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 what is left.
Other add-ons of interest
Process Manager 4.5
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 manag...
Easily plan and manage projects as part of your sales, marketing and internal planning and execution process. Our flexible project management solution for Sugar will help your whole team stay organized and focused on execution while bringing transparency and visibility into the whole process.
Dropdowns as Checkboxes
Turn multiple select fields into checkboxes. Long drop-downs are a nightmare to use when a list gets beyond a few options. Make your SugarCRM users' lives simplier by transforming these painful fields into a list of checkboxes with just a single line of code, thanks to this add-on.