Your Sugar Workflow Solution! Powerful Process Automation software for all editions of SugarCRM and SuiteCRM (Visit https://store.suitecrm.com/) that will allow you and your employees to spend more time doing what they do best: 'Selling To and Servicing Your Customers' and less time trying to manage the day to day repetitive tasks associated with managing your customers. The only SugarCRM approved replacement for Legacy Workflow in Sugar Professional!
With the announcement from SugarCRM that the Sun is Setting on Legacy Workflow, Process Manager 4.0 is the approved workflow replacement module for Sugar Pro Customers. An easy one-click conversion tool will transfer all of you Legacy Workflow to Processes in Process Manager 4.0
Process Manager 4.0's new wizard like process builder makes it easy for anybody to create simple or complex business processes for SugarCRM. Context sensitive help coaches you along the way. Easily add new tasks to your existing processes. View the entire process in a single form. You won't need to dust off your Computer Engineering degree to build a workflow.
Process Manager 4.0 allows you to get any data anytime using a recurring timer and act on that data. An example is to find all Tasks in which the due date is passed and the Task is not completed. Process Manager can send an email to the owner of this Task reminding them that it is past due.
Trigger Processes on the create or modification of any object in Sugar. Add unlimited filters to your processes. Include unlimited related filters. ie: Trigger a process on Opportunity modify where the related Account has certain attributes and related contacts have certain attributes
Update fields on the object/record that triggered the process or any related records. ie: When a Case is modified , find all related Tasks and set the Tasks to ‘Completed’
Automatically convert your leads to Contacts, Accounts and Sales Opportunities when the lead has been modified.
The key to effective workflow is when an action or task is supposed to happen. Process Stages tell PM Enterprise when to do something. Each stage contains one or more Tasks. Stages can run immediately or queued up to run at a later date: the essence of Time Based Workflow.
Process Manager 4.0 includes a new Admin Console that will show all the objects that have had the process run against them. In addition to showing all objects that have had the process run against them, this new Admin Console also shows all objects that are sitting in the queue waiting to be run in the future. You can remove the object from the queue if you so choose.
Process Manager 4.0 knows what to do and when to do it. What you can do is quite extensive and limited only by your imagination!
- Send Emails to Anybody: Process Manager 4.0 has expanded email functionality allowing you to get the email address of any object related to the object that triggered the process.
- Schedule Calls - Calls can be assigned to the owner of the process object, or any user of SugarCRM. Escalate Calls if not completed by Due Date.
- Create Sugar Tasks -Tasks can be assigned to the owner of the process object, or any user of SugarCRM. Escalate Tasks if not completed by Due Date
- Modify Fields - Update Fields in either the process object or related object. Update all fields in related objects
- Create New Records - New Sugar objects, such as Opportunities, Cases, or even custom modules can be created as a process task. Multiple options for setting field values include using templates, setting by field, setting by value.
- Run Custom PHP Scripts - Run your own custom PHP scripts that can do anything you need to have done in SugarCRM.
- Assign records to individuals or round robin to groups of users
- Create Project Tasks - Automate Project Management in Sugar by having PM Ent auto create Project Tasks when your Projects or created or modified.
Other add-ons of interest
SugarCRM Survey Rocket
SugarCRM Survey Plugin
With Surey 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 & more. Moreover, you can use the CRM data using inward and outward piping mechanism.