Customer Relationship Management

What is it?

A CRM or Customer Relationship Management software is aimedto handle all aspects of interaction a company has with its customer, such aspre-sales, after-sales, and product support operations. It covers bothoperational needs (sales force automation, supply chain management, help desksand call centers) and analytic needs (customer analysis, spending patterns andinterests, database marketing). All information related to a customer is storedin a database and is used to improve customer's experience and track allcommunication and intercation with them. Ideally this information is integratedinto operational processes.

CRM Core features

Sales Management

  • Lead, Contact and Opportunity Management to share information and pursue new business.
  • Account Management to manage all customer interactions in a single location.

Marketing Automation

  • Lead Management for tracking and cultivating new leads.
  • Email Marketing for touching prospects and customers with relevant offers.
  • Campaign Management for tracking campaigns across multiple channels.
  • Campaign Reporting to analyze the effectiveness of marketing activities


  • Activity Management for emails, tasks, calls, and meetings
  • Document Management to work collaboratively on shared documents such as proposals, agreements, and contracts
  • Content Syndication to consolidate third-party information sources.

News Service

  • The RSS news feeds module lets you select and manage your favorite news feeds, and display them on your My RSS News Feeds screen.


  • Quickly edit user settings, views and layouts in a single location.
  • Customize the application with Sugar Studio so that Sugar Suite meets the exact needs of your company.