Name: GrinMark MS Office Add-In for SugarCRM License Period: 1 year (termination 2 months before renewal) Minimum quantity: 1 License Support Price: $60/User/Year  or Support Price: 44€/User/Year   Download Page www.sugarforge.org/projects/grinmarkoffice

Compatability

Works with Outlook2003 and Outlook 2007 and works with the Sugar Versions 4.5.1x, 5.0.x  as well as CE, PRO and ENT.

Functionality

1. SugarCRM - Outlook Integration

• Contact Synchronisation
• Archiving Emails to multiple Objects in SugarCRM (Contacts, Accounts, Opportunites, Bugs, Case, Projects)
• Creating Leads, Contacts, Accounts & Opportunites directly from Outlook (*)
  

2. Archiving Microsoft Office files to Objects in SugarCRM, MS Applications supported:

• Word, Excel,
• PowerPoint, MSProject, Visio (*)

3. Advanced GrinMark Activity Monitor:

• Activity schedule, for Calls, Meetings, Tasks & Project Tasks including audio & visual reminders
• Easily defer/reschedule reminders for Activities when busy  (*)
• Monitor activities from multiple users (*)

4. Create Mail Merge documents with MS Word adding data automatically from SugarCRM.

• MS Word templates stored centrally in the SugarCRM Documents module.
• Finished document can be sent to recipients with Outlook, archiving a copy to SugarCRM.

5. Integration with Explorer "Send To" menu. PDF documents, images and other files could be archived to SugarCRM directly from Desktop or other folder window (*).

6. Custom fields support. All the tools could be reconfigured to support additional modules and additional fields in all searches (*)