SugarCRM Features
SugarCRM seamlessly blends all the functionality required to manage information on many aspects of your business into an intuitive and friendly tabbed user interface.
Some of the features are:
Customer Relationship Management:
- Account creation and management with any number of Contacts associated with each Account.
- Activity history (Meetings, Calls, Tasks and Notes with optional file attachments and Emails) is tracked for Contacts, Accounts, Leads, Opportunities and Cases.
- Tasks may be assigned to users and automatic email notifications may optionally be sent to advise users of new tasks.
Sales Force Automation:
- Summary view of upcoming Appointments, top Opportunities, open Cases, Leads, open Tasks, assigned Bugs, sales pipeline graph, monthly calendar and a quick entry facility.
- Sales Lead creation and tracking; and conversion of sales leads into Opportunities.
- Graphical Dashboard display of Opportunity pipeline, Lead Source and Outcomes.
