SugarCRM

SugarCRM provides CRM solutions that deliver a high-definition customer experience for financial services organizations including brokerages, focusing on customer service and relationship management.

Is this your company?

Email: sales@sugarcrm.com

Phone: +1 877-842-7276

Web: https://www.sugarcrm.com/

products

• Sugar Sell for Financial Services
  Adaptive CRM platform with mobile meeting tools, contact management, pipeline tracking, automated follow-ups, and mobile apps for fund managers engaging clients from anywhere.
  
• SugarCRM for Insurance
  Offers customer service modules for insurance, including policy servicing, claims follow-up, streamlined onboarding, workflow automation, omnichannel communication, and data analytics.
  
• SugarCRM for Financial Services
  Enables complete customer lifecycle management, personalization, compliance support, workflow automation, and multi-channel communications with secure data handling for financial institutions.
  
• Sugar Serve for Financial Services
  Case management, SLA tracking, knowledge base, self-service portal, process automation, customer journey mapping, and compliance tools designed for financial advisory and brokerage client services.