CONNECTED CUSTOMER DATA. SMARTER SALES.
SugarAI (SugarCRM) Consultants for Implementation & Support in NZ
Help your team recognise account opportunities, keep deals moving and follow up with the right customer context.
As an authorised SugarAI partner, Hatchit helps New Zealand organisations implement, integrate and improve SugarAI, formerly SugarCRM. Whether you’re starting with a new CRM or improving an existing system, we configure the platform around your sales process, customer relationships and business data.
New Zealand-Based Consultants
Authorised SugarAI Partner
Supporting 200+ NZ Organisations
FROM CUSTOMER INFORMATION TO YOUR NEXT OPPORTUNITY
Give Your Team a Clearer View of What Comes Next
Walk into account meetings with customer history, open opportunities and purchasing activity at hand. Recognise deals that need attention. Give service teams the information to understand what was promised and respond confidently.
Hatchit helps shape SugarAI around these everyday moments, so your team can turn customer information into timely, useful action.
Arrive prepared
Customer history and purchasing context at hand.
Know where to focus
See opportunities that need your attention.
Respond with confidence
Give service teams the full customer context.
TURN CUSTOMER DATA INTO CLEARER ACTION
What Is Holding Your Team Back?
If your team is dealing with…
Account information spread across CRM, inboxes and ERP
Enquiries or opportunities without a clear next step
Long sales cycles that are difficult to track
Changes in customer purchasing that go unnoticed
Service teams missing the history behind a request
An existing SugarCRM setup that users work around
We can help you move towards…
Connected information for better customer conversations
Defined ownership, follow-up activities and sales stages
Better visibility into deal progress and stalled opportunities
Account insights that help your team investigate and respond
Accessible customer records and clearer case handovers
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More useful screens, workflows and reporting |
SALES AUTOMATION
Sugar Sell: Know Which Accounts and Opportunities Need Attention
When your team manages multiple contacts, long sales cycles and ongoing customer relationships, tracking deals is only part of the job. Salespeople also need to understand what has changed, who to engage and what should happen next.
Sugar Sell brings account and opportunity management together with sales guidance informed by customer, sales and connected ERP data. Your team can prepare for meetings with better context and recognise opportunities or risks that deserve attention.
Hatchit configures Sugar Sell around your sales process, from lead assignment and pipeline stages to follow-up workflows and management reporting.
What we can help you improve
Account visibility
Track requests, status, responsibilities and resolution.
Opportunity management
Define stages, ownership and next steps that reflect your sales cycle.
Meeting preparation
Make relevant customer and purchasing information easier to access.
Consistent follow-up
Configure assignments, reminders and approval workflows.
Pipeline reporting
Help managers recognise stalled deals and focus their support.
Connected business data
Bring relevant ERP and application information into the sales process.
CUSTOMER SERVICE
Sugar Serve: Resolve Requests with the Customer’s History in View
A customer contacts you about an unresolved issue. Your service team needs to find previous conversations, understand what was promised and take responsibility for the next step.
Sugar Serve brings customer interactions and case information into a service workspace, with capabilities for case workflows, knowledge resources, self-service and supported communication channels.
Hatchit helps configure those capabilities around your team’s responsibilities, service commitments and escalation processes.
What we can help you improve
Case ownership
Track requests, status, responsibilities and resolution.
Customer context
Give agents access to relevant account and interaction history.
Service workflows
Support routing, priorities and escalation.
Knowledge access
Help teams find and share consistent answers.
Self-service
Plan useful knowledge-base and customer portal capabilities.
Service reporting
Review outstanding cases, workloads and recurring issues.
MARKETING AUTOMATION
Sugar Market: Turn Campaign Responses into Relevant Sales Conversations
Someone downloads a guide, attends an event or responds to an email. Your follow-up should reflect their interest, and sales should have the context to start a useful conversation.
Sugar Market supports email campaigns, landing pages, forms, automated nurturing and lead qualification. It connects marketing engagement with the information teams use to prioritise follow-up.
Hatchit helps define your audiences, nurture journeys and sales handover rules so enquiries move through a consistent process.
What we can help you improve
Lead capture
Connect forms and landing pages with the right customer records.
Audience segmentation
Tailor communications to relevant interests and customer information.
Nurture journeys
Plan timely messages around engagement and journey stage.
Lead qualification
Assess suitable scoring and prioritisation capabilities.
Sales handovers
Define when sales should act and what information they need.
Campaign reporting
Review engagement and its connection to pipeline activity.
Our marketing automation consulting helps align these journeys with your wider marketing and sales processes.
ERP-DRIVEN SALES INTELLIGENCE
Sugar Predict: Spot Buying Changes and Opportunities in Existing Accounts
A regular customer starts ordering less. Another buys one product category from you but may need related products. These patterns can be difficult to recognise when account teams rely on separate reports or memory.
Sugar Predict, formerly sales-i, analyses ERP sales data to highlight purchasing patterns, gaps and trends. These insights help teams investigate account changes, prepare for meetings and explore relevant sales opportunities.
Hatchit helps assess your data and integration requirements, then plan how insights will become useful actions within your sales process.
What we can help you improve
Purchase visibility
Understand customer and product buying patterns.
Account monitoring
Recognise purchasing changes that deserve attention.
Opportunity discovery
Assess relevant product gaps and recommendations.
Meeting preparation
Give account teams purchase history and useful discussion points.
ERP connectivity
Plan how sales information reaches the platform
Actionable follow-up
Define how teams review insights and assign next steps.
Available capabilities depend on the products, licences and integrations selected.
IMPLEMENTATION, INTEGRATION & SUPPORT
Build a SugarAI Setup Your Team Can Use with Confidence
We start with how your organisation wins business, manages accounts and supports customers. Then we turn those requirements into a practical SugarAI setup, with clear priorities for implementation or improvement.
Consulting & Planning
Through our CRM consulting services, we help define your requirements and plan a SugarAI setup around your sales cycle, customer relationships and service processes.
Implementation & Configuration
Configure records, relationships, sales stages, case processes, permissions and dashboards around your users’ responsibilities.
Data Migration & Integration
Prepare customer information for migration and plan SugarAI or SugarCRM integration with relevant ERP, email, marketing and business applications.
Automation & Optimisation
Improve lead routing, follow-up activities, approvals and handovers. For existing users, identify configuration changes that reduce unnecessary steps and make the system easier to use.
Training & Ongoing Support
Train users around their everyday tasks and help administrators maintain the setup. Provide support as your processes, reporting and integration requirements change.
SugarAI (SugarCRM) FAQs
Is SugarCRM now called SugarAI?
Yes. SugarCRM introduced the SugarAI brand in April 2026. Its products include Sugar Sell, Sugar Serve and Sugar Market. Sugar Predict was formerly known as sales-i. You may still see the earlier names in documentation or existing environments.
What types of businesses should consider SugarAI?
SugarAI is particularly relevant to B2B organisations managing ongoing accounts, multiple customer contacts and complex sales processes. Its ERP-connected capabilities may also suit businesses where purchase history and product information are important to account management. Hatchit can assess its suitability against your requirements.
Can Hatchit improve our existing SugarCRM setup?
Yes. We can review configuration, data quality, user tasks, workflows, reports and integrations. We’ll identify whether targeted improvements can address your challenges before recommending a broader change.
Can SugarAI connect with our ERP and other applications?
SugarAI supports integrations through APIs, connectors and marketplace solutions. The appropriate approach depends on your applications, versions and the information you need to exchange. Hatchit can assess compatibility and plan the integration.
Can you migrate data from another CRM or spreadsheets?
We can help prepare and migrate customer information, including reviewing data quality, removing duplicates, mapping fields and testing records and relationships. We’ll also identify what should be transferred and what may be better archived.
How much does a SugarAI implementation cost?
Costs depend on licences, users, configuration, data migration, integrations and training. After reviewing your requirements, we can outline the proposed scope and costs, with software licensing and implementation services identified separately.
Do you provide SugarCRM training and support in NZ?
Hatchit provides SugarAI and SugarCRM support in NZ, including user training, configuration assistance and ongoing improvements. Training can focus on the activities your sales, service, marketing and administration teams perform.
SUGARAI ENQUIRY
Make Your Next CRM Step a Clear One
Planning a new SugarAI implementation or looking to improve your existing SugarCRM setup?
Tell us what you want to achieve and what is getting in the way. We’ll discuss your requirements and help identify whether implementation, configuration, integration or ongoing support is the appropriate next step.
