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
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