Send DocuSign Docs From SugarCRM for Signing Contracts, NDAs, Agreements, and More
E-signature solutions are a must these days for managing any document requiring a signature. Utilizing these solutions can greatly reduce the hassle and time to get key agreements signed and executed. DocuSign is a very popular signing solution and for good reason. And with this integration you can utilize DocuSign templates within SugarCRM and map fields between your docs and SugarCRM fields.
Bring in LinkedIn Profiles to SugarCRM Leads
Using the new Chrome extension by Dreamer Technologies, you can copy over any connections or contacts in LinkedIn as a SugarCRM lead. It works with the latest LinkedIn UI and with Sugar On Demand. This reduces the copy/paste process by making it a single click to load a lead form and then another to save it to the CRM.
High-Level Overview of Mailchimp Combined With SugarCRM
Check out this new high-level overview video of SugarChimp, the Mailchimp and SugarCRM integration. Learn how combining Mailchimp with SugarCRM using SugarChimp gives you a bi-directional integration between your CRM and Mailchimp.
Restore Deleted Records, Track Reasons, and More
Not only are you able to restore deleted records, Trash Bin kicks it up a notch with the following additional abilities: Track reasons for deletions, Set up auto deletions, Turn on for any stock or custom module, Manage Trash Bin permissions. Read on to learn more.
Customize Your Theme With Pimp My Sugar
Change your login splash page, alter the theme colors, and even customize visual icon indicators based on dropdown values with Synolia's Pimp my Sugar.
Add-On Spotlight
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Upsert® User Adoption
FEATUREDTrack and report on user behavior across modules in SugarCRM for an in-depth understanding of user adoption patterns. See which users are most active, which modules see the most traffic, and create re...
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Upsert® Last Modified By
FEATUREDDisplay a time stamp at the field level on record views, showing who last changed each field and when.
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CData Drivers and Connectors
FEATUREDCreate 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 d...
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