SugarCRM Administration

Your Sugar Workflow Solution! Powerful Process Automation software for all editions of SugarCRM and SuiteCRM 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 ass...

Duplicate and messy data is no longer your problem. Easy to configure rules for detecting and resolving duplicate data in your SugarCRM. Now your sales and marketing team will always be using the correct leads and contacts.

Data migrations made easy by the data migration experts. Use our pre-built, automated CRM data migrations to SugarCRM or SuiteCRM from over 20 other CRMs. We also work with other legacy data sources via custom migrations with files, csv, various databases, database dumps, any CRM, any Help Desk, plu...

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 SugarCRM administrators the ability to easily and quickly deploy dashboard templates to one or multiple users.

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.

Need to set up a numbering system to track your records? Define and add a unique identifier field to any SugarCRM record. Option rich so that you can define the alphanumeric format that you need. Start tracking your Quote, Cases, Accounts and any other module today.

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) half stars and you're ready to go ! Works on on all major views including Detail, Edit, List, and Sear...

The FayeBSG SugarCRM QuickBooks Integration simplifies your accounting and customer relationship management needs by integrating the two software packages. Organizations can use both packages together without missing out on features critical to streamlining operations and minimizing double work. Su...

Administrators can significantly increase the value to users through this set of these new custom Studio Field Types.

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 and to establish consistency in messages.

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

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.

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 will be highlighted and noted when viewing a given lead.

Secure your SugarCRM 7, SugarCRM 6.5 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 hostil IPs.

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. Especially great when out in the field using a tablet. Signatures or drawings on the spot.

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 duplicate. Say NO to redundant data! Improve your SugarCRM data quality by being prompted of duplicate values while ...

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.

Have an eye on what your employees are doing in Sugar. This add-on comes as an extension to Sugar's Activity Stream module. It tracks users activities on all standard and your custom modules. As the add-on comes with multiple filters it will help admin users to see more specific and relevant informa...

Easily see what your SugarCRM users are seeing by logging in as that user without having to pass around passwords. Quickly troubleshoot issues, help configure user dashboards, or train your staff.

**Think and there you go- Start Using Sugar's Reports Module for Sugar Community Edition via Easy plug and play installation. Have your own report designed and created within seconds.

Best SugarCRM Asterisk Integration, including click to call, call popup, call recording, works with any version of Sugar and any version of Asterisk. (Now Available for Sugar CRM 7.X Versions)

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.

Get your SugarCRM customized according to your precise business needs with our team of certified Sugar developers.

The problem is unavoidable. Our industry is built on billable hours. You need a reliable and easy-to-use time tracking solution! Time Tracking brings you that solution for SugarCRM.

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 mixing customers with suppliers and use a new module dedicated to these types of accounts.

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 when the business was created, how many employees they have, activity code, and even get insight to their f...

Enable your support and sales teams by giving them the visibility they need. With this Zendesk and SugarCRM integration your teams will be able to stay up-to-date on all relevant records whether you are in Zendesk or in Sugar.

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 systems.

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.

Instantly add as many file fields to a record as you would like! Add file upload fields to any SugarCRM module right from within Studio or Module Builder. Supports an unlimited number of file fields. No coding required and 100% upgrade safe. Works on on all major views including Detail, Edit, Li...

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...

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 alternative locations to their customers. Hotel, travel and tourism businesses use them to offer variou...

Lets Administrators query the MySQL database directly from their SugarCRM instances. Browse and export cloud-hosted and local data quickly and easily. Turn results into graphic charts with a single click.

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 to PDF or Excel a one-click process.

Box 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, reinvented. You can securely access, share and collaborate on files anywhere. Now you can take Box one step further with t...

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.

Organization Chart for SugarCRM is a beautiful representation of your organization's structure. With the sales assistant package you can also view the structure of Accounts and Contacts.

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.

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.

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.

Sugar Plugin that bridges the gap between Twilio & Sugar. To establish connection with your customers, A state-of-the-art Telephony solution for Voice (Inbound and Outbound) and SMS to run your business more efficiently and cost effectively. Works great with both VOIP and Land Lines.

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

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 SugarCRM or SuiteCRM.

Leverage the best of both Tally and SugarCRM. See your customers' ledgers as entered in Tally right from within SugarCRM. On a call and need to quickly bring up their account history? Need to create a new sales order on the spot? That and more is now possible thanks to this integration.

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

Easily improve your SugarCRM data quality by applying mask patterns to SugarCRM fields. From phone numbers to dates to credit card numbers and more, help your users consistently entire data.

iNetSugarLogic adds a suite of new Sugar Logic functions that go above and beyond those available by default in Sugar.

Search for duplicates on names, phone numbers, or email address right from your contact, lead, or account lists. Ensure data quality by then merging or removing duplicates.

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 specific business requirements.

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 insight into how best to tailor your CRM to the demands of your users.

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.

Add images to any SugarCRM module and any view using this new Studio and Module Builder field. Supports an unlimited number of photos on a record. Simply add a new custom field for each photo needed.

If you want to give users access to some admin modules but not all admin functionality then Superuser Access is right for you. Give users the ability to edit dropdown lists, configure plugins, or manage user roles but without giving them the ability to install/upgrade. You can set which admin module...

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.

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 disables logging into SugarCRM.

A better way to stay connected with your contacts. Send custom SMS messages to one or more people at once right from within Sugar CRM or Suite CRM. Create tailored messages to improve engagement. Pro version can send SMS from any module. It also supports inbound SMS and workflows.

iNetSudo allows SugarCRM Administrators to easily change to a different user without knowing their password, enabling them to configure and test any user's experience.

Know exactly what your employees are doing in SugarCRM. This User Activity module tracks each user's activity on several different SugarCRM modules. Track and report on activity across multiple modules in a single report.

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.

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

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 of your SugarCRM or SuiteCRM system are logging in, and how often.

Stop duplicates before they start. Keeping your data clean is a priority. Your users do not have time for long, messy processes to double check if a record already exists. Let Deduplication Preventive notify them at the time of creation. You can even prevent the record from being saved.

Allow users to have detailed "discussions" pertaining to any Record/Module (e.g., Opportunities, Accounts, Cases, etc) within Sugar. Functioning similar to a Twitter stream, any user can "Follow" a conversation that pertains to a record in Sugar allowing them to view and post comments within an on-g...

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 group assignments to records, custom layouts for each group, login/sudo capabilities and much more.