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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.
Email: sales@sugarcrm.com
Phone: +1 877-842-7276
Web: https://www.sugarcrm.com/
products
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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.
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SugarCRM for Insurance
Offers customer service modules for insurance, including policy servicing, claims follow-up, streamlined onboarding, workflow automation, omnichannel communication, and data analytics.
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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.
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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.