Case Study: CastleBranch

CastleBranch Streamlines Opportunity Management and Forecasting with SugarCRM

Business Issue:

CastleBranch lacked a true opportunity management process and needed a system to manage more prospects and calls—without adding staff.


  • Support a complex contract and revenue model
  • Enable granular forecast management

The Solution:

CastleBranch chose Sugar Professional and engaged Sugar Gold Partner Levementum to implement the solution, which included computer telephony integration (CTI).


  • Reduced time per call for 90 percent of interactions by 400 percent
  • To see more results, please download the complete case study at the link below