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
Workflow Task Engine
Creating individual workflow processes and define detailed automatization tasks for your CRM. Break out of the standard Sugar workflow frame and extend your CRM with your very own, personal BI. No need of hiring external consultants doing your customizations; stop dealing with compatibility problems...
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.