Sugar Sell
CRM
Your time-aware, no-touch customer relationship management (CRM) solution.
Award-Winning SugarCRM Partner
Award-Winning SugarCRM Partner How will Sugar Sell improve your sales efforts?
What are the main features of Sugar Sell?
- Lead, opportunity, account and contact management
- Reporting and dashboards
- Product Catalog and Quote Management
- Sales Forecasting
- Sugar Business Process Management
- Integration with other platforms, such as Sage 100 Cloud.
Reviews & Ratings
A Crowd Favorite
“Intuitive and very easy to use.”
Capterra
“Indispensable when handling leads.”
G2 Crowd
“Allows me to be very productive and deliver extraordinary customer experiences...even when I'm on the plane.”
Google Play
Sugar Sell Stats
Headquarters:
Cupertino, California
Founded In:
2004
Mobile App:
Yes
Free Trial:
Yes
User Minimum:
10
Subscription Types:
Monthly, yearly
Deployment Options:
Cloud Hosted and On-Premise
Ideal For:
Small to mid-market organizations
Popular Industries Served:
Manufacturing, IT, SaaS, finance, professional services, Direct to Consumer, high tech, insurance
Favorite Features:
Heavy customization capability; Sandbox and test environments; User, role, and access management
From the Source: Tetley Harris
“Sugar allowed us to not only increase the number of accounts we were keeping track of, but also to maximize the amount of opportunities we go through.”
Scalable Options for Growth-Focused Businesses
Sell Essentials
$49/user/month
- 3 User Minimum, 5 User MaximumSales force automation for growing teams needing 3-5 seats with basic support and ease of upgrade.
- Account ManagementGet a high-definition view of everything happening with your customers!
- Contact ManagementConvert leads to contacts and cultivate deeper insights to better serve and grow relationships!
- Lead ManagementConvert and track leads that become opportunities.
- Opportunity ManagementCultivate each individual opportunity from start to finish with progress tracking.
- Quote ManagementQuickly create quotes and contracts, and shorten the time to close!
- Activity ManagementCollect customer conversations and interactions, and surface critical insights.
- Pipeline ManagementGet visibility into your entire pipeline across opportunities and how close they are to becoming new customers.
- Quota ManagementGive sales reps and sales managers role-specific views of their forecasting commitments while improving accuracy and visibility into quota attainment.
- Subscription ManagementSupport subscription-based busines models and renewals management!
- Reporting and AnalyticsAccess and customize reports and interactive dashboards, giving you real-time, actionable customer insights and visibility into business activities, KPIs, and trends.
- ForecastingAutomatically create an accurate sales forecast based on current pipeline and seller commitments.
- Pipeline AnalyticsEmpower your team to review current pipeline health and key metrics at any time!
- MobilityAvailable for iOS and Android with offline capabilities!
- Omnichannel CommunicationsCommunicate with customers via email, call or chat!
- Collaboration & TeamworkBoost teamwork and alignment across different business units or departments.
- Business Process ManagementDefine, design, and standardize complex business processes. Manage and automate the execution of repetitive tasks!
Sell Advanced
$80/user/month
- 3 Users MinimumEnhanced sales force automation and generous extensibility with add-ons with AI capabilities and standard support.
- Account ManagementGet a high-definition view of everything happening with your customers!
- Contact ManagementConvert leads to contacts and cultivate deeper insights to better serve and grow relationships!
- Lead ManagementConvert and track leads that become opportunities.
- Opportunity ManagementCultivate each individual opportunity from start to finish with progress tracking.
- Quote ManagementQuickly create quotes and contracts, and shorten the time to close!
- Activity ManagementCollect customer conversations and interactions, and surface critical insights.
- Pipeline ManagementGet visibility into your entire pipeline across opportunities and how close they are to becoming new customers.
- Quota ManagementGive sales reps and sales managers role-specific views of their forecasting commitments while improving accuracy and visibility into quota attainment.
- Subscription ManagementSupport subscription-based busines models and renewals management!
- Reporting and AnalyticsAccess and customize reports and interactive dashboards, giving you real-time, actionable customer insights and visibility into business activities, KPIs, and trends.
- ForecastingAutomatically create an accurate sales forecast based on current pipeline and seller commitments.
- Pipeline AnalyticsEmpower your team to review current pipeline health and key metrics at any time!
- MobilityAvailable for iOS and Android with offline capabilities!
- Omnichannel CommunicationsCommunicate with customers via email, call or chat!
- Collaboration & TeamworkBoost teamwork and alignment across different business units or departments.
- Business Process ManagementDefine, design, and standardize complex business processes. Manage and automate the execution of repetitive tasks!
- Intelligent Lead PrioritizationPrioritize leads based on AI-powered predictive lead-conversion scores. Expand on past successes by leveraging insights from matching lead profiles to similar accounts!
- Intelligent Opportunity PrioritizationMore accurately predict the fate of sales opportunities and ultimately increase your win rate!
Sell Premier
$135/user/month
- 10 user minimumComprehensive sales force automation capabilities for complex business with built-in AI and enhanced support.
- Account ManagementGet a high-definition view of everything happening with your customers!
- Contact ManagementConvert leads to contacts and cultivate deeper insights to better serve and grow relationships!
- Lead ManagementConvert and track leads that become opportunities.
- Opportunity ManagementCultivate each individual opportunity from start to finish with progress tracking.
- Quote ManagementQuickly create quotes and contracts, and shorten the time to close!
- Activity ManagementCollect customer conversations and interactions, and surface critical insights.
- Pipeline ManagementGet visibility into your entire pipeline across opportunities and how close they are to becoming new customers.
- Quota ManagementGive sales reps and sales managers role-specific views of their forecasting commitments while improving accuracy and visibility into quota attainment.
- Subscription ManagementSupport subscription-based busines models and renewals management!
- Reporting and AnalyticsAccess and customize reports and interactive dashboards, giving you real-time, actionable customer insights and visibility into business activities, KPIs, and trends.
- ForecastingAutomatically create an accurate sales forecast based on current pipeline and seller commitments.
- Pipeline AnalyticsEmpower your team to review current pipeline health and key metrics at any time!
- MobilityAvailable for iOS and Android with offline capabilities!
- Omnichannel CommunicationsCommunicate with customers via email, call or chat!
- Collaboration & TeamworkBoost teamwork and alignment across different business units or departments.
- Business Process ManagementDefine, design, and standardize complex business processes. Manage and automate the execution of repetitive tasks!
- Intelligent Lead PrioritizationPrioritize leads based on AI-powered predictive lead-conversion scores. Expand on past successes by leveraging insights from matching lead profiles to similar accounts!
- Intelligent Opportunity PrioritizationMore accurately predict the fate of sales opportunities and ultimately increase your win rate!
- Guided SellingDesign, visualize, and automate sales processes. Create playbooks and templates for sales plays, sales methodologies, lead nurturing and more!
- Data Enrichment and News FeedAutomatically enrich customer data with relevant external insight and news. Add customers and competitors to a customizable news feed!
- Mail & Calendar IntegrationWork with your Sugar data directly within Outlook or Gmail!
- Geo MappingSee which accounts and leads are in closest proximity to each other. Route leads or accounts by territory!
- Pipeline & Revenue OptimizationUnocver changes and emerging trends across all opportunities to optimize pipeline performance and revenue attainment.
Relevant Solutions & Integrations
Relevant content
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