Features of Sugar CRM

Corporate Calendar

  • Calendar view through on the basis of day, week, month or year of the entire corporate activities, for and allocated task list
  • Shared calendar for showing other users’ calendars to help to evade scheduling variance

Work Flow & Contract Management

  • Have full Control on how information moves through your web development business more powerfully
  • Works might be assigned to users, with the alternative to send automatic email to advocate users for new tasks or leads needing action or follow-up
  • Log agreement beginning and ending dates, and make workflow to create a task emerge previous to a contract termination
  • Enhanced lead sharing automates the transfer of leads created from marketing into the sales outline
  • Customize Sugar CRM by the help of your Microsoft® Outlook*, in a way that you never forget to contact a up-coming customer– In this simply you have to download the Outlook plug-in and synchronize your email and calendar in Outlook 2003* with Sugar CRM

Build Quotes & Invoices

  • Make a item or product list inside Sugar CRM to produce quotes for the particular products and/or services
  • Translate prospect records into PDF quotes and invoices which can then be emailed to the prescribed account contact
  • Import price lists so that you can have the most relevant and latest product information for your quotes

Manage Customer Information

  • Manage and access the entire of your prospect and customer information at a centralize place – Sugar CRM provides small businesses one place to administer customer information, and track the important information about sales opportunities, accounts, and personality web development business contacts
  • Automatically connect incoming and outgoing email messages and actions with your accounts, business contacts, or business opportunities so that you can easily search them later when ever necessary
  • Link tasks, phone logs, notes, and files to your accounts, relevant business contacts, or sales opportunities so that you can search them quickly

Share Customer Information with Co-Workers

  • You can share your customer information among your other business with selected co-workers
  • Gives managers with a inclusive sight of customer information and sales opening across the web development company and assists co-workers to fill in for each other
  • Assist your sales leads effortlessly see who is working on what and what stage in the sales process each account is in.

Email Campaign Management

  • Create HTML emails and send them to selected records from within Sugar CRM
  • The email campaigns sent are mechanically putted to the account record, enabling you to track each customer’s disclosure to your diverse communications and campaigns over time

Sandeep Sankar

Author at Webdhoom
Sandeep Shankar is a content writer with Webdhoom, a digital marketing firm, which assists both startups and established businesses to improve online traffic, reach out to target audience, increase sales and build loyal customers through best SEO and SMO services. His articles and blogs are widely read and shared on different online platforms.
Sandeep Sankar
Sandeep Sankar
Sandeep Shankar is a content writer with Webdhoom, a digital marketing firm, which assists both startups and established businesses to improve online traffic, reach out to target audience, increase sales and build loyal customers through best SEO and SMO services. His articles and blogs are widely read and shared on different online platforms.