SugarCRM: Mobile CRM for Business & Productivity
SugarCRM is a mobile app that allows users to access their customer relationship management (CRM) data and business processes on the go. With this app, users can easily manage contacts, accounts, leads, activities, and custom Sugar modules from their iPhone.
The app offers several benefits to users. They can view detailed account information and update opportunities in real-time, ensuring they are always prepared to win deals. Users can also schedule calls, create cases, and send quotes directly from their mobile devices, making it convenient to handle customer interactions while on the move.
One useful feature of SugarCRM is the Caller ID, which allows users to see who is calling and get prepared before answering the call. The app also includes Doc Merge, which enables users to create documents based on record data from the mobile app.
SugarCRM provides key performance indicators (KPIs) and dashboards, allowing users to track their sales goals and access insights at a glance. Users can build pricing quotes in real-time, no matter where they are, ensuring they can close deals quickly and efficiently.
Additionally, the app allows users to manage their task list by completing or adding new tasks. It also offers the ability to map customer locations and initiate driving routes, making it easy to plan and streamline customer visits.
Overall, SugarCRM is a powerful mobile CRM app that provides users with the flexibility to manage their CRM data and business processes from anywhere, anytime. With its comprehensive features and user-friendly interface, it is a valuable tool for businesses looking to improve their productivity and customer relationships.
