Home Screen

The Sugar homepage is the central location to find the most important information to perform your job.

Dashboard View

Sugar Dashboards provide real-time insight into the state of your business. Dashboards are easily customized to present the information important to you.

Account Details

The Account View is where al the important information about your customers reside; including contacts, leads, opportunities, quotes, products and cases.

Quote Details

Quotes allows for the quick creation of products and prices that can be presented in PDF to your customers.

Forecasts

Sales Forecasts includes quota assignment, scenario planning and forecasting worksheets which allow reps to provide more realistic commit amounts and provides managers the ability to roll-up accurate forecasts across teams and territories.

Sugar Plug-In for MS Outlook

Integrate Sugar e-mail, calendar and contact information with Microsoft Outlook.

Marketing Campaigns

Campaigns allow for marketing professionals to track their offers to customers across multiple contact channels.

Campaign Wizard

The Campaign Wizard simplifies the experience of managing campaigns. The Campaign Wizard walks a marketer through a step-by-step process for setting up marketing campaigns.

Campaign ROI

The Campaign Manager creates tracking URLs for online programs, records impressions and ad program cost information to provide a real-time ROI report based on the campaign.

Web-to-Lead Form

Web-to-lead forms capture leads on your web site and automatically associate them to a campaign within Sugar.

Bug Tracker

Bug Tracker manages product problems and defects in order to improve customer satisfaction.

Self-Service Portal

The Self-Service Portal allows companies to provide self-service capabilities to customers and prospects for key marketing, sales and support activities.

Calendar

Sugar Calendar integrates with Microsoft Outlook so you can manage meetings and calls and record them into a customer’s account history.

Documents

Documents store important information about your business, including presentation, contracts, collateral and other customer-ready materials.

Admin Screen

Sugar Administration is a central location for managing SugarCRM, including customizations, workflow management and access control.

Workflow

Workflow Management allows administrators to design business rules that control how information flows through your organization.

Studio - Edit Module

Improved Sugar Studio for code-free customizations, backup and restore functionality, including error handling and recovery mechanisms to simplify SugarCRM administration.

Studio - Edit Dropdowns

Simple editing of drop-downs allows companies to quickly customize values within Sugar to capture accurate information specific to your business.