Obtain Customer Signatures for Quotes, Contracts, and More From SugarCRM
The Signature Field add-on for SugarCRM enables your customers to agree and officially sign records. Easily add signature fields on any Studio-enabled module (base and custom modules), and print it on PDF templates.
Quickly Validate VAT Numbers Plus Latest Rates in SugarCRM
Ensure you are working with trusted businesses with this helpful VAT number validation tool for SugarCRM. Powered by API technology, you can validate UK and EU VAT numbers and know the latest VAT rates while using Sugar.
Easily Configure Dynamic Target Lists in SugarCRM
The Solutions Metrix Dynamic Target List add-on empowers you to easily build dynamic lists based on best practices, combining the strength of reports with the efficiency of prospect lists.
Sugar Marketing Series: CRM List Syncing and Segmentation
For some marketers, reading the words “list syncing” triggers PTSD (post-traumatic stress disorder). However, the past headaches of cleaning data and manually moving lists of subscribers between your CRM and Marketing system and vice versa have been replace with automated tools that do this hard, laborious work on your behalf. Whether you are doing a one-way sync of your Sugar Sell lists to Sugar Market or a bi-directional sync between Sugar and Mailchimp, the automated tools available to you are stronger than they have ever been. And with great support from both teams at Sugar and SugarChimp, you will always have someone there to help if you should ever have questions. In this example, we are going to be focusing only on the easy, yet advanced, Mailchimp and SugarCRM bi-directional list syncing setup as this is what was used for this very Sugar Marketing Series campaign.
Create Lead Records with Chat History from Drift to Sugar Sell
The Drift for Sugar Sell Integration by BrainSell aims to eliminate the manual processes of collecting lead data and contextual engagement insights from Drift's conversational marketing platform and moving it over to a Sugar Sell instance.
Add-On Spotlight
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Discovery Package
FEATUREDOPEN CX’s Discovery Package offers tailored workshops to identify your specific needs as well as priorities and ultimately facilitate the integration of SugarCRM.
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Upsert® Call Center for Microsoft Teams Phone
FEATUREDUpsert® Call Center for Microsoft Teams Phone transforms your CRM into a customer-centric powerhouse. It automatically creates call records and serves up caller insights in real time, so y...
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Nablasol Genesys
FEATUREDSave time and increase agent productivity with click-to-dial, letting the platform log inbound and outbound calls. Nablasol Genesys integrates the Genesys Cloud (aka PureCloud) with SugarCRM, making c...
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