Easily analyze your data and simplify strategic decision-making with custom dashboards. Run reports, create summaries, track progress, and get a high-level overview of your entire organization.
Build the reporting tools you need for your business with customizable no-code dashboards. Add widgets such as charts and timeline to help further visualize your data and stay up-to-date on progress and results.
Adapt to changes and prioritize workloads strategically to boost team productivity and facilitate more efficient workflows. Quickly identify what needs your attention and catch potential risks before they happen.
Manage contacts in lists by filtering using your own or using a custom field you have added.
Attach agreements, quotes, proposals and any other files you need.
Forward emails to an email address unique to your account - a convenient way to store email messages.
Share contacts with co-workers ensuring you all have a single up-to-date view of them.
CRM stands for “Customer Relationship Management” and includes the processes used by organizations of all sizes for retaining existing customers and acquiring new ones. The term CRM often refers to CRM software platforms which are used by nearly all businesses to manage customers and contacts, organize the sales pipeline, and produce reports that show the health of the business.
In a nutshell, Pipedrive enables sales teams in small businesses to:
Pipedrive’s CRM sales pipeline makes customer relationship management a breeze by allowing you to track leads, spot opportunities, measure key activities, streamline sales workflows and focus on sales success.
Automated reminders and follow-ups increase your productivity, eliminating repetitive, time-consuming tasks. Real-time reports show your sales reps and sales managers which business processes to prioritize.
Sugar is a good fit for mid- to large-size organizations that need sales, revenue intelligence marketing and service automation that matches their specific workflows. We are particularly strong for companies that have sophisticated account management requirements – those companies that rely on repeat sales from their existing customer base. We provide industry-specific solutions for manufacturing, wholesale distribution, software and high tech, business services, financial services, and many more. If your business relies on an ERP system, our CRM can integrate with it and deliver AI insights that help you stay competitive, like finding out which customers haven’t purchased recently, or who is buying one product but not another. Request a demo.
The implementation timeline varies depending on the complexity of your project, spanning from a couple of weeks to a few months. Typically, we see deployment times that are significantly faster than Salesforce, which can require extensive coding and technical support. In addition, unlike other CRMs, you have the option to work directly with the Sugar team or implement through a partner.
