Features
CRM Deployment Options
Experience more choice and control with multiple deployment options, With Sugar you can ensure that your business is not only successful today, but prepared for the change that may impact your business tomorrow.
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CRM Reporting & Dashboards
Monitor your marketing, sales and customer support metrics with Sugar Dashboards. Use Sugar Reports to turn your data into insights. Manage existing relationships better and build new ones - one customer at a time.
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Email and Calendar Integration
Sugar makes it easy for you to track customer emails, manage appointments and keep your calendars in sync. Be more productive and focus on what matters most - your customers.
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Mobile
Maximize productivity with access to Sugar optimized for all of the handheld devices you use every day. Maintain productivity while on the road, with or without connectivity. Configure the mobile experience to match your individual business needs and branding. Provide all of these benefits to every individual in your business free of charge.
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G Suite by Google Cloud Integration
Share data easily between Sugar and your favorite Google apps. Leverage standard and custom integrations for G Suite to meet your specific business needs, be it sales force automation, marketing automation, customer support, or social CRM and collaboration.
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CRM Campaign Management
Enhance your marketing and sales initiatives with Sugar. Create, execute and track campaigns across multiple channels. Develop compelling email marketing programs and easily capture leads from your website.
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Multilingual and Multicurrency Support
Sugar supports more than 30 languages out of the box and provides a framework to add more.
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CRM for Project Management
Build and manage Projects across Sales, Marketing, and Customer Support. Streamline the tasks necessary to get the job done.
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Quote Management
Create quotes quickly and easily streamline your sales cycle and increase deal velocity.
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Forecasting
Increase visibility and predictability into your overall business performance. Sugar’s Forecasting is designed for the individual user as much as for the decision maker.
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Advanced Workflow
Increase efficiency and productivity across the organization with an enterprise level business process automation toolset designed to automate critical customer-facing processes.
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Customization and Configuration
No business is the same, yet each can benefit from using Sugar. Customize and configure Sugar to meet your specific business needs.
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Teams, Roles and Security
Mitigate security concerns and reduce risks for your business with appropriate security policies. Ensure each user gets access to only the relevant customer data and information as tied to their job roles.
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Case Management and Bug Tracking
Unlike other major CRM products, Sugar offers support, sales and marketing capabilities all in one package. Make it easy for your users to present a unified view of your organization to your customers. Empower your support team to better manage customer support requests through streamlined information sharing and case routing.
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Self-Service Portal
Sugar’s Self-Service Portal enables quicker time to resolution and reduces overall case load, by allowing individuals to create cases, update their account information, search the knowledge base, and track bugs to resolution.
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Knowledge Base
Provide exceptional customer care experience when you make it easy for your customers to find relevant answers quickly. Improve productivity of your customer support team.
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Lead Management
Quickly identify and track your hottest leads from multiple campaigns. Turn over the leads to sales seamlessly for faster lead to opportunity conversion. Measure the effectiveness of your marketing campaigns with rich dashboards.
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Activity Streams
Improve social collaboration among CRM users with personalized updates. Activity Streams are available on the home page or at the module and record level so each user can learn and act on the most relevant information.
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Social CRM
Integrate leading social media services to help your organization learn from and engage with your customers at a more holistic level. Improve online collaboration and leverage social business application to increase productivity of your customer facing users.
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Search, Filters and Tagging
Sugar makes finding the information you need easy so that you can spend more time acting on information and less time looking for information.
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