Update: View Account to Account Hierarchy Along With Contacts
At long last you can now get a wholistic view of an organization by viewing Account-Account hierarchy and related Contacts at the same. This is the most asked for feature for this add-on and it will give your users much better information.
Ensure That Your CRM Initiative Remains Successful With This Plugin
CRM rollouts don't end at go-live. It takes ongoing, intentional work to ensure long term success. Synolia knows this up close and to help with that they have created a solution that helps you know when your CRM users are getting frustrated and need some help. This open communication helps you to then address those lingering issues so that they can be successful.
Send DocuSign Docs From SugarCRM for Signing Contracts, NDAs, Agreements, and More
E-signature solutions are a must these days for managing any document requiring a signature. Utilizing these solutions can greatly reduce the hassle and time to get key agreements signed and executed. DocuSign is a very popular signing solution and for good reason. And with this integration you can utilize DocuSign templates within SugarCRM and map fields between your docs and SugarCRM fields.
Bring in LinkedIn Profiles to SugarCRM Leads
Using the new Chrome extension by Dreamer Technologies, you can copy over any connections or contacts in LinkedIn as a SugarCRM lead. It works with the latest LinkedIn UI and with Sugar On Demand. This reduces the copy/paste process by making it a single click to load a lead form and then another to save it to the CRM.
High-Level Overview of Mailchimp Combined With SugarCRM
Check out this new high-level overview video of SugarChimp, the Mailchimp and SugarCRM integration. Learn how combining Mailchimp with SugarCRM using SugarChimp gives you a bi-directional integration between your CRM and Mailchimp.
Add-On Spotlight
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KINAMU Brevo Connector (formerly Sendinblue)
FEATUREDSynchronize your Sugar on-premise or Sugar cloud instances contact data (leads, contacts, e-mail addresses, target lists) with Brevo to manage all your digital communication in one solution. With the ...
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Quickpreview
When you need to see important data immediately you don't want to have to go through the slow process of clicking through to different pages. With Quickpreview you can quickly display that relate...
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Zingtree Agent workflows & interactive guides
FEATUREDCut contact center costs by 70% and accelerate agent ramp time by 85%! Zingtree's no-code solution lets you minimize the need for IT work, and lets you adapt workflows quickly. With AI-powered au...
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