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features
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support

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Description

Exceed.ai helps marketers increase their SQL conversion rates by working alongside their team. Our AI-assistant engages with every lead, attends every inquiry, qualifies every lead at scale, in real time with a personalized human-like two-way conversation over Email, Website Chat and SMS. The AI assistant automatically rings in sales when qualified leads are ready for a conversation with a human and book a meeting on your rep's calendar. Exceed integrates seamlessly with your CRM. It automatically updates your marketing automation platform to reflect the most recent lead status. This includes leads who are qualified, change jobs or leave the company. Exceed.ai is helping companies like Monday.com, SugarCRM and LTSE to exceed their goals.

Description

Sugar Connect integrates essential customer experience functions into the email and calendar applications that Sales and Services utilize daily. This innovative tool ensures your CRM, email, and calendar systems stay synchronized without the need for manual data entry. By linking your G Suite or Office 365 account with your Sugar instance, you can access pertinent information as you engage with prospects and clients in real-time. This seamless integration is the simplest method to deliver genuinely personalized experiences that foster long-term customer loyalty. Receive contextual insights about the individuals you’re corresponding with right within your email platform. Eliminate the hassles of switching between apps, as the no-touch synchronization is both automatic and straightforward. Tailor your communications with immediate insights based on the recipient and the timing of your emails. Additionally, you can achieve comprehensive visibility into the status of your accounts, contacts, leads, and opportunities directly through G Suite or Office 365, making your workflow more efficient than ever before. The convenience of this integration ultimately enhances your ability to nurture strong relationships with your clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Workspace Yes 
Microsoft 365 Yes 
1Stream No 
Adobe Marketo Engage Yes 
Adpoint No 
Alchem-e Dashboard No 
Creditsafe No 
Cvent Event Management No 
Data Sentinel No 
Force24 No 
Hyland RPA No 
ICR Evolution No 
InterServer No 
Latitude ERP No 
Liana Cloud PR & Media No 
Saleshub No 
Voiceowl No 
cXchange No 
iVision Plus No 
klink.cloud No 

Integrations

Google Workspace Yes 
Microsoft 365 Yes 
1Stream Yes 
Adobe Marketo Engage No 
Adpoint Yes 
Alchem-e Dashboard Yes 
Creditsafe Yes 
Cvent Event Management Yes 
Data Sentinel Yes 
Force24 Yes 
Hyland RPA Yes 
ICR Evolution Yes 
InterServer Yes 
Latitude ERP Yes 
Liana Cloud PR & Media Yes 
Saleshub Yes 
Voiceowl Yes 
cXchange Yes 
iVision Plus Yes 
klink.cloud Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$9 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Exceed.ai

Founded

2016

Country

Israel

Website

www.exceed.ai

Vendor Details

Company Name

SugarCRM

Founded

2004

Country

United States

Website

www.sugarcrm.com/solutions/connect-email-integration/

Product Features

Inside Sales

Auto-Dialing No 
Call List Management No 
Call Recording No 
Campaign Management Yes 
Dashboard Yes 
Data Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Scoring Yes 
Performance Management No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Sales Enablement

Collaboration No 
Contact Management Yes 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management Yes 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Force Automation

Call Management No 
Campaign Management Yes 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing Yes 
Field Sales Management No 
Lead Management Yes 
Opportunity Management No 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Product Features

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management Yes 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

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