Case Study: TIM Group achieves centralized global client management and accurate forecasting with SugarCRM

TIM Group Supports Rapid Growth Across Three Continents with SugarCRM

TIM Group is a financial technology firm (founded 2002) that provides analysis and communication tools to asset managers, hedge funds and other investors. Facing 40–50% year‑on‑year growth and an expanding client base across London, New York, Boston and Hong Kong, the company outgrew ad hoc contact management (spreadsheets, Rolodexes, shared drives and email) and needed a central, on‑site CRM to handle sensitive data, consolidate multi‑office sales pipelines, and enable accurate forecasting.

TIM implemented Sugar Professional—selected for its on‑site hosting, cost‑effectiveness and easy customization—and completed deployment in six weeks. The CRM became a shared knowledge base that made customer data and pipelines transparent across offices, improved forecasting and planning, and gave TIM the control needed to manage rapid international growth and a demanding client roster.

TIM Group

Jen Miller

Global Client Services Manager