Products

About SierraCRM

After six years working in the A/UX group at Apple Computer (1990 -1996) the founder of SierraCRM, Bill Convis, got a call to interview at a start up in San Jose called Clarify. Bill was hired as a Technical Marketing Manager at Clarify in 1997 and since then has enjoyed being part of the CRM industry. After two years at Clarify, Bill left to start his own Consulting Practice for Clarify and Amdocs projects. In 2004, one of Bills long time friends, Greg Chase, (they've known each since they were both six years old) approached Bill and asked if it is possible to create a vertical CRM solution for the Mortgage Banking Market. After extensive reviews of the platforms available at the time including SalesForce.com, Amdocs, vTiger, SugarCRM, Microsoft CRM, Bill choose to take a chance with SugarCRM.

The company SierraCRM was founded that year. Since 2004, SierraCRM has delivered numerous vertical solutions based on SugarCRM and has delivered the award winning workflow module Process Manager.

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Testimonials

  • " SierraCRM’s Process Manager Pro has helped decrease work load while increasing productivity. Since implementation we have been able to automate many manual processes that it took a team, several hours... "
    Craig Broton, CEO – Sunflower Business Solutions
  • " I wanted to automate the creation of a series of tasks which needed to be done in a specific sequence every time a new instance of a custom module was... "
    Richard Cantin, Wilfrid Laurier University, 2012
  • " “ SierraCRM was there every step of the way for us and ensured that their product was tailored to our needs. Even with a 3 hour time difference, they managed... "
    Shawn Mims, Dunwell LLC, 2011