Sugar CRM Screenshot Tour
The homepage
is the central location to find the most important information to perform your job.
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The Dashboards
provide real-time insight into the state of your business. Dashboards are easily customised to present the information that is important to you.
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Case Management
centralizes the service history of each customer, allowing for a detailed view of customer requests and responses.
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Project Management
allows users to deploy projects across all customer-facing tasks, including campaigns, opportunities, accounts, and customer cases.
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Opportunity Management
allows your team to close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions.
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Mobile Solution
allows users to stay in touch while on-the-go. Sugar offers wireless and PDA access that is hassle-free so you can continue to work away from the office.
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The Account View
is where the important information about your customers resides; including contacts, leads, opportunities, quotes, products and cases.
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Quotes
allows for the quick creation of products and prices that can be presented in PDF format to your customers.
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The Campaign Wizard
simplifies the experience of managing campaigns. The Campaign Wizard takes a marketer through a step-by-step process for setting up marketing campaigns.
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Web-to-lead forms
capture leads on your web site and automatically associate them to a campaign within Sugar CRM.
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Calendar
integrates with Microsoft Outlook so that you can manage meetings and calls and record them into a customer’s account history.
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Integrate Sugar
e-mail, calendar and contact information with Microsoft Outlook.
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Documents
store important information about your business, including presentation, contracts, collateral and other customer-ready materials.
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The Self-Service Portal
allows companies to provide self-service capabilities to customers and prospects for key marketing, sales and support activities.
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The Administration view
is a central location for managing SugarCRM, including customizations, workflow management and access control.
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Workflow Management
allows administrators to design business rules that can control how information would flow through your organisation.
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