Sugar Enterprise
Sugar Enterprise delivers advanced Customer Relationship Management (CRM) functionality to large companies who place a premium on flexibility and control. Business users will find an easy-to-use tool to manage interactions across the customer life-cycle. Executives will find a full set of reporting tools to ensure they have the information necessary to make informed decisions. For IT managers, Sugar Enterprise places a premium on flexibility with full set of tools for system management, customization and integration.
Robust, Yet Flexible, CRM for the Most Demanding Organizations
- The most intuitive, flexible and open CRM system - without limits
- A complete suite of sales, support, marketing, and collaboration features
- Advanced customisation and integration capabilities to deliver end-to-end business processes
- Portal capabilities extend Sugar to incorporate customers and partners
- Access Sugar Mobile from your iPhone or iPad
Powerful, Yet Intuitive
Sugar Enterprise includes all of the functionality needed for the most sophisticated customer-facing initiatives. Yet, the industry’s most intuitive user experience means that employees will love using it. No compromises, just great CRM.
Unparalleled Flexibility
Being built on an open source platform means that you have unlimited flexibilityand control over your CRM deployment. Make any number of customizations, integrate with any third party or legacy system, or build completely new modules with easy-to-use administration tools.
Stand Out in Your Market
Sugar Enterprise gives you the tools to give your customers a differentiated experience, and separate you from your competition. And the great value of Sugar Enterprise enables you to build a completely unique customer experience at a cost that is right for you.
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Sugar Enterprise Feature List
User Experience
- Customisable Home Pages
- New User Wizard
- Multiple Home Pages
- Enhanced User Interface
- Shortcut Bar
- Global Search - Enhanced View
- Downloadable Plug-Ins
Sales Force Automation
- Leads
- Contacts
- Opportunities
- Accounts
- Activities
- Documents
- Sales Forecasting
- Contracts
- Product Catalog
- Quotes
Marketing Automation
- Campaigns
- Email Marketing
- Online Lead Capture
- Web-to-Lead Forms
- List Management
- Newsletter Management
- Campaign Dashboard
- Marketing Reports
Customer Support
- Case Management
- Bug Tracking
- Email Management
- Case Escalation and Queuing
- Advanced Case Escalation and Notification
- Knowledge Base
- Customer Self-Service Portal
Reporting
- Sales Pipeline Dashboard
- Lead Source Dashboard
- Monthly Pipeline BY Outcome Dashboard
- Opportunities By Lead Source Dashboard
- Customisable Dashboards
- Custom Reports
- Multiple Dashboards on Home Page
- Advanced Reports
- Advanced Charts
- SQL Reporting
Collaboration
- Activity Management
- Document Management
- Shared Calendar
- Employee Directory
- Project Management
- AJAX Email Client
- Sugar Plug-in for Microsoft Outlook
- Sugar Plug-in for Microsoft Word
- Sugar Plug-in for Microsoft Excel
- Reminders and Alerts
- Team Notices
- Dynamic Teams
Mobile
- iPad Edition
- Mobile Edition (iPhone)
- Customised Mobile Experience
- Offline Client Synchronisation
Customisation
- Module Builder
- Custom Fields
- Custom Objects
- Custom Modules
- Drag and Drop Custom Layouts
- Tab Configuration
- Assignment Notification
- Workflow Automation Rules
Migration
- Data Import and Export
- Import De-Duplication
- Upgrade Wizard
- Data Quality Controls
Integration
- Custom Links
- Web-Services API
- Sugar Feeds Dashlets
- Cloud Connectors
- My Portal Dashlet
- Module Loader
- Cloud Connectors Data Merge
- Oracle Support
Security
- Access Control by User Role
- Access Control by Team
- Field-Level Security
- Module Administration
- Advanced Password Management
Self-Service Portal allows companies to expose select CRM data to customers, reducing support costs and increasing customer satisfaction.
Access Sugar Enterprise on any mobile device.
