SugarCRM 4+

Name: SugarCRM
Rating: 4 (68 reviews)
Author: SugarCRM, Inc.

SugarCRM, Inc.

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- 4.0 • 68개의 평가

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설명

Customer relationship management anywhere, anytime—so you are always prepared to win deals and support customers on the go.

With the SugarCRM mobile app, you can take your business processes and CRM data on the go, including access to contacts, accounts, leads, activities, and custom Sugar modules.

Benefits:
• View detailed account information on the go, and update opportunities as you gather insights.
• Schedule calls, create cases, or send quotes directly from your mobile device.
• See who's calling and get prepared with Caller ID.
• Create documents based on record data from the mobile app with Doc Merge.
• View key performance indicators (KPIs) and stay on track with your sales goals.
• Build pricing quotes to close deals in real-time, wherever you are.
• Access insights at a glance with dashboards: charts, activity history, and more.
• Manage your task list by completing or adding new tasks.
• Map customer locations and initiate driving routes to streamline customer visits and planning.

2024년 8월 16일

버전 74.0

Fixed Issues
* Sugar Actions that are configured to trigger a smart guide may not successfully be triggered if the action takes place in the mobile application.
* Users may lose in-progress edits to a record if an admin makes certain configuration changes via the desktop app while the user has the edit view open.

4.0/5

68개의 평가

Super Easy & Convenient

Been in the industry for the last 20 years. Used multiple CRM types of software. The phone based Sugar app is super easy to use and convenient. Does 99% of what I need without going to the tablet based version.

Works well

Provides mobile access to remote Sugar instances and works as advertised.

Not a fan

Maybe we have a watered down version but Sugar in general is worthless. App crashes often. Hard to navigate while on the road. Doesn’t mesh well with apple products for logging incoming calls and you will drive into the ditch attempting to make a call through the app. Again I think we are paying for a Chevy and everyone else is driving a Rolls?