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SugarCRM is a highly customizable CRM platform that assists businesses in the construction vertical to benefit from both cloud or on-premise deployments that support revenue line item level opportunity tracking, role-based views, and advanced forecasting. Aside from the ability to view and analyze important data and reporting, SugarCRM provides valuable features also relevant to those out in the field. SugarCRM mobile gives employees’ real-time updates and the ability to track customer job activity, walk-throughs, review important notes, and view all previous jobs won and lost. 

SugarCRM’s open API integrates with a long list of both industry-specific software in the construction space, in addition to external sales and marketing solutions. Construction firms and general contractors have found great success deploying a leading sales enablement platform - PandaDoc. PandaDoc is a document automation software that offers the capability to templatize important documents out of objects in CRM. With Panda Doc integration you can not only track project bids and follow up on activities with customers but streamline your supply chain and improve your supplier relationships. 

There are many benefits to a SugarCRM and PandaDoc integration that give both growing and established construction businesses a creative edge:

  • Seamless one-click proposals
  • Job tracking by trade 
  • Revenue and project reporting by trade
  • Real-time access to project-related documents and notes
  • Visibility and scheduling for available resources 


Not sure where to begin? Contact us today and one of our Experienced Business Analysts will help you define your requirements.