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Sugar is a complete CRM platform that collects every bit of critical information across sales, service, and marketing. It integrates with any application and gives you a personalized user experience that works across the devices you use every day.Watch a Demo Start Your Free Trial
With SugarCRM, banks can deepen their customer relationships and drive revenues by leveraging an enterprise-wide view of the customer. Relationship managers, product specialists and line-of-business specialists can collaborate and share information across regions to identify new business opportunities and provide a cohesive and personalized customer experience.
Sugar's mobile application empowers every frontline employee to work more productively and understand their clients better by tracking and logging every interaction, even when on the road. With Sugar's customer journey and workflow capabilities, you can streamline end-to-end client lifecycle processes such as onboarding and KYC.
Sugar's easy to integrate platform allows integration with middle-office and back-office systems like risk management, KYC, MDM and business insight systems. A flexible data model helps banks model complex client relationships from a commercial and risk perspective while also allowing the modeling and tracking of coverage across regions and product lines at every client. A robust and flexible security model ensures the implementation of granular data sharing and security controls in line with legislative and organization requirements.
SugarCRM has plans that scale with your team. No hidden fees or gotchas.