pvView: Instant previews a click away
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.
Have a standard set of steps always needed for your sales, support, marketing, and other processes? This Sweet Checklists SugarCRM module is perfect for your company. Create a standard order of to-do items that your reps will check off as they complete them. See exactly when they were completed and ...
Business Accounts & Partners
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.
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