Automate and Accelerate with Process Visualization

Add efficiency and speed to your processes with our tools for automating and standardizing your processes.

Schedule a Demo Request a Quote

#1 Rated CRM Product

With Sugar, you get a simple user interface, industry-leading customer experience, and an intuitive customization platform. It's lean, fast and integrates with anything. Sugar's modern process tool, Advanced Workflow, allows non-technical managers to build out automated process in CRM. That's why more are ditching legacy systems and choosing Sugar to build better business relationships.

Learn About Sugar Advanced Workflow Start Your Free Trial

Workflows for Non-Technical Business Managers

Using this solution, you can orchestrate not only your customer-­‐facing processes but also manage your internal processes such as Territory Planning and Account Planning. You can even build smaller journeys within the overall customer lifecycle such as onboarding.

Learn More Watch a Demo

Featured Case Studies

Latest from our Blog

Advanced Reporting in SugarCRM

By Mitchell Ross • January 2nd, 2019

There is one feature in Sugar Enterprise that, while very useful, is rarely used: Advanced Reports.

Read More

Sugar Showcase: How to Get 10 Sugar Customizations for Free

By Roxana Rangu • December 26th, 2018

In this webinar, see how to go beyond Sugar’s out-of-the-box features and streamline your team’s daily CRM workflow with our collection of Sugar customizations.

Read More

A Deep Dive Into Data Privacy in SugarCRM

By Alexandra Voiculescu • December 18th, 2018

For anyone involved in data security, including developers or IT, understanding data privacy architecture is now more important than ever.

Read More

Best Practices for Customizing Sugar

By Valentin Bratulescu • December 12th, 2018

How would you customize Sugar for a school of super-coders training to fight the forces of bad customer experiences? Let's find out!

Read More

Sugar Integrations: Best Practices and Identity Management

By Andrei Voiculescu • December 6th, 2018

There are many factors to consider when integrating with Sugar. Let's take a look at best practices for building and improving upon your Sugar integrations.

Read More

The Ultimate Guide to Planning Your SugarCRM Strategy in 2019

By Katie Liesmann • December 3rd, 2018

Take a look at four things to incorporate into your CRM strategy as we approach 2019: end-of-life dates, upgrades, optimization & user training and onboarding.

Read More

Training & Events

Sugar New User Training

Learn to navigate in Sugar, customize the interface, update information, add new leads, convert leads and log activities.

Jan 22

Sugar User Group: Ultimate SugarCRM Planning Guide for 2019

On 1/29, join us for our upcoming webinar where we’d like to help you create an annual plan for your instance of SugarCRM.

Jan 29

Introduction to Advanced Workflow

This course is for administrators who would like to explore Advanced Workflow and all it has to offer.

Feb 05

Working with Sugar Studio

This course is for new administrators who are looking for a quick way to get started configuring Sugar to meet their business needs.

Feb 07

Sugar Administration - Essentials (Multi-Day)

Sugar Administration Essentials offers fundamental configuration training for new Sugar Admins.

Feb 19
Sugar University

What’s New in Sugar 8.3

Sugar 8.3 was released on January 14th 2019. This video will give you an overview of the new features and functionality available in this release.

Sugar University

What’s New in Sugar 8.2

Sugar 8.2 was released on October 9th, 2018. These resources will give you an overview and detailed information about what's new in this release.