SugarCRM Reporting

SugarCRM Survey Plugin
With Survey Rocket, a SugarCRM survey plugin, you can build surveys that trigger automatically to get real-time feedback from customers. It gives custom survey templates, online polls and more. Moreover, you can use the CRM data using inward and outward piping mechanism.

Sapiens.BI helps you produce effective reports with charts in a fast and easy way. It is a Sugar and SuiteCRM BI plug-in with powerful reporting capabilities, ease of use, elegant design, and a quick and easy setup. This Reporting Tool is easy to use, there is no need for technical knowledge or SQL....

Track time and measure productivity against any and all modules in SugarCRM, including support cases and project tasks. Have the ability to log against multiple modules on one timesheet and log against specific modules that more than one user is working on. Built in popup timer that lets you start, ...

Quickly visualize account structure including Accounts Member Organizations. View Opportunities with totals per sales stage, Quotes, Invoices and Contacts for an account and its members.

Visualize and manage your "work in progress" by dragging and dropping your records. Add a Kanban view for any SugarCRM or SuiteCRM module. Great for sales pipelines, leads pipeline, account pipeline, support team boards, project management, and more.

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...

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.

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 ...

Last activity allows users to see when the Target, Lead, Contact, or Account was last communicated with. It can also drill down to each activity type and quickly create a list of customers or prospects that haven't had contact within a set timeframe, making it perfect for account management, sales, ...

Define Quotas for your Sales Reps and visualize achievement and forecast.

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

Dynamic Reports and Interactive Charts.
A powerful tool for report creation and data analytics in SugarCRM and SuiteCRM. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is very user-friendly, no need for technical knowledge or SQL. The Sapiens.BI tool comes...

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.

Do you want to benefit from Qlik’s features directly in your CRM? This is now made possible thanks to DataViz for Sugar. You can access it directly in Sugar and benefit from Qlik's analysis and data visualization options without changing tools. A real time saver!

Upsert® Calendar lets you see the events from all SugarCRM activity modules plus your custom modules in one calendar! Enjoy better shared calendar views by selecting the users, teams, and/or roles that matter to you, and see your complete activity lineup in agenda view. You can even manage employee...

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.

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.

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 features like two-way messaging, SMS templates, and more.

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.

Reporting and Theme Efficiencies All Wrapped in One. A SugarCRM theme and reporting tool all wrapped into one plan. Increase productivity with this feature-rich, configurable theme and easily create professional reports

Have all your eCommerce store data available in SugarCRM​. Run and integrate multiple Shopify, BigCommerce or WooCommerce stores with Sugar and have your sales data readily available for your CRM users.

This new add-on completes Sugar’s Intelligence Panel by making it possible to add dynamic reports to the Sugar Report Module.

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

Identify opportunities that you are likely to close and win by adding scoring logic to match your business and industry.

Add email tracking capability to your Sugar and gain valuable data about email open rates, times as well as click throughs on links. No longer wonder if an email sent from Sugar was read by the recipient thanks to the handy read/unread icon in the Emails subpanel.

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.

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.

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

See everything about related records without having to leave what you are working on. On a Contact and want to see the Account information? Just click the preview-eye button to see a preview. Works with all modules that are not in BWC mode.

Create documents in docx, xlsx (MS Office Word and Excel), odt, ods (LibreOffice and OpenOffice) and pdf format without MS Office or others plugins installed from any module and subpanel using templates.

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.

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.

Is data privacy your priority? Get a data-breach proof CRM system! Data Anonymizer is a tool designed to quickly encode data on your CRM instance, while preserving their diversity and relations between records. It allows you to quickly prepare a realistic instance for tests and demonstrations withou...

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.

Xero Accounting Integration is the undisputed master in accounting software, giving you the power to create smart accounting from just about anywhere in the world. SuiteCRM is a revolutionary CRM offering the latest tools to enhance your business around customer-centricity.

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.

Streamline all your customer conversations in CRM. This Integration helps you to manage your customer support case into CRM. It will create cases, account, contact, replies in CRM and will relate each other.

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.

The Avalara Plugin helps validate your SugarCRM contacts’ address data using Avalara API for US-based postal addresses.

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.

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...

With enhanced lead generation and intelligent marketing campaign, combine the best of what SugarCRM and Mautic have to offer and make your marketing experience more powerful with RT Mautic Connect.

Leverage checklists to help your users organize personal, project, priority or any other list of tasks that need to be done on time. It will help your users stay organized throughout the day.

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

Customer Portal Customised by Fynsis empowers speedier time to determination and diminishes general caseload, by enabling people to make cases, refresh their record data, look through the information base, and track bugs to a determination.

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.

Quickly view the organizational hierarchy of any account or contact. Identify key decision makers and influencers using this handy dashlet. Know where a given contact fits in or how an account is structured.

Push the LinkedIn Information as a Lead into your CRM. With the Chrome extension the LinkedIn fields will automatically populate in the Lead form. From there you can push it into your CRM by clicking on Save.

MailSputnik is a useful interface between Microsoft Outlook and SugarCRM. Find more information about the email sender right in your Outlook and in one simple click, add them as a new contact to your CRM.