Transform Big Ideas into Big Results with CRM

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Complete CRM without Unnecessary Complexity or Feature Overload

Sugar is a complete CRM product that collects critical information across sales, service, and marketing. It's lean, fast and integrates with anything. Sugar's modern design works seamlessly on the devices you use everyday. That's why more are ditching legacy systems and choosing Sugar to build better business relationships.

Learn More Explore Sugar Add-Ons

Simple, Affordable, Proven: GoldMine

GoldMine is a powerful yet easy-to-use CRM solution, specifically designed for organizing and tracking sales, storing and managing contact information, reporting, follow-up and integration with other software products.

Learn More Explore GoldMine Add-Ons

Wireless Access to GoldMine

wMobile is a web-based client for GoldMine based CRM systems. Users access wMobile from their desktop computer, tablet or phone. wMobile enables GoldMine users to access the functionality of GoldMine in a lightweight web client.

Learn More Watch wMobile Desktop Phone Demo

The #1 Recommended CRM for G Suite: ProsperWorks

ProsperWorks is embedded into Gmail so you can update opportunities, add contacts, get account histories, and manage your pipeline right from your inbox. The integration is so effortless, you’re up and running in hours - not months.

Learn More

Sell Smarter, Better, Faster with Zoho CRM

Zoho CRM is an On-Demand Customer Relationship Management (CRM) software for managing your customer relations in an efficient manner, that helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system.

Learn More

Featured Case Studies

Latest Articles

6 Steps to Select a Solid CRM Platform

by Katie Liesmann on May 24, 2018

One of the best ways to learn how to do something you’ve never done before is to talk to someone who has already gone through the experience. Read More »

4 Best Practices on CRM Success

by Katie Liesmann on May 18, 2018

Here are four best practices for CRM success from CRM Evolution 2018. Read More »

GoldMine Showcase: wMobile

by Roxana Rangu on May 16, 2018

In this webinar, we showcased wMobile, our web-based client for GoldMine based CRM systems. Read More »

CRM and Robots: What We Learned About Artificial Intelligence at CRM Evolution

by Katie Liesmann on May 14, 2018

In early April, we attended and sponsored CRM Evolution 2018. We came back excited about the possibilities of using AI in our CRM consulting practice. Read More »

Read our blog

Upcoming Training & Events

Introduction to Advanced Workflow

This course is for administrators who would like to explore Advanced Workflow and all it has to offer.

May 24

wMobile User Group: Filter Bars in wMobile Desktop

Our upcoming wMobile User Group will be discussing Filter Bars in wMobile Desktop.

May 30

wMobile Desktop Training

How to log into wMobile Desktop, Creating One-Click Login and more.

May 31

Working with Sugar Studio

This course is for new administrators who are looking for a quick way to get started configuring Sugar to meet their business needs.

May 31

Introduction to Sugar for End Users

This live virtual class will provide you with the tools necessary to use Sugar as a new End User.

Jun 05

GoldMine User Group: Using GoldMine for Customer Service

Join us on 6/5 and learn how to use GoldMine for customer service and support.

Jun 05

Sugar New User Training

Learn to navigate in Sugar, customize the interface, update information, add new leads, convert leads and log activities.

Jun 05

Getting Started with Sugar for End Users (Multi-Day Class)

This class is designed for individuals that need to have an in-depth understanding of the features and functions of SugarCRM

Jun 07

Sugar Reporting

This live-virtual class will teach you how to use Sugar's Reports module to run the reports you need quickly and efficiently.

Jun 07

wMobile Admin Training

Get an overview of changes in the Manager Console including user and security administration.

Jun 14

Sugar Administration - Essentials (multi-day class)

Sugar Administration Essentials offers fundamental configuration training for new Sugar Admins.

Jun 19

Customizing wMobile

How to customize wMobile Phone and Desktop editions.

Jun 19
Web Training

Administrators: Get Started Configuring Sugar

This course will provide you with the introductory skills necessary for administering Sugar.

Web Training

Sugar for Solution Architects

Get started and equipped with lessons learned from Sugar Solution Architects as they share the platform knowledge and skills required to implement Sugar to meet customer requirements.

Web Training

GoldMine Training: Basics

An essential collection of GoldMine training videos that cover the basics of using the CRM software.

Web Training

GoldMine Training: Dashboards

An essential collection of GoldMine training videos that cover dashboards.

View all events