SugarSuite CRM

Our CRM packages gives businesses a complete, fast and easy method to use the world’s fastest-growing open-source CRM platform without the cost of installing, upgrading, patching and maintaining the software in-house.

Get CRM that's right for you.
The Sugar Suite empowers your organization to manage interactions with your customers during sales, marketing, support and services. Join the thousands of companies who are experiencing outstanding human interaction management with Sugar Suite.

What to expect:

• Unlimited Users! - No limitations to how many users all at the same price.
• Hosted CRM - No need for expensive IT support
• Low total cost of ownership (TCO ) - You don't have to invest thousands, just 19.95 a month!
• Fast and easy user adoption - Its easy to use
• Sales at a Glance - Real-time understanding of the Sales and Marketing activities through the drillable dashboard
• Quick Portal - It integrates all of your web based tools without leaving the Sugar interface

Home Page
	Launches the user into the application by showcasing important business matters in a easy to digest format. Shows user specific activities, appointments, reports, opportunities, tasks, pipeline report in a quick scan layout. Preview immediate tasks and activities through a monthly calendar view which you can drill into for specific events. Features toolbars offering hot links, short cuts, advanced search, and a quick “add a new contact” component. Notify your team with quick messages posted on the home page through a scrolling toolbar
Dashboard
	Presents real-time charts used as business indicators. All charts are customizable and can be drilled into for specific information Pipeline chart shows pipeline activity by sales stage Lead Source chart tracks marketing and lead generation activities associated to the opportunities Pipeline graph displays expected revenue on a timeline Opportunity by lead source displays the marketing efforts for influencing deals.
Lead Management
	Tracks marketing and lead generation activities, for capturing all inbound inquiries and filtering the leads that should become an opportunity. Quick “add a new lead” component entices users to add leads into the system Leads shortcut toolbar for fast navigation Advanced Search and List screen gives users instant results for lead look-up Fast lead duplication button for adding similar data 25 attribute fields are standard for tracking leads. Fields can be added, removed, customized or modified Open activities records can track tasks, meetings and calls associated to the leads Track lead history and capture notes & interactions associated with the lead Convert a lead and select to assign it to an opportunity, a contact or an account. Lead conversion filter scans for duplicate accounts, contacts or opportunities and allows end user to either associate it to existing data or create a new entry Assign multiple leads to an opportunity, contact or account for a complete marketing profile to audit effective campaigns Bulk lead import tool for users that has built-in matching logic
Contact Management
	Offers a complete view of the contact – providing more knowledgeable insight for intelligent interactions. Quick “add a new contact” component entices users to add contacts into the system Contact shortcut toolbar for fast navigation through the contacts Advanced Search and List screen gives users instant results for contact look-up 26 attribute fields are standard. Fields can be added, removed, customized or modified Track open activities associated to each contact Contact history lists all contact interactions through phone, email, in-person meetings, and more Quick view of opportunities associated to the contact Quick view of cases associated to the contact Quick view of issues associated to the contact Quick view of contact relationships & direct reports with other contacts within an account Quick view of leads associated to the contact Built in matching logic for lead assignment and contact associations to known accounts Offer bulk contact import tool available to the end-user
Account Management
	For B2B companies, the Account Management tab is useful for gaining an in-depth knowledge about key accounts by organizing the contacts and opportunities associated to the account. Quick “add a new account” component entices users to add new accounts into the system Account shortcut toolbar for fast navigation through the contacts Advanced Search and List screen gives users instant results for account look-up 23 standard attribute fields to display complete view of account. Fields can be added, removed, customized or modified Quick view of open activities associated to the account Quick view of history associated to the contacts linked to the account Quick view of the contacts associated to the account Quick view of the quotes associated to the account Quick view of the opportunities associated to the account Quick view of the produces that the account purchased Quick view of the cases associated to the account Quick view of the issues associated to the account Quick view of the member organizations associated to the account Quick view of the leads associated to the account Offer bulk account import by the end-user
Opportunity Management
	Measures sales deals by the expected close date and the amount, and incorporates data into pipeline charts and custom reports. Communicates the business vitality – and provides sales insight across the organization Quick “Create Opportunity” component entices users to add new opportunities into the system Opportunity shortcut toolbar for fast navigation through the opportunities Advanced Search and List screen gives users instant results for opportunity look-up, and features who the opportunity is assigned to plus the basic opportunity vitals Opportunity details feature 14 standardized fields for complete view of the opportunity. Fields can be added, removed, customized or modified. Quick view of open activities associated to the opportunity Quick view of history associated to the opportunity Quick view of the contacts associated to the opportunity Quick view of the leads associated to the opportunity Bulk import opportunity tool available for end-user
RSS Feeds
	Stay current with industry news with direct RSS integration Add your favorite feeds into the tab Organize the feeds and turn on and off the views at your discretion Offer top-level or "must-have" feeds to all employees
Case Management
	A case management system that allows users to track customer problems and resolutions. Allows each problem to have a lifecycle of information to improve customer satisfaction. 10 standard attribute fields to communicate important points about the case. Fields can be added, removed, customized or modified Fields are customizable and are time-stamped for case reviews Quick “Create A Case” component entices users to add new cases into the system Case shortcut toolbar for fast navigation through the cases Quick view of the contacts associated to the case Quick view of the open activities associated to the case Quick view of the issues associated to the case Quick view of the interaction history associated to the case Cases are reflected into the assigned contact, account, and responsible user
Bug Tracker
	The Bug Tracker allows an organization to collectively work on known problems, track the severity of the problem, the priority and the team who's assigned to fix it. The Issue tracker integrates with the case management tab in addition to contacts and accounts. 10 standard attribute fields to communicate important points about the issue. Fields can be added, removed, customized or modified Fields are customizable and are time-stamped for case reviews Quick “Report an Issue” component entices users to add new cases into the system Case shortcut toolbar for fast navigation through the cases Quick view of the contacts associated to the case Quick view of the open activities associated to the case Quick view of the interaction history associated to the case Quick view of the accounts associated to the case Quick view of the cases associated to the case Cases are reflected into the assigned contact, account, and responsible user
Notes
	Track user comments through the universal notes tab which offers the user attachment inclusions, a free-formed text field, and a descriptive subject line. Quick “New Note” component invites users to add new cases into the system Notes shortcut toolbar for fast navigation through the note component User associates the note with a contact User can assign the note to the account, contact, opportunity or lead level
Calls
	Schedule phone calls and select users and contacts who will participate in the calls. Quick “Schedule” component influences users to add new cases into the system Shortcut toolbar for fast navigation through the calls User associates the note with a contact User can schedule and assign a call to an account, contact, opportunity or lead User can see other user's schedule to check availability User can invite other users to their scheduled call
Emails
	Keep historical records of emails sent to and from contacts on the email tab. Advanced archiving capability can quickly associate an email to a known record in the system Quick “Track Email” component entices users to add new emails into the system Shortcut toolbar for fast navigation through the emails archived
Meetings
	Plan meetings and record their purpose, attendees, and course of action in the meeting tab. Meetings are then incorporated into the calendar for scheduling Quick “Schedule” component encourages users to add upcoming meetings into the system Shortcut toolbar for fast meeting navigation User associates the meeting with a contact, account, and user User can see other user's schedule to check availability User can invite other users to their scheduled call
Tasks
	Manage daily activities and to-do list with the tasks tab. Offers the user a catch-all area for protocol and organization. Tasks are tracked with a status level for accurate completion Tasks are then incorporated into the calendar for scheduling Quick “New Task” component encourages users to manage tasks within the system Shortcut toolbar for fast task navigation User associates the task with a contact, account, opportunity or lead
Calendar
	Activity summary tab that shows all planned interactions in a calendar format. Select a daily, weekly, monthly and annual view of activities for yourself and other users. Drill into calendar event with one click on the activity View tasks, calls, meetings on the calendar which are relevant for the user Create a call or meeting from the calendar tab

Features coming in 3.0 include:

• Campaign management, organizing marketing activities and measuring their effectiveness and influences on the sales pipeline. Manage and track marketing efforts associated to leads, contacts and opportunities for closed-loop marketing analysis.
• List designer, providing query, list management and list filtering tools that allow personnel to segment contact databases for target marketing purposes. Users can query the system to generate lists to develop targeting specific audiences. Queries can also be saved for re-using for similar future campaigns. Users can also import temporary lists to include into campaigns such as rented lists from brokers or data service providers.
• Email marketing, enabling marketing teams to create text email templates that can be personalized by individual salespeople and sent as email blasts on any desired schedule. The email is then recorded as sent within the lead or contact history, further enabling a 360-degree view of the customer.
• Forecasting, allowing sales managers to calculate potential sales and associated revenues based on projections from sales representatives related to deals that are in their pipeline. This provides essential visibility and flexibility to alter expected performance commits, helps establish sales goals, and aids in resource planning.
• Document management, providing a central repository for product briefs, data sheets, collateral materials and other documents required by sales, marketing, and support teams.
• Project management, a group collaboration tool that allows organizations to define steps, establish timelines, and assign work to members on any project relevant to end users.
• Employee directory, including search functions by first or last names, roles, departments and basic contact information. Effective for quick employee lookups without leaving the Sugar Suite application.
• Wireless access, expanded application visibility through any mobile device that has a browser. This is a new separate application that interfaces with Sugar Suite, offering more flexibility through an expanded SOAP API. View, search, modify or add contacts, leads, opportunities, accounts, meetings and calls instantly through a wireless device with web access.
• Calendaring synchronization, enabling users to access scheduling information managed outside of Sugar Suite. It also allows people to look into scheduled meetings within Sugar Suite when operating client calendar applications. The new Sugar free/ busy server allows businesses to rely on the Sugar Suite for full group calendaring both inside of the Sugar application and with any system that can reference a free/busy published service like Microsoft Outlook® and Mac iCal®, and other popular calendar tools.
• Mambo self-service web portal, enabling e-commerce and web lead transactions to be integrated into Sugar Suite through the Mambo open source portal for automatic lead passing and customer self-service. Customer registrations on an organization's Mambo-based web site can now be automatically forwarded to the Sugar Suite, and customers can access their own trouble-ticket histories online to reduce unnecessary phone calls.
• Administration enhancements, that allows Sugar Suite to be customized easier, scale better, and offer more advanced security.