SugarCRM - customer relationship management

SugarCRM screenshot

Designed to help you communicate with prospects, share sales information, close deals, and keep customers happy

Open-source allows easy customization and the ability to adapt to your changing needs

Sugar Plug-ins for Microsoft Office to integrate with productivity tools

Sugar is an easy to use customer relationship management (CRM) platform, designed to help your business communicate with prospects, share sales information, close deals and keep customers happy. Thousands of successful companies use Sugar everyday to manage sales, marketing and support.

Ideal for small and medium-sized companies, large enterprises and government organizations, SugarCRM is designed to manage sales, marketing and support teams of all sizes. Role management tools enable you to create complex user roles and set limits on what data users can see, and which data they can manipulate in the system. Find resources to help you use Sugar’s granular data and user management capabilities to allow you to create and manage your different teams and business processes.

Sugar enables organizations to organize, populate, and maintain information efficiently on all aspects of their customer relationships. It provides integrated management of corporate information on customer accounts and contacts, sales leads and opportunities, plus activities such as calls, meetings, and assigned tasks. The system seamlessly blends all the functions required to manage information on many aspects of your business into an intuitive and user-friendly graphical interface.

Sales Automation

Automated Quote and Contract management functionality to generate accurate quotes with support for multiple line items, currencies, and tax codes
Sales forecasting and pipeline analysis to give sales representatives and managers the ability to generate accurate forecasts based on sales data in Sugar
Sugar Dashboards to provide real-time information about leads, opportunities, and accounts
Sugar Plug-ins for Microsoft Office to integrate your CRM data with Microsoft’s leading productivity tools
Sugar Mobile to access mobile functionality through any standards-based web browser

Marketing Automation

Lead management for tracking and cultivating new leads
Email marketing for touching prospects and customers with relevant offers
Campaign management for tracking campaigns across multiple channels
Campaign Wizard to walk users through the process of gathering information such as the marketing channel, targets, and budget needed to execute a campaign effectively
Campaign reporting to analyze the effectiveness of marketing activities
Web-to-Lead forms to directly import campaign responses into Sugar and capture leads

Customer Support

Case management to centralize the service history of your customers and monitor how cases are handled
Bug tracking to identify, prioritize, and resolve customer issues
Customer self-service portal to enable organizations to provide self-service capabilities to customers and prospects for key marketing, sales, and support activities
Knowledge Base to help organizations manage and share structured and unstructured information

Collaboration

Shared Email and calendar with integration to Microsoft Outlook
Activity management for emails, tasks, calls, and meetings
Content syndication to consolidate third-party information sources