The key features of SugarCRM
SugarCRM allows you to create quotes quickly and easily on an intuitive platform where you can add quotes, work in multiple currencies, and set up workflows.
CRM Reporting & Dashboards
SugarCRM's dashboards allow you to monitor the company's commercial activity in real time. Dashboards and graphs can be customized for each user.
CRM for Sales Forecasting
SugarCRM's sales forecasting software provides visibility into the company's performance. Following the pipeline is easy with this tool.
Advanced Workflow CRM
SugarCRM's workflow management allows many company processes to be automated. However, this module is available on the Enterprise and Ultimate versions of SugarCRM.
Mobile CRM app
SugarCRM has a mobile application to have all the information in real time available anywhere and at any time. An advantage for salespeople on the move.
CRM Campaign Management
SugarCRM allows you to set up targeted marketing campaigns and track them directly in the software using precise graphics.
Email and calendar integration
SugarCRM allows you to synchronize emails and users' calendars. Thus appointments are visible in the agenda and in the CRM and important emails can be imported into the CRM.
Sales Lead Management
SugarCRM allows a precise management of CRM leads in order to know which leads are ready to be transferred to the sales department to be converted.
In addition to these basic functionalities for sales teams, SugarCRM software offers other functionalities such as:
team and role management,
setting up a customer portal,
providing a knowledge base,
monitoring user activities,
integration with social networks,
and integration with Gsuite.