Search results for 'tags:How-to-clean-up-CRM-records-in-SugarCRM'

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Upsert® Deduplicate

Simple but sophisticated duplicate-record detection so you can have the cleanest possible database. Define the fields that you want to compare, and then manually review the matches or set Sugar to aut...

Upsert® Connector for Microsoft Teams

Send messages from Sugar to Microsoft Teams. Create meeting links for your scheduled meetings and create and relate Teams channels to your Sugar records.

Upsert® Connector for Slack

Send messages from Sugar to Slack, use SugarBPM to automate messages, and perform Sugar searches from your Slack window.

Epicor-SugarCRM Integration by TCP

Give your SugarCRM users seamless access in real time to any data in your Epicor ERP. Arm your Sales and Customer Service teams with the information they need to provide a high-definition customer exp...

Discovery Package

OPEN CX’s Discovery Package offers tailored workshops to identify your specific needs as well as priorities and ultimately facilitate the integration of SugarCRM.

SugarCRM Customer Portal in WordPress - CRMjetty

Reduce Operational costs and improve customer satisfaction with our SugarCRM Customer Portal by empowering unlimited customers with access to advanced knowledge base, robust ticketing system & all...

CRM Social Collaboration Ninja

Have conversations about any record in Suite CRM & SugarCRM just like on Facebook or any social network.

Upsert® Timesheets

Upsert<sup><span class="upsert-trademark">®</span></sup> Timesheets lets you log time against any Sugar record for tracking SLAs, billable hours, or next-level KP...

Draft Records

Eliminate the need to complete a record in one sitting. Save drafts of records to return to later.

Hunter Email Verifier

Ensure accurate and fast email verification for single contacts or your entire contact library so your Sugar database is always clean and up to date.

Upsert® Calendar

See the events from all activity modules plus your custom modules in one calendar. Create shared calendars by users, teams, and roles, see your activity lineup in agenda view, and manage employee shif...

Implicit Enterprise-Class Outlook Integration

Implicit FrontEnd provides deep integration with Microsoft Outlook. In addition to full two-way synchronization of Outlook data such as contacts and calendars, it allows you to sync CRM data including...

TapCRM - Mobile CRM App for SugarCRM

**Best SugarCRM Mobile App** Enable your teams to access real-time CRM data on the go with SugarCRM mobile app. TapCRM, created for SugarCRM, comes with exclusive features like **Live Tracking**. Get ...

Ringover

Connect Sugar with Ringover to synchronise all your call data and make unlimited international calls with ease, saving you time and boosting your team’s productivity so they can do more selling ...

Data Quality Analyzer

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...

Sage 100 Integration - SYNC by Commercient

Your ERP Accounting data is integrated with your SugarCRM when you use Commercient’s SYNC app. SYNC Accounts, Contacts, Invoices, Sales Orders, Products, Pricing, Inventory, and more!

Box Integration for Sugar by Faye

The Box Integration for Sugar by Faye 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&rsquo...

Monitor for SugarCRM

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

ActiveCampaign for SugarCRM

Quickly see and review the Status of ActiveCampaign marketing emails along with their Lead Scores from your SugarCRM. The SugarActiveCampaign add-on helps users effectively reach contacts via marketin...

Epicor 9 Integration - SYNC by Commercient

Your ERP Accounting data is integrated with your SugarCRM when you use Commercient’s SYNC app. SYNC Accounts, Contacts, Invoices, Sales Orders, Products, Pricing, Inventory, and more!

Y Meadows - Email To Case

An advanced email to case solution for SugarCRM. Intelligently extract and route new Cases from inbound e-mails instantly.

Connect Spreadsheets (Excel and Google Sheets)

Connect Spreadsheets by CData is the easiest way to get all your live data from Sugar and other systems into Microsoft Excel or Google Sheets - no more downloading, wrangling, and uploading files. Th...

Dynamic Target Lists

Automatically remove bounced emails from your target lists to clean up your results and optimize your campaigns.

Implicit integration of MS Teams with SugarCRM

Implicit's deep integration with Microsoft Teams turns it into an efficient and productive CRM collaboration platform. It enables you to share and discuss CRM topics related to your sales funnel ...

Mobileforce CX CPQ

Click less, sell more. Accelerate quote-to-close times with Mobileforce CPQ for SugarCRM. Eliminate manual sales quoting processes and spend more time selling.

OpportunitiesAlerts

Stay on top of your open opportunities and improve your sales conversion rate. Delivered right to your inbox, you will always be equipped with the latest list of opportunities on hand.

Acumatica Integration - SYNC by Commercient

Your ERP Accounting data is integrated with your SugarCRM when you use Commercient’s SYNC app. SYNC Accounts, Contacts, Invoices, Sales Orders, Products, Pricing, Inventory, and more!

Provident ® InterAction

The InterAction add-on for Sugar Sell, Sugar Serve and Enterprise enables you to stay on top of your last communication with leads, contacts and accounts. This powerful tool allows you to see the date...

Trustpilot

Trustpilot Integration for SugarCRM - Automatically send, store, track, and manage customer reviews directly from Trustpilot within your CRM

PandaDoc for SugarCRM

Over 40,000 customers create, manage and e-Sign docs with ease using PandaDoc. Let the platform manage the entire proposal lifecycle inside SugarCRM with PandaDoc, the top integration for proposals, q...

NetSuite Integration - SYNC by Commercient

Your ERP Accounting data is integrated with your SugarCRM when you use Commercient’s SYNC app. SYNC Accounts, Contacts, Invoices, Sales Orders, Products, Pricing, Inventory, and more!

QuickBooks Integration - SYNC by Commercient

Your ERP Accounting data is integrated with your SugarCRM when you use Commercient’s SYNC app. SYNC Accounts, Contacts, Invoices, Sales Orders, Products, Pricing, Inventory, and more!

SYSPRO Integration - SYNC by Commercient

Your ERP Accounting data is integrated with your SugarCRM when you use Commercient’s SYNC app. SYNC Accounts, Contacts, Invoices, Sales Orders, Products, Pricing, Inventory, and more!

Sage 50 CA Integration - SYNC by Commercient

Your ERP Accounting data is integrated with your SugarCRM when you use Commercient’s SYNC app. SYNC Accounts, Contacts, Invoices, Sales Orders, Products, Pricing, Inventory, and more!

Epicor Kinetic Integration - SYNC by Commercient

Your ERP Accounting data is integrated with your SugarCRM when you use Commercient’s SYNC app. SYNC Accounts, Contacts, Invoices, Sales Orders, Products, Pricing, Inventory, and more!

Sage 50 UK Integration - SYNC by Commercient

Your ERP Accounting data is integrated with your SugarCRM when you use Commercient’s SYNC app. SYNC Accounts, Contacts, Invoices, Sales Orders, Products, Pricing, Inventory, and more!

SugarCRM Exchange / Office 365 Integration

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 (o...

SugarCRM Outlook Plugin for Mac

Implicit FrontEnd for Mac is an Outlook integration solution for SugarCRM which enables users to do all their CRM work from within Outlook. Use Email side-panel in Outlook to view CRM information, upd...

Sage X3 Integration - SYNC by Commercient

Your ERP Accounting data is integrated with your SugarCRM when you use Commercient’s SYNC app. SYNC Accounts, Contacts, Invoices, Sales Orders, Products, Pricing, Inventory, and more!

SMS Integration with SugarCRM

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.

Sapiens.BI Basic - Analytic Reporting

Dynamic Reports and Interactive Charts. A powerful tool for report creation and data analytics in SugarCRM. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool i...

Freshdesk Integration with SugarCRM

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...

SugarDocuSign

SugarDocuSign for SugarCRM allows you to send e-sign contracts for electronic signature with DocuSign services and track your documents anytime, anywhere within minutes.

Oktopost for Sugar Market

Make social media easy, engaging, and measurable with the Oktopost add-on for Sugar Market. Seamlessly integrate social media into your marketing automation strategy and let the platform do the work.

Alfresco Integrator for Sugar

The Alfresco Integrator for Sugar by eVolpe is a perfect solution for all the companies, which are currently deploying or already using both of the systems. Are you facing difficulties trying to coord...

Sweet Hierarchy

Improve your Sales team's productivity by accessing a clear view of the account's hierarchy within an organization. Easily navigate complex organizational structures and identify their key c...

Sugar Connector for LinkedIn Sales Navigator

Give your sales team an edge. Bridge the gap between Sugar Sell and LinkedIn Sales Navigator. Now all sales activity from prospecting to closing can be standardized within Sugar Sell or Sugar Enterpri...

SugarCRM Outlook Plugin for iOS, Android & OWA

When you're on the road, Outlook is essential for continuing to communicate with your customers. Implicit FrontEnd is essential for accessing SugarCRM, updating and creating new CRM records, sche...

SugarU Admin Fundamentals Live Class

Learn the basics of how to administer Sugar Sell & Serve with SugarU.

Introduction to SugarBPM

Learn how to use SugarBPM with SugarU!

HubSpot Integration for Sugar by Faye

Faye's Sugar Hubspot Connector enables bidirectional syncing of Accounts, Leads, and Contacts to allow for effective automation, up-to-date and reliable data, and no more double entries.

AdobeSign for Sugar

AdobeSign for Sugar allows you to send documents or contracts for electronic signature using AdobeSign from within SugarCRM. Track your documents anytime, anywhere within minutes. Supports the use of ...

Swedish Translation for SugarCRM

The Perfect Swedish Language Pack for SugarCRM. Den perfekta svenska språkpaketet för SugarCRM.

pro.sugar Blox

Intentional and customer-oriented communication does not have to be time-consuming and expensive! The pro.sugar Blox plug-in developed by provalida offers you more efficiency in written communication ...

LinkedIn Leads for SugarCRM

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 ...

Premium Theme For SugarCRM CE

The UI is THE most over looked efficiency opportunity. Kick out that old-fashioned SugarCRM Community Edition UX! An upgrade safe, Bootstrap 3 implemetation. What that means to you is industry proven,...

Survey Rocket for SugarCRM

**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, on...

SugarRightSignature

SugarRightSignature for SugarCRM allows you to send e-sign contracts for electronic signature with RightSignature services and track your documents anytime, anywhere within minutes.

Constant Contact Integration

Faye's Sugar-Constant Contact integration eliminates double entry by syncing accounts and contacts, email addresses, marketing lists, campaign results, individual email tracking, and removal resu...

RT Telephony

Unify communications within SugarCRM! Leverage Twilio to make calls, send SMS chats, and launch SMS campaigns directly from your CRM. Enhance customer engagement and streamline workflows.

Scoring / Rating field module

**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) ha...

Data Anonymizer for SugarCRM

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 betwee...

WebToModule

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 an...

Drawing and Signature Field

**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. Especi...

Mobileforce CX Portal

Deliver white-glove digital UI experiences to your customers and partners with Mobileforce's Connected Portal and mobile app builder. Mobileforce CX Portal is tightly integrated with SugarCRM.

Dropdowns as Checkboxes

**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 painf...

Mautic Integrator for Sugar

Are you facing difficulties trying to coordinate efforts between marketing and sales? The Mautic Integrator for Sugar/SuiteCRM by eVolpe is the best solution that will help you solve this issue. TRY I...

SecuritySuite - SuiteCRM and CE Teams

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 gr...

Authorize.net for SugarCRM Integration by Faye

Securely process credit card payments right from within SugarCRM while being in complete compliance of all credit card laws. Reduce errors and manpower required to process transactions with the Author...

Sugar & VIES Integrator

Use this SugarCRM plugin to create and update CRM records in accordance with the European VAT Information Exchange System (VIES). Also, verify other companies’ VAT numbers before moving forward ...

Twilio Call Logging With SugarCRM

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...

Business Accounts & Partners

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 mixin...

Proximity Search

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 alt...

Upsert® IP Restriction Manager (with Support)

Secure your SugarCRM instance from unauthorized access. The IP Restriction manager allows you to restrict logins by IP and platform and can be applied directly to users, roles, and/or teams. Did we m...

RT GSync: Google Calendar, Contacts, Drive Sync

Boost your SugarCRM with seamless Google integration. Sync contacts, meetings, and Drive files. Streamline workflows and elevate productivity.