SugarCRM Modules

Log time against any Sugar record for tracking SLAs, billable hours, or next-level KPIs.

Twilio Call Logging functionality helps you to register the inbound calls (received from leads,contacts and accounts) and outbound calls (dialed to from Twilio) with call details such as call duration, date and time of calls, status, etc.

TimeLine Viewer for SugarCRM helps you work faster and easier. It saves time giving the insight into the goings-on of the business by tracking events, which you consider key events, and putting them at your fingertips via special TimeLine views.

See everything about related records without having to leave what you are working on. On a Contact and want to see the Account information? Just click the preview-eye button to see a preview. Works with all modules that are not in BWC mode.

Dynamic Reports and Interactive Charts. A powerful tool for report creation and data analytics in SugarCRM. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is very user-friendly, no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 pre-built reports that are ready to be used on day one.

SugarCRM Survey Plugin With Survey Rocket, a SugarCRM survey plugin, you can build surveys that trigger automatically to get real-time feedback from customers. It gives custom survey templates, online polls and more. Moreover, you can use the CRM data using inward and outward piping mechanism.

Manual address entry can easily lead to incorrect data, thus affecting sales reps, their territory and the entire organization. Faye's Country/State-Dropdown app standardizes data entry to provide dropdown options for country/state/province/territory, thus improving data quality and reporting.
*included in all Faye Axia Packages. Subscription required.

Create a consolidated customer 360 view, streamline accounting processes, consolidate martech data for real-time marketing insights, optimize your sales and supply chain pipelines, or build live and dynamic dashboards in your favorite reporting tool using CData's real-time SugarCRM connectivity solutions.

Improve address accuracy and user experience in SugarCRM with the Google Address Autocomplete Plugin. Integrated with the Google Places API, this plugin offers real-time, intelligent address suggestions as users type. It automatically fills in key address fields such as street, city, state, postal code, and country—minimizing manual errors and saving time. Seamlessly works with Leads, Contacts, Accounts, and Quotes modules, ensuring consistent and clean address data across your CRM.

Validate contact info with real-time global capture and verification. Loqate finds telephone, email, and physical addresses from around the world.

Get valuable AI insights into your customers’ emails and meetings. Use AI to generate summaries of customers’ emails in Outlook and in CRM records, allowing you to quickly review key discussion topics and follow ups. Drill down and find emails where specific topics were discussed. Generate AI insights into Teams meetings including discussion points and follow-ups. Share AI Insights via SugarCRM, enabling team members to catch up on ongoing conversations without having to review entire email threads or attend every meeting.

Improves the experience of working with SugarBPM and the 'Process Management' Admin page by added List View filter options.

Track user engagement like a pro. See who's active, which modules are hot, and boost adoption with data-driven insights.

Seamless, intuitive and customizable Outlook integration for SugarCRM with powerful AI-capabilities. Access, update, and manage CRM records without leaving Outlook. Get valuable AI insights into your customer engagement including emails and meetings in Outlook, Teams and in CRM records. Quickly review key discussion topics and drill down to find corresponding emails. Share AI Insights via SugarCRM, enabling team members to catch up on ongoing conversations without having to review entire email threads or attend every meeting.

Monitor and tune backend configs, search indexes, user-tracker and job management, plug-in upgrade history, geocoding and vardef viewer.

Send messages from Sugar to Slack, use SugarBPM to automate messages, and perform Sugar searches from your Slack window.