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CRM

SugarCRM

SugarCRM Customer Relationship Management (CRM) Software

SugarCRM offers a fully customizable CRM solution for your sales and service teams, empowering you to enhance your client-facing operations with comprehensive sales and marketing automation features, and create a single source of truth for your sales activities across your organization. This modern customer relationship management software platform grants you the tools you need to keep track of your client data and arm your sales force with the right information at the right time, whether on-premise or in the cloud.

Great salespeople are vital to the success and sustainability of your enterprise, and exceptional teams can seemingly do the impossible. They would pitch to prospects at 11:00 PM, attend back-to-back-to-back networking events and leap across tall buildings in a single bound to close a deal. However, those same great salespeople have highly individualized professional methods that help them effectively manage their accounts – and if your CRM can’t match their proven techniques, then they’re unlikely to use your software efficiently.

SugarCRM delivers the flexibility and automation your sales, marketing, service and support teams need to serve your clients promptly and efficiently, with workflows adapting to your needs instead of the other way around.

SCALABLE SOFTWARE

Sugar CRM software grows with you as your team, business, and contact lists expand, offering wide-ranging scalability for the changes your organization will face.

CONTROL CUSTOMER RELATIONSHIPS

Leverage robust analytics to proactively manage customer relationships, identify at-risk accounts, and build informative forecasting models that grant accurate visibility into revenue by client.

SALES AND MARKETING AUTOMATION

Provide convenient reminders and alerts on tagged accounts, along with automated communications, taking advantage of integrated workflows with MailChimp, Constant Contact, HubSpot, Hootsuite, Marketo, DocuSign and more.

UNIQUE CUSTOMIZATION

Empower your sales and service teams to match their unique methodologies with your technology by harnessing personalized data visuals and workflows.

MOBILE CRM ACCESS

Avoid reporting delays for time-sensitive leads by granting access at any point from any location with browser-based functionality or the SugarCRM mobile app for iOS and Android.

GLOBAL READINESS

Guide your team into international expansion with access to over 26 languages and currencies.

AI-POWERED CRM

Utilize a state-of-the-art AI (artificial intelligence) engine to bring your forecasting into the future, with accurate pipeline predictions generated from analyzing multiple data sources within your client base and market.

MODERN CUSTOMER SERVICE

Streamline customer service and provide a differentiated, positive experience at every touch point.

Integrating Your ERP with CRM

When your CRM and ERP systems work together, your teams gain complete visibility into customer relationships and business operations. SugarCRM connects with various ERP platforms to eliminate data silos and provide real-time access to financial information, inventory levels, and order status directly within your CRM interface.

This integration empowers your sales teams with critical business data, enables service representatives to access complete customer histories, and gives marketing teams visibility into fulfillment capabilities. Whether deployed on-premises or in the cloud, SugarCRM’s flexible architecture supports both pre-built APIs and custom integrations to match your specific business requirements and deliver a unified customer experience.

SugarCRM ERP Integrations

Acumatica is an innovative cloud ERP that combines the state of the art xRP platform and core financial management features with various tailored modules, including CRM, Payroll Accounting, Construction, Distribution, Manufacturing and Ecommerce.

Sage Intacct is a modern, multi-tenant SaaS solution that is built to fulfill a best of breed accounting software role, offering integration with dozens of systems such as SugarCRM through cloud APIs.

Sage 100 is a robust flexible ERP system designed to serve business sizes ranging from SMB to smaller midmarket companies with a scalable solution for financial management, manufacturing traceability, inventory management, and more through both native modules and seamless third-party integrations.

Sage 50 is a small business accounting and bookkeeping application that connects desktop accessibility with online SaaS features, as well as seamless integrations with systems such as Microsoft 365 and SugarCRM.