Log in to SugarCRM as other users. See exactly what the impersonated user sees without the need to share or reset passwords. Administrators can even delegate sudo privileges to users, roles, and teams...
Add an always-available menu of links on Sugar's navigation bar, configured uniquely for different teams and roles.
See the events from all activity modules plus your custom modules in one calendar. Create shared calendars by users, teams, and roles, see your activity lineup in agenda view, and manage employee shif...
Set maintenance windows so admins can't make disruptive changes or run performance-draining processes during peak usage times.
Add a custom field type that conceals the values of certain fields until the user chooses to expose them.
Search, monitor, and adjust backend configurations, full-text search indexing, user-tracker activity, scheduler/job queue management, plug-in upgrade history, geocoding queues, and vardef viewer.
Extend SugarBPM with custom actions and improve the admin experience with enhanced SugarBPM module views and dashlets.
Schedule and broadcast alerts, reminders, and updates using Sugar notifications, popups, and email.
Enforce specific user configurations and control how individual users can access those settings to streamline your onboarding process. Let the platform customize and uphold your user settings.
Oops! Did you mean to delete that? Restore deleted records and relationships without any developer intervention.
Secure your SugarCRM instance from unauthorized access. The IP Restriction manager allows you to restrict logins by IP and platform and can be applied directly to users, roles, and/or teams. Did we m...
Display a time stamp at the field level on record views, showing who last changed each field and when.
Apply unique color palettes and watermarks for all of your Sugar environments including portal.
Add a new field type to Studio that renders markdown for display on record views, list views, previews, and reports.
Simple but sophisticated duplicate-record detection so you can have the cleanest possible database. Define the fields that you want to compare, and then manually review the matches or set Sugar to aut...
Send messages from Sugar to Slack, use SugarBPM to automate messages, and perform Sugar searches from your Slack window.
A development framework that assists developers in generating database migrations for schema changes, data updates, and even promoting Sugar upgrades between environments.
Send messages from Sugar to Microsoft Teams. Create meeting links for your scheduled meetings and create and relate Teams channels to your Sugar records.
Upsert® Timesheets lets you log time against any Sugar record for tracking SLAs, billable hours, or next-level KPIs.
Track 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...
Are you tired of wasting time sifting through cluttered record views with irrelevant information and subpanels? Say goodbye to distractions and boost your productivity with Upsert® Focused Views.
Upsert® Call Center transforms your CRM into a customer-centric powerhouse with any application that supports browser screen pop. It automatically creates call records and serves up caller...
Upsert® Call Center for Microsoft Teams Phone transforms your CRM into a customer-centric powerhouse. It automatically creates call records and serves up caller insights in real time, so y...
Upsert® Call Center for RingCentral transforms your CRM into a customer-centric powerhouse. It lets you make and take RingCentral calls from within Sugar. It automatically creates SugarCRM...
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