SugarCRM - Functionality

Functionality Sugar has standard modules that help you in managing your customers better. All modules are used in conjunction with each other:

  • Accounts - companies
  • Contacts - people who work for companies
  • Leads - people who have expressed interested in your products
  • Opportunities - potential sales projects
  • Forecasting - overview of sales performance
  • Activities -  Calls, Meetings, Tasks, E-Mails, Notes, Calendar
  • Quotes & Invoices
  • Contracts - manage your customer contracts
  • Campaigns - send out newsletters, campaign mails
  • Projects - manage your post-sales projects
  • Support Cases
  • Dashboards
  • Central Document Management
  • Reports

 

 

 

 

 

 

 

All modules are linked to each other which allows for easy navigation and ease of use.