Key Benefits of Sugar Serve

Increase Service Agent Productivity​

Empower your service agents to be productive and resolve more cases by removing the need to search for information across tools.​

Improve Customer Satisfaction

Connect on the customer’s terms with omnichannel engagement via voice, chat, email, or self-service capabilities.

Reduce Service Costs

Provide quality customer service by automating key processes to ensure the support you provide is simpler, easier, and much more cost-effective.

Our Customers Get Results

“Before using Sugar Serve our processes had gaps and information delays. We have now been able to simplify our field service operations and better serve our customers when it comes to installation and repair services.”

NATARAJAN A.
Head of Service, GECO and Super General

Create Better Customer Experiences in Moments that Matter

Omnichannel

Connect On Customer Terms

Give your service agents a central place to talk to customers via messaging, chat, portal, email, or voice and ensure all conversations are apart of their documented interaction history, regardless of channel.


  • Create Seamless customer interactions with a unified experience across channels
  • Expand your communication channels immediately, with lower costs and no up-front expenses

          learn more

Digital Self-Service

Online Support to ​Your Customers

Let your customers easily search your knowledge base, get questions answered instantly, and open cases for extra assistance.


  • Enjoy the flexibility of 24/7 support, allowing customers to engage with you anytime, anywhere.
  • Free up your agent’s time by providing customers with quick, self-serve capabilities

  Learn more

Case Management

Respond to Customer Requests and Resolve Issues

Elevate your efficiency by allowing seamless tracking and management of cases for quick and efficient resolutions.


  • Streamline service operations by automating repetitive tasks with Sugar BPM (Business Process Automation), allowing service agents to focus on high-value activities and improve overall efficiency.
  • Centralize case information effortlessly, creating a centralized hub for all case-related data, empowering informed decision-making and enhanced collaboration.

Learn more

Service Agent Workplace

Get the Customer’s Full Picture

With a unified, high-performing workplace, you can empower your service agents to be more productive and resolve more cases with less hunting for information.


  • Give customer service agents the information they need to provide personalized support​.
  • Access and share knowledge- based articles directly from the workplace.

Learn more

Omnichannel

Connect On Customer Terms

Give your service agents a central place to talk to customers via messaging, chat, portal, email, or voice and ensure all conversations are apart of their documented interaction history, regardless of channel.


  • Create Seamless customer interactions with a unified experience across channels
  • Expand your communication channels immediately, with lower costs and no up-front expenses

          learn more

Digital Self-Service

Online Support to ​Your Customers

Let your customers easily search your knowledge base, get questions answered instantly, and open cases for extra assistance.


  • Enjoy the flexibility of 24/7 support, allowing customers to engage with you anytime, anywhere.
  • Free up your agent’s time by providing customers with quick, self-serve capabilities

  Learn more

Case Management

Respond to Customer Requests and Resolve Issues

Elevate your efficiency by allowing seamless tracking and management of cases for quick and efficient resolutions.


  • Streamline service operations by automating repetitive tasks with Sugar BPM (Business Process Automation), allowing service agents to focus on high-value activities and improve overall efficiency.
  • Centralize case information effortlessly, creating a centralized hub for all case-related data, empowering informed decision-making and enhanced collaboration.

Learn more

Service Agent Workplace

Get the Customer’s Full Picture

With a unified, high-performing workplace, you can empower your service agents to be more productive and resolve more cases with less hunting for information.


  • Give customer service agents the information they need to provide personalized support​.
  • Access and share knowledge- based articles directly from the workplace.

Learn more

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Unsure Where to Start?

Choosing the right CRM can be tricky. Fill in the form, and one of our experts will reach out within an hour to guide you through the process, ensuring you get the best fit for your needs.

Why SugarCRM?

Equip your sales team with the tools they need, at a lower TCO than Salesforce and HubSpot.

Flexible Workflows

Easily tailor SugarCRM to your unique business processes with minimal or no coding.

Industry Solutions

Boost sales with data-driven insights tailored for B2B mid-market companies.

Test it Risk-Free

If you’re using another CRM and want to see your data in SugarCRM while keeping your existing system active, we offer a seamless way to do just that.

Simplify Your Customer Support,
with Sugar Serve

Engage with  Customers on Their Terms

Enable your customer to interact with you anytime, anywhere, whether through self-service or with support from an agent.

Empower Employees with Real-Time Insights

Provide your team with the tools and relevant information they need to always see the full picture when it comes to customer relationships.

Deliver on Promises with Operational Excellence

Deliver on your promises and meet your service level commitments (SLA’s) with automated service processes and workflows.

Optimize On-Demand Field Service & Maintenance

Increase efficiency through skill-based scheduling and streamline operations by automating processes.

Product Tour

Explore the Sugar Serve Platform

Take an interactive tour of Sugar Serve’s primary functions.
TAKE PRODUCT TOUR

Sugar Serve product tour

Extensibility

Connect Your Favorite Tools or Select Helpful Add-ons.

See All Options

Keeping You Safe, One Conversation at a Time

Enterprise-Grade Security

SugarCRM employs a robust security framework, utilizing a defense-in-depth approach to safeguarding your data across all layers.

Unparalleled Compliance

SugarCRM meets and exceeds broadly recognized security standards and provides tailored compliance solutions to fit your needs.

Frequently Asked Questions

Take a look at some of our most-asked questions and their answers.

A customer service platform, like Sugar Serve, is vital for businesses as it ensures efficient management of customer interactions, streamlined workflows, and overall enhanced customer satisfaction, contributing to business success and competitiveness.

SugarCRM has different third-party add-ons, integrations, and services to help your company stay ahead in your industry. However, we are proud to say our out-of-the-box offerings are more robust than our competitors. Instead of charging for every overage and add-on, we give you one simple solution at a predictable price point.

We offer several advisory, adoption, and support plans to our customers. To learn more, navigate here.

Yes, please see SugarCRM Generative AI page for more information.

Experience the Platform That Does the Work for You.

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