Using AI to get more from SugarCRM
How to get more from Sugar with AI—inside Sugar, in development, and for documentation. Practical steps for SugarAI (formerly SugarCRM) and AI.
Welcome to Upsert
60+
Years of Experience
50+
Customers Served
We support our customers every step of the way
We design actionable, dynamic flows that distill your most complex business processes. Our solutions empower your team to spend more time focusing on the relationship and less time figuring out where to click.
Our vision
To foster fulfilling careers, a positive work environment, and strong customer loyalty by partnering with innovative companies who share our vision.
Our mission
To provide innovative solutions that elevate our customers' experience and enable them to outpace their competitors.
What our customers say
Author by Humana partnered with Upsert for a key initiative that was core to our business success, and Upsert's team exceeded expectations with creative ways to deliver in a very condensed timeframe. The overall technical and product knowledge of SugarCRM among Upsert's team is commendable, and they ensured that all associates were fully up to speed on each component by cultivating a knowledge sharing environment.
Upsert's products support several of our operational processes and extend the native capabilities of our CRM system. They provide responsive support, regular feature updates, and CRM-focused expertise reflected in tightly integrated solutions.
Top sellers
Upsert® Advanced Formulas
Extend your SugarLogic capabilities with Upsert® Advanced Formulas. Access 19 powerful formulas for complex aggregations, conditional calculations, date operations, and boolean expressions. Included free with Upsert® Calculated Fields for a complete formula solution.
$0with Calculated Fields purchase
Upsert® Assist
Bring Claude, ChatGPT, and Gemini directly into SugarAI with Upsert® Assist. Get AI-powered record summaries, intelligent field updates, email drafts, and action items in-app—plus MCP access to query your CRM from native LLM interfaces. Precision context, not guesswork.
$180year / user + platform
Upsert® BPM Essentials
Enhance your SugarBPM capabilities with Upsert® BPM Essentials. Streamline workflow automation, manage process definitions, and implement business rules with powerful no-code tools. Perfect for CRM administrators seeking to optimize SugarBPM functionality and create more efficient business processes.
$1499year
Upsert® Calculated Fields
Optimize your SugarCRM calculated fields with Upsert® Calculated Fields. Experience real-time data updates without performance impact. Perfect for complex calculations, dynamic field updates, and maintaining data accuracy across your Sugar instance. Ideal for financial calculations, date computations, and custom business logic.
$999year
Upsert® Deduplicate
Data deduplication software for SugarCRM. Upsert® Deduplicate detects and merges duplicate records across modules with advanced matching, custom rules, and smart conflict resolution for better data integrity.
$1499year
Upsert® Engage for RingCentral
RingCentral connector for SugarCRM. Make and receive calls in Sugar, auto-create call records, and get real-time caller insights. Upsert® Engage for RingCentral integrates your phone with CRM.
$15month / user
Upsert® Microsoft Teams Connector Suite
Enhance team collaboration with Upsert® Connector for Microsoft Teams and add Upsert® Engage for Microsoft Teams Phone for integrated call handling. Send messages from Sugar to Teams, automate notifications, and make or receive calls with automatic logging. Perfect for organizations using Microsoft Teams for team communication and phone.
$7month / user
Upsert® Sudo
Simplify user support and troubleshooting with Upsert® Sudo. Impersonate users to diagnose issues, configure settings, and validate system changes. Perfect for administrators and support teams needing to quickly resolve user-specific problems.
$999year
Upsert® Trash Bin
Trash bin for SugarCRM. Upsert® Trash Bin recovers deleted records, restores relationships, and protects data. Restore accidentally deleted records and keep data integrity.
$1499year
What we do
Consulting
Expert guidance on SugarAI implementation, customization, and optimization to maximize your CRM investment.
Development
Custom SugarAI plugins and modules tailored to your specific business needs and workflows.
Support
Ongoing support, maintenance, and training to ensure your team gets the most from SugarAI.
Industries we serve
SugarAI for healthcare, manufacturing, retail, logistics, professional services, government, nonprofit, and more. We work with organizations in every sector.
View all industriesLatest insights
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