Asset Manager

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SugarCRM Inc.

SugarCRM was founded in 2004 by Clint Oram and John Roberts, initially offering an open-source CRM platform. The company went public in 2010 on the New York...

SugarCRM Inc.

SugarCRM was founded in 2004 by Clint Oram and John Roberts, initially offering an open-source CRM platform. The company went public in 2010 on the New York Stock Exchange under the ticker SUGR before being taken private in 2011 by Accel-KKR in a deal valued at roughly $153 million. Its headquarters remain in Cupertino, California, with an additional office in San Francisco. The firm markets its software to mid-market and enterprise customers, competing primarily with Salesforce, Microsoft Dynamics, and Oracle. It provides modules for sales automation, marketing automation, and customer service—all built on a flexible, customizable architecture. SugarCRM generates revenue from recurring subscription licenses; its customer base includes companies in technology, financial services, and manufacturing. Geographic reach spans North America, Europe, and Asia-Pacific. As of 2025, SugarCRM reported over 10,000 customers globally (per the firm's official communications). The company operates with a headcount estimated in the hundreds, though precise numbers are not publicly disclosed. It maintains a partner ecosystem of system integrators and resellers. No separate philanthropic vehicle or adjacent investment arm is publicly documented. SugarCRM's structural differentiator is its hybrid open-source heritage—unlike most proprietary CRM vendors, the core platform was made freely available under a GPL license for many years, enabling broader adoption and community contribution. The company transitioned to a fully proprietary subscription model after the Accel-KKR acquisition, but this history shapes its product architecture and pricing tier structure.

General information

Firm type

CRM / SaaS

Year founded

2004

Location

Region

North America

Country

United States

City

Cupertino

Corporate office

Cupertino, CA, United States

Additional offices

San Francisco, CA

Principals

John Roberts

CEO

Clint Oram

Co-founder and Chief Technology Officer

Sector focus

Enterprise Software

Frequently asked questions

Does SugarCRM participate in fund commitments or only direct operations?

SugarCRM does not deploy capital externally. It is an operating company—it generates cash from software sales and invests in product development, sales, and marketing. Any investments are internal (R&D, acquisitions).

Which sectors does SugarCRM explicitly avoid?

SugarCRM does not publish a list of excluded sectors. Its CRM platform is sector-agnostic, with customers across financial services, technology, healthcare, and manufacturing.

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