Quote Management Systems

Create quotes quickly and easily streamline your sales cycle and increase deal velocity with our CRM quotation software for small and large businesses.

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CRM Reporting & Dashboards

Monitor your marketing, sales and customer support metrics with Sugar’s Dashboards. Use Sugar Reports to turn your data into insights. Manage existing relationships better and build new ones – one customer at a time.

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CRM for Sales Forecasting

Increase visibility and predictability into your overall business performance. Sugar’s sales forecasting software is designed for the individual user as much as for the decision maker.

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SugarBPM™ CRM

Increase efficiency and productivity across the organization with an enterprise level CRM workflow automation toolset designed to automate critical customer-facing processes.

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CRM Customization and Configuration

No business is the same, yet each can benefit from using Sugar’s custom CRM. Customize and configure Sugar to meet your specific business needs.

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Mobile CRM App

Maximize productivity with access to Sugar’s mobile CRM app; optimized for all of the handheld devices you use every day. Maintain productivity while on the road, with or without connectivity.

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CRM Campaign Management

Enhance your marketing and sales initiatives with Sugar’s campaign management software. Create, execute and track campaigns across multiple channels. Develop compelling email marketing programs and easily capture leads from your website.

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Multilingual and Multicurrency Support

Sugar supports more than 30 languages out of the box and provides a framework to add more.

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CRM for Project Management

Build and manage Projects across Sales, Marketing, and Customer Support. Streamline the tasks necessary to get the job done with our CRM project management feature.

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Teams, Roles and Security

Mitigate security concerns and reduce risks for your business with Sugar’s security features. Ensure each user gets access to only the relevant customer data and information as tied to their job roles and your company’s security policies.

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Case Management and Bug Tracking Solution

Make it easy for your users to present a unified view of your organization to your customers. Empower your support team to better manage customer support requests through our case management system that facilitates streamlined information sharing and case routing.

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Self – Service Portal

Sugar’s Customer Self-Service Portal enables quicker time to resolution and reduces overall case load, by allowing individuals to create cases, update their account information, search the knowledge base, and track bugs to resolution.

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Knowledge Base Management

Provide exceptional customer care experience when you make it easy for your customers to find relevant answers quickly. Improve productivity of your customer support team with Sugar’s Knowledge Base management system.

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Social CRM

Integrate leading social media services to help your organization learn from and engage with your customers at a more holistic level. Improve online collaboration and leverage social business application to increase productivity of your customer facing users.

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CRM for G Suite

Share data easily between Sugar and your favorite Google apps. Leverage standard and custom G Suite CRM integrations to meet your specific business needs, be it sales force automation, marketing automation, customer support, or social CRM and collaboration.

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Activity Streams

Improve social collaboration among CRM users with personalized updates. CRM Activity Streams are available on the home page or at the module and record level so each user can learn and act on the most relevant information.

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CRM & Email and Calendar Integration

Sugar makes it easy for you to track customer emails, manage appointments and keep your calendars in sync with our seamless CRM integration features. Be more productive and focus on what matters most – your customers.

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CRM for Sales Lead Management

Quickly identify and track your hottest leads from multiple campaigns, with our lead management software. Turn over the leads to sales seamlessly for faster lead to opportunity conversion. Measure the effectiveness of your marketing campaigns with rich dashboards.

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​Search, Filters and Tagging

Sugar makes finding the information you need easy so that you can spend more time acting on information and less time looking for information.

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​Sugar Connector to DocuSign

Securely sign and manage documents directly within your CRM by leveraging the Sugar Connector to DocuSign, which works completely in the cloud for increased speed and flexibility.

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Sugar Connector to Slack

Put CRM data at the forefront of your sales, service, and marketing efforts by sending teams notifications directly in relevant Slack channels.

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