Features

Know Your Customers

1. Centralize information about all business contacts—customers, prospects, partners, vendors and more—into a single location.
2. See relationships between companies, people, sales and products.
3. View detailed activity history including call records, emails, meetings, tasks, notes, and attachments.

Accelerate Sales

1. Organize, assign and track leads and sales opportunities.
2. Gain instant insight into opportunities requiring attention.
3. Generate quotes, price lists and personalized collateral.
4. Automate follow up emails and reminders.
5. Create lead records automatically from website inquiries.

Empower Your Team

1. Access SugarCRM from any PC or mobile phone connected to the Internet.
2. Command relevant information in a customizable dashboard.
3. Organize and prioritize with scheduled calls, meetings and tasks.
4. Connect with Outlook to sync emails, contacts, calendars.

Target Your Marketing

1. Sort customers and prospects into customized target lists.
2. Manage email, direct mail and telemarketing campaigns.
3. View marketing email opens, click-throughs and conversions.

Gain Insight

1. Get actionable intelligence about your business, staff, sales, customer retention and more with reports.
2. Create any report with powerful report building tools.
3. Empower your staff with on-demand reporting.

And Much, Much More

1. Improve customer support with case management
2. Collaborate internally and externally with project management
3. Share or limit information with team and role based access control
4. Automate best practices from sales through support with workflow tools