Need to add a company to SugarCRM, but it's not really a customer or prospect? Want to track your interactions with your partners, PR teams, suppliers, and other non-customer accounts? Stop mixing customers with suppliers and use a new module dedicated to these types of accounts.
Keep Vendors Separate from Customers
Business Accounts & Partners adds a new Accounts-like module to your SugarCRM.
It feels like a standard SugarCRM module and acts like one so you are able to make customizations right from Studio in order to add/remove fields without having any impact on the base Accounts module.
This means that you are now able to have a completely different layout for your customers and prospects and for your other accounts like suppliers, partners, banks, etc.
Like the accounts module, you're able to link records to Third-Party modules including:
- Activities (Tasks, Emails, Meetings, Calls)
- Contacts (to record the contacts of your supplier for example)
- Link Business Accounts & Partners to Accounts (and vice-versa) to keep track of suppliers/partners you work with on particular accounts. Your accounts will list the third-parties linked to and from the third-party. You will have an overview of all related accounts too!
Other add-ons of interest
Process Manager 4.5
Your Sugar Workflow Solution! Powerful Process Automation software for all editions of SugarCRM and SuiteCRM that will allow you and your employees to spend more time doing what they do best: 'Selling To and Servicing Your Customers' and less time trying to manage the day to day repetitive tasks ass...
Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so that you can work in your preferred application. Segment and Group your MailChimp subscribers based on SugarCRM data so you can market to the right people at the right time. Fully compatible with all versions and e...