SugarCRM
by SugarCRM
CRM built for HVAC sales and service.
Highlights
Media
This is a vendor-produced podcast episode from SugarCRM discussing customer-centric sales strategies.
About This Product
SugarCRM is a customer relationship management platform that offers sales automation, quoting, and inventory management capabilities tailored for service-based industries. The software includes HVAC-specific features such as equipment tracking, technician coaching, and a client portal to support field operations and customer engagement.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Not available
- Free trial
- No
- Free tier
- No
- Public API
- No
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 5.0
Features 5.8
Support 5.0
Value 4.0
Integrations 7.0
AI Capabilities 1.5
Customer Reviews
Features
74 features confirmed across
15categories· Showing confirmed capabilities only
CRM & Sales17features
CRMAccounts & contact managementCentralized Customer InformationCustomer snapshotsSales AutomationSales automationAI Lead ScreeningPredictive lead scoringCase ManagementCase managementGeo Coordinates and Mini Maps for Job SitesGeo mappingLead ManagementLead & opportunity managementMarketing ToolsContent creation
Show 9 more
AI Powered Opportunity SurfacingAI Powered Sales CoachingUnified Customer View with ReportingData EnrichmentLinkedIn IntegrationAutomated CRM LoggingHot Leads ListSales Pipeline TrackingCase Creation
Platform & Customization14features
Business Process BlueprintsBusiness process managementSupport Ticket ManagementBug trackingThird-Party IntegrationERP integrationsCMMS FSM ERP and Planning System InteroperabilityMigration SupportCustom FieldsCustom modulesCustom TemplatesDoc MergeCode and No-Code Business LogicNo-code/low-code configuration
Show 6 more
Centralized Data StorageCustom BrandingcustomizationGuided Data EntryDocument Managementextra storageAI Document Editor With Co-AuthoringNo-Code Integration PlatformNo-code configuration
AI & Automation13features
Automation RulesGuided workflowsSentiment AnalysisMeeting sentiment analysisAI Agents for SalesAI Generated Work Order Summaries and Prioritization RecommendationsAI Powered Meeting PreparationAI Powered Sales RecommendationsAI Pricing and Up-Sell RecognitionNo Code Workflow Automation
Show 5 more
AI Automation SummaryAI-powered summaries and next actionsAnomaly DetectionThreats flagged before deals slipCall SummarizationSummarizationConfigurable WorkflowsAI Insights
Customer Communication5features
Client Portalself-service portalsEmail Integrationemail automationAI Conciergegenerative AICall RoutingCaller IDVoIP Phone System
Reporting & Analytics5features
AnalyticsReporting & analyticsReportingAI summariesReporting Forecastingsales forecastingAI Driven Forecasting and Cost to Complete ReportingContinuous Actionable Intelligence
Scheduling & Dispatch4features
SchedulingMail & calendar integrationWork OrdersCase creationEmail & Calendar SyncMail & calendar integrationProject ManagementTask management
Technician Management4features
Desktop Activity TrackingActivity managementTechnician CoachingCoaching needs made clearEmployee Rewards & RecognitionBug trackingOnboardingSmart guides
Fleet & GPS Management3features
GPS TrackingGeo mappingGIS RoutingDriving route planningDriving Route Planning
Mobile & Field Tools2features
Offline ModeOffline mobile accessDigital FormsCustomer snapshots
Compliance & Safety2features
IECC ComplianceSOC 2 Type II compliancePrioritized Recommendations
Estimating & Quoting1feature
Quoting & EstimatesQuote management
Inventory Management1feature
Inventory Managementterritory management
Equipment & Asset Management1feature
Equipment TrackingActivity tracking
Accounting Integration1feature
Work Order Integration with ERP
Training & Education1feature
Exam Resume Capability
Integrations 10 across 4 categories
Accounting 4
Epicor
Epicor
NetSuite
NetSuite
SYSPRO
Sage
Sage
Productivity 4
DocuSign
DocuSign
Dropbox
Dropbox
Microsoft 365
Microsoft SharePoint
Microsoft SharePoint
CRM 1
LinkedIn Sales Navigator
Marketing 1
ZoomInfo
ZoomInfo
Pricing
- Model
- Quote Only
- Starting at
- Contact for pricing