What SugarAI versions do you support?
We support all current versions and editions of SugarAI. Our team stays up-to-date with the latest releases and features.
Contact us
Let's discuss your needs and how we can help
Get in touch
Ready to optimize your CRM? We'd love to hear about your project and discuss how we can help you achieve your business goals.
Phone
Location
Pittsburgh, PA
Business hours
Monday - Friday: 9AM - 6PM ET
Why choose Upsert?
Expertise
Deep SugarAI knowledge with years of experience in enterprise implementations and custom development.
Fast delivery
Agile development process ensures quick turnaround times without compromising on quality.
Reliable support
Support and maintenance to ensure your SugarAI solution continues to perform optimally.
Frequently asked questions
Common questions about working with Upsert.
How long does a typical project take?
Project timelines vary based on complexity. Some customizations can take 1-2 days, while comprehensive implementations may take 3-6 months. We provide detailed timelines during our initial consultation.
Do you provide training for our team?
Yes! We offer comprehensive training programs for both end users and administrators. Training can be conducted on-site or remotely, and we provide custom documentation for your specific implementation.
What ongoing support do you offer?
We provide technical support, regular maintenance updates, performance monitoring, and feature enhancements. Our support packages are tailored to your specific needs and budget.
Can you build a custom plugin for our workflow?
Yes. Many of our products started as a customer conversation, and we regularly scope custom plugins and features for individual teams. Tell us what you are trying to solve and we will discuss whether it fits our roadmap or is best delivered as a custom build.
Do your plugins work on SugarCloud and on-site?
Most of our plugins support both SugarCloud and on-site deployments. Each plugin page lists the supported SugarAI versions and hosting options so you can confirm compatibility before you buy.
How can you help us integrate AI with SugarAI?
We integrate AI into SugarAI through plugins like Upsert Assist and our Fireflies and Microsoft Teams connectors. We also train development teams to use AI effectively when building on SugarAI.
Can you integrate SugarAI with our phone or messaging system?
Yes. We build and support integrations with platforms like RingCentral, Dialpad, Microsoft Teams, Slack, WhatsApp, Zoom, and others, both through our connector plugins and custom integration work. Share what systems you use and we will outline the best approach.