SugarAI Overview

SugarCRM is the #1 rated CRM platform, helping businesses create lifelong customers through intelligent tools. A demo can be requested to see how the platform handles the work.

Use Cases

Customers recommend Sales Document Management, Engagement Management, Workflow Management, as the business use cases that they have been most satisfied with while using SugarAI.

Other use cases:

  • Contact List Management
  • Helpdesk Management
  • Lead Tracking
  • Communication Management
  • Collaboration
  • Lead Management
  • Generation Of New Leads
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using SugarAI.

Other priorities:

  • Increase Sales & Revenue
  • Scale Best Practices
  • Improve ROI
  • Enter New Markets Internationally Or Locally
  • Improve Efficiency
  • Grow Market Share
  • Improve Internal Communications
  • Improve Stakeholder Relations
  • Launch New Products
  • Build Brand Awareness
  • Manage Risk
  • Shorten Ramp Up Time
  • Improve Digital And Social Presence
  • Improve Visibility
  • Increase Customer Life Time Value
  • Improve Brand Engagement
See all business priorities See less business priorities

SugarAI Use-Cases and Business Priorities: Customer Satisfaction Data

SugarAI works with different mediums / channels such as Mobile. Offline. and E-Mail.

SugarAI's features include Dashboard, Recording, Personalization, etc. and SugarAI support capabilities include Chat Support, AI Powered, Phone Support, etc. also SugarAI analytics capabilities include Analytics, and Custom Reports.

Reviews

"Sugar Discover Cuts Costs and Increases Sales Efficiency" - Daniel Elman

Peer review evidence (same sources as the product rating summary)

"...New Customer Form: Completed by a Sales Rep when a new customer is won, the form is automatically sent to appropriate department stakeholders to collect digital approvals and signatures...." Case Study PostNord
"...Following up on leads, remembering engagements, keeping track of sales opps, and metrics On-demand deployment, ease of use, interface - Can be accessed anywhere and at any time, which is helpful for our in-field reps...." Peer review by Kellie P.
"...We also had lots of problems trying to customize and adjust the customer workflows to our needs...." Peer review by Marc Pampols, Project leader / Plone & Python developer, Semic

SugarAI, Less Annoying CRM, Teamgate CRM, Formstack Documents, ClickUp, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for SugarAI

Top Industries

  • Information Technology and Services
  • Financial Services
  • Manufacturing

Popular in

  • Small Business
  • Mid Market
  • Enterprise

SugarAI is popular in Information Technology And Services, Financial Services, and Manufacturing and is widely used by Small Business, Mid Market, and Enterprise.

SugarAI Customer wins, Customer success stories, Case studies

How does SugarAI address your Sales Document Management Challenges?

What solutions does SugarAI provide for Engagement Management?

How can SugarAI enhance your Workflow Management process?

How does SugarAI address your Contact List Management Challenges?

What solutions does SugarAI provide for Helpdesk Management?

11 buyers and buying teams have used Cuspera to assess how well SugarAI solved their CRM needs. Cuspera uses 5210 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS TESTIMONIALS
SugarAI testimonial

Daniel Elman

Nucleus Research

Sugar Discover Cuts Costs and Increases Sales Efficiency Testimonial By Daniel Elman
SugarAI testimonial

CHRISTOPHER POLAND

IT DIRECTOR

Tyson

The number one item on our list was user experience. CRM is one of those business processes that you want people to adopt but they don’t have to; they can still get their job done without it. We felt like that was one of the major differentiators between Sugar and other platforms. Testimonial By CHRISTOPHER POLAND
SugarAI testimonial

Peter Tew

Backcountry

The best combination of features and functionality, and customizability we’ve found in the market. Testimonial By Peter Tew
CUSTOMERS TESTIMONIALS
SugarAI testimonial

Daniel Elman

Nucleus Research

Sugar Discover Cuts Costs and Increases Sales Efficiency Testimonial By Daniel Elman
SugarAI testimonial

CHRISTOPHER POLAND

IT DIRECTOR

Tyson

The number one item on our list was user experience. CRM is one of those business processes that you want people to adopt but they don’t have to; they can still get their job done without it. We felt like that was one of the major differentiators between Sugar and other platforms. Testimonial By CHRISTOPHER POLAND
SugarAI testimonial

Peter Tew

Backcountry

The best combination of features and functionality, and customizability we’ve found in the market. Testimonial By Peter Tew
 

ESAF Small Finance Bank Selects SugarCRM to Power Customer Relationship Management and Digital Banking for Over 9 Million Indian Customers

ESAF Small Finance Bank has chosen SugarCRM to enhance its digital banking and customer relationship management for over 9 million customers. SugarCRM will integrate with more than 15 systems, provid...ing a unified customer experience and ensuring compliance with RBI regulations. This partnership aims to modernize ESAF's banking operations, improve customer service, and optimize marketing efforts.

Read on →
 

SugarCRM Helps Chemical Manufacturer Align Global Sales, Marketing Operations

CHT Group, a chemical manufacturer, has adopted SugarCRM's suite of CRM products to streamline and unify its global sales and marketing operations. This deployment enhances sales efficiency by provid...ing a centralized view of the opportunity pipeline and a 360-degree customer view, improving collaboration and decision-making across its 27 subsidiaries worldwide.

Read on →
 

Wesley Mission Queensland - Hospital & Health Care - Large

Brisbane, Australia

Sugar helped Wesley Mission Queensland create a single customer view. The organization faced new challenges from government policy changes and a shift to consumer-driven care. Sugar was rolled out ac...ross customer service, marketing, fundraising, in-home care, and allied health. Staff found Sugar easy to use and it supported a customer-centric strategy. The CRM rollout enabled broader business transformation and improved engagement with customers and stakeholders.

 

Country Fare Foodservice - Food & Beverages - Small

Lancaster, USA

Country Fare Foodservice used Sugar Serve to improve field service operations. Before Sugar Serve, they had gaps and delays in their processes. With Sugar Serve, they simplified installation and repa...ir services. Service agents now resolve cases faster and have a complete view of customer interactions. This led to better customer support and more efficient service delivery.

 

Speedpanel - Manufacturing - Medium

Melbourne, Australia

SugarAI helped Speedpanel, an Australian manufacturer, achieve 95% forecasting accuracy. The company reduced admin time by 50% and improved customer response speed. Teams now use a single platform to... manage sales, operations, and customer service data. Site audits are digitized, with instant reports and direct BI dashboard integration. Speedpanel is now ready for international growth with better visibility and control.

 

Roxtec - Manufacturing - Medium

Karlskrona, Sweden

SugarAI helped Roxtec unify its global sales teams and eliminate data silos. Roxtec added the Customer Journey Plug-In to standardize sales processes and improve transparency. Sales teams in 21 locat...ions now follow a shared methodology and have clear visibility into each sales stage. The solution improved customer retention and made onboarding faster. Roxtec benefits from better information sharing and a strong visual overview of sales progress.

SugarCRM: A Better Way to CRM

Video Thumbnail

Frequently Asked Questions (FAQ)

What buyers ask before choosing SugarAI

What is SugarAI?

SugarCRM is a customer relationship management and marketing automation platform for marketing, sales and services teams to achieve marketing automation and to collaborate across the entire customer lifecycle.

It primarily helps with lead management, inbound marketing, marketing analytics, sales forecasting, quote management and customer journey management. It can be deployed on the cloud or on prem.

It comes with built in automation and analytics.

What is SugarAI used for?

SugarAI is a CRM Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Sales Document Management, Engagement Management and Workflow Management .

What are the top features of SugarAI?

Dashboard, Recording and Personalization are some of the top features of SugarAI.

Who uses SugarAI?

SugarAI is used by Information Technology And Services, Financial Services and Manufacturing among other industries.

What are SugarAI alternatives?

Less Annoying CRM, Teamgate CRM, Formstack Documents and ClickUp are popular alternatives for SugarAI.

Where is SugarAI located?

SugarAI is headquartered at 10050 N Wolfe Rd, Cupertino, CA 95014.
lightning

Peers used SugarAI for sales document management and engagement management

SugarAI Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.23/5

Read Reviews (16)
Analytics

4.70/5

Read Reviews (137)
Custom Reports

3.94/5

Read Reviews (769)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.23/5

Read Reviews (16)
Analytics

4.70/5

Read Reviews (137)
Custom Reports

3.94/5

Read Reviews (769)

SugarAI Integrations

SugarAI integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export
Data Import

Few API Integrations for SugarAI

Software Failure Risk Guidance

?

for SugarAI

Overall Risk Meter

Low Medium High

Top Failure Risks for SugarAI

SugarAI Inc. News

M&A

SugarCRM Acquires Revenue Intelligence Provider sales-i

SugarCRM has acquired sales-i, a provider of sales enablement software, to enhance B2B sales performance. This acquisition aims to integrate AI-powered revenue intelligence, leveraging ERP and CRM data to improve revenue and profitability. The move follows a previous strategic partnership between the two companies.

Company

SugarCRM Unveils New Brand Identity as SugarAI, Declaring the Next Generation of CRM

SugarCRM has rebranded as SugarAI, emphasizing a shift from traditional CRM systems to AI-driven precision selling. The new brand identity focuses on transforming CRM into a proactive sales guidance system, helping teams identify risks and opportunities. This rebranding aligns with SugarAI's strategy to integrate ERP data and enhance seller experience, aiming to fulfill the longstanding promise of CRM.

Company

SugarAI (formerly SugarCRM)

SugarCRM has rebranded to SugarAI, reflecting a strategic shift towards integrating artificial intelligence into its CRM offerings.

Company

SugarCRM Rebrands as SugarAI to Emphasize AI-Driven CRM Capabilities

SugarCRM has rebranded as SugarAI to emphasize its focus on AI-driven CRM capabilities. This strategic shift aims to enhance customer engagement for B2B organizations by integrating AI for predictive insights and automated workflows. The rebrand includes a new visual identity and messaging, highlighting AI's role in transforming CRM systems to provide actionable insights and improve sales productivity.

SugarAI Inc. Profile

Company Name

SugarAI Inc.

Company Website

https://sugarai.com/

Year Founded

2004

HQ Location

10050 N Wolfe Rd, Cupertino, CA 95014

Employees

501-1000

Social

Financials

PRIVATE