Take a look at some of the projects and integrations that we have done for our customers. If you are interested in learning more or having UpCurve Cloud work on a custom solution for your company, please contact us.

Conversion from Salesforce to Sugar

We helped a mid-size enterprise consulting company, seeking to reduce CRM licensing costs, convert from Salesforce to Sugar.

View Project

Visualizing Community Banking Customers

We helped a regional bank deploy Sugar across all departments and ensure they had a full 360-degree view of their customer relationships.

View Project

Onboarding Private Banking Clients using Sugar

We helped a midsize regional bank implement Sugar with a focus on onboarding and managing their private banking clients.

View Project

Using Datamyne Shipping Data in Sugar 

We created a Datamyne integration to Sugar for a leading ocean freight shipping firm, so they can identify new prospects and stay close to current customers.

View Project

Marketing Activity Calendar in Sugar

We helped a marketing team implement uCalendar to take advantage of Sugar's customization capabilities and the ability to create easy-to-follow calendars.

View Project

Sugar Integration to Jive Communications

We created a method to use the Jive Communications app and call contacts directly from within Sugar, saving time for Sugar users that make calls using Jive.

View Project

Sugar Integration to RightSignature

For a leading regional oil distribution company, UpCurve Cloud developed a custom integration between Sugar and RightSignature.

View Project

Interactive Web Forms with Sugar

We created a tool that automatically sends information from contracts in Sugar as web-based forms for the client to fill in additional details.

View Project

Matter Management and Conflict Checking Process

We implemented Sugar to help a mid-size law firm to not only handle the CRM process but also manage their legal matter volume.

View Project

Complex Contract Management

We implemented Sugar to help a national technology data services provider replace multiple legacy systems they previously used.

View Project

Coverting Lotus Notes Data to Sugar

We helped a new banking client convert CRM data from a custom Lotus Notes database into Sugar.

View Project

Automated Proposals with Sugar and DocuSign

We helped a New York-based technology company automate their proposal generation and delivery process.

View Project

SugarCRM Mobile Proximity Tools for Commercial Lending

We implemented SugarCRM Mobile for a regional banking client so its representatives be more effective when traveling out of the office.

View Project

High Volume Multi-Channel Customer Service with Sugar

We implemented Sugar to help a national provider of information and technology convert from a legacy customer service platform to a modern CRM system.

View Project

Automated Outlook and Exchange Integration for Sugar

We used Riva CRM Integration tool for Sugar to help an asset management company easily link emails for a highly mobile and distributed sales force.

View Project

Sugar-Based Call Center with Bing Maps and Twilio

We built a Sugar based call center platform with custom integration to Bing Maps for geocoding and Twilio SMS API’s for text messaging automation.

View Project

Automated Report Distribution using Sugar

We helped a national association of telecommunications companies automate the distribution of reports of data to non-licensed Sugar users.

View Project

Conversion from Act! to Sugar

We helped a client convert 100+ users of Act! Contact Management to Sugar within a 60-day time frame.

View Project

Custom Territory Visualization Maps

We helped a national pool supply company customize an integration to Bing Maps so that pool dealers' sales performance could be shown on the map within Sugar.

View Project

Custom SSO Handling for Sugar and IBM Websphere

We developed a security token handling mechanism that worked both with IBM Websphere and Sugar’s authentication and security.

View Project

Dodge Construction Data to Sugar

We helped a leading provider of construction project market data automate the creation of sales opportunities in Sugar.

View Project

Construction Project Tracking

For a national distributor of specialized building materials, we configured Sugar to track construction projects for more detailed and accurate sales forecasts.

View Project

Utillibill Integration for Sugar

As part of a Sugar implementation, we helped a regional energy provider give access to their customer's utility billing history.

View Project

Third Party Sales Opportunity Registration

We used Sugar to help a large telecommunications network company enable its independent sales agents to register the sales opportunities they were working on.

View Project

Sales Meeting Preparation with Sugar

We helped a mid-size ingredient and flavoring company, configure Sugar with a detailed sales meeting planner.

View Project

Global and Secure CRM Access

We helped a multi-national automobile company deploy Sugar, as they needed a CRM solution they could easily access from every corner of the world.

View Project

Tracking Relationships with Institutional Investors

We helped one of the world's largest banks convert all their info into Sugar and build a system to track relationships with institutional investors.

View Project

Subscription Management for Sugar

We help customers automate the subscription and renewal processes by tracking what products & services customers have purchased.

View Project

Fax Integration for Sugar

We helped one of our clients in the healthcare industry to customize their Sugar instance which enables them to send a secure, templated fax at the push of a button.

View Project

FedEx Integration for Sugar

We integrated Fedex with SugarCRM for an easier and transparent shipment process.

View Project

Deduping Solutions for Sugar

We helped one of our clients by creating a way to identify possible duplicate entries based on a unique identifier.

View Project

Appointment Manager for Sugar

We implemented Sugar for a national message broker who uses Sugar to manage its customers, bookings, and massage therapists.

View Project

Employment History Module for Sugar

We customized Sugar for a customer in the energy services industry for an easier look into their employment history.

View Project

Click-to-Text in Sugar

We built an SMS integration for a customer in the finance industry to help him eliminates manual data entry.

View Project

All Activities Report in Sugar

We helped enable our clients to run a single report on all activities in SugarCRM.

View Project

Google Maps Integration for Sugar

We integrated Google Maps into one of our client's SugarCRM system to plot out all of the leads that are within a certain radius of an existing client.

View Project

Record Assignment Based on Keywords in Sugar

We helped a client in the hospitality industry to better centralize their support system.

View Project

Film Project Management in Sugar

We used Sugar to provide an easy and cost-effective solution for the film industry.

View Project

Barcode Scanner Integration in Sugar

We used Sugar to help a healthcare company better streamline their data entry process.

View Project

Auto Update Target Lists in SugarCRM

We customized Target Lists in SugarCRM to eliminate having to manually update the lists every time an email went out.

View Project

Trello Integration for Sugar

We decided to build an integration to Trello, a third-party project management tool which will help the user to better manage all sorts of projects.

View Project

Toggl Integration for Sugar

We built an integration between Toggl and SugarCRM that improves user timekeeping.

View Project

Slack Integration for Sugar

We built an integration between Sugar and Slack that improves user productivity.

View Project

Sugar and Xero Accounting Software

For a mid-size technology company, we implemented a full invoicing system in Sugar with integration to Xero for general ledger and cash management.

View Project

Sugar Integration to Hubspot

We integrated Sugar with HubSpot, for several clients that wanted to see directly in Sugar the information collected through the marketing and sales platform.

View Project