The Configurator for SugarCRM
Transform SugarCRM into a complete quoting engine. Configure complex products, manage pricing rules, and generate professional proposals without leaving your CRM.
Why CRM Needs CPQ Power
SugarCRM manages opportunities. Mercura manages configuration.
SugarCRM is excellent for tracking deals and relationships, but complex products require specialized logic that CRMs don't handle natively.
- Complex Rules: Define valid product combinations and dependencies (if X, then Y).
- Dynamic Pricing: Handle volume discounts, customer-specific price lists, and margin calculations automatically.
- Document Generation: Create technical specs, BOMs, and high-quality quote PDFs instantly.
SugarCRM Handles
- Account & Contact Management
- Opportunity Tracking
- Sales Pipeline
- Forecasts & Reporting
- Customer Support Cases
Mercura Handles
- Product Configuration Logic
- Complex Pricing Rules
- Visual Product Customization
- Quote Document Generation
- Bill of Materials (BOM)
Measurable Business Outcomes
Key benefits of SugarCRM integration
End‐to‐end Quote Management
Create, manage and track configurable product quotes directly inside your SugarCRM environment with Mercura CPQ integration, no context switching.
Synchronized Data, No Silos
Customer records, pricing rules, inventory, and configuration logic stay in sync between SugarCRM and Mercura, ensuring consistency and reducing errors.
Faster Sales Cycles & Better Accuracy
Because configuration and quoting are embedded in your CRM workflow, you get faster quote turnaround and increased accuracy in complex product scenarios.
SugarCRM + Mercura Architecture
Mercura is embedded directly into your SugarCRM workflow. Open a quote, configure the product in Mercura, and sync the line items and PDF back to Sugar.
- Account Data
- Opportunity ID
- Price Books
- User Roles
- Quote Line Items
- Configuration Details
- Proposal PDF
- Total Amount
Success with SugarCRM + Mercura
"Integrating Mercura with SugarCRM gave our sales team the confidence to quote complex solutions on the spot. We've seen a 30% increase in win rates since launch."
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How We Connect
Connect
Establish API connection with SugarCRM instance.
Configure
Map fields between Sugar Opportunities and Mercura Quotes.
Customize
Set up your product rules and quote templates.
Deploy
Roll out to your sales team with single sign-on.
Eliminating Integration Risks
How does the integration work?
It uses SugarCRM's REST API to sync data bi-directionally in real-time.
Is it compatible with Sugar Sell?
Yes, Mercura works with Sugar Sell, Serve, and Enterprise editions.
Can I use my existing price books?
Yes, Mercura can import and utilize your Price Books from SugarCRM.
What about mobile users?
Mercura is fully responsive and works alongside the SugarCRM mobile experience.
Connected Ecosystem
Mercura fits perfectly into your SugarCRM ecosystem.
Ready to get started?
CPQ-Demo anfordern