SugarCRM Administration

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 controllers. In order to be able to pursue this in a compliant and controlled manner KINAMU has developed...

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.

Sugar Plugin that bridges the gap between Twilio & Sugar. To establish a 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 landlines.

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 relevant records whether they're working in Zendesk or SugarCRM.

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 experience.

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...

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 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 fields, cases, notes, etc.

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

Empower your business with the ability to utilize and change runtime filters for saved reports directly in the Saved Reports dashlet. Add one report to several dashlets to reduce the number of reports needed, since it can be accessed by several users with runtime filters set for specific log-ins...

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 overlaid on ONE single view, with each person’s schedule in a different color for easy management....

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.

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

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 significantly improves that process, enabling you to export reports into PDFs and send via email to as ...

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.

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

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...

In one click, the PAL-QuickPreview plugin pulls up each record's related information in the SugarCRM preview side-pane layout. This single-window view eliminates the need to open each record in a new tab, so your team can quickly get the right information and maintain an efficient workflow.

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 information, creating better profiles for people and businesses.

With AddressHelper, you can qualify and use your customers’ addresses with certainty! Automatic data entry, data suggestion, layout uniformization, verified information are just some of the expectations that our module – based on the Algolia Places library – meets, allowing you to have a high-...

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

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.

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 better understand the SugarCRM system by themselves.

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 thus, to adapt it according to their feedback. It's up to you !

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.

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.

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.

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 helpful identity for every single record. Start tracking your Quote, Opportunity, Leads, Cases, Account...

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 background to ensure your records are regularly updated so you can be sure your data is up to date.

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. Also compatible with SugarCloud installations using SugarIdentity authentication.

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.

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, date and time of calls, status, etc.

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 faster and better.

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 with advanced detection techniques and resolve them in few easy steps.

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 to use Postman or IDE rest clients

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.

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.

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

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 convenient features like two-way messaging, WhatsApp templates, and more.

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 sheets and internal systems right where users need them.

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 notify users to take action, helping your teams to manage any issues proactively versus reactively.

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 PDF templates. We have also created an easy-to-use electronic signature capture and embed tool, so ...

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 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.

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.

With the Subpanel Management add-on for SugarCRM, you can now customize how your subpanels are displayed within individual modules. Easily show or hide available subpanels of your choice, so you can conveniently view what matters to you most in the CRM.

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 (filters, reports, dashboard) or to support users (reproduce issues, help them step by step, etc).

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 retrieve deleted data, easily from the Trash Bin for SugarCRM. It works for built-in as well as custom m...

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

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.

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.

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.

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 your Quote, Cases, Accounts and any other module today..

Implicit FrontEnd is an Enterprise-Class Outlook integration solution which enables users to do all their CRM work from within Outlook. By offering a truly exceptional depth and breadth of integration with Outlook, Implicit FrontEnd increases productivity and CRM utilization by facilitating data ent...

Organization Chart for SugarCRM allows visual representation of your own organization and companies you do business with. Quickly see all the Contacts related to a company you are calling on.

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, plus provides formatting and validation methods.

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...

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.

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 ...

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 quickly deploy dashboard templates to one or multiple users.

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 based on best practices, combining the strength of reports with the efficiency of prospect lists.

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.

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.

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...

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 any many other uses. Supports all modules, including custom modules.

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.

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.

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.

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 as possible.

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 effectively launch, track and manage customer communications.

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 (optional) with an Exchange / Office 365 add-on that presents an Email Side-Panel in Outlook and allow...

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.

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 your information fields (zip code, phone number, etc.).

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...

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

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

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.

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 signature directly from SugarCRM. The signed document's fields are then returned to SugarCRM and attached...

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...

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

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 building Sugar reports and manual analysis.

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.

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.