SugarCRM

The product is a CRM and sales platform with AI that consolidates customer, product and sales data, automates follow-ups and workflows, and recommends next best actions to help retain and expand business. It is for B2B sales teams and sales leaders in account-based industries such as manufacturing, wholesale and distribution, including mid-market and enterprise companies. It is positioned as an alternative to Salesforce, HubSpot, spreadsheets and using ERP as CRM, differentiating with domain-specific AI, no-code configuration and integration with almost every ERP, delivered as SaaS with cloud and on-prem options.

Key features

• Sales automation and guided workflows
• AI summaries and next best actions
• Revenue intelligence and opportunity detection
• Cross-sell alerts and at-risk deal flags
• Customer snapshots and account management
• ERP and app integrations via marketplace
• No-code/low-code configuration
• Mobile access for field reps
• Sales team insights and coaching