SugarAI is currently reviewing our Marketplace strategy and submission process. During this time, we are temporarily pausing new Marketplace partner and add-on submissions.

We appreciate your patience as we work to ensure the Marketplace continues to provide a strong and relevant experience for our customers and partners. For questions, contact marketplace@sugarai.com.

Pulse Check

by Exsitec

Get a clear, real-time view of your Accounts with simple red, yellow, or green indicators. Quickly spot risks, prioritize actions, and drive smarter decisions—all at a glance!

Free Trial

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Installation Guide

Installing the Add-on

1. [Step 1] Install

Navigate to Module Loader, in Administration, upload the zip package for the plugin and install

2. [Step 2] Repair

First. Navigate to Repair > Quick Repair & Rebuild and run a repair. Then also run a Repair > Repair Relationships and Repair > Repair Roles.

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  • SugarAI Editions
  • Sugar Professional
  • Sugar Enterprise
  • Sugar Sell
  • Sugar Serve
  • Compatible Versions
  • 26.1, 25.2, 25.1, 14.2, 14.1, 14.0, 13.3, 13.2, 13.1, 13.0, 12.3, 12.2, 12.1
Administration Productivity Reporting Sales Statistics metrics Health measure score Indicator Check Intelligent Account Management