Features
Mobile :
Sell anywhere and stay on top of your leads and opportunities, meetings or calls -- across any mobile device. Move seamlessly between your mobile and desktop app to stay on top of every deal wherever you are.
Real Time Pipeline Management :
Sell on time with real time, personalized access to every deal in the pipeline. Track early indicators and changes affecting your pipeline so you can stay ahead of your forecast, spend time where it counts, and meet your sales targets.
Sales Analytics :
Sell smarter. Sugar’s customizable intelligence panes, reporting, and dashboards provide you with real-time information about your pipeline, progress to quota, key opportunity and account activity, and rep performance.
Prospect and Customer Targeting :
Personalize your pitch by identifying key segments of targets and prospects with Sugar's reporting engine.
Multi-Channel Marketing :
Market across channels. Sugar supports tracking of both digital (email and newsletter) and traditional (trade shows, events, radio ads, etc.)
Lead Tracking :
Align with sales. Effortlessly place actionable insight in the hands of the sales organization. Capture their feedback and ensure only high quality leads flow into the funnel.
Social Selling :
Sell based on relationships. Leverage social networks to expand your prospecting and contact networks.
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Features
Sales:
Calendars
Leads & Contacts
Organizations
Deal tracking
Forecasting
Team management
Follow-up reminders
Click-to-call
Quotes
Marketing:
Web-to-lead forms
Campaign management
Email marketing
Autoresponders
Customer service:
Case management
SLAs with Business Hours
Knowledge base
Customer portal
Service contracts
Other:
Collaboration
Workflow automation
Projects
Payments and tracking
Inventory
Documents
Quotes
Invoices
Sales orders
Product and service tracking
Subscription management
Reporting & analytics
20+ Integrations
iPhone, Android, iPad apps
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