SugarCRM
Filament

Ask questions about your SugarCRM data

Connect SugarCRM to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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SugarCRM tracks your pipeline and customer relationships, but understanding which marketing channels drive your highest-value opportunities or how sales activity correlates with win rates requires connecting to your ad platforms and analytics tools. Filament links SugarCRM to your marketing and revenue data so you can explore attribution, pipeline velocity, and team performance in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track SugarCRM KPIs with Filament Analytics

Connect your SugarCRM account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key SugarCRM metrics you can track in Filament:

Accounts
Track company relationships with account name, industry classification, annual revenue, account type, billing address, and account status for territory planning and business analytics.
records:
nameindustryannual_revenueaccount_typebilling_address_cityaccount_status
Opportunities
Monitor sales pipeline with opportunity name, amount, sales stage, expected close date, probability percentage, and lead source for forecasting and win rate analysis.
records:
nameamountsales_stagedate_closedprobabilitylead_source
Leads
Analyze lead generation with lead source, status, industry, campaign name, referrer URL, and conversion metrics to measure marketing channel performance.
records:
lead_sourcestatusindustrycampaign_namerefered_byconverted
Contacts
Connect individual relationships to accounts with contact name, title, department, email address, phone number, and account association for relationship mapping.
records:
first_namelast_nametitledepartmentemail1account_name
Meetings
Track customer interactions with meeting name, status, date start, duration, attendees, and outcome for activity analysis and engagement scoring.
records:
namestatusdate_startduration_hoursparent_typedescription
Calls
Monitor phone activity with call name, direction, status, date start, duration minutes, and related records to measure sales team engagement patterns.
records:
namedirectionstatusdate_startduration_minutesparent_type
Currencies
Handle multi-currency deals with currency name, ISO code, conversion rate, and status for accurate global revenue reporting and business intelligence.
records:
nameiso4217conversion_ratestatus
Custom Pipeline Stages
Analyze deal progression through your configured sales stages with stage name, probability, order, and closed status for pipeline velocity metrics.
records:
nameprobabilitylist_orderclosed_won_statusclosed_lost_status
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Combine SugarCRM with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, SugarCRM lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your SugarCRM data gets even more powerful when combined with other tools:

SugarCRM
Google Ads

SugarCRM + Google Ads

Connect SugarCRM opportunities with Google Ads campaign data to see which keywords and ad groups generate the highest-value deals, not just the most leads.

SugarCRM
HubSpot

SugarCRM + HubSpot

Connect SugarCRM pipeline stages with HubSpot email engagement to analyze how marketing nurture sequences affect opportunity progression and close rates.

SugarCRM
Xero

SugarCRM + Xero

Connect SugarCRM closed opportunities with Xero invoices and payments to track the gap between deal close dates and actual revenue collection for accurate cash flow forecasting.

Benefits of Filament's SugarCRM Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your SugarCRM account

Connect your SugarCRM account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your SugarCRM data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build SugarCRM dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

SugarCRM integration FAQ

Everything you need to know about connecting SugarCRM with Filament and getting the most out of your data.