A clear, easy, and essential tool for our business
Pros
- Recalls data quickly and efficiently
- Allows data to be easily transferred between employees and departments
- Clear signaling of the client's case status and preferences for service
Cons
- More focus on the display of scanned documents
- Easier recall and presentation of scanned documents
- Lag times between entering an Action and seeing it appear
Return on Investment
- Our company has increased profits 20% from last year after implementing Sugar
- Our transfer to largely remote work has been hugely simplified by Sugar
- Despite an industry-wide "pandemic slump", the ease of use brought by Sugar has allowed us to remain a major player in tax assistance even as other companies have struggled
Alternatives Considered
Eclipse and DocStar
Other Software Used
DocStar, Epicor Eclipse, Fujitsu Automated Process Discovery (APD)


