EnableIT Technologies Ltd

Sugar CRM Customer Relationship Management Platform

SugarCRM brings customer data into one place, then builds a complete system for automation, collaboration, and reporting on top of that underlying data. Also performs as a comprehensive Customer Relationship Management (CRM) platform that empowers you and your teams to create the exact CRM you need.

Features

  • Reporting and dashboards
  • Business process management
  • Easily customisable
  • Role-based views
  • A 360-degree perspective of each individual on your database
  • Cloud or on-premise deployment
  • Mobile/remote accessibility
  • Sugar Sell - Sales automation including reporting & dashboards
  • Sugar Serve - Everything you need for outstanding customer experiences
  • Sugar Market - Marketing Automation

Benefits

  • Unlimited online and phone support
  • Maintain control of your data
  • Capture the attention of your most promising prospects
  • Create more meaningful experiences and build lasting relationships
  • Give customers the support they need quickly and confidently
  • Manage sales processes from lead to renewal
  • Access information on multiple devices, from anywhere in the world
  • Automate processes to save valuable time
  • Integrate with other business critical platforms
  • Get started with a system designed to work for you

Pricing

£39.20 to £108 a user a month

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at jbushnell@enable.services. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 13

Service ID

2 9 5 0 4 1 6 8 3 8 0 2 2 1 4

Contact

EnableIT Technologies Ltd Joseph Bushnell
Telephone: 01473618980
Email: jbushnell@enable.services

Service scope

Software add-on or extension
No
Cloud deployment model
Public cloud
Service constraints
None
System requirements
An active license is required for each user

User support

Email or online ticketing support
Email or online ticketing
Support response times
P1 SLA : 2 Business Hours
P2 SLA : 4 Business Hours
P3 SLA : 1 Business Day

Support-Authorised Contacts 4
User can manage status and priority of support tickets
No
Phone support
Yes
Phone support availability
9 to 5 (UK time), Monday to Friday
Web chat support
Web chat
Web chat support availability
9 to 5 (UK time), Monday to Friday
Web chat support accessibility standard
WCAG 2.1 AA or EN 301 549
Web chat accessibility testing
We have undergone intensive testing to alert users that a new chat has been opened and to also direct any chat visitors outside of office hours.
Onsite support
Yes, at extra cost
Support levels
We can scope, design, build and configure your CRM processes. Our talented in-house development team can architect a solution that works brilliantly for you. Our remote support team will even be able to give you; IT and tech set up assistance if required. Not forgetting our professional and friendly services team (including helpdesk and infrastructure engineers) who will be there for you every step of the way, full familiarisation time, training, and ongoing support. Training can be onsite or remote sessions - we're flexible. We want you to utilise your CRM's capabilities, so it works to its exceptional capacity for you and all your departments.
Support available to third parties
Yes

Onboarding and offboarding

Getting started
You will be assigned a dedicated project manager to ensure the system is ready for go-live and contains all the required functionality. We provide both onsite and online training. You will also be assigned a dedicated account manager who will be able to assist with any queries once the system is up and running.
Service documentation
Yes
Documentation formats
  • PDF
  • Other
Other documentation formats
  • Word documents
  • Video
End-of-contract data extraction
A full system data snapshot is provided to customers at the termination of any service.
End-of-contract process
Various terms are available which can be discussed prior to contract agreement.

Using the service

Web browser interface
Yes
Supported browsers
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
Application to install
No
Designed for use on mobile devices
Yes
Differences between the mobile and desktop service
None
Service interface
No
User support accessibility
WCAG 2.1 AA or EN 301 549
API
Yes
What users can and can't do using the API
The Sugar REST API is a full bi-directional API that allows all field data to be transferred both ways, this includes custom objects.
API documentation
Yes
API documentation formats
HTML
API sandbox or test environment
Yes
Customisation available
Yes
Description of customisation
The entire system can be customised to suit your business needs.

Scaling

Independence of resources
Continuous monitoring of performance metrics, analysis, and provisioning.

Analytics

Service usage metrics
Yes
Metrics types
User activities such as calls, meetings, tasks, emails and project tasks.
Tracker tables are also created that allows for reporting on record views, creation and editing.
Reporting types
  • Real-time dashboards
  • Regular reports
  • Reports on request

Resellers

Supplier type
Reseller providing extra features and support
Organisation whose services are being resold
SugarCRM

Staff security

Staff security clearance
Other security clearance
Government security clearance
Up to Security Clearance (SC)

Asset protection

Knowledge of data storage and processing locations
Yes
Data storage and processing locations
United Kingdom
User control over data storage and processing locations
No
Datacentre security standards
Supplier-defined controls
Penetration testing frequency
At least every 6 months
Penetration testing approach
In-house
Protecting data at rest
  • Physical access control, complying with another standard
  • Encryption of all physical media
Data sanitisation process
Yes
Data sanitisation type
Explicit overwriting of storage before reallocation
Equipment disposal approach
Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

Data export approach
The exporting of data can be limited by; specific users, roles, and teams. For example, a user can only export records assigned to them, or only admin users can export any data.
Data export formats
  • CSV
  • Other
Other data export formats
PDF
Data import formats
CSV

Data-in-transit protection

Data protection between buyer and supplier networks
TLS (version 1.2 or above)
Data protection within supplier network
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
  • Other
Other protection within supplier network
Create security zones using subnets, gateways and access control lists.

Availability and resilience

Guaranteed availability
Availability and contractual obligations thereof can form part of any contractual agreement.
Approach to resilience
Full-stack redundancy and multiple routes to the internet backbone.
Outage reporting
Public dashboard.

Identity and authentication

User authentication needed
Yes
User authentication
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
Access restrictions in management interfaces and support channels
We use security groups and public key authentication.
Access restriction testing frequency
At least every 6 months
Management access authentication
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

Access to user activity audit information
Users have access to real-time audit information
How long user audit data is stored for
At least 12 months
Access to supplier activity audit information
Users contact the support team to get audit information
How long supplier audit data is stored for
At least 12 months
How long system logs are stored for
Between 6 months and 12 months

Standards and certifications

ISO/IEC 27001 certification
Yes
Who accredited the ISO/IEC 27001
LRQA
ISO/IEC 27001 accreditation date
11/05/2018
What the ISO/IEC 27001 doesn’t cover
There were no exclusion of any services
ISO 28000:2007 certification
No
CSA STAR certification
Yes
CSA STAR accreditation date
20/06/2020
CSA STAR certification level
Level 1: CSA STAR Self-Assessment
What the CSA STAR doesn’t cover
None
PCI certification
No
Cyber essentials
Yes
Cyber essentials plus
Yes
Other security certifications
No

Security governance

Named board-level person responsible for service security
Yes
Security governance certified
Yes
Security governance standards
ISO/IEC 27001
Information security policies and processes
ISO 27001, ISO 9001, Cyber Essentials. We are also undergoing recertification for ISO 27018:2014. We have created a management system internally for Change Requests, GDPR Compliance, ISO Risk Register, ISO Audit Records, Information Asset Register, Access Logs and Consent Logs.

Operational security

Configuration and change management standard
Supplier-defined controls
Configuration and change management approach
The company uses SugarCRM as it change request platform, any changes to any internal or external systems. The change request is made by either the customer or employee via a downloadable form which is then summited to the compliance officer who then forwards to the appropriate person. If the change is agreed then the applicant will receive an email authorising to carry out the change within a set period. All services are both internal and external are subject to the change management policy.
Vulnerability management type
Supplier-defined controls
Vulnerability management approach
Both internal and external systems are continually scanned from both inside and external from secure scan points. Manual scans are carried out using the Metasploit framework carried out by the infrastructure. Snort and Open VAS network intrusion detection vulnerability and prevention servers are also deployed which provide updates real-time. All equipment is scanned and patched automatically from a central server, updates are applied on as soon as a possible but within four hours. The company subscribes to industry standard NGIPS list and rule sets which update automatic both the Snort, Open VAS, and Metasploit servers.
Protective monitoring type
Supplier-defined controls
Protective monitoring approach
Both the internal and external facing ports are scanned once a week and the internal network is scanned daily. Once a month the external port are per tested and the report export and any vulnerabilities rectified. As soon as a potential compromise is found it is dealt with within four hours.
Incident management type
Supplier-defined controls
Incident management approach
The company has a predefined policy for all incidents as laid out in our 27001/13 policy.

Secure development

Approach to secure software development best practice
Conforms to a recognised standard, but self-assessed

Public sector networks

Connection to public sector networks
No

Social Value

Covid-19 recovery

Covid-19 recovery

As the novel coronavirus (COVID-19) continues to spread around the world, our uncompromising priorities at enable.services remain the success of customers, the safety of our employees, and supporting efforts that combat this outbreak the best ways we can.

Our commitment to quality service

As a company, we are committed to providing a safe environment for our employees and ensuring business continuity, to best serve our customers and partners.

We are confident that the effects of the coronavirus (COVID-19) will not impact our enable.services solutions and platforms and our commitment to our global community of users is unwavering. We thank you for your continued support and trust in us.

We have ensured that our team members have whatever they need to work remotely as needed, and to continue doing their jobs securely. We have increased channels of internal communication, and as always, prioritise communication with you, our customers, so you can remain focused on your business priorities.

What we’re doing to help

Today, hundreds of non-profit organizations, hospitals, and universities are using our solutions to accelerate their efforts to do good things in the world.

In light of the ongoing outbreak, we want to help as many teams as we can to accomplish even more. We believe in the power of our solutions to help any team work better together, and especially in a remote environment, and we want to do our part to support the efforts combatting COVID-19.

Guidance on remote work, with more to come

Helping virtual teams overcome the communication and collaboration obstacles they face on a daily basis is an essential part of our solutions. Over the years, many remote teams have chosen to use our solutions to improve their daily workflows and relationships, but working as a remote team takes time to refine.

Pricing

Price
£39.20 to £108 a user a month
Discount for educational organisations
Yes
Free trial available
Yes
Description of free trial
Free two-week trial but this can be extended to 30 days upon request.
Link to free trial
https://info.sugarcrm.com/create-your-free-trial?ptr_id=76aa7669-65a2-6042-d836-41e81d3eb942&utm_medium=ptr-referral

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at jbushnell@enable.services. Tell them what format you need. It will help if you say what assistive technology you use.