One of the most important aspects of business development, and also one of the most overlooked among small businesses, is the tracking and follow-up on each and every lead that comes along. Business is more competitive than ever, and that being the case, you have to capitalize on each and every contact you make in order to best optimize your business’ earning potential. One way to do that is by installing a CRM to adequately track your leads, contacts, accounts and campaigns.

Whether you are a small company comprised of a single person or a large corporation with several hundred people on your sales staff, Sugar CRM can help you keep track of your contacts and ensure that no opportunities are left before being fully explored.

SugarCRM has three versions that are available to customers.

COMMUNITY EDITION

• Sugar drives sales performance by allowing sales representative to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.

• Sugar Dashboards provide employees and managers real-time information about leads, opportunities and accounts. Define access based on user profile and expose the information employees need to know to get their job done. Automatic consolidation of sales data from across teams reveals the information executives needs to drive performance across their business.

• The Sugar Module Builder enables users to build custom modules from scratch or combine existing or custom objects into a brand new CRM module. Developers can leverage existing Sugar Objects such as Contacts, Accounts, Documents, Cases and Opportunities to build a new module or create their own custom objects from scratch to form a new module. Users can build an unlimited number of custom modules, which interoperate seamlessly with Reporting, Workflow and Sugar Studio tools. Upgrades for custom modules are fully supported.

• Custom Fields allow companies to capture information specific to their business within Sugar. By creating Custom Fields using Sugar Studio, administrators create fully upgradeable values that reflect information most important to the company. Administrators can also choose to require users to populate custom fields before a record is saved.

• Web Services API.

• The Sugar Community has developed hundreds of module extensions for Sugar. With Sugar Module Loader, companies can easily install these extensions into the Sugar application to get the most out of your CRM system. Using the Sugar Module Loader framework, administrators follow a simple process for installing new applications in a completely upgrade-safe environment.

PROFESSIONAL EDITION

• Sugar drives sales performance by allowing sales representative to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.

• Sugar Dashboards provide employees and managers real-time information about leads, opportunities and accounts. Define access based on user profile and expose the information employees need to know to get their job done. Automatic consolidation of sales data from across teams reveals the information executives needs to drive performance across their business.

• The Sugar Module Builder enables users to build custom modules from scratch or combine existing or custom objects into a brand new CRM module. Developers can leverage existing Sugar Objects such as Contacts, Accounts, Documents, Cases and Opportunities to build a new module or create their own custom objects from scratch to form a new module. Users can build an unlimited number of custom modules, which interoperate seamlessly with Reporting, Workflow and Sugar Studio tools. Upgrades for custom modules are fully supported.

• Custom Fields allow companies to capture information specific to their business within Sugar. By creating Custom Fields using Sugar Studio, administrators create fully upgradeable values that reflect information most important to the company. Administrators can also choose to require users to populate custom fields before a record is saved.

• Web Services API.

• The Sugar Community has developed hundreds of module extensions for Sugar. With Sugar Module Loader, companies can easily install these extensions into the Sugar application to get the most out of your CRM system. Using the Sugar Module Loader framework, administrators follow a simple process for installing new applications in a completely upgrade-safe environment.

• New User Interface

• Sugar Plug-Ins for Microsoft Office integrates your CRM data with the Microsoft’s leading productivity tools. With a few simple clicks, Sugar users can sync email, contacts and calendar information into Sugar modules, export data into Microsoft Excel and present CRM data in Microsoft Word.

• Sugar Forecasting gives sales representatives and managers the ability to generate accurate forecasts based on sales data in SugarCRM. Managers can create, assign and edit quotas for their team, roll-up forecasts across individuals and teams, and measure forecast accuracy relative to commit amounts. Sales representatives can take advantage of scenario planning tools to generate high, medium and low forecasts, utilize worksheets to develop accurate commit amounts, and track their sales progress from the Sugar homepage.

• Sugar Reporting turns data into actionable information. Managers can monitor business performance across the entire business with reporting tools on Marketing Analytics, Sales Trends, Case Reports, and Customer Profiles. Dashboards can be customized to meet the individual roles of users or to track key metrics across the organization. Underlying each report is actual data, so managers can drill down and explore the data impacting their business.

• Sugar helps you stay in touch while on-the-go. With a subscription to Sugar Professional or Sugar Enterprise, users receive access to Sugar on iPhone, SugarCRM's native application for the world's most popular smartphone. Sugar for iPhone delivers a seamless user experience where users can access contacts, opportunities, accounts and appointments while logging calls and updating other important information about customer accounts. Sugar Community Edition users can access mobile functionality through any standards-based mobile web browser.

• Sugar Workflow management streamlines critical business processes within your organization. Using Sugar templates, administrators can create custom business processes based on Sugar Objects. Users can also define alerts, actions and triggers to become a more responsive to customer demands.

• Data Merge And Quality Controls.

• Sugar Access Control levels allow information to be shared or restricted based on user role. Administrators can determine what information that role can access at either a module, view or field level. Access Control rights include the ability to access, view, edit, import or export.

• Field Level Security

• Module Administration

ENTERPRISE EDITION

• Sugar drives sales performance by allowing sales representative to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.

• Sugar Dashboards provide employees and managers real-time information about leads, opportunities and accounts. Define access based on user profile and expose the information employees need to know to get their job done. Automatic consolidation of sales data from across teams reveals the information executives needs to drive performance across their business.

• The Sugar Module Builder enables users to build custom modules from scratch or combine existing or custom objects into a brand new CRM module. Developers can leverage existing Sugar Objects such as Contacts, Accounts, Documents, Cases and Opportunities to build a new module or create their own custom objects from scratch to form a new module. Users can build an unlimited number of custom modules, which interoperate seamlessly with Reporting, Workflow and Sugar Studio tools. Upgrades for custom modules are fully supported.

• Custom Fields allow companies to capture information specific to their business within Sugar. By creating Custom Fields using Sugar Studio, administrators create fully upgradeable values that reflect information most important to the company. Administrators can also choose to require users to populate custom fields before a record is saved.

• Web Services API.

• The Sugar Community has developed hundreds of module extensions for Sugar. With Sugar Module Loader, companies can easily install these extensions into the Sugar application to get the most out of your CRM system. Using the Sugar Module Loader framework, administrators follow a simple process for installing new applications in a completely upgrade-safe environment.

PROFESSIONAL EDITION

• Sugar drives sales performance by allowing sales representative to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.

• Sugar Dashboards provide employees and managers real-time information about leads, opportunities and accounts. Define access based on user profile and expose the information employees need to know to get their job done. Automatic consolidation of sales data from across teams reveals the information executives needs to drive performance across their business.

• The Sugar Module Builder enables users to build custom modules from scratch or combine existing or custom objects into a brand new CRM module. Developers can leverage existing Sugar Objects such as Contacts, Accounts, Documents, Cases and Opportunities to build a new module or create their own custom objects from scratch to form a new module. Users can build an unlimited number of custom modules, which interoperate seamlessly with Reporting, Workflow and Sugar Studio tools. Upgrades for custom modules are fully supported.

• Custom Fields allow companies to capture information specific to their business within Sugar. By creating Custom Fields using Sugar Studio, administrators create fully upgradeable values that reflect information most important to the company. Administrators can also choose to require users to populate custom fields before a record is saved.

• Web Services API.

• The Sugar Community has developed hundreds of module extensions for Sugar. With Sugar Module Loader, companies can easily install these extensions into the Sugar application to get the most out of your CRM system. Using the Sugar Module Loader framework, administrators follow a simple process for installing new applications in a completely upgrade-safe environment.

• New User Interface

• Sugar Plug-Ins for Microsoft Office integrates your CRM data with the Microsoft’s leading productivity tools. With a few simple clicks, Sugar users can sync email, contacts and calendar information into Sugar modules, export data into Microsoft Excel and present CRM data in Microsoft Word.

• Sugar Forecasting gives sales representatives and managers the ability to generate accurate forecasts based on sales data in SugarCRM. Managers can create, assign and edit quotas for their team, roll-up forecasts across individuals and teams, and measure forecast accuracy relative to commit amounts. Sales representatives can take advantage of scenario planning tools to generate high, medium and low forecasts, utilize worksheets to develop accurate commit amounts, and track their sales progress from the Sugar homepage.

• Sugar Reporting turns data into actionable information. Managers can monitor business performance across the entire business with reporting tools on Marketing Analytics, Sales Trends, Case Reports, and Customer Profiles. Dashboards can be customized to meet the individual roles of users or to track key metrics across the organization. Underlying each report is actual data, so managers can drill down and explore the data impacting their business.

• Sugar helps you stay in touch while on-the-go. With a subscription to Sugar Professional or Sugar Enterprise, users receive access to Sugar on iPhone, SugarCRM's native application for the world's most popular smartphone. Sugar for iPhone delivers a seamless user experience where users can access contacts, opportunities, accounts and appointments while logging calls and updating other important information about customer accounts. Sugar Community Edition users can access mobile functionality through any standards-based mobile web browser.

• Sugar Workflow management streamlines critical business processes within your organization. Using Sugar templates, administrators can create custom business processes based on Sugar Objects. Users can also define alerts, actions and triggers to become a more responsive to customer demands.

• Data Merge And Quality Controls.

• Sugar Access Control levels allow information to be shared or restricted based on user role. Administrators can determine what information that role can access at either a module, view or field level. Access Control rights include the ability to access, view, edit, import or export.

• Field Level Security

• Module Administration

• Sugar's Customer Self-Service Portal allows companies to provide self-service capabilities to customers and prospects for key marketing, sales and support activities. Customers can create cases, upload relevant information, search the knowledgebase, and track cases to resolution without ever having to pick up a phone. All cases automatically appear within the Sugar Cases module.

• Offline Client