CRM Solution

Streamlining Professional Services Operations for Effective Delivery and Profitability

Let professional services be tracked with SugarCRM’s new set of modules, projects, milestones, timesheets, resources and billing rates.
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Streamlining Professional Services Operations with SugarCRM Modules for Projects, Milestones, Timesheets, and Billing

Easy to Use PSA Add On for SugarCRM

Bring Sales and Professional Services delivery together in one Platform.

Sales Opportunities and Quotes with Profitability

Let the sales opportunities and quotes give an ability to indicate profitability during the sales process. Let quotes give an opportunity. While the customer gets his pricing, the salesperson and the management gets the profitability from the quote. And let the discounts be based on the overall profitability of the quote rather than competition.

Project Management that can keep Projects Profitable

Manage Projects effortlessly with cost and margins guiding at each stage of the project.
  • Let the project be planned with milestones, tasks and resources with the cost of the project being monitored at every stage
  • Define milestones, tasks and allocate resources effectively for getting maximum profitability.

Resource Management that helps Accurate Resource Utilization

Get a comprehensive view of the resource availability so that workload is distributed evenly and effectively based on profitability. Planning is smooth as we get insights into capacity and demand.

Let team and individual resource see their availability and utilization.

Productivity with Timesheets and Time Tracking

Let employees submit their timesheets with the help of a timer or manually. Let the work output of the project be calculated as things happen. Let the timesheets be used to invoice the customer for time and material projects. And timesheets and the cost of the resource be used to know the current profitability of the project.

Contact Us for SugarCRM PSA Add-On Solution

With the PSA (Professional Services Automation) Add-On for SugarCRM, you can streamline your operations and improve profitability in project delivery.

Let our experts understand your business needs, project workflow, and resource management to provide tailored solutions for your professional services.

  • Schedule a comprehensive demo with one of our PSA consultants.
  • Get a Comprehensive PSA Product Demo with Our CRM Consultant
  • Get a Fixed-Price Proposal to Enhance Your Business Efficiency

Contact Us for SugarCRM CPQ Add-On Solution

Sugar Sell

Sugar Sell

$ 80
USD
  • Per User Per Month
  • 3 Users Minimum
  • Billed Annually
  • 2 sandbox instances
  • 60 GB storage
  • Phone support
  • 4 Support-authorized contacts
  • Doc Merge

Sugar Enterprise

Sugar Enterprise

$ 85
USD
  • Per User Per Month
  • 3 Users Minimum
  • Billed Annually
  • Advanced workflow with SugarBPM
  • SQL-based reporting
  • Accelerated support SLAs
  • Support via phone and SugarCRM Support Portal
  • 4 Support-authorized contacts

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