SugarCRM

SugarCRM offers:   SugarCRM is an affordable and easy to use business CRM solution, is easy to customize and adapt to your changing needs. Ideal for small, medium-sized and large enterprises

  • Simple  -  to use, implement, integrate and customise

  • Social - integration with social media and data providers

  • Mobile -  Access  from everywhere, also from mobil devices

  • Low Total Cost of Ownership (TCO)


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.


Customising options: All components can be easily customised to match your processes and requirments.

  • Modify or add new fields
  • Modify or add new selection lists
  • Modify layouts
  • Sugar logic - calculate fields
  • Sugar logic - display fields dependant on values
  • Configure workflows to match your processes

 

  • Create new modules without programming with the Module Builder

 


Infrastructure/Integration/Access: 

  • Browser based, all popular browsers supported

  • Central Server - web server (Apache, IIS), database (MySQL, MS*SQL, Oracle, DB2). PHP, Javascript und AJAX

  • E-Mail - Outlook, Thunderbird, email archive

  • Access to various data providers

  • Access to social media components, Twitter, Facebook etc

  • Mobile Support for iPhones, iPads, Android and Blackberries, Offline support for iPhone, iPad and Blackberry

  • SOAP or REST interface

  • Access docs and contacts from Google

  • Import assistants to import data from external sources

  • Export data

  • Control access rights using teams and roles


Training & Support The implementation and training costs are minimal, as the system is easy to learn and use.

Genius4U offers basic training for users, CRM administrators  as well as campaign management training. Contact us.

We also offer support pacakges to fit your needs, talk to us.