If you missed it live, now’s your chance to catch up on everything we covered at our SugarCRM Lunch & Learn in just 30 minutes — from the latest Sugar 25.1 enhancements to a live demo of Sugar Automate, the no-code workflow tool that’s transforming how teams work across sales, service, and marketing.
Hosted by Emma Haines and Trevor Rogerson of Provident CRM, this session is packed with practical insights to help you get more from your CRM investment — faster.
What’s inside the recording?
Why does this matter? Because it gives you an instant view of who you’ve not spoken to recently. Combine this with reporting and list views, and suddenly, building a call-back list is quick and easy. Say goodbye to guesswork and hello to proactive engagement.
Another small-but-mighty update: you can now exclude duplicates in rows and columns reports with just a single tick box. It’s a welcome improvement that helps ensure your reports are tidy and accurate.
This feature makes it incredibly easy to migrate changes from your sandbox or UAT into your production instance – no more rebuilding work manually. You can select what to include (custom fields, layouts, relationships, etc.), download the package, and deploy it either manually or directly into another environment. If you’ve ever spent hours replicating changes, this will save you bags of time.
There are also visual updates to enjoy. The new floating action button freshens up the user interface, bringing it in line with Sugar’s modern design. And enhanced chart colours across Discover and CRM reports mean everything looks a bit more consistent – and a lot more polished.
Enhanced Forecasting is now available to Premier customers in the UK. So if forecasting is part of your day-to-day, this upgrade is one to explore. More accurate, more flexible, and tailored to your local needs.
Within Sugar Discover, you’ll now find Focus Drawers – a handy way to quickly get context on what’s been happening. It’s brilliant for speeding up workflows. Plus, Discover charts now match CRM report colours. It’s all about bringing the pieces together seamlessly.
– Sweet Spot Search: Hit Ctrl + Alt + Spacebar and search for anything – faster, more granular, and smarter.
– Recurring meetings and calls: Think Outlook-style scheduling, now native to Sugar.
– A slicker, colour-coded navigation bar that previews modules as you hover.
We stepped in to demo Sugar Automate (formerly the Customer Journey plug-in). Whether it’s managing lead follow-up steps, onboarding, renewals, or quarterly reviews for key accounts – Automate lets you build visual, colour-coded, step-by-step guides to keep everyone on track.
Managers get visibility into progress and momentum across accounts, while users get prompts to complete key tasks. It’s one of those features that’s as flexible as it is powerful.
Whether it’s smarter admin tools, visual upgrades, or new automation capabilities, the latest Sugar release has something for everyone.
Ready to see it in action? Watch the full recording on-demand to get hands-on with the updates and see how they can transform your day-to-day in SugarCRM.
This isn’t just a product walkthrough – it’s a practical, fast-paced session that shows you how to turn SugarCRM into a more powerful, more aligned engine for your business. Whether you’re in sales, service, or operations, you’ll come away with:
✅ Actionable ways to speed up quoting, improve case tracking, and streamline reporting
✅ A clear understanding of how to automate tasks and processes without writing a line of code
✅ Tips from SugarCRM experts on how to reduce manual work and improve team alignment
✅ Real-world use cases that show how leading teams are using Sugar Automate to drive results
If you’re serious about getting more strategic value from your CRM — and not just using it as a data tracker — this session will show you what’s truly possible with Sugar.
