CRM for Commercial Banking

Sugar is a complete CRM platform that collects every bit of critical information across sales, service and marketing. It easily integrates with any application. And Sugar gives you a personalized user experience that works seamlessly on the devices you use every day.

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Corporate and Commercial Banking

With SugarCRM, banks can deepen their customer relationships and drive revenues by leveraging an enterprise-wide view of the customer. Relationship managers, product specialists and line-of-business specialists can collaborate and share information across regions to identify new business opportunities and provide a cohesive and personalized customer experience.

Sugar's mobile application empowers every frontline employee to work more productively and understand their clients better by tracking and logging every interaction, even when on the road. With Sugar's customer journey and workflow capabilities you can streamline end-to-end client lifecycle processes such as on-boarding and KYC.

Sugar's easy to integrate platform allows integration with middle-office and back-office systems like risk management, KYC, MDM and business insight systems. A flexible data model helps banks model complex client relationships from a commercial and risk perspective while also allowing the modeling and tracking of coverage across regions and product lines at every client. A robust and flexible security model ensures the implementation of granular data sharing and security controls in line with legislative and organization requirements.

Commercial Banking CRM Dashboard

A Little Love From Our Customers

"No matter what we ask of Sugar, there is a way to do it."

Klaus Hoeling IT Group Director - Sennheiser

Sugar had the capabilities and features to check all the boxes that we required.

Jason Maher Vice President of Sales - Materion

"Sugar gives us those management tools to know what our clients want and where revenue potential exists."

Diego Yatchesen CIO - Puente Hermanos

"The standardization of information systems at the group level has optimized the TCO."

Yann Duchemin IT Director for Western Europe - Intrum Justitia

"Sugar has given us more quality time for sales."

Dimitris Melexopoulos Brokers & Non-Tied Agents Manager - Generali Hellas

"SugarCRM is generating the leads that sustain sales for our success."

Jose Carlos Nery CRM head - HPE AUTOMOTORES DO BRAZIL (formerly Mitsubishi)

"I've been blown away by the enthusiasm. The sales team sees this as a tool to grow their business."

Avi Bar National Sales Manager - American Specialties Inc

"Each step is taking us closer to our goal of creating an optimum straight through process."

Alison Clack Director of Business Transformation - Mazars