Introduction
Overview
Welcome to Sugar Serve - a commercial Customer Relationship Management (CRM) application. Strong relationships are at the core of every organization's success. Sugar brings ease and order to the creation, maintenance, and support of your organization's important relationships.
Sugar consists of interrelated records in modules such as Accounts, Contacts, Cases, Meetings, Emails, etc. and wraps your data in an intuitive user interface that helps make sense of these different elements of your business. Whatever your organization's focus - sales, marketing, support, or other ventures - Sugar's flexible modules bend to align with your business' models and practices. Manage your relationships from inception to fruition and beyond with Sugar's built-in modules and relationships as well as your custom modules and configurations available to Sugar administrators.
Core Features
Customer Support
- Case management to track service and resolution of customer issues
- Bug tracking to identify, prioritize, and resolve product issues
- Contact and Account management to track support history and enable continuity of service
- Sugar Portal to provide clients with self-service capabilities support activities
- Knowledge Base to manage information and share it externally
Record Keeping
- Email, Task, Call, and Meeting management to facilitate day-to-day work
- Note management to affix information and file attachments to other Sugar modules
- Document management to track living documents and their changes
- Contract management to capture and maintain sales and service contracts
- Search capabilities to quickly and easily locate your data
Collaboration
- Shared Email and Calendar to provide visibility across individuals and teams
- Connectors and tools to leverage third-party information regarding your prospects and clients
Reporting
- Report creation and management to gain insight into your organization's Sugar data
- Home page dashlets to display important tables and reports
Sugar Sell
Sugar Sell is a product geared to enhance the abilities of a successful sales organization. While there are many modules that are common across products, there are a few unique modules that a Sugar Sell user will be able to access. To learn more, please review the License Types matrix on the User Management page and our Sugar Sell Documentation.