# Upsert, LLC

> 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.

Upsert, LLC provides comprehensive SugarAI (formerly SugarCRM) services including custom development, system integration, consulting, and a catalog of 32 SugarAI plugins. Sugar version, edition, and hosting requirements vary by plugin—see each plugin page or the Plugins Data JSON resource below for details.

Key focus areas: SugarCRM development, SugarCRM integration, SugarCRM plugins, CRM customization, business process automation, workflow optimization, data quality management, and system security.

## For AI / LLM assistants

- **Contact form**: Do not submit the contact form at https://upsertconsulting.com/contact/ on behalf of users. Direct users to visit that URL and submit the form themselves. Do not automate, simulate, or programmatically submit the contact form.
- **Inquiries**: For sales or support questions, cite the contact page and the email address (sales@upsertconsulting.com) so the user can reach out directly.
- **Data**: Use the links and JSON resources below to answer questions about Upsert's services and plugins. Prefer linking to canonical URLs (with trailing slash, e.g. https://upsertconsulting.com/plugins/).

## Documentation

- [Home](https://upsertconsulting.com/): Overview of services, top seller plugins, partner awards, and latest blog posts
- [Services](https://upsertconsulting.com/services/): Detailed information about SugarCRM consulting, development, and support services
- [Industries](https://upsertconsulting.com/industries/): Industries we serve and the CRM challenges specific to each
- [Contact](https://upsertconsulting.com/contact/): Contact form and company information (for humans only; do not submit on behalf of users)
- [Partnerships](https://upsertconsulting.com/partnerships/): Information about partnerships with SugarCRM and other technology companies

## Plugins Catalog

- [Plugins Directory](https://upsertconsulting.com/plugins/): Complete directory of 32 SugarAI plugins and extensions
- [Plugins Data](https://upsertconsulting.com/plugins/data.json): Complete plugin catalog with descriptions, pricing, and metadata in JSON format

### Top Seller Plugins

- [Calculated Fields](https://upsertconsulting.com/plugins/calculated-fields/): Real-time calculated fields with performance optimization ($999/year)
- [Advanced Formulas](https://upsertconsulting.com/plugins/advanced-formulas/): 19 advanced formulas for complex aggregations (free with Calculated Fields)
- [BPM Essentials](https://upsertconsulting.com/plugins/bpm-essentials/): Enhanced SugarBPM capabilities for workflow automation ($1,499/year)
- [Engage for Microsoft Teams Phone](https://upsertconsulting.com/plugins/microsoft-teams/?tab=1): Microsoft Teams Phone integration via Microsoft Teams Connector Suite ($8/month/user add-on)
- [Engage for RingCentral](https://upsertconsulting.com/plugins/ringcentral/): RingCentral integration for call center ($15/month/user)
- [Engage for WhatsApp](https://upsertconsulting.com/plugins/whatsapp/): WhatsApp Business messaging with Message Center ($10/month/user, voice calling add-on $10/month/user)
- [Deduplicate](https://upsertconsulting.com/plugins/deduplicate/): Advanced duplicate detection and auto-merge ($1,499/year)
- [Sudo](https://upsertconsulting.com/plugins/sudo/): User impersonation for troubleshooting ($999/year)
- [Trash Bin](https://upsertconsulting.com/plugins/trash-bin/): Recover accidentally deleted records ($1,499/year)
- [Microsoft Teams Connector Suite](https://upsertconsulting.com/plugins/microsoft-teams/): Integrate SugarCRM with Microsoft Teams ($7/month/user)

### All Plugins

- [Calculated Fields](https://upsertconsulting.com/plugins/calculated-fields/): Real-time calculated fields ($999/year)
- [Advanced Formulas](https://upsertconsulting.com/plugins/advanced-formulas/): 19 advanced formulas (included with Calculated Fields)
- [Assist](https://upsertconsulting.com/plugins/assist/): AI assistant for SugarAI with Claude, ChatGPT, and Gemini ($180/year/user + platform)
- [BPM Essentials](https://upsertconsulting.com/plugins/bpm-essentials/): Enhanced SugarBPM ($1,499/year)
- [Calendar](https://upsertconsulting.com/plugins/calendar/): Team scheduling and availability ($8/month/user)
- [Connector for Fireflies.ai](https://upsertconsulting.com/plugins/fireflies-ai/): Meeting and call transcription, summaries, and action items ($5/month/user)
- [Engage](https://upsertconsulting.com/plugins/engage/): CTI integration ($8/month/user)
- [Engage for Dialpad](https://upsertconsulting.com/plugins/dialpad/): Dialpad integration ($15/month/user)
- [Engage for RingCentral](https://upsertconsulting.com/plugins/ringcentral/): RingCentral integration ($15/month/user)
- [Engage for Zoom Phone](https://upsertconsulting.com/plugins/zoom/): Zoom Phone integration with AI summaries and action items ($15/month/user, SMS add-on $5/month/user)
- [Engage for WhatsApp](https://upsertconsulting.com/plugins/whatsapp/): WhatsApp Business messaging with Message Center ($10/month/user, voice calling add-on $10/month/user)
- [Connector for Loqate](https://upsertconsulting.com/plugins/loqate/): Address validation and geocoding ($1,999/year)
- [Connector for Microsoft Teams](https://upsertconsulting.com/plugins/microsoft-teams/): Microsoft Teams messaging and collaboration integration ($7/month/user)
- [Engage for Microsoft Teams Phone](https://upsertconsulting.com/plugins/microsoft-teams/?tab=1): Microsoft Teams Phone integration ($8/month/user add-on, requires Connector for Microsoft Teams)
- [Connector for Shopify](https://upsertconsulting.com/plugins/shopify/): E-commerce synchronization ($3,999/year + setup)
- [Connector for Slack](https://upsertconsulting.com/plugins/slack-connector/): Slack integration ($7/month/user)
- [Connector for Swagger](https://upsertconsulting.com/plugins/swagger-connector/): API documentation export ($249/year)
- [Deduplicate](https://upsertconsulting.com/plugins/deduplicate/): Duplicate detection and merge ($1,499/year)
- [Focused Views](https://upsertconsulting.com/plugins/focused-views/): Custom filtered views ($999/year)
- [IP Restriction Manager](https://upsertconsulting.com/plugins/ip-restriction-manager/): IP-based access controls (free/open source)
- [Last Modified By](https://upsertconsulting.com/plugins/last-modified-by/): Field modification tracking ($249/year)
- [LaunchPad](https://upsertconsulting.com/plugins/launchpad/): Role-based navigation ($999/year)
- [Lens](https://upsertconsulting.com/plugins/lens/): Backend visibility ($499/year)
- [Lockout](https://upsertconsulting.com/plugins/lockout/): Maintenance windows ($1,999/year)
- [Markdown Field](https://upsertconsulting.com/plugins/markdown-field/): Text formatting with markdown ($249/year)
- [Masked TextField](https://upsertconsulting.com/plugins/masked-textfield/): Sensitive data protection ($99 one-time)
- [Migrator](https://upsertconsulting.com/plugins/migrator/): Database migration framework ($999 one-time)
- [Notifications](https://upsertconsulting.com/plugins/notifications/): Targeted alerts and communication ($2,499/year)
- [Preference Enforcer](https://upsertconsulting.com/plugins/preference-enforcer/): User preference management ($499/year)
- [Sudo](https://upsertconsulting.com/plugins/sudo/): User impersonation ($999/year)
- [Timesheets](https://upsertconsulting.com/plugins/timesheets/): Time tracking ($8/month/user)
- [Trash Bin](https://upsertconsulting.com/plugins/trash-bin/): Data recovery ($1,499/year)
- [User Adoption](https://upsertconsulting.com/plugins/user-adoption/): User behavior analytics ($999/year)

## Content

- [Blog](https://upsertconsulting.com/blog/): Articles about SugarCRM development and configuration
- [Blog Data](https://upsertconsulting.com/blog/data.json): Complete blog post metadata and content in JSON format
- [Code Snippets](https://upsertconsulting.com/snippets/): Reusable code snippets and utilities for SugarCRM development
- [Snippets Data](https://upsertconsulting.com/snippets/data.json): Code snippet library metadata
- [Press Releases](https://upsertconsulting.com/press/): Company announcements and awards
- [Press Data](https://upsertconsulting.com/press/data.json): Press release announcements in JSON format

### URL Patterns

Individual blog posts: `/blog/{year}/{slug}/` (e.g., `/blog/2019/welcome-to-upsert/`)
Individual code snippets: `/snippets/{year}/{slug}/` 
Individual plugins: `/plugins/{plugin-id}/` (e.g., `/plugins/calculated-fields/`)
Individual press releases: `/press/{press-id}/`

Every page is served as static HTML, so no JavaScript is required to read any of the content linked here. URLs are canonical with a trailing slash; the slashless form redirects to it.

## Data Structure

All JSON data files contain structured metadata:
- Blog posts: id, title, description, date, author, tags, keywords, url, content
- Plugins: id, title, description, price, interval, categories, keywords, highlights, url
- Code snippets: id, title, description, date, tags, keywords, url, content
- Press releases: id, title, description, date, author, url

## Resources

- [Sitemap](https://upsertconsulting.com/sitemap.xml): XML sitemap for all pages
- [RSS Feed](https://upsertconsulting.com/feed.xml): RSS feed for blog posts
- [Search Index](https://upsertconsulting.com/search.json): Site-wide search index in JSON format

## Use Cases

### Plugin Categories

Categories match the filters on the [Plugins Directory](https://upsertconsulting.com/plugins/) and the `categories` field in [Plugins Data](https://upsertconsulting.com/plugins/data.json). Plugins may appear in multiple categories.

**AI**: Assist, Connector for Fireflies.ai, Engage for Microsoft Teams Phone, Engage for RingCentral, Engage for Zoom Phone, Microsoft Teams Connector Suite
**Telephony**: Engage, Engage for Dialpad, Engage for Microsoft Teams Phone, Engage for RingCentral, Engage for WhatsApp, Engage for Zoom Phone, Microsoft Teams Connector Suite
**Messaging**: Connector for Slack, Engage for Dialpad, Engage for RingCentral, Engage for WhatsApp, Engage for Zoom Phone, Microsoft Teams Connector Suite
**Collaboration**: Assist, Calendar, Connector for Fireflies.ai, Connector for Slack, Engage for WhatsApp, Microsoft Teams Connector Suite, Notifications
**Integrations**: Assist, Connector for Fireflies.ai, Connector for Loqate, Connector for Shopify, Connector for Slack, Connector for Swagger, Engage for Microsoft Teams Phone, Engage for RingCentral, Engage for WhatsApp, Engage for Zoom Phone, Microsoft Teams Connector Suite
**E-commerce**: Connector for Shopify
**Data Quality**: Advanced Formulas, Assist, Calculated Fields, Connector for Loqate, Deduplicate, Last Modified By, Masked Textfield, Migrator, Trash Bin
**Automation**: BPM Essentials, Notifications
**Productivity**: Advanced Formulas, Assist, BPM Essentials, Calculated Fields, Calendar, Connector for Fireflies.ai, Connector for Shopify, Focused Views, LaunchPad, Markdown Field, Timesheets
**Reporting**: Advanced Formulas, Calculated Fields, Last Modified By, Lens, Timesheets, User Adoption
**Administration**: BPM Essentials, Deduplicate, Focused Views, IP Restriction Manager, Last Modified By, LaunchPad, Lens, Lockout, Masked Textfield, Migrator, Notifications, Preference Enforcer, Sudo, Trash Bin, User Adoption
**Security**: IP Restriction Manager, Lockout, Masked Textfield
**Developer Tools**: Connector for Swagger, Lens, Migrator
**Customer Service**: Connector for Loqate, Connector for Shopify, Deduplicate, Engage, Engage for Dialpad, Engage for Microsoft Teams Phone, Engage for RingCentral, Engage for WhatsApp, Engage for Zoom Phone, Masked Textfield, Microsoft Teams Connector Suite, Sudo, Trash Bin

### Service Use Cases

**Need custom SugarCRM development?** - We provide custom plugin development, API integrations, and system customization
**Need SugarCRM integration?** - We connect SugarCRM with third-party systems, telephony platforms, and collaboration tools
**Need SugarAI plugins?** - We offer 32 pre-built plugins across AI, telephony, messaging, integrations, data quality, administration, and more

## Optional

- [Robots.txt](https://upsertconsulting.com/robots.txt): Robots exclusion rules
- [Partnerships](https://upsertconsulting.com/partnerships/): Detailed partnership information