When every connection counts
Use every call, every chat, every connection to successfully engage your customers and deliver a superior customer experience every time.
Features and Benefits
SugarCRM Sales goes beyond traditional sales systems designed to force data entry and e... Learn More
Sugar goes beyond traditional mass-communication systems, helping you cut through the n....Learn More
Get happier customers who are truly loyal by ensuring every CRM user across your custom...Learn More
Sugar's best-of-breed platform enables you to rapidly build and deploy powerful mobile ... Learn More
SugarCRM Sales goes beyond traditional sales systems designed to force data entry and empowers you to sell. Focus your time and energy on the most important deals in your pipeline, what matters most, and when it matters, so you can be prepared, engage at the right time, and stay on top of your accounts.
360-Degree View of Your Customers
Sell proactively and avoid surprises by knowing what matters to your accounts and contacts, when it matters. Know your accounts inside and out with 360-degree customer activity history across the extended selling enterprise. Understand what matters to your key contacts and when to engage with smarter account intelligence based on cross-channel and social media activity.
Sell with the power of the collective enterprise. Get every resource you need when you need it. Connect in real time with experts across your organization, collaborate and share winning practices to accelerate every stage of the deal cycle.
Sell based on relationships. Leverage social networks to expand your prospecting and contact networks. Track key selling opportunities across social sites and respond directly from your CRM system. Manage all social interactions along with your other communications in the context of your CRM system. Sugar is fully Social CRM ready.
Sell anywhere and stay on top of your leads and opportunities, meetings or calls -- across any mobile device. Move seamlessly between your mobile and desktop app to stay on top of every deal wherever you are.
Real Time Pipeline Management
Sell on time with real time, personalized access to every deal in the pipeline. Track early indicators and changes affecting your pipeline so you can stay ahead of your forecast, spend time where it counts, and meet your sales targets.
Workflow and Approvals
Sell more by automating your day-to-day tasks. Automatically drive deal change alerts, route leads to teams, communicate with prospects, assign opportunities, and monitor account activity.
Email, Calendar, and File Management
Sell using your favorite applications with Sugar’s built-in email integration for Microsoft Outlook, Gmail, IBM Lotus Notes, Yahoo! Mail, and IMAP based email servers. Sugar also comes with a wide range of collaboration integrations right out of the box. You can easily integrate Sugar with Google apps (Google Docs, Google Calendar, Google Contacts) and Box.com.
Sell smarter. Sugar’s customizable intelligence panes, reporting, and dashboards provide you with real-time information about your pipeline, progress to quota, key opportunity and account activity, and rep performance. Sugar reports and dashlets can be personalized for every user, on every screen, so the sales professional is always armed with the selling and customer insight they need to drive results.
Sell with more information with account and contact information from leading business information aggregators like D&B, InsideView, and Hoovers. You’ll always have the latest information on your contacts and their relationships so you’re aware and informed whenever you engage 1:1 with your accounts.
Sugar goes beyond traditional mass-communication systems, helping you cut through the noise and deliver individual, personalized content to your prospects. Gain insight from customer interactions taking place across the business and social communities to drive more relevant and effective campaigns.
Prospect and Customer Targeting
Personalize your pitch by identifying key segments of targets and prospects with Sugar's reporting engine. Leverage information captured from multiple channels to focus your marketing efforts on the best prospects. With Sugar you get high personalization with low effort. The result? Improved customer engagement.
Market across channels. Sugar supports tracking of both digital (email and newsletter) and traditional (trade shows, events, radio ads, etc.) campaigns. Sugar also enables you to easily incorporate social promotions and apps into your campaign mix, so you can track the effectiveness of all channel initiatives and messages in a single system.
Stay on your customer's mind. Leverage information on prospect and customer events and activities across your business and social communities to identify relevant, timely opportunities to engage your customers and leads. Nurture leads based on their activity and interest levels across channels so your solution is always top of mind, no matter where your customer is.
Align with sales. Effortlessly place actionable insight in the hands of the sales organization. Capture their feedback and ensure only high quality leads flow into the funnel. Coordinate processes for more timely, multi-touch follow up, and monitor the activity of leads throughout the sales pipeline.
Closed Loop Intelligence
Close the loop. Close the loop by understanding which channels, messages, campaigns, leads, and accounts resulted in the highest lead conversions and opportunity wins. Use Sugar’s campaign-to-deal reporting to monitor your marketing investment and return. Establish credibility with sales and management by leveraging this insight to adapt and improve.
Get happier customers who are truly loyal by ensuring every CRM user across your customer service ecosystem has what they need to expertly engage. From help desks to call centers to social media communities, Sugar's best of breed CRM platform equips your business with the rapid customer insight and real-time collaboration necessary to deliver valuable support to every customer, every time.
360-Degree Customer Activity History
Deliver real insight. Know your customers inside and out with Sugar's 360-degree view of customer activity history. Get the most relevant, up to date customer insight across your business in a single view. Spend more time addressing your customer's requests and less time searching for basic information and entering data updates.
Deliver proactive service. Know what your customers are saying about you across social media channels and take action. Stay current with up to the minute information about key topics across your customer base and route issues into a single agent queue. Leverage your customers’ social voice to build real customer insight across your organization. Sugar is fully Social CRM ready.
Deliver expert service backed by the power of the collective enterprise. Connect to and collaborate with experts in real time across the extended support and technical organization. Get rapid answers, share documents and videos, and collaborate on best practices across the globe in real time.
Inbound Routing and Workflow Management
Deliver on time service. Respond faster by routing calls and emails to the right service representative. Address issues proactively and eliminate escalations by monitoring and prioritizing customer activity across channels. Enhance customer satisfaction by turning every channel into a rapid response support channel.
Case and Defect Management
Deliver on your promises by logging and monitoring your customer cases centrally, allowing for a detailed history of customer requests and alerts as part of every account. Close the loop between engineering and support with integrated bug and case tools. Track the effectiveness of your case and issue handling including response time to ensure customer satisfaction.
Deliver smarter service by providing accurate, user-ranked content across your knowledge base as well as Google, business and technical communities, and social media channels. Empower every customer to get rapid access to the answers they need quickly.
Deliver options. Decrease support costs by empowering your customers to leverage the collective ecosystem to find solutions and get updates automatically. Enable customers to post questions on Sugar’s cross-device, self-service Portal to get peer and expert advice for faster support.
Support & Service Analytics
Deliver customer expertise. Sugar reporting and dashboards provide you with real-time information about your customer’s history, product usage, and hot topics. Track responsiveness and time to resolution across accounts, teams, and departments, common customer problems and root causes, and overall customer satisfaction.
Sugar's best-of-breed platform enables you to rapidly build and deploy powerful mobile solutions, social applications, and business processes to the entire organization, in the cloud or on-premise. Sugar delivers the flexibility, agility, and simplicity you need to make your CRM your own.
Sugar Studio® lets you rapidly configure the way information is presented in Sugar so it most effectively supports your business processes. Leverage Sugar Studio's powerful WYSIWYG interface to create custom fields, hide unused fields and customize Sugar Logic to create calculated, dependent, and dynamic fields. Sugar Layout Editor provides you with the ability to tailor the look of each Sugar screen. Edit and rename tabs, change dropdown values, and hide unused modules to ensure Sugar reflects your requirements. Sugar Logic™ lets you incorporate business logic throughout the user experience. Studio means no need for code-level customizations -- instead use simple drag-and-drop editors and formula builders to design your powerful, dynamic solutions in Sugar.
Sugar Module Builder® enables you to rapidly build custom objects from scratch or combine existing or custom objects into a brand new application. You can quickly leverage existing Sugar objects such as Contacts, Accounts, Cases, and Opportunities to build a new module. Or create an unlimited number of custom field and modules to build new apps, which interoperate seamlessly with all Sugar modules and platform tools. Deploy them to any platform: mobile, browser or your email client.
Drive productivity across your field organization. Make objects or customizations available on your mobile device with the click of a button through our powerful customizable framework. Bring social interaction and real-time data updates to your mobile sales force. Choose from mobile apps for both iOS and Android platforms. Reduce adoption barriers and training costs with Sugar’s user-first interface that shares common elements across both desktop and mobile versions.
Use Sugar throughout the world for your distributed workforce. Out of the box, Sugar supports 26 languages with 80 more available in language packs, so your global teams can work in virtually any preferred language. Sugar’s cloud options span five continents, or deploy Sugar anywhere on your own technology stack.
Sugar's real-time reporting lets you rapidly click and deploy reports on business performance analytics across the entire business. Executive dashboards provide a one-page window into your business. Uncover opportunities by drilling down to underlying data right from your dashboard or report.
Sugar Workflow Management lets you automate your day-to day-tasks. Using Sugar templates, you can create custom business processes based on any Sugar object. Change alerts and discount approvals, record routing, and account and customer activity monitoring are just a few examples of alerts, actions, and triggers you can implement to make your teams more productive and responsive.
The Sugar Community has developed thousands of extensions, integrations, and custom applications for Sugar. Explore thousands of free and commercial extensions on SugarExchange and SugarForge. To build your own extensions, Sugar provides a library of no-cost standard APIs, available with all editions. Our APIs are easily extended if you need functionality that isn't provided natively. And, since Sugar uses open web technologies and an open platform, there are literally millions of developers who can support you and help you build your dream solution.