Accounts Global View
Quickly visualize account structure including Accounts Member Organizations. View Opportunities with totals per sales stage, Quotes, Invoices and Contacts for an account and its members.
Give your CRM the once over with our diagnostic assessment. We will ensure that your CRM is running at full throttle.
Xero SugarCRM Link
Link Xero Cloud Accounting and SugarCRM for the full 360 degree view of your customer information.
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