CRM that actually helps salespeople sell.

SugarAI is the Precision Selling Platform for complex B2B sales in manufacturing, distribution, and wholesale. As SugarAI Authorized Reseller in DACH, we get it running in your company.

SugarAI Solutions – Consulting & Integration by MyCRM

WHY SUGARAI

CRM has evolved from a sales tool into a reporting system. SugarAI reverses that.

Most CRM systems are optimized for managers: logging pipeline, forecast, and activities. For the individual salesperson, this is extra work without value in return.

In complex B2B sales, a second layer of complexity is added: many accounts, large product catalogs, multi-stage supply chains. Traditional CRMs do not answer the key questions: Which account is quietly losing volume? Where is a deal really at risk? Which action will make a difference this week?

SugarAI closes this gap by turning CRM from a System of Record into a System of Guidance. AI combines structured data from CRM and ERP with unstructured signals and shows salespeople every morning: This is where your attention is needed. That is Precision Selling.

The difference in one picture

Before vs. today


YOUR PARTNER

What SugarAI actually changes in everyday sales.

Four platform effects. No buzzwords, no superlatives. Each is measurable daily.

01 / Opportunities

Opportunities automatically visible

SugarAI highlights the accounts and deals with the greatest potential – so your salespeople know where to look, without digging through volumes of data.

02 / Signals

Risks identified early

Your new CRM solution ensures smooth collaboration through clear, intuitive dashboards, guided workflows, and granular information access controls.

03 / Context

Prepared for every conversation

SugarAI bundles the relevant context before every meeting – so your salespeople show up informed and deliver value, instead of just asking questions.

04 / Coaching

Coaching where it matters

SugarAI shows leaders where deals stall and which salespeople need support – so coaching happens in a targeted and timely way, not generically.

INDUSTRIES

Three roles. Three perspectives. One platform.

Persona 01

Sales Leader

Persona 02

IT & Sales Operations

Persona 03

Account Executive & KAM

INDUSTRIES

Built for industries where customer relationships carry the business.

01 / Manufacturing

Manufacturing

Long sales cycles, complex product catalogs, deep technical understanding from the Key Account Manager. SugarAI bundles order history, service cases, and new inquiries and shows where intervention makes a difference.

02 / Distribution

Distribution

Many accounts per sales territory, margin pressure, constant cross- and upselling opportunities. SugarAI prioritizes accounts by revenue impact and turns existing contact back into active development.

03 / Wholesale

Wholesale

Long sales cycles, complex product catalogs, deep technical understanding from the Key Account Manager. SugarAI bundles order history, service cases, and new inquiries and shows where intervention makes a difference.

PRODUCT PORTFOLIO

The four products of the SugarAI Platform.

Combinable, but individually experienceable. We advise on the right combination for your sales and service context.

Sales Automation

Sugar Sell

Pipeline management, forecasting, opportunity steering, AI-supported prioritization – the new generation of sales automation.

Sales Intelligence

sales-i

Sales Intelligence for existing customer business. Detects patterns in buying behavior, identifies cross- and upsell potential and warning signals.

Marketing Automation

Sugar Market

Marketing automation with a seamless handover into sales – campaigns, lead scoring, lead nurturing.

Service Management

Sugar Serve

Service and ticket management with SLA tracking, automated workflows, and integrated context for a consistent customer relationship.

SERVICES

Your partner for SugarAI implementation and growth.

With experience from more than 800 CRM projects, we accompany you at every step – from strategy to ongoing operations. As SugarAI Authorized Reseller in Germany, we deliver licenses, project work, and support from a single source.

01 · Discovery

Consulting & Evaluation

Requirements analysis, personal demo, proof of concept, and initial cost estimate.

02 · Concept

Analysis & Concept

Analysis of business processes, goal definition, project planning, fixed-price offer.

03 · Implementation

Implementation

Technical setup, ERP connection, data migration, automations, tests.

04 · Rollout

Onboarding & Rollout

Training, go-live support, feedback loops, and optimization.

05 · Operations

Managed Success

Ongoing support, continuous improvements, and release communication.

800+

CRM projects since 2006 · 20+ years Sugar partnership · Headquarters & support in Germany

ADD-ONS FROM OUR HOUSE

Extensions built for SugarAI.

Standalone MyCRM products that fit seamlessly into your SugarAI environment.

SugarAI Solutions – Consulting & Integration by MyCRM

MyCRM Metrics for SugarAI

Dashboards that salespeople and leaders actually use.

SugarAI Solutions – Consulting & Integration by MyCRM

AI Meeting Assistant for SugarAI

Notes, tasks, follow-ups – automatically saved to the account.

SugarAI Solutions – Consulting & Integration by MyCRM

Jira Integration for SugarAI

Sales and development in the same context.

SugarAI Solutions – Consulting & Integration by MyCRM

Stripe Integration for SugarAI

Payments and subscriptions directly on the account.

SugarAI Solutions – Consulting & Integration by MyCRM

CleverReach Integration for SugarAI

Run marketing campaigns in a GDPR-compliant way.

SugarAI Solutions – Consulting & Integration by MyCRM

Nicereply Integration for SugarAI

Support feedback directly tied to customer context.

SugarAI Solutions – Consulting & Integration by MyCRM

Zendesk Integration for SugarAI

Tickets in the sales context.

SugarAI Solutions – Consulting & Integration by MyCRM

Keep-in-Touch for SugarAI

Systematic care for existing customers.

GETTING STARTED & COLLABORATION

Two ways to start with us.

Our customers come to us with different starting points. Choose the path that matches your situation – we have suitable offerings for both.

Sugar is up and running—but you know it could do better.

You’re already using Sugar in a production environment, perhaps through your current service provider. Now you’re looking for specialized expertise—whether for specific add-ons, for an integration that has been difficult so far, or because you’re no longer satisfied with the speed and quality of your current partnership.
We respect your existing relationships with service providers. We’ll get involved in whatever way works best for you—on an ad hoc basis, as a supplement, or with a smooth transition. It’s up to you to handle the discussions with your current partner.

Second Opinion

We’ll take a look at your Sugar installation and provide you with an independent assessment—without changing anything about our existing partnership.

Investment

Depending on the scope — to be determined during the initial consultation

Selective addition

For specific areas where you need our expertise—without replacing your current service provider.

Investment

Based on topic and scope — we provide an estimate after the initial consultation

Complete change

If you’d like to switch service providers smoothly—including the transfer of all ongoing projects and licenses.

Investment

Customized — depending on scope and timeline

You want to implement SugarAI.

You’re already using Sugar in a production environment, perhaps through your current service provider. Now you’re looking for specialized expertise—whether for specific add-ons, for an integration that has been difficult so far, or because you’re no longer satisfied with the speed and quality of your current partnership.

Self Start

For teams with their own project management who need expert assistance on an as-needed basis.

Investment

Based on the number of users and time budget — to be determined during the consultation

Managed Start

A hassle-free, all-inclusive setup at a fixed price. We take the lead, and you have a say in the process.

Investment

Fixed price based on scope — a clear quote after the concept phase

Managed Success

For the post-go-live phase—when you want to get more out of SugarAI in the long term.

Investment

Based on the scope of care — to be determined during the consultation

Why is there no price listed here?

SugarAI rollouts vary widely depending on user count, scope, and ERP landscape. Fixed prices on the page would either be set too low or unnecessarily off-putting. In the consulting call, we work out the right configuration together – licenses and rollout.

WHAT SugarAI CUSTOMERS ACHIEVE

Numbers, not promises.

Official, publicly released customer results from sugarai.com.

+44%

Annual revenue

Creative Foam

+$3.8M

in 2 months

Essendant

+40%

Efficiency increase

FSI Office

96%

Customer satisfaction

Across the SugarAI customer base

REFERENCES

From our DACH projects.

“Quotes are developed editorially together with customers and approved in writing before publication.”

Industry: Mechanical engineering · ERP: SAP · SugarAI since 2025

“Reserved block: customer voice, measurable result, context in one sentence.”

Industry: Distribution · ERP: Microsoft Dynamics · SugarAI since 2024

“Interim solution: If approval is missing, we can temporarily link to official SugarAI case studies.”

Industry: Wholesale · ERP: Infor · SugarAI since 2025

QUESTIONS & ANSWERS

Interested in learning more?

Answers to the most frequent questions about SugarAI and working with MyCRM.

As of April 2026, SugarCRM is officially SugarAI. The rebrand is more than a new name: it reflects a strategic realignment – away from the classic “System of Record” toward a “System of Guidance” that actively guides your salespeople through their day with AI. Product, contracts, and services remain unchanged for existing customers; what is new is the brand, the website (sugarai.com), and a much more visible AI strategy. As a SugarAI Authorized Reseller, we accompany you both with the rebrand in your environment and with the gradual rollout of the new AI features.

SugarAI is strong where accounts are complex – large product catalogs, long customer relationships, multi-stage supply chains. In the first consulting call, we clarify together whether this fits your sales reality or whether another system would be more suitable.

We accompany you with a proven 5-step process: Consulting & Evaluation, Analysis & Concept, Implementation, Onboarding & Rollout, Support & Success Assurance. See section “Our role” for details.

Yes. We handle data migrations project by project, or advise you on doing it yourself. Contacts, accounts, opportunities, service tickets, and custom objects are migrated and validated in a structured way.

SugarAI comes with more than 180 ERP integrations. Standard connectors are available for the common DACH ERP systems; special cases are solved within the project.

SugarAI seats come in three editions (price per seat/month). For the rollout, there are Self-Start, Managed-Start, and Managed-Success packages. The specific offer depends on scope and number of users – in the consulting call, we work out the right configuration.

SugarAI can be used in a GDPR-compliant way. Hosting options and data processing agreements are discussed on a per-project basis.

Yes. The rebrand from SugarCRM to SugarAI changes neither contracts, partner programs, nor prices. Existing customers benefit from the new AI features without extra effort, as they are rolled out gradually.

CONTACT

Do you have a need? Let’s talk about it.

Personal and free of charge: consulting, demo, trial access, and proposal. We respond within one business day.

Call directly

+49 711 50887827-0

Get in touch.

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