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Enterprise Layer Intelligence
Categories/CRM/SugarCRM
SugarCRM

SugarCRM

Founded by Clint Oram in 2004

Manage B2B sales pipelines, automate follow-ups, and track customer accounts across teams

Pricing model

Paid

Rating

★ Positive

Time to value

Immediate

You can use SugarCRM to track sales opportunities, manage customer accounts, and organize communication across your revenue team. It lets sales reps log meeting notes, automate follow-up tasks, and generate customer quotes in minutes. The system monitors sales pipelines to highlight at-risk deals and suggest next steps for reps. You can connect it with enterprise resource planning systems and internal databases to keep customer purchase histories synchronized. Teams can also access customer data and record updates on mobile devices even while working offline.

What SugarCRM does

Log notes from customer meetingsCreate and send sales quotesAssign incoming leads to sales representativesGenerate pipeline forecast reportsUpdate deal stages in the sales pipelineSet automated reminders for follow-up emailsImport contact lists from ERP databasesAutomatically flags sales deals at risk of stallingRecommends next best actions for sales reps based on account dataSynchronizes customer records with legacy and modern ERP systemsAllows field representatives to access data and log notes offlineGenerates price quotes directly from stored account detailsAutomates sales follow-ups and routing workflows without codeTracks customer communication history across email and calls

Pricing breakdown

Pricing model: Paid

PlanList price
Standard+ (per user) (annual billing)$68 / mo, billed annually
Advanced+ (per user) (annual billing)$98 / mo, billed annually
Premier+ (per user) (annual billing)$155 / mo, billed annually
View full pricing page ↗

Frequently asked

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SugarCRM, CRM, sales pipeline, lead management, sales automation, B2B sales, account management, deal tracking, revenue intelligence, ERP integrations, contact management, sales forecasting, sales quotes, offline mobile CRM, workflow automation