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Catch up on the latest insights in SugarCRM development and configuration from our expert team

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Using AI to get more from SugarCRM

Using AI to get more from SugarCRM

March 11, 2026 Upsert, LLC

How to get more from Sugar with AI—inside Sugar, in development, and for documentation. Practical steps for SugarAI (formerly SugarCRM) and AI.

AICRMDevelopmentDocumentationSugarAISugarCRM
Choosing the right SugarCRM partner

Choosing the right SugarCRM partner

February 27, 2026 Upsert, LLC

A practical guide to evaluating and choosing a SugarAI (formerly SugarCRM) implementation partner. What to look for, in-house vs. partner, and what to expect from SugarAI consulting.

ConsultingCRMImplementationPartnerSugarAISugarCRM
Integrating lead capture forms with SugarCRM

Integrating lead capture forms with SugarCRM

August 27, 2024 Jerry Clark

Capturing leads visiting your website is often one of the most critical pipelines for potential business. Sugar provides a variety of options for accepting lead data to accommodate the easiest and most complex needs.

FormsLead captureLeadsSugarAISugarCRMWeb-to-lead
An oldie but a goodie

An oldie but a goodie

July 27, 2022 Jerry Clark

I'm pleased to announce the IP Restriction Manager For SugarCRM's triumphant return, which comes completely overhauled and backed by Upsert's world-class support and product guarantee. Best of all, it's free!

AnnouncementsCompanyCustomerCustomersExperiencesGrowthIPIP restriction managerIP restrictionsOpen sourcePartnerPartnershipSolutionsSugarSugarAISugarCRM
Upsert turns 1 year old!

Upsert turns 1 year old!

December 10, 2020 Chris Raffle

We are excited to share how we have grown in our first year and how we will continue that momentum into 2021 and beyond!

AnnouncementsCompanyCustomerCustomersExperiencesGrowthLinkedInMonday.comPartnerPartnershipSolutionsSugarSugarAISugarCRM
The SugarCRM upsert API as explained by Upsert

The SugarCRM upsert API as explained by Upsert

November 12, 2020 Jerry Clark

Learn how to use the new upsert endpoints in SugarCRM 10.2.0

APICRMIntegrate APIPostmanSugarAISugarCRMSugarCRM 10.2.0Upsert
Executing a successful automation strategy with Sugar

Executing a successful automation strategy with Sugar

November 29, 2019 Chris Raffle

Do not let your company be the next Initech. Learn why, what, when, and how to automate and keep your company growing.

AutomationBPMBusiness processCRMInitechOffice SpaceStrategy
Announcing our partnership with SugarCRM!

Announcing our partnership with SugarCRM!

November 7, 2019 Chris Raffle

We are excited to share we are now a SugarCRM Authorized Partner!

AnnouncementsAuthorized partnerPartnerPartnershipSugarSugarAISugarCRM
How to build custom record views in Sugar

How to build custom record views in Sugar

October 31, 2019 Jerry Clark

Building custom record views and routes for Sugar isn't as scary as you think. Here's how!

CodeHalloweenRecord views
What you can learn from Vanilla Ice

What you can learn from Vanilla Ice

October 30, 2019 Chris Raffle

Vanilla Ice embodies some of the most critical skills for you and your team to evolve; none of them are plagiarizing Queen & David Bowie.

CollaborationCultureCustomer serviceLeadershipVanilla Ice
Welcome to Upsert!

Welcome to Upsert!

October 21, 2019 Chris Raffle

Our business launched this month! Learn more about our company name and philosophy as we embark on this exciting journey.

CustomerCustomersDataDatabaseExperiencesFacebookInstagramLinkedInSolutionsToolsTwitterVenture

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