Account Explorer for SugarAI
Know the details. Act on the big picture.
For sales, service, and channel teams managing complex, multi-location accounts, Account Explorer gives SugarAI a visual, reportable, and actionable view of the whole customer network, not one record at a time.
Built on SugarAI. Integrated with Epicor Kinetic.
How it works
See the whole network, not just one record
Search a big customer in a flat CRM and you get a wall of near-identical names. Account Explorer turns that into one clear, living picture.
Visual hierarchy mapping
See the entire account structure as a tree: parent HQ, business units, and the locations underneath. Toggle it open for the full picture. Click any branch and the whole screen scopes to it.
“Stop guessing how a customer's organization fits together. See it.”
Roll-up of related records
Pull contacts, opportunities, cases, and meetings up from every location into one place, at the level of the tree you choose. No account-hopping. No relying on memory.
“Everything about a customer's network, in one place, at the same time.”
Searchable engagement timeline
A chronological feed of every meeting and touchpoint across the hierarchy or any branch, from what's next back through history, with full-text search to find the demo or the person in seconds.
“Tell the story of a relationship at a glance, not a folder at a time.”
Reporting across the network
Run existing Sugar reports against a whole network, and see where nothing is happening.
Automated building and maintenance
Matches on domain, address, phone, or any custom field, and keeps the tree accurate as the customer grows.
Metadata for forecasting
Level, role, group, and rolled-up revenue on every account power account-based forecasting.
Why it matters
One customer, a dozen records. Until now.
Every CRM stores accounts the same way: a name, an address, a pile of details. That works fine until a customer is not one location. Search for a multi-branch account today and you get a wall of near-identical names, with no way to tell what is happening across any of them.
In practice
Where it shows up day to day
Business review prep
Open the top-level account before a QBR and see every deal, case, and meeting across every location at a glance.
Dealer and buying group performance
Roll up sales activity, bookings, and revenue across dealer networks and buying groups.
Multi-branch support
A call from an unfamiliar branch still opens with full context: every touchpoint the broader account has ever had.
Account-based forecasting
Forecast the true combined value of a complex account, not whichever fragment happens to be tracked on one record.
Built for
Manufacturers and distributors with multi-location customers
- Customer locations spread across geographic territories
- Franchise or multi-unit chain operations
- Dealer networks or distributor channels
- Buying groups or co-op purchasing structures
- Multi-brand or multi-division product lines
- Regional accounts with several buying locations
Part of TCP's Manufacturing CRM Accelerator
Why this, not that
Point tools do one piece. This does all four.
Standard CRM hierarchies
Show the structure, but with no roll-ups, no timeline, and no reporting against it.
Standalone hierarchy tools
Lean on Dun & Bradstreet numbers, which is less flexible for industries that define relationships differently.
Key-account planning tools
Standalone planning, not an integrated hierarchy with roll-up, timeline, and reporting inside the CRM.
Account Explorer is the only one that combines visual hierarchy, roll-up analytics, a searchable timeline, and native reporting, natively inside SugarAI.
Try it free on your own accounts.
Start a free trial that installs in minutes and delivers value on day one.