SugarCRM

Sugar Sell

Powerful, Flexible, and Easy to Use CRM

Proven ROI

Nucleus Research interviewed SugarCRM customers in the manufacturing vertical to better understand why they chose the solution over other competitors in the CRM space. Users reported that they opted for Sugar due its process automation capabilities, the platform’s adaptability and scalability, and its ability to help strengthen customer relationships.

11%

Revenue Increase

17%

Employee Productivity Improvement

32%

Reduction in software customization costs

Clarity on every account, every time

In manufacturing, time and visibility matter. SugarCRM’s console gives your sales team instant access to quotes, orders, and customer history — all in one view. With tools like Queues and Focus Drawers, reps can act fast, reduce back-and-forth, and focus on building stronger customer relationships.

  • View quotes, orders, and service history
  • Cut down on system switching
  • Prioritize key accounts automatically
  • Drill into ERP-linked details
  • Keep sales moving on the floor
  • Surface the right info instantly
  • Navigate complex accounts with ease

AI Summarization

SugarCRM's AI summarization uses generative AI to create concise summaries of Accounts, Opportunities and Cases, pulling insights from customer interactions. It highlights strengths, risks, and next steps, boosting productivity for sales, service and management teams.

Smart Guided Processes

Simplify and Standardize complex workflows with Guided Processes. SugarCRM provides step-by-step guidance that helps users complete tasks efficiently and consistently, ensuring adherence to best practices and reducing errors.

Kanban Views

Visualize progress at a glance with Kanban Views available for every object. Organize tasks, opportunities, or cases in a clear drag-and-drop interface, making it easier to track status, prioritize actions, and boost productivity.

Proposals and quotes

Simplify sales with a built-in product catalog and quote management tools. Easily generate accurate quotes and proposals, manage pricing, and maintain a centralized product database to improve the quoting process and enhance sales efficiency.

One-Click Macro Buttons

Speed up routine actions with one-click macro buttons placed anywhere on your desktop and mobile UI. Predefined macros allow users to perform multi-step processes instantly, saving time and ensuring consistency across repeated tasks.

Interactive Team Dashboards

Provide insightful information and Foster collaboration with Interactive team dashboards. These customizable views bring key metrics, activity feeds, and shared goals into one interface, promoting teamwork and informed decision-making.

Pipeline Performance KPI's

Gain visibility into your sales process with powerful pipeline, forecasting, and velocity tools. SugarCRM helps you track progress, predict outcomes, and identify areas to accelerate deals, leading to better sales performance.

Outlook/Gmail Integration

Sugar Connect integrates SugarCRM with Outlook and Gmail, syncing contacts, calendars, and emails. It also makes SugarCRM accessible from within Outlook/Gmail, allowing users to create and modify records and archive linked emails directly from their inbox, enhancing workflow efficiency. Connect is standard with Sugar Sell Advanced/Premier.

Mapping

Improve logistics and customer engagement with integrated mapping. View Prospect, Customer and Industry contact locations, plan efficient routes, and gain geographic insights directly within SugarCRM, making territory management more effective.

Offline Mobile Application

Stay productive on the go with offline mobile capabilities. SugarCRM’s mobile app lets users access critical information, update records, and complete tasks even without internet connectivity, ensuring uninterrupted service.

Expandable Data Structure

SugarCRM’s pre-built B2B object framework simplifies complex customer relationships. Its expandable structure allows for unlimited no code configuration, enabling businesses to scale and evolve effortlessly as they grow, all while maintaining data consistency and streamlined workflows.

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