Sugar Sell

Sugar Sell

Sales Automation

Empower your sales teams to boost revenue, enhance productivity, accelerate sales cycles, and provide valuable purchasing experiences with Sugar Sell. Our sales automation solution is designed to support sales excellence.

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Supercharge your sales process for faster results and higher success rates

Direct your attention to the ideal leads and opportunities, connect with customers across any channel, effectively oversee your sales pipeline and forecasts, and streamline the quoting and deal-closing process – when you let the platform do the work.

Boost Win Rates

Enhance your win rates by harnessing advanced forecasting tools and embracing omnichannel capabilities. Connect with customers at the right moment and through their preferred channels for improved results.

Foster User Adoption

Eliminate time-consuming tasks that hinder adoption with our open API, offering endless integration possibilities, complete customization, and full compliance.

Boost Sales Team Productivity & Efficiency

Unveil hidden revenue potentials and streamline renewals while automating essential business best practices.

Empower Your Sales Team and Sell Smarter with Sugar Sell

  • Sugar Sell has been meticulously crafted with sales teams at the forefront, offering three distinct editions tailored to a wide range of business needs. Depending on your sales team's size and specific requirements, you have the flexibility to select the edition that best suits your needs. What truly distinguishes Sugar Sell is its exceptional user experience, which surpasses other customer management software.
  • In terms of recognition, Sugar Sell consistently secures the top spot in customer satisfaction, reliability, and technical support, as demonstrated by its ranking in PCMag's Business Choice Awards. It's not just a CRM; it's the CRM that people wholeheartedly recommend to their colleagues and peers.
  • However, the true strength of our platform lies in the narrative it unfolds. It's a narrative that encompasses your customers' journey, your company's growth, and the path your business is poised to tread in the future. In essence, Sugar Sell is the solution you turn to when you seek to empower every single member of your team with the right information precisely when they need it, often even before they realize they need it.

Sugar Sell Pricing and Editions - Sales Automation CRM

Sell Essentials

Min 3 Users, Max 9 Users
$ 19 USD
/Per user Per Month
Sales force automation for teams of 3 to 9 users, with basic support and easy upgrades.
Key Features
Account Management - Get a 360-degree view of all the activities that are happening with your Customer’s organization.
Contact Management - Transform leads into contacts while fostering deeper insights to enhance your interactions and cultivate stronger relationships.
Lead and Opportunity Management - Convert and track leads as they progress into opportunities. Nurture each opportunity from start to finish while monitoring its progress at every stage.
Quote Management - Instantly generate quotes and contracts, reducing the time to finalize deals. Seamlessly coordinate discounts, inventory, and delivery dates to fulfill customer requirements.
Activity Management - Gather customer conversations and interactions while extracting essential insights.
Opportunity Management - Gain visibility into your complete pipeline, encompassing opportunities and their proximity to becoming new customers.
Quota Management - Provide sales representatives and sales managers with role-specific perspectives of their forecasting commitments, enhancing precision and clarity in achieving quotas.
Reporting and Analytics - Gain access to and personalize reports and interactive dashboards, providing you with real-time, actionable customer insights and a clear view of business activities, KPIs, and trends.
Collaboration & Teamwork - Enhance collaboration and synchronization among diverse business units or departments through comprehensive customer views, working together seamlessly for improved outcomes.
Know More

Sell Standard

Minimum 10 Users
$ 59 USD
/Per user Per Month
Basic sales force automation that includes all the features of Sell Essentials, along with online support and optional integration with email and calendar.
Everything in Sell Essentials+
Forecasting - Generate a precise sales forecast automatically, utilizing the current pipeline and seller commitments. Comprehend your pipeline, quota, forecast, and attainment through an intuitive and interactive experience.
Simplified Pipeline Analytics - Let your sales leaders review pipeline health and important metrics anytime. Identify risks, validate opportunities, and take action effortlessly from a single, unified view.
Powerful Sales Tools on the Go (Mobile App) - Give your sales team everything they need, right in their pocket. SugarCRM Mobile App is available for iOS and Android and it works offline too. Your Sales Team can automate tasks, view dashboards, create quotes, generate documents, and connect with customers anytime using Sugar Mobile App.
Seamless Omni-Channel Communication - Let your sales team engage with your customers through email, calls, or chat, and easily access all relevant customer details in CRM.
Simplify Your Business Processes - You can easily set up and organize business workflows using SugarBPM. Now, you can manage approvals and automate repetitive tasks to make work faster and easier with the low-code, no-code platform called Sugar Business Process Management tool.
Effortless Integration and Customization - Now, you can easily connect with third-party tools and processes using unlimited API calls and flexible workflows. Customize integrations to suit your business needs.
Know More

Sell Advanced

Minimum 10 Users
$ 85 USD
/Per user Per Month
Basic sales force automation that includes all the features of Sell Standard Edition along with Standard support.
Everything in Sell Standard+
Case Management and Bug Tracking - Allow your customer-facing staff to easily check the status of any case with our case management tool. It gives a complete list of cases within an account, helping your team be ready when talking to customers.
Smart Lead Prioritization - You can use inbuilt AI to prioritize leads based on their chance of converting. Leverage insights from similar accounts to improve your lead approach.
Smart Opportunity Prioritization - You can get better at predicting sales outcomes and increase your chances of winning by focusing on the right opportunities.
Email & Calendar Integration (Sugar Connect) - Your team can easily work with Sugar data in Outlook or Gmail without switching between multiple tabs. With this built-in integration, users can effortlessly schedule meetings and automatically sync emails, meetings, and contacts to your CRM. They can also access SugarCRM modules directly within their email and use all SugarCRM features without leaving the email interface.
ERP Integration - Easily connect your ERP system using proven field mapping techniques to streamline and optimize your sales processes. This integration ensures smooth data flow between systems, improving efficiency and reducing manual effort in managing sales and inventory data.
Effortless Integration and Customization - Now, you can easily connect with third-party tools and processes using unlimited API calls and flexible workflows. Customize integrations to suit your business needs.
Know More

Sell Premier

Minimum 10 Users
$ 135 USD
/Per user Per Month
Basic sales force automation that includes all the features of Sell Advanced Edition along with Enhanced support from the SugarCRM team.
Everything in Sell Advanced+
Smart Guides - Smart Guides in SugarCRM help sales teams follow a structured, automated process by providing defined workflows, playbooks, and templates for various sales activities. It guides your team through each step, automates repetitive tasks, and ensures consistency, enabling better decision-making and improving overall sales efficiency.
Data Enrichment and News Feed in SugarCRM - In SugarCRM, the Data Enrichment and News Feed feature automatically enhances your customer and prospect information by adding relevant external insights, such as news, social media updates, and market trends. You can create a customized news feed to stay updated on key customers and competitors, helping your team make informed decisions and stay ahead in a fast-changing market.
Smart Opportunity Prioritization - You can get better at predicting sales outcomes and increase your chances of winning by focusing on the right opportunities.
Geo Mapping - With Geo Mapping in SugarCRM, your sales team can easily see which accounts and leads are closest to each other on a map. This helps plan the most efficient route to cover all leads or accounts in one trip. By assigning leads or accounts to specific territories, your team can optimize their coverage and streamline their sales efforts.
Advanced Forecasting - Advanced Forecasting in SugarCRM uses time-aware data to help predict future sales outcomes and guide your sales team. It provides real-time visibility into shifting business conditions, eliminating the need to manually analyze numerous reports, dashboards, and spreadsheets. This allows your team to quickly adapt to changes and make more informed decisions easily.
Effortless Integration and Customization - Now, you can easily connect with third-party tools and processes using unlimited API calls and flexible workflows. Customize integrations to suit your business needs.
Know More

Sell Essentials

3 Users minimum, 9 Users Maximum
$ 19 USD
/Per user Per Month
Sales force automation for teams of 3 to 9 users, with basic support and easy upgrades.
Account Management - Get a 360-degree view of all the activities that are happening with your Customer’s organization.
Contact Management - Transform leads into contacts while fostering deeper insights to enhance your interactions and cultivate stronger relationships.
Lead and Opportunity Management - Convert and track leads as they progress into opportunities. Nurture each opportunity from start to finish while monitoring its progress at every stage.
Quote Management - Instantly generate quotes and contracts, reducing the time to finalize deals. Seamlessly coordinate discounts, inventory, and delivery dates to fulfill customer requirements.
Activity Management - Gather customer conversations and interactions while extracting essential insights.
Opportunity Management - Gain visibility into your complete pipeline, encompassing opportunities and their proximity to becoming new customers.
Quota Management - Provide sales representatives and sales managers with role-specific perspectives of their forecasting commitments, enhancing precision and clarity in achieving quotas.
Reporting and Analytics - Gain access to and personalize reports and interactive dashboards, providing you with real-time, actionable customer insights and a clear view of business activities, KPIs, and trends.
Collaboration & Teamwork - Enhance collaboration and synchronization among diverse business units or departments through comprehensive customer views, working together seamlessly for improved outcomes.
Know More

Sell Standard

Minimum 10 Users
$ 59 USD
/Per user Per Month
Everything in Sell Essentials +
Basic sales force automation that includes all the features of Sell Essentials, along with online support and optional integration with email and calendar.
Forecasting - Generate a precise sales forecast automatically, utilizing the current pipeline and seller commitments. Comprehend your pipeline, quota, forecast, and attainment through an intuitive and interactive experience.
Simplified Pipeline Analytics- Let your sales leaders review pipeline health and important metrics anytime. Identify risks, validate opportunities, and take action effortlessly from a single, unified view.
Powerful Sales Tools on the Go (Mobile App) - Give your sales team everything they need, right in their pocket. SugarCRM Mobile App is available for iOS and Android and it works offline too. Your Sales Team can automate tasks, view dashboards, create quotes, generate documents, and connect with customers anytime using Sugar Mobile App.
Seamless Omni-Channel Communication - Let your sales team engage with your customers through email, calls, or chat, and easily access all relevant customer details in CRM.
Simplify Your Business Processes- You can easily set up and organize business workflows using SugarBPM. Now, you can manage approvals and automate repetitive tasks to make work faster and easier with the low-code, no-code platform called Sugar Business Process Management tool.
Effortless Integration and Customization- Now, you can easily connect with third-party tools and processes using unlimited API calls and flexible workflows. Customize integrations to suit your business needs.
Know More

Sell Advanced

Minimum 10 Users
$ 85 USD
/Per user Per Month
Everything in Sell Standard +
Basic sales force automation that includes all the features of Sell Standard Edition along with Standard support.
Case Management and Bug Tracking - Allow your customer-facing staff to easily check the status of any case with our case management tool. It gives a complete list of cases within an account, helping your team be ready when talking to customers.
Smart Lead Prioritization - You can use inbuilt AI to prioritize leads based on their chance of converting. Leverage insights from similar accounts to improve your lead approach.
Smart Opportunity Prioritization - You can get better at predicting sales outcomes and increase your chances of winning by focusing on the right opportunities.
Email & Calendar Integration (Sugar Connect) ) - Your team can easily work with Sugar data in Outlook or Gmail without switching between multiple tabs. With this built-in integration, users can effortlessly schedule meetings and automatically sync emails, meetings, and contacts to your CRM. They can also access SugarCRM modules directly within their email and use all SugarCRM features without leaving the email interface.
ERP Integration- Easily connect your ERP system using proven field mapping techniques to streamline and optimize your sales processes. This integration ensures smooth data flow between systems, improving efficiency and reducing manual effort in managing sales and inventory data.
Effortless Integration and Customization- Now, you can easily connect with third-party tools and processes using unlimited API calls and flexible workflows. Customize integrations to suit your business needs.
Know More
Popular

Sell Premier

Minimum 10 Users
$ 135 USD
/Per user Per Month
Everything in Sell Advanced +
Basic sales force automation that includes all the features of Sell Advanced Edition along with Enhanced support from the SugarCRM team.
Smart Guides - Smart Guides in SugarCRM help sales teams follow a structured, automated process by providing defined workflows, playbooks, and templates for various sales activities. It guides your team through each step, automates repetitive tasks, and ensures consistency, enabling better decision-making and improving overall sales efficiency.
Data Enrichment and News Feed in SugarCRM - In SugarCRM, the Data Enrichment and News Feed feature automatically enhances your customer and prospect information by adding relevant external insights, such as news, social media updates, and market trends. You can create a customized news feed to stay updated on key customers and competitors, helping your team make informed decisions and stay ahead in a fast-changing market.
Smart Opportunity Prioritization - You can get better at predicting sales outcomes and increase your chances of winning by focusing on the right opportunities.
Geo Mapping ) - With Geo Mapping in SugarCRM, your sales team can easily see which accounts and leads are closest to each other on a map. This helps plan the most efficient route to cover all leads or accounts in one trip. By assigning leads or accounts to specific territories, your team can optimize their coverage and streamline their sales efforts.
Advanced Forecasting- Advanced Forecasting in SugarCRM uses time-aware data to help predict future sales outcomes and guide your sales team. It provides real-time visibility into shifting business conditions, eliminating the need to manually analyze numerous reports, dashboards, and spreadsheets. This allows your team to quickly adapt to changes and make more informed decisions easily.
Effortless Integration and Customization- Now, you can easily connect with third-party tools and processes using unlimited API calls and flexible workflows. Customize integrations to suit your business needs.
Know More

Sell Essentials

$19 USD

per user
per month

3 Users minimum, 9 Users Maximum

Sales force automation for teams of 3 to 9 users, with basic support and easy upgrades.

Know More
  • Account Management - Get a 360-degree view of all the activities that are happening with your Customer’s organization.
  • Contact Management - Transform leads into contacts while fostering deeper insights to enhance your interactions and cultivate stronger relationships.
  • Lead and Opportunity Management - Convert and track leads as they progress into opportunities. Nurture each opportunity from start to finish while monitoring its progress at every stage.
  • Quote Management - Instantly generate quotes and contracts, reducing the time to finalize deals. Seamlessly coordinate discounts, inventory, and delivery dates to fulfill customer requirements.
  • Activity Management - Gather customer conversations and interactions while extracting essential insights.
  • Opportunity Management - Gain visibility into your complete pipeline, encompassing opportunities and their proximity to becoming new customers.
  • Quota Management - Provide sales representatives and sales managers with role-specific perspectives of their forecasting commitments, enhancing precision and clarity in achieving quotas.
  • Reporting and Analytics - Gain access to and personalize reports and interactive dashboards, providing you with real-time, actionable customer insights and a clear view of business activities, KPIs, and trends.
  • Collaboration & Teamwork - Enhance collaboration and synchronization among diverse business units or departments through comprehensive customer views, working together seamlessly for improved outcomes.

Sell Standard

$59USD

per user
per month

Minimum 10 Users

Basic sales force automation that includes all the features of Sell Essentials, along with online support and optional integration with email and calendar.

Everything in Sell Essentials +

Know More
  • Forecasting - Generate a precise sales forecast automatically, utilizing the current pipeline and seller commitments. Comprehend your pipeline, quota, forecast, and attainment through an intuitive and interactive experience.
  • Simplified Pipeline Analytics- Let your sales leaders review pipeline health and important metrics anytime. Identify risks, validate opportunities, and take action effortlessly from a single, unified view.
  • Powerful Sales Tools on the Go (Mobile App) - Give your sales team everything they need, right in their pocket. SugarCRM Mobile App is available for iOS and Android and it works offline too. Your Sales Team can automate tasks, view dashboards, create quotes, generate documents, and connect with customers anytime using Sugar Mobile App.
  • Seamless Omni-Channel Communication - Let your sales team engage with your customers through email, calls, or chat, and easily access all relevant customer details in CRM.
  • Simplify Your Business Processes- You can easily set up and organize business workflows using SugarBPM. Now, you can manage approvals and automate repetitive tasks to make work faster and easier with the low-code, no-code platform called Sugar Business Process Management tool.
  • Effortless Integration and Customization- Now, you can easily connect with third-party tools and processes using unlimited API calls and flexible workflows. Customize integrations to suit your business needs.

Sell Advanced

$85USD

per user
per month

Minimum 10 Users

Basic sales force automation that includes all the features of Sell Standard Edition along with Standard support.

Everything in Sell Standard +

Know More
  • Case Management and Bug Tracking - Allow your customer-facing staff to easily check the status of any case with our case management tool. It gives a complete list of cases within an account, helping your team be ready when talking to customers.
  • Smart Lead Prioritization - You can use inbuilt AI to prioritize leads based on their chance of converting. Leverage insights from similar accounts to improve your lead approach.
  • Smart Opportunity Prioritization - You can get better at predicting sales outcomes and increase your chances of winning by focusing on the right opportunities.
  • Email & Calendar Integration (Sugar Connect) ) - Your team can easily work with Sugar data in Outlook or Gmail without switching between multiple tabs. With this built-in integration, users can effortlessly schedule meetings and automatically sync emails, meetings, and contacts to your CRM. They can also access SugarCRM modules directly within their email and use all SugarCRM features without leaving the email interface.
  • ERP Integration- Easily connect your ERP system using proven field mapping techniques to streamline and optimize your sales processes. This integration ensures smooth data flow between systems, improving efficiency and reducing manual effort in managing sales and inventory data.
  • Effortless Integration and Customization- Now, you can easily connect with third-party tools and processes using unlimited API calls and flexible workflows. Customize integrations to suit your business needs.

Sell Premier

$135USD

per user
per month

Minimum 10 Users

Basic sales force automation that includes all the features of Sell Advanced Edition along with Enhanced support from the SugarCRM team.

Everything in Sell Advanced +

Know More
  • Smart Guides - Smart Guides in SugarCRM help sales teams follow a structured, automated process by providing defined workflows, playbooks, and templates for various sales activities. It guides your team through each step, automates repetitive tasks, and ensures consistency, enabling better decision-making and improving overall sales efficiency.
  • Data Enrichment and News Feed in SugarCRM - In SugarCRM, the Data Enrichment and News Feed feature automatically enhances your customer and prospect information by adding relevant external insights, such as news, social media updates, and market trends. You can create a customized news feed to stay updated on key customers and competitors, helping your team make informed decisions and stay ahead in a fast-changing market.
  • Smart Opportunity Prioritization - You can get better at predicting sales outcomes and increase your chances of winning by focusing on the right opportunities.
  • Geo Mapping ) - With Geo Mapping in SugarCRM, your sales team can easily see which accounts and leads are closest to each other on a map. This helps plan the most efficient route to cover all leads or accounts in one trip. By assigning leads or accounts to specific territories, your team can optimize their coverage and streamline their sales efforts.
  • Advanced Forecasting- Advanced Forecasting in SugarCRM uses time-aware data to help predict future sales outcomes and guide your sales team. It provides real-time visibility into shifting business conditions, eliminating the need to manually analyze numerous reports, dashboards, and spreadsheets. This allows your team to quickly adapt to changes and make more informed decisions easily.
  • Effortless Integration and Customization- Now, you can easily connect with third-party tools and processes using unlimited API calls and flexible workflows. Customize integrations to suit your business needs.

Sell Essentials

Per User Per Month
3 Users Minimum,
5 Users Maximum Billed Annually
$ 49USD
  • Scalable sales force automation tailored for growing teams of 3-5 users, offering essential support and effortless upgrade options.
Know More

Key features

  • Account Management - Get a 360-degree view of all the activities that are happening with your Customer’s organization.
  • Contact Management - Transform leads into contacts while fostering deeper insights to enhance your interactions and cultivate stronger relationships.
  • Lead Management - Convert and track leads that evolve into Opportunities.
  • Opportunity Management - Nurture every individual Opportunity from beginning to end while continuously tracking its progress.
  • Quote Management - Instantly generate quotes and contracts, reducing the time to finalize deals. Seamlessly coordinate discounts, inventory, and delivery dates to fulfill customer requirements.
  • Activity Management - Gather customer conversations and interactions while extracting essential insights.
  • Opportunity Management - Gain visibility into your complete pipeline, encompassing opportunities and their proximity to becoming new customers.
  • Quota Management - Provide sales representatives and sales managers with role-specific perspectives of their forecasting commitments, enhancing precision and clarity in achieving quotas.
  • Subscription Management - Facilitate subscription-based business models and streamline renewal management. Create renewal opportunities, prorate cross-sell and up-sell chances, and monitor and oversee customer entitlements.
  • Reporting and Analytics - Gain access to and personalize reports and interactive dashboards, providing you with real-time, actionable customer insights and a clear view of business activities, KPIs, and trends.
  • Forecasting - Generate a precise sales forecast automatically, utilizing the current pipeline and seller commitments. Comprehend your pipeline, quota, forecast, and attainment through an intuitive and interactive experience.
  • Pipeline Analytics - Enable your sales teams and leaders to assess current pipeline health and vital metrics whenever necessary. Validate, identify risks, and make informed decisions concerning all pertinent opportunities within a unified view.
  • Mobility - Offered on iOS and Android platforms, with offline capabilities and configurable layouts. Sellers can initiate automation, access dashboards, generate opportunities and quotes, create documents, and engage with customers.
  • Omni Channel Communication - Interact with customers through email, calls, or chat. Access pertinent customer information during conversations without needing to navigate away from their current interface.
  • Collaboration & Teamwork Enhance collaboration and synchronization among diverse business units or departments through comprehensive customer views, working together seamlessly for improved outcomes.
  • Business Process Management - Specify, Design, and standardize complex business processes. Control approvals and implement the automation of repetitive tasks.

Sell Advanced

Per User Per Month
3 Users Minimum
Billed Annually
$ 85USD
  • Advanced sales force automation, enriched by AI capabilities and expandability through add-ons, supported by standard assistance.
Know More
Popular

Everything in Sell Essentials +

  • Intelligent Lead Prioritization - Give priority to leads using AI-powered predictive lead-conversion scores. Build upon previous achievements by utilizing insights gained from matching lead profiles to comparable accounts.
  • Intelligent Opportunity Prioritization - Enhance your ability to predict the outcome of sales opportunities more accurately, leading to higher success rates.
  • Mail & Calendar Integration - Effortlessly manage your Sugar data directly within Outlook or Gmail. Seamlessly schedule meetings without complications. Automatically synchronize conversations, meetings, and contacts into your CRM.

Sell Premier

Per User Per Month
10 Users Minimum
Billed Annually
$ 135USD
  • Empowering complex businesses with comprehensive sales force automation capabilities, featuring integrated AI and top-tier enhanced support. 
Know More

Everything in Sell Advanced +

  • Guided Selling - Effortlessly create, visualize, and automate sales processes. Craft playbooks and templates for sales strategies, methodologies, guided selling, lead nurturing, and various other aspects.
  • Data Enrichment and News Feed - Automatically enhance customer data with pertinent external insights and news. Include customers and competitors in a customizable newsfeed.
  • Geo Mapping - Easily identify accounts and leads that are geographically close to each other. Visualize the findings on a map and outline the most efficient route. Streamline the routing of leads or accounts based on territories.
  • Enhanced Forecasting - Anticipate future results by utilizing time-sensitive data. Direct your sales team toward necessary actions through advanced visual representations, notifications, and automated alerts.

Unlock More Benefits for Less with Sugar Sell, the Next-Generation Sales Automation CRM

Predict the Future and Build Your Fortune with Sugar AI Engine

Empower your sales teams with priceless business-critical insights, even when working with limited or incomplete CRM data, thanks to our robust AI engine, SugarPredict. Expedite sales processes with AI-driven lead conversion, Ideal Customer Profile (ICP) identification, and opportunity closure predictions—all without incurring additional expenses.

Spend less time on digging and data entry

Tired of scouring the internet for insights on your customers and prospects? You’re going to love Sugar Hint. This popular relationship intelligence tool eliminates the need for manual research and data entry and lets you use that time instead to sell and service your customers more effectively than ever.

Automatically gather and analyze actionable insights from a broad range of social and business data sources, all with just a name and email. Then get important updates on key accounts with real-time push notifications and alerts.

Improve Customer Interactions for better Outcomes

Effortlessly Incorporate Omnichannel Customer Communications with Sentiment Analysis into Your Sales Console, Providing Swift Access to Customer Opportunities, Purchase History, and Additional Information, All Within the Conversation.

Stay steps ahead of customer needs

The Sugar Customer Journey solution enables you to choreograph every interaction your customer relationship professionals have with your customer and supplier stakeholders. You can also track your customer’s progress through the evaluation, selection, purchasing and on-boarding steps of their journey with you.

By automating these customer journey mapping processes using your existing Sugar deployment, you ensure everyone is working together and is informed about what actions to take at every step along the way. The result: you accelerate the customer’s progress, deliver improved satisfaction and enable your employees to stay on top of their game. It’s a win-win for everyone.

Get more out of your email

Sugar Connect brings your most important customer experience activities into the email and calendar apps Sales and Services use every day. Keep your CRM, email, and calendar tools up-to-date without having to ever manually enter data.

With Sugar Connect, customer and prospect details automatically sync in G Suite or Office 365 and pull relevant data to the surface as you interact with prospects and customers in real-time. It’s the easiest way to provide the types of truly personalized experiences that create and retain customers for life.

Effortlessly Manage Renewals

The Sugar Customer Journey solution enables you to choreograph every interaction your customer relationship professionals have with your customer and supplier stakeholders. You can also track your customer’s progress through the evaluation, selection, purchasing and on-boarding steps of their journey with you.

By automating these customer journey mapping processes using your existing Sugar deployment, you ensure everyone is working together and is informed about what actions to take at every step along the way. The result: you accelerate the customer’s progress, deliver improved satisfaction and enable your employees to stay on top of their game. It’s a win-win for everyone.

Put important activities on autopilot

SugarBPM™ enables Sugar Enterprise and Ultimate edition customers the ability to automate complex business processes using a CRM workflow automation engine based on BPMN standards. Automated processes provide these customers with increased productivity, re-use of best practices, and the ability to effectively manage the customer experience.

Automate your most complex business processes with drag-and-drop ease. Use SugarBPM™ to get quotes reviewed and approved, the route leads based on company size or customer location, generate email templates and so much more.

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