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Case Study

Insurance Plus Agencies LLC is the leading provider of high quality Insurance Products to Texas residents. They were using Insurance specific CRM system and wanted to Shift to SugarCRM. The requirement was to establish their core processes of creating Policies in the system, and the ability to link a policy to an account (in case of corporate insurance purchase), or with a specific lead...

Introduction to SugarCRM

A FREE overview of what SugarCRM can do for your organization. This live instructor-led training opportunity is a introductory look at SugarCRM features and functionality. This will be a SugarCRM 101 perspective for prospective users who need basic questions answered.