads in custom workflows and deployment flexibility.
• SugarCRM vs HubSpot: HubSpot has a free plan and is easier to learn. SugarCRM offers deeper customization for complex processes.
• SugarCRM vs ClickFunnels: ClickFunnels focuses on sales funnels. SugarCRM is a full CRM platform for managing customer relationships.
• SugarCRM vs Folk: Folk is simpler and lighter. SugarCRM is more powerful for teams with complex sales pipelines.
• SugarCRM 与 Instantly 对比： Instantly is a cold email tool only. SugarCRM manages the full customer lifecycle from leads to support.
• SugarCRM vs ClickUp: ClickUp is better for project management with light CRM. SugarCRM is better for dedicated CRM with workflows.
• SugarCRM vs Monday CRM: Monday CRM is more visual and easier for beginners. SugarCRM offers stronger automation and reporting.
• SugarCRM vs Capsule CRM: Capsule is ideal for very small teams on a budget. SugarCRM scales better for growing mid-market businesses.
• SugarCRM vs Insightly: Insightly has built-in project tracking. SugarCRM has stronger sales automation and AI-driven insights.
• SugarCRM vs Freshsales CRM: Freshsales has a free plan with built-in phone. SugarCRM wins for on-premise deployment and custom code.
• SugarCRM vs Salesforce: Salesforce has a bigger app marketplace. SugarCRM costs less and is easier to self-host for full control.
• SugarCRM 与 Zendesk 对比: Zendesk excels at customer support ticketing. SugarCRM is stronger for sales pipeline and lead management.

立即开始使用 SugarCRM

您已学会如何使用SugarCRM的所有主要功能：

• ✅ 销售自动化
• ✅ 集成
• ✅ 营销自动化
• ✅ 着陆页
• ✅ 安全概览
• ✅ 自定义网址
• ✅ 自动化销售工作流程
• ✅ 自定义工作流程
• ✅ 部署选项

下一步： 选择一项功能，立即试用。

大多数人都是从销售自动化开始的。

只需不到5分钟。

常见问题解答

如何设置 SugarCRM？

Go to the SugarCRM website and sign up for a trial or paid plan. The New User Wizard walks you through configuring your user name, password, email settings, and locale preferences. You can also connect your Google or Yahoo account during setup. The whole process takes about 3 minutes before you can access the main dashboard.

SugarCRM有哪些缺点？

SugarCRM requires a 15-user minimum on all plans, which raises costs for small teams. The learning curve can be steep for users who aren’t familiar with CRM systems. On-premise deployment needs dedicated IT support to manage the servers. Some advanced features like AI-driven insights are only available on higher-priced plans.

SugarCRM容易使用吗？

SugarCRM has a moderate learning curve. The navigation bar and module layout are clean, but configuring workflows and settings takes time. Regular users find daily tasks like editing contacts and creating records straightforward. Training programs are essential for achieving high user adoption across your team.

SugarCRM有什么用途？

SugarCRM is used for managing customer relationships across sales, marketing, and support. It helps teams track leads, manage accounts, schedule meetings and calls, send campaigns, and log all customer interactions. Businesses use it to consolidate data, automate tasks, and empower teams to deliver a better customer experience.

SugarCRM 仍然是开源的吗？

SugarCRM stopped releasing open-source editions after version 6.5. The current platform is a commercial product with cloud and on-premise deployment options. The Sugar Enterprise plan at $85/user/month is the on-premise edition that gives administrators full control. Other users looking for open-source CRM tools may want to check SuiteCRM instead.

如何重新分配我的SugarCRM记录？

Open the record you want to reassign and click the “Assign To” field. Type the user name of the person you want to assign it to. You can also do bulk reassignment from the list view by selecting multiple records and using the “Mass Update” option. Save your changes and the new user can access the record immediately.

SugarCRM是用来做什么的？

SugarCRM is a Customer Relationship Management platform widely used for managing customers and clients. Companies use it to track the entire sales pipeline from first contact to closed deal. It also handles marketing campaigns, customer support cases, and project management. Logging all activities related to customers builds a historical context that supports personalized engagement.