SugarCRM Administration

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.

Mobileforce's Field Service Management (FSM) solution is uniquely designed to streamline field service operations, enabling increased service capacity, improved first-time fix rates, reduced cost...

Remove human error and guesswork by letting the Address Autocomplete enter your addresses! Faye's Address Autocomplete for Sugar ensures that only complete and deliverable physical addresses ente...

Stop wasting time with repetitive task creation. Using NBL Mass Task Creator helps you to create tasks for all selected records in one click, avoiding repetitive data entry. Let the platform keep your...

Sugar Box Integration is a simple, scalable, and affordable solution to manage documents, media, and all your content online. Share files as a link. Sync files on the desktop. It’s file sharing, rei...

The Faye SugarCRM QuickBooks Integration simplifies your accounting and customer relationship management needs by integrating the two software packages. Organizations can use both packages together wi...

Gone are the painstaking days of mapping out customer and prospect appointments before heading out into the field.. now you can plan your next visit on the spot. Using Sugar Mobile Enhanced by Faye (S...

Low user adoption is a leading cause of CRM failure. Don't let your organization fall victim to this issue. The Utilization Monitor for Sugar by Faye is here to provide you with actionable insigh...

Send and track your contracts with RT DocuSign! Enhance your customer management process, by closing deals faster with RT DocuSign. Send your contracts and have them signed by your customers from ...

Administrators can copy dashboards from any user to any number of users, teams, or roles. Save time logging in as individual users to set up their dashboards.

Consolidate all of your web form activity into SugarCRM using the Web Form Integrator by Faye. This integration provides the ability for Sugar Sell, Sugar Serve, or Sugar Enterprise to be easily and s...

Manual address entry can easily lead to incorrect data, thus affecting sales reps, their territory and the entire organization. Faye's Country/State-Dropdown app standardizes data entry to provid...

Empower your support and sales teams with clear visibility to the right data, right when they need it. With the Zendesk and Sugar integration, your teams will be able to stay up-to-date on all relevan...

Step up your security in preventing unauthorized access to critical CRM data. Using NBL IP Restriction allows you further restrict Sugar user logins based on the IP addresses being used to access Suga...

Get straight to the point with the Sales History Dashlet, a custom dashboard that allows you to quickly access critical account sales history information you need most to propel your productivity and ...

Data security and privacy are more important than ever, and even the smallest piece of private information should be hidden from open view. Upsert® Masked Textfield is a custom field type in Sugar th...

Process management made more powerful. Upsert^® BPM Essentials enhances SugarBPM by delivering a more dynamic and convenient experience through custom SugarBPM actions, views, and dashlets.

Oops! Did you mean to delete that? Upsert^® Trash Bin lets users restore deleted records and relationships without any developer intervention.

Don't miss notifications that keep you productive and informed on your organization's crucial updates. Using Upsert® Notifications, you can expand the power of existing Sugar notifications ...

Tired of overlong URLs in your Sugar instance that don’t give a hint about what they lead to? Simplify and make more meaningful URLs using Pretty URL by Faye. Remove question marks and hesitation, i...

iNetSudo for SugarCRM 8.x, 9.x, 10.x, and 11.x allows SugarCRM Administrators to easily change to a different user without knowing their password, enabling them to configure and test any user's e...

Upsert^® Lens for SugarCRM is an advanced troubleshooting tool that lets administrators search, monitor, and adjust backend configurations, full-text search indexing, user-tracker activity,...

Interpreting and managing account details can be overwhelming and impossible to even the most organized sales rep. Consolidated Activity Report (CAR) by Faye allows you to view all of your sales, cust...

Ensure you are working with trusted businesses with this helpful VAT number validation tool for SugarCRM. Powered by API technology, you can validate UK and EU VAT numbers and know the latest VAT rate...

Scalable, Enterprise-Class solution for integrating SugarCRM with Exchange / Office 365. Synchronize contacts, calendars and tasks. Set rules for auto-archiving of incoming/outgoing emails. Combine (o...

Control what your users can access and save time, money, and frustrations. Lock down sensitive data in SugarCRM or SuiteCRM to specific groups or teams. Supports unlimited assigned users, unlimited gr...

Upsert® Lockout lets you set maintenance windows so that administrators can't make disruptive changes or run performance-draining processes during peak SugarCRM usage times.

Who reassigned this meeting? When was the status field adjusted? The SugarCRM Meetings module doesn't allow Auditing the same way as other modules do. Fix that with this quick add-on.

This dashboard helps SugarCRM admins to view and download missing data across key modules instantly. It helps them saving bucket loads of effort and time each month which they would spend otherwise in...

Clean data provides the best and most accessible insights. Our assessment will review your data with a fine toothcomb to ensure that it’s clean, lean and ready to work for you.

The FullContact add-on enables your teams to understand a more complete picture of SugarCRM Leads, Contacts and Accounts by syncing other available details that help fill in missing gaps of informatio...

Ensure your CRM implementation gets off to a flying start with an expert consultation covering everything you need to know, from both a technical and business viewpoint.

The new GDPR, which enters into force on May 25, 2018, gives data subjects extensive possibilities to exercise control over their personal data. This results in a variety of obligations for data contr...

Need to set up a numbering system to track your records? Define and add a unique ID identifier field to any SugarCRM record. Many options to define any alphanumeric format you need. Start tracking you...

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...

The Signature Field add-on for SugarCRM enables your customers to agree and officially sign records. Easily add signature fields on any Studio-enabled module (base and custom modules), and print it on...

Advanced Report Exporter is a SugarCRM solution that will export reports on scheduled time intervals. Currently in Sugar, you can only schedule and send one report at a time to a user. This add-on sig...

This plugin helps SugarCRM users with entering and validating international telephone numbers. It adds a flag dropdown to any input, detects the user's country, displays a relevant placeholder, p...

Essential solution to help you keep your SugarCRM data in perfect shape!

Primary source of problems with your SugarCRM data is duplicate entries that you are making while working. Eliminate those wit...

Who reassigned this task? When was the status field adjusted? The SugarCRM Tasks module doesn't allow Auditing the same way as other modules do. Fix that with this quick add-on.

Need to turn off access to SugarCRM temporarily while you upgrade your servers? Doing a big code deploy and want to avoid any issues with users? Simply turn on a Maintenance Mode message which disable...

Secure your SugarCRM or SuiteCRM system. Protection against brute force attacks. Track users' logins and protect your data. Detect and Defend your CRM system from threats coming from hostile IPs.

Unique ID Generator for SugarCRM is mainly used to generate a unique serial number for each record in a module. Using this functionality, you can manage your records more efficiently and provide a hel...

Are you wondering if your employees are satisfied with your CRM ? User Satisfaction gives you the answer ! This module allows you to collect feedback from your teams regarding the use of your tool and...

The Field Masking module improves the reliability of your data and saves time for your users. Using this functionality, you can mask all the textbox fields (Upper, Lower) and Phone fields.

With the SugarCRM API Interface, get access to helpful SugarCRM APIs and detailed documentation served right in your browser using Swagger UI. Interact, try, share, and integrate easily without having...

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 painf...

When errors go unnoticed until reported by users, the issues begin to add up and it's hard to get ahead of correcting them. With the Error Trap plugin, you can capture errors in SugarCRM and noti...

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 nee...

Monitor user activities such as when a record gets added, updated, or deleted. Also see when users log in and out of the CRM.

Need a landing page for your next campaign? A way for your customers to create support cases? Do your sales reps need a way to enter leads? With WebToModule you can create custom webforms for these an...

What’s new with the latest SugarCRM release? What plugins can I use to improve my CRM experience? Our Latest Release Notification Program answers these questions for you, tailored of course to your ...

With the pvBlox add-on, easily create multi-language text templates with HTML and inline images to save time from writing repetitive messages. Use the templates everywhere in SugarCRM: emails, text fi...

Find Duplicates BEFORE You Save! Instead of waiting until after you enter a new record's information to know if it's a duplicate, know after the first field if you're working on a d...

Create a dynamic list based on your collected data and always be up to date with your audience in SugarCRM! The Solutions Metrix Dynamic Target List add-on empowers you to easily build dynamic lists b...

View and manage all your SugarCRM data with an interactive Kanban view, where you can conveniently schedule calls, tasks, events and send emails. With RT SugarBoards, a glimpse is all you need to work...

With Sugar 2FA you get an extra layer of protection by adding 2-factor authentication to your SugarCRM. In this case, a potential attacker needs more than just your username and password credentials. ...

Field Mask will be your greatest ally in formatting your SugarCRM data. This module improves the reliability of your data and saves time for your whole team by allowing you to use input templates to y...

Manually run scheduler jobs and queued jobs with the click of the button. Great for testing and debugging your schedulers. Stop waiting on the cron and get your work done faster. Great for On-demand s...

Automate your CRM Currency Administration Currency Controller updates currency exchange rates automatically. Background processes check for updates up to every hour so your system is as up to date...

Have newly created leads? Processing imported leads from one or more sources? Quickly identify if there is already an existing lead by setting up your predefined parameters. Any possible duplicates wi...

Asterisk Integration allows click-to-call functionality, inbound/outbound call logs, call notification pop-ups and more to work seamlessly with any SugarCRM module, so your sales and support teams can...

Proximity searches are becoming more essential to businesses every day. Sales and marketing teams use them to organize field visits and campaigns. The real estate industry use them to offer better alt...

Upsert® LaunchPad adds an always-available menu of links to SugarCRM's navigation bar, configured independently for different teams and roles. Serve up shortcuts to critical resources like spec ...

Looking for a more robust calendar view in SugarCRM? BrainCal is the answer! With just a few clicks you can manage your daily activity and view your colleagues’ calendars. Each user’s calendar is ...

It is not what the software does, it is what the user does with the software that makes your CRM software successful in your business. Track sales and service productivity by seeing how often users o...

Have calculated fields and logic hooks that your business depends on for reporting and business logic. Unfortunately those rules only run when a record is saved. Background Updater runs in the backgro...

Give your CRM the once over with our diagnostic assessment. We will ensure that your CRM is running at full throttle.

People are constantly sending emails. Add this to your install to make that process faster by adding signature templates. This add-on allows administrators to streamline E-Mail signature management an...

Say goodbye to storing your important passwords on spreadsheets or post-it notes. With Password Management Ninja, you stay organized while your passwords remain secure.

Tracks failed and successful logins. Captures remote IP address, typed username and user agent string.

Speed up data entry! Add, delete, or edit contacts of an account when creating a new account or editing an existing account. Simply add this BaseContactAdd field to your account editview in Studio...

Implicit FrontEnd 6 is a collection of CRM productivity tools for Outlook that enables you to do all your CRM work from Outlook. Sync all CRM data including accounts, opportunities, contacts, calendar...

Cleanse and purify! Let our business experts analyse the best ways to deal with your existing data and your CRM.

A complete SugarCRM and DocuSign integration which allows us to quickly pull data from SugarCRM modules like Account, Contact, Lead, Prospect, User, Quote and Contract and then send them out for signa...

Need to add a value to one of your drop downs? Sick of adding values the long, hard way? With this add-on you can now add to your drop downs right when you are editing or creating any record in SugarC...

QuickHelp is a video tutorial add-on for SugarCRM. It enables employees to watch videos for a wide range of reasons, such as helpful tutorials, instructional videos, or new employee welcome videos to ...

Address Helper adds street address auto-completion to Sugar. Get correct qualified data to save yourself time and troubles. A must have it you ship parcels, mails, use map locators, and so on....

Social Login for SugarCRM majorly reduces the end user’s tiring job to remember the password for their CRM. It also facilitates the admin to manage the User Requests of users who are new in the CRM....

Don’t let valuable data slip away! Let our experts assist by identifying the KPIs that your business requires, and the best ways to tailor your CRM to measure them and other business metrics.

Would you like to be informed when something breaks down in the system? Get alerts from Monitor by eVolpe!

Optimize and capitalize on your reporting. Our expert assessment identifies how best to fulfil your reporting requirements.

Create standardized dashboards for your users. No more having confused users missing out on what they could be doing with Sugar. This add-on gives Sugar administrators the ability to easily and quickl...

Find the duplicate records by names, anyphones, and email-address from the modules like Account, Contacts, Leads. This addon helps you to quickly find and merge the duplicate records in CRM

Allow users to quickly and easily share filters to other users. Admin users can create templates of filters from multiple users to deploy to users, teams, or roles.

Plugin is developed to track the user login details like Login time, Logout time and IP address.

Search more quickly and effectively with Dynamic Search. Using the name search field you can filter by any field in the list view to more quickly drill down to the exact records you need.

SMS add-on automation makes your business available anytime. Send SMS from SugarCRM at one click from any module. You can also create workflow SMS and get a reply back as an Inbound SMS.

It has never been easier to Score Your Data Add rating fields to any SugarCRM module right from within Studio. No coding required ! Choose the maximum number of stars to display, allow (or not) ha...

Who reassigned this call? When was the status field adjusted? The SugarCRM Calls module doesn't allow Auditing the same way as other modules do. Fix that with this quick add-on.

Sudologin allows administrators to quickly login as any user without needing to know their password. Great for configuring new users, reports, or resolving issues.

Sudo Login (or Masquerade) allows Administrators to log in as any regular user without asking for their password and without disconnecting them. Specially useful for configuring their workspace (filte...

Need a way to have customers sign a receipt or for project managers to draw a mock-up in real time right inside of Sugar? Add drawing fields to any SugarCRM module right from within Studio. Especi...

Full CalDAV bi-directional sync for SugarCRM. Use your native calendar on your favorite device to synchronise calls, meetings and tasks. Works with Apple (iOS), Android, and Thunderbird/Lightning.

With the SugarCRM WhatsApp Integration, your team can engage buyers and increase sales revenue with individualized conversations via one-click WhatsApp sending from anywhere in the CRM. Utilize conven...

Recovering deleted data from CRM is now possible in the simplest manner with Trash Bin for SugarCRM. It can restore data from different modules that you or users delete from the system. Users can retr...

Enter a French Company's Siret / SIREN number and get valuable information from the most well known company data websites such as societe.com or manageo.fr in one click right from Sugar. Learn wh...

Need to add a company to SugarCRM, but it's not really a customer or prospect? Want to track your interactions with your partners, PR teams, suppliers, and other non-customer accounts? Stop mixin...

With the SugarCRM SMS Integration, your team can engage buyers and increase sales revenue with individualized conversations via one-click SMS sending from anywhere in the CRM. Utilize convenient featu...

Twilio Call Logging functionality helps you to register the inbound calls (received from leads,contacts and accounts) and outbound calls (dialed to from Twilio) with call details such as call duration...

SugarPrint enables printing to PDF / XLS export of any: List view, Detail view and Calendar view in SuiteCRM and SugarCRM Community Edition. SugarPrint makes exporting basic or advanced Search Results...

Understanding your users is fundamental in providing them with exactly what they need in order to work more efficiently and effectively. Our 360 degree review of your CRM users provides a valuable ins...

Empower your business with the ability to utilize and change runtime filters for saved reports directly in the Saved Reports dashlet. This plugin from Exsitec enables you to add same report to sev...