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    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.

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    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.

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    Onboarding Wealth Management Clients using Sugar

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

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    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.

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    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.

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    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.

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    Sugar Integration to RightSignature

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

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    Interactive 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.

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    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.

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    Complex Contract Management

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

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    Lotus Notes to Sugar

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

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    Automated Outlook and Exchange Integration for Sugar: Riva CRM Integration

    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.

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    SugarCRM Mobile Proximity Tools for Commercial Lending: Integration to Bing Maps

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

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    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.

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    Sugar and DocuSign

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

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    Sugar-based Call Center with Integration to Microsoft Bing Maps and Twilio SMS Service

    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.

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    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.

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    Conversion from Act! Contact Management to Sugar

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

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    Custom Territory Visualization Maps: Integration to Microsoft Bing 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.

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    Sugar and IBM Websphere

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

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    Dodge Construction Data

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

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    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.

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    UtiliBill

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

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    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.

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    Sales Meeting Preparation

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

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    Global 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.

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    Tracking Relationships with Institutional Investors with Sugar 

    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.

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    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.

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    Sugar and 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.

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