Bilingual, and it knows your business
Ask in English or Spanish and get an answer in the same language, aware of your industry and the business context you have set.
CRM & SALES
CRM / MembersSales PipelinePublic Business ProfileWeb Forms & BookingSugar AssistantQUOTES & DOCUMENTS
EstimatesProposalsClient PortalINVOICING & PAYMENTS
Invoices & PaymentsPayment LinksSales ReceiptsSCHEDULING & COMMUNICATIONS
Job SchedulingCommunicationsMileage TrackerACCOUNTING & REPORTING
AccountingReports & ExportsOnline Store SyncSmall Claims & CollectionsTEAM & PEOPLE
Team & PermissionsEmployee RecordsSubcontractorsLOCATIONS & SECURITY
Multi-LocationCorporate AccountsSecure VaultSecurity & AccessBY INDUSTRY
Janitorial & CleaningIT & Low VoltageConstruction & GCAuto & MechanicTrades (HVAC, Plumbing, Electric)BY REGION
Mexico & CFDI 4.0SUGAR ASSISTANT
Sugar is your built-in AI assistant that understands your business. Ask anything about your jobs, clients, or finances — and get a real answer, in English or Spanish.
WHAT'S INCLUDED
COMMON QUESTIONS
Yes. Sugar Assistant runs on an Anthropic key you provide in Settings, so the usage and the cost are yours and nothing is billed through us for it.
Only what you tell it. You can save a short business context that is included with every conversation, so you are not re-explaining who you are each time.
Yes, per account, so a thread survives a refresh — and you can clear it whenever you want.
ASKING YOUR OWN DATA
Ask in English or Spanish and get an answer in the same language, aware of your industry and the business context you have set.
Sugar runs on your own API key, saved encrypted. That keeps you in control of the account doing the work rather than sharing a pool with strangers.
History is stored per account, so a thread survives a refresh or a tab change, and you can clear it deliberately when you want a clean start.
Available on any SUITE plan. Bring your own Claude API key for even lower costs.