SugarCRM analyzes everything behind the scenes to help you understand trends, build trust and grow revenue.
It’s all about clarity and next steps
If all your data is structured and orderly and you always know what’s going on – good for you! If that doesn’t sound like you, SugarCRM can help you:
- Summarize thousands of interactions into next steps.
- Prep for meetings in 60 seconds, not 30 minutes.
- Spot churn 30 days earlier.
Save time prepping
Analysis
Turn raw data into insights
From a quick note left by a field rep to years of purchase history in your ERP, SugarCRM pulls it all together so it actually makes sense. Now everyone’s up to speed, and your customers feel like you really know them.
Actions
Make the right move
Many of our customers used to struggle with managing things like long sales cycles, lots of stakeholders, multiple service issues, and huge product catalogs.
Sugar reviews all your emails, orders, and tickets, then gives you a simple morning game plan: who to call, who might churn, and what to pitch. No scattered data, just clear next steps and more relevant conversations.
Results
Peak performance, no slumps
With insights and actions served up to you, you’re already two steps ahead of the competition.
- Discover missed opportunities with existing customers. Offer products that they could be buying but aren’t.
- Spot customers likely to churn based on buying trends and service issues
- Reduce meeting prep time from 30 minutes to 60 seconds with AI summaries
“With AI-driven insights, we could finally see what had been overlooked and take action with confidence.”
+58% revenue year over year.
Office360
+44% over annual sales goal.
Creative Foam
+61% opportunity close rates.
Alto-Shaam
Built-in intelligence to grow your business
See how your accounts, deals, and service performance are evolving. Sugar can combine CRM and ERP data to show you what’s changing, why it matters, and where to dig deeper. Algorithms highlight patterns you may have missed – so you can act faster with better context.
Know how your pipeline is trending and where your team stands. Sugar uses historical patterns and behavioral signals to deliver more accurate forecasts and track performance over time. No spreadsheets or guesswork – just clear answers.
Help your sales team focus on the right deals, leads, and accounts. Our AI identifies hidden opportunities, predicts churn, and recommends next steps. It’s like having a coach for every rep – based on real data.
Give your reps the context they need – without digging through emails, call notes, and records. Sugar uses AI to summarize account activity, deals, and customer sentiment. Now anyone on your team can prep for a meeting in seconds.
Things change fast. Sugar keeps your team up to speed with proactive alerts – like a drop in engagement, a shift in buying behavior, or an upcoming renewal. These notifications are powered by analytics and past data, delivered right when you need them.
See how your accounts, deals, and service performance are evolving. Sugar can combine CRM and ERP data to show you what’s changing, why it matters, and where to dig deeper. Algorithms highlight patterns you may have missed – so you can act faster with better context.
Know how your pipeline is trending and where your team stands. Sugar uses historical patterns and behavioral signals to deliver more accurate forecasts and track performance over time. No spreadsheets or guesswork – just clear answers.
Help your sales team focus on the right deals, leads, and accounts. Our AI identifies hidden opportunities, predicts churn, and recommends next steps. It’s like having a coach for every rep – based on real data.
Give your reps the context they need – without digging through emails, call notes, and records. Sugar uses AI to summarize account activity, deals, and customer sentiment. Now anyone on your team can prep for a meeting in seconds.
Things change fast. Sugar keeps your team up to speed with proactive alerts – like a drop in engagement, a shift in buying behavior, or an upcoming renewal. These notifications are powered by analytics and past data, delivered right when you need them.
Let’s talk!
Get a no jargon demo tailored specifically to your industry and business needs – when it’s convenient for you.
I have questions…
It gives you insights about your customers, deals, and accounts – so your team knows where to focus, what’s changed, and what to do next.
No. SugarCRM’s AI is designed to support your sales team by automating routine tasks and providing insights, allowing your team to focus on building relationships and closing deals.
Not at all. The intelligence is built in and works behind the scenes. Your team just sees clear recommendations, summaries, and alerts – nothing complicated.
You’ll see what’s happened, understand why it happened, get a sense of what might happen next, and know what to do about it – all in one view.
They’re based on real data from your CRM and connected systems, using patterns from past sales and customer behavior – so your team can act with confidence.
You’ll get onboarding, access to SugarU training, and help from a community of experts if you ever need a hand.
Features
Track how deals, accounts, or service performance change over time.
Combine back-office and front-office data for a complete view.
Surface trends and changes across your customer base.
Tailor insights by role, team, or territory.
Compare performance across quarters, campaigns, or reps.
See deal stage movement and pipeline changes as they happen.
Use past sales behavior to predict what’s likely to close.
Monitor team progress without manual updates.
Understand how your team is doing versus last month or quarter.
Spot trends in products, reps, or regions over time.
Score leads using your actual sales history, not guesswork.
See which opportunities are worth the focus – based on past wins.
Get recommendations for how to move a deal forward or re-engage a stalled account.
Know which customers might be slipping, before it’s too late.
Find cross-sell and upsell paths from product gaps and purchase history.
Review years of customer interactions and notes in one scroll.
Get a fast snapshot of deal status, risks, and involved contacts.
See key service interactions and unresolved issues at a glance.
Understand tone and mood across customer emails and tickets.
Summaries and insights work across languages for global teams.
Know when a customer stops responding or changes behavior.
Get proactive nudges about contracts, subscriptions, or service plans.
Stay on top of outreach with automatic reminders.
Flag big wins, stalled deals, or quota changes.
Set alerts based on behavior, timing, or activity across accounts.
