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SugarCRM - Commercial Open-Source
Customer Relationship Management

SugarCRM provides powerful, yet easy-to-use features in the areas of:
  • -Sales Force Automation
  • -Account and Contact Management
  • -Marketing Campaign Management
  • -Reporting and Analysis
read on to learn more:

SugarCRM Features

trixbox Pro
Sales Force Automation

Sugar's powerful account, contact and opportunity management features allow you to:

  • Share sales data across individuals and teams.
  • Focus attention on the most profitable deals.
  • Bring new sales representatives up to speed.
  • Present effective presentations and proposals to customers.
  • Monitor quota progress and business performance.

Marketing Campaign Management

Manage your direct marketing campaigns, and measure their results across multiple channels:

  • Create and execute campaigns across marketing channels.
  • Captures leads directly into CRM System.
  • Measures return on investment of campaigns.
Sugar Customer Service and Support

SugarCRM's Case Management module provides the ability to manage customer problems, issues, or requests in a timely fashion:

  • Centrally manage and share all customer service issues.
  • Understand frequency of incidents to improve product quality.
  • Share information across individuals and teams.
  • Measure the responsiveness of customer support.

Sugar Reporting

Sugar Professional and Enterprise Editions include a powerful reporting engine designed to be user-friendly and easy to write new reports quickly and without the need to involve IT staff.

  • Create real-time reports and dashboards on any CRM metric.
  • Monitor the effectiveness of marketing programs, sales opportunities, and support cases.
  • Share/restrict access to reports and dashboards across teams.
The Insightful Advantage

Insightful Solutions has implemented over 100 SugarCRM systems in 13 countries, and has developed hundreds of modules and customisations that enhance and extend the capabilities of the Sugar system.

This extensive experience can be leveraged to provide you cost-effective solutions around the CRM Sugar product including:

  • Telephone Campaign Manager
  • Call Scripting
  • Customer Self-Service Portals
  • Web-to-Lead capture forms for your website
  • E-commerce, web-store with credit card payments integrated with the CRM
  • Proposal and other document generation
  • New Module design and develoment
  • Accounting integration
If you have a problem that you're current CRM system cannot solve, then please contact us to discuss.
SugarCRM Editions

There are three editions of SugarCRM, each with it's own feature set and applications.

Sugar Community Edition (previously known as Open Source edition)

SugarCRM CE is the entry-level version of the software which is available to download free. Insightful can provide support, customisation, training and hosting of this edition

Sugar Professional Edition

Sugar Professional Edition is the most commmon edition for installations of between 5 and 50 users. It includes all the benefits of Sugar CE, but includes features often important to the SME including Reporting, Outlook Integration, Team-security and Workflow.

Sugar Enteprise Edition

Sugar Enterprise edition is more suitable for the larger enterprises that require the scalability available from the Oracle database support that this edition brings. Enterprise edition includes more advanced reporting and an off-line client.

The features of each edition are compared in the following diagram:

Sugar Editions

If you have any questions about the featues of each edition, then please contact us.