SugarCRM Modules

Field Service Management for SugarCRM, from Ambit, helps manage allocation of resources, accelerate ticket-response time, improve first-time-resolution, and offer efficiency enhancements that together improve customer satisfaction and higher revenues and profitability for you. Field Service Management can become the key pillar to customer retention, upsell and customer attraction.

Mobileforce's Field Service Management (FSM) solution is uniquely designed to streamline field service operations, enabling increased service capacity, improved first-time fix rates, reduced costs and happier customers. Mobileforce FSM is tightly integrated with SugarCRM.

Is keeping track of customer outreach a struggle? With the "Keep In Touch" add-on, you can set how often you want to check in with your target prospects, leads or contacts, such as a call every 30 day’s and a site visit every 90 days.

Trustpilot Integration for SugarCRM - Automatically send, store, track, and manage customer reviews directly from Trustpilot within your CRM

CSAT, CES, NPS, and custom surveys in top multichannel integration.

Get a 360 degree view for your Support and Dev-Ops Teams. Give the users the ability to work and track Jira issues within Sugar.

Metrics enables users to view and generate reports based on additional data obtained from user and client activity, without any additional effort. This process is entirely automatic. Get additional information such as the date of the last contact, the number of days a case has been open, or the average number of days needed to close an opportunity, and many more.

Field Mask will be your greatest ally in formatting your SugarCRM data. This module improves the reliability of your data and saves time for your whole team by allowing you to use input templates to your information fields (zip code, phone number, etc.).

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

Track field-level changes in real time. Display a time stamp that shows who changed what and when, down to individual fields.

Harness the capabilities of Google Places search and autofill within your Sugar platform. Easily locate addresses using either postcodes or street names, and streamline the entry process by receiving results in a convenient list format, ultimately saving you precious time.

Add a new field type to Studio that renders markdown for display on record views, list views, previews, and reports.

Need a way to have customers sign a receipt or for project managers to draw a mock-up in real time right inside of Sugar? Add drawing fields to any SugarCRM module right from within Studio. Especially great when out in the field using a tablet. Signatures or drawings on the spot.

Process updates to calculated fields in the background without slowing users down. Speed demon mode: engaged.

Built on SugarCRM’s Sugar Sell, Ambit Software’s Secondary Sales add-on helps sales managers and sales teams better monitor and improve channel/retailer-led growth. Equipped with a powerful mobile front end, the Secondary Sales add-on ensures that the channel is well-stocked, order-taking is efficient, and channel grievances are handled promptly.

Zendesk Integration for Sugar optimizes the collaboration between your sales and service teams. The solution uses the Make integration platform to give you great adaptability whenever you need it.

Managing disparate CRM and support systems can be increasingly complex and costly, often leading to data silos and inconsistencies. With the SugarCRM Freshdesk Integration by Faye, you get all the features and functionalities you love about Freshdesk directly into your SugarCRM environment.

Make communicating with customers through the Sugar Portal via notes easier and more intuitive! This add-on provides a familiar chat window on Cases so you don't have to click all over subpanels and record views just to talk to customers.

Connect Sugar with Ringover to synchronise all your call data and make unlimited international calls with ease, saving you time and boosting your team’s productivity so they can do more selling and less clicking.

Transform Sugar into a call center powerhouse with any app that supports browser screen pop. Auto-log calls and serve up caller insights in real time.

Give your SugarCRM users seamless access in real time to any data in your Epicor ERP. Arm your Sales and Customer Service teams with the information they need to provide a high-definition customer experience.

Make Dialpad calls right from Sugar. Automatically log calls and serve up caller insights in real time.

Make MS Teams calls right from Sugar. Automatically log calls and serve up caller insights in real time.

Make RingCentral calls right from Sugar. Automatically log calls and serve up caller insights in real time.

Improve your CRM data quality by identifying duplicate Leads that already exist in Sugar. Customize the level of detection to your needs.

A bi-directional file sync between Alfresco and SugarCRM (self hosted or On Demand).

enable.services' Event Management allows you to create and manage events & bookings right from within Sugar. Send out invites to your guests, speakers, and sponsors. Create landing pages for both accepting and declining invites. It's everything you need to run your event right from Sugar.

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

Are you tired of juggling multiple spreadsheets, struggling with endless emails, and losing track of important event details? Say goodbye to the chaos and hello to the KINAMU Events Management Module, the ultimate event management plugin designed to streamline every aspect of your event planning process.

Ambit Key Account Management (KAM) solution simplifies and brings value to the Account Planning and Account Management processes for your most important sales personnel – your Key Account Managers.

Streamline feedback collection and customer insights with SurveySparrow’s SugarCRM integration. Automate survey triggers, map responses to CRM records, and sync contacts effortlessly—eliminating manual tasks and enhancing customer engagement. Gain a 360° view of your customers to drive personalized interactions and improve business outcomes.

Enforce user preferences across your instance. Streamline onboarding, lock down configurations, and control access to keep everyone aligned.

Seamless integration and synchronization of data between Microsoft Exchange and Sugar®. Yes, this is AESync you all know and love!

An integrated, intelligent web chat tool for SugarCRM. Embed this chat tool into your website and manage your conversations directly from SugarCRM. See your web visitors, web visit history, and chat history as you are working with a visitor.

The Report Totals Dashlet add-on allows a TOTAL value to be brought into a Dashlet for quick visibility of activity over your targets.

Quick Info is a SugarCRM add-on that helps users view linked records with no clicks. Investigate related information as deeply as you need without wasting time switching windows or tabs.

HubSpot For Sugar gives you the ability to sync Sugar Leads and HubSpot contacts in either direction. Includes advanced mapping criteria to sync the records just the way you need to.

The Maileon Integration for SugarCRM streamlines marketing operations by automating data sync and reducing manual work. It empowers teams to create and manage email automations seamlessly, driving more effective and personalized campaigns.

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

The CleverReach Integration for Sugar solves major challenges for marketing employees by reducing many tedious manual processes steps. The add-on enhances collaboration between sales and marketing and helps you to prevent possible data privacy compliance issues.

Quickly view the organizational hierarchy of any account or contact. Identify key decision makers and influencers using this handy dashlet. Know where a given contact fits in or how an account is structured.

Make social media easy, engaging, and measurable with the Oktopost add-on for Sugar Market. Seamlessly integrate social media into your marketing automation strategy and let the platform do the work.

The Gantt Project Module for SugarCRM CE gives project managers the tool that they have been waiting for. Now you can plan, coordinate, and track your project tasks using a familiar Gantt chart.

Locate your clients and prospects on a contextualized map. Visually identify clients by type icon. Get directions to help plan out your route.

Create a dynamic list based on your collected data and always be up to date with your audience in SugarCRM! The Solutions Metrix Dynamic Target List add-on empowers you to easily build dynamic lists based on best practices, combining the strength of reports with the efficiency of prospect lists.

Automated meeting documentation and CRM integration to make teams more productive.

Sharing files across multiple platforms can be time consuming and confusing. What if you could utilize the sharing power of Dropbox all from within your SugarCRM platform? Dropbox integration combines the freedom and control of Dropbox from inside your SugarCRM, allowing you to share and connect files without restraints.

Improve your Sales team's productivity by accessing a clear view of the account's hierarchy within an organization. Easily navigate complex organizational structures and identify their key contacts and opportunities at the click of a button.

Give your sales team an edge. Bridge the gap between Sugar Sell and LinkedIn Sales Navigator. Now all sales activity from prospecting to closing can be standardized within Sugar Sell or Sugar Enterprise, saving reps valuable time. Leverage the power of LinkedIn Sales Navigator directly within Sugar for increased CRM adoption and more effective prospecting.

Last Activity Dates allows users to see when the Target, Lead, Contact, or Account was last communicated with. It can also drill down to each activity type and quickly create a list of customers or prospects that haven't had contact within a set timeframe, making it perfect for account management, sales, customer service, and other customer-facing departments.

The InterAction add-on for Sugar Sell, Sugar Serve and Enterprise enables you to stay on top of your last communication with leads, contacts and accounts. This powerful tool allows you to see the date and time of the last interaction as a dashlet or list view to the Accounts, Opportunity and Leads modules.

Implement an effective social selling strategy with your sales team directly within Sugar Sell and Sugar Enterprise. Powered by Oktopost's Social Media Employee Advocacy platform.

Get a clear, real-time view of your Accounts with simple red, yellow, or green indicators. Quickly spot risks, prioritize actions, and drive smarter decisions—all at a glance!

Faye's Sugar-Constant Contact integration eliminates double entry by syncing accounts and contacts, email addresses, marketing lists, campaign results, individual email tracking, and removal results. You can utilize SugarCRM's reporting and workflow engines based on results from Constant Contact.

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.

Improve your lead acquisition process and enrich your information about prospects and customers. Leverage the power of ZoomInfo data to keep your SugarCRM Sell, Serve, Enterprise, and Professional products up-to-date with in-depth B2B company and contact information.

Synchronize your Sugar on-premise or Sugar cloud instances contact data (leads, contacts, e-mail addresses, target lists) with Brevo to manage all your digital communication in one solution. With the KINAMU Brevo Connector, your existing Sugar leads, contacts and target lists are compared bidirectionally with Brevo in real-time and new data records are immediately created or updated.

Magic's out-of-the-box, built-in Sugar connector is optimized for Sugar connectivity. Without a line of code you can integrate your SugarCRM system to any other system, whether on the cloud or on-premises, significantly reducing administrative overhead.

Faye's Sugar Hubspot Integration supports bi-directional sync for key records, one-way synchronization for activities, and flexible field mapping options.

Consolidate all of your web form activity into SugarCRM using the Web Form Integrator by Faye. This integration provides the ability for Sugar Sell, Sugar Serve, or Sugar Enterprise to be easily and seamlessly integrated with any website or any web form, enabling you to access data more simply and quickly.
*included in all Faye Axia Packages. Subscription required.

Integrate NiceReply with Sugar to make CSAT and NPS Surveys accessible directly in the Cases module. Send out beautiful surveys automatically and make it easy to generate reports.

Are you facing difficulties trying to coordinate efforts between marketing and sales? The Mautic Integrator for Sugar by eVolpe is the best solution that will help you solve this issue. TRY IT NOW FOR FREE!

Your ERP Accounting data is integrated with your SugarCRM when you use Commercient’s SYNC app. SYNC Accounts, Contacts, Invoices, Sales Orders, Products, Pricing, Inventory, and more!

Compare your team’s performance against their KPI targets and enhance overall productivity with the KPI Tracking package. Enhance your reporting capabilities by creating grouped Actual and Forecast records and utilising Sugar’s standard reports functionality and dashboards.

Drive growth with Act-On Marketing Automation and SugarCRM. Act-On's powerful yet easy-to-use omnichannel marketing solution empowers Sugar customers to nurture leads and drive conversions through innovative AI capabilities and seamless integration with SugarCRM.

The Opacus Activities Sync allows for a full bi-directional synchronisation between SugarCRM and your native calendar on your favorite device to synchronise calls, meetings and tasks. Works with Apple (iOS), Android, Outlook and Thunderbird/Lightning.

Selling is hard, buying is harder. Boxxstep integrates with Sugar to helps sales teams in complex and enterprise sales be more buyer-centric to close more deals.

Sapiens.BI helps you produce effective reports with charts in a fast and easy way. It is a SugarCRM BI plug-in with powerful reporting capabilities, ease of use, elegant design, and a quick and easy setup. This Reporting Tool is easy to use, there is no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 pre-built reports.

Effortlessly Integrate SugarCRM and TrulinX ERP with Magic xpi - Streamline Your Business with Seamless CRM and ERP Integration

Effortlessly Integrate SugarCRM and NetSuite with Magic xpi - Streamline Your Business with Seamless CRM and ERP Integration

Use this SugarCRM plugin to create and update CRM records in accordance with the European VAT Information Exchange System (VIES). Also, verify other companies’ VAT numbers before moving forward with transactions.

Cut contact center costs by 70% and accelerate agent ramp time by 85%! Zingtree's no-code solution lets you minimize the need for IT work, and lets you adapt workflows quickly. With AI-powered author assist, building workflows within SugarCRM has become easier than ever before.

This popular plugin from Exsitec now also support all SugarCRM's Cloud versions! Supporting your customers has never been easier! Build and send emails in a snap without ever leaving the record that you are on. Replying is now as easy as one click.

Effortlessly Integrate SugarCRM and Epicor Eclipse with Magic xpi

Push the LinkedIn Information as a Lead into your CRM. With the Chrome extension the LinkedIn fields will automatically populate in the Lead form. From there you can push it into your CRM by clicking on Save.

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.

Effortlessly Integrate SugarCRM and Oracle EnterpriseOne with Magic xpi - Streamline Your Business with Seamless CRM and ERP Integration

Effortlessly Integrate SugarCRM and Sage ERP with Magic xpi - Streamline Your Business with Seamless CRM and ERP Integration

Effortlessly Integrate SugarCRM and Epicor Prophet 21 with Magic xpi - Streamline Your Business with Seamless CRM and ERP Integration

Effortlessly Integrate SugarCRM and Infor CloudSuite with Magic xpi - Streamline Your Business with Seamless CRM and ERP Integration

Proximity searches are becoming more essential to businesses every day. Sales and marketing teams use them to organize field visits and campaigns. The real estate industry use them to offer better alternative locations to their customers. Hotel, travel and tourism businesses use them to offer various accommodation options and places to visit. How will you use it?

Effortlessly Integrate SugarCRM and Oracle ERP Cloud with Magic xpi - Streamline Your Business with Seamless CRM and ERP Integration

Effortlessly Integrate SugarCRM and JD Edwards with Magic xpi - Streamline Your Business with Seamless CRM and ERP Integration

Effortlessly Integrate SugarCRM and SAP Business One with Magic xpi - Streamline Your Business with Seamless CRM and ERP Integration

An advanced email to case solution for SugarCRM. Intelligently extract and route new Cases from inbound e-mails instantly.

Effortlessly Integrate SugarCRM and Oracle E-Business Suite with Magic xpi - Streamline Your Business with Seamless CRM and ERP Integration

Effortlessly Integrate SugarCRM and SAP ECC & S/4HANA with Magic xpi - Unlock the Full Potential of Your CRM and ERP Systems

Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so you can work in your preferred app. Segment and group your Mailchimp subscribers based on Sugar data so you can market to the right people at the right time. Compatible with all versions and editions of Sell & Enterprise. Created by Fanatical Labs, 2023 SugarCRM Partner Award Winner.

Quickly see and review the Status of ActiveCampaign marketing emails along with their Lead Scores from your SugarCRM. The SugarActiveCampaign add-on helps users effectively reach contacts via marketing efforts from ActiveCampaign and view them in Account, Leads, Contacts and Target List modules on SugarCRM side. It supports on-premise deployments.

DocProStar transforms your inbound documents and emails into actionable data, directly within SugarCRM. Using machine learning and AI, we automate digital mailroom, email triage, and financial processes like accounts payable and order to cash, saving you time and money.

Boost your SugarCRM with seamless Google integration. Sync contacts, meetings, and Drive files. Streamline workflows and elevate productivity.

sales-i is a sales intelligence tool that ensures every sales conversation is insight-led and profitable. sales-i is the industry standard sales analytics platform for manufacturing, distribution, and wholesale businesses worldwide. sales-i integrates with SugarCRM to bring heavyweight sales analytics to Sugar customers.

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.

Visualize your CRM data! Integrate Google Maps with SugarCRM to see leads, contacts, and accounts on a map. Plan routes, optimize sales efforts. Effortless location intelligence.

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.

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.