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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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...
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Last Activity Dates
Last Activity Dates 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 pr...
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Xero Integration for Sugar by Faye
FEATUREDOur SugarCRM Xero Integration by Faye allows users to automate critical processes, reduces the duplication of efforts, and maintains data integrity across sales, CRM, and accounting functions.
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