Features for Sales Managers

SugarCRM provides Sales Managers and other Sales Executives with the tools to effectively monitor and direct their sales teams. By enabling marketing, sales, and management teams to collaborate with one system, SugarCRM provides a real-time view of sales opportunities at all times, from anywhere in the world.

Pipeline Management See your entire pipeline and manage the flow from Lead to Opportunity to Close.

Pipeline Reporting See accurate and timely forecasts of your sales pipeline in easy-to-read graphs and charts with no need for manual administration.

Sales Activity Management Track each customer touch, including calls, meetings, emails, tasks, and notes in one organised and accessible interface.

Preconfigured Reports With more than 30 preconfigured reports, and SugarCRM's easy to use web-based report writer, Insightful makes it easy for managers to make sales forecasts, track activity, and manage the sales team. Reports include: opportunities by stage by sales rep; opportunity ageing report by sales rep; neglected accounts report; and many more.

Customisable Dashboard Enjoy the benefit of one single view of the important statistics relating to your organisation’s sales performance. These include: pipeline by sales stage, pipeline by month, opportunity by outcome, and opportunity by sales stage.

Features for Sales Representatives

Unlike many other CRM systems, SugarCRM is designed to help sales reps close more business by keeping opportunities organised and making customer information easily accessible. When sales reps are more efficient and possess a deeper understanding of their customers’ needs, they are able to make more calls and close more deals.

Access Data from Anywhere SugarCRM is a web-based application, which means you can access your customer data from anywhere in the world.

Lead, Opportunity, and Activity Management Keep important details about your valuable accounts organised in one place. SugarCRM tracks organisational contacts, outstanding activities, leads, opportunities, and more.

Call Notes Whether a prospect calls you, you call them, or you present to them in person, SugarCRM will keep each customer touch point logged and organised in one place.

Instant Reporting Because management has access to all sales reps’ activity and pipeline information in real-time, reps spend less time on administration and management reporting, and more time with customers and prospects.

Telephony Features

By integrating telephony with a CRM system, SugarCRM enables sales teams to make more calls, respond effectively to inquiries, and efficiently manage outbound call campaigns.

Click to Call Initiate calls in SugarCRM with the click of a mouse. This simple feature makes calling customers just a little bit easier and a whole lot faster.

Telephone Campaign Manager Create and manage targeted outbound call campaigns. Track every call attempt, notate the disposition of the call, and report on the effectiveness of the campaign.

Inbound Call Assistant / Screenpops If you use HUD or any other modern PBX with URL launching features, your inbound calls will trigger the CRM to search the database and present a list of any matching customer records and a quick-create call screen.

Features for IT Directors

SugarCRM provides a fully managed service ensuring that your system is updated, maintained, backed up, and available when you need it. We take great care in managing data in order to free IT Directors from the headaches of having to manage it.

Managed Service SugarCRM is a fully managed, on-demand service. All the technical aspects of maintaining and supporting a critical information system are provided by our experienced technical team, from the high-availability clustered platform to 24x7 technical support. Enjoy the freedom to focus on your core business.

Web Services API SugarCRM includes a web-services API as standard. This gives you the ability to easily integrate SugarCRM with your other information systems.

Customisation Because SugarCRM is based on open source technologies, it is fully extendible for your specific needs. Simple customisation, such as adding fields and drop down menus can be easily managed by users. More in-depth customisation can be developed on your own or by our engineering team for an additional fee.

Data Security We take data security very seriously. Each client gets its own CRM system and database. In addition, every server is protected by individual firewalls, and equipment is hosted in secure, state-of-the-art data centres.

Reliable Hosting Centres Our state-of-the-art data centres are secured with biometric scanners and surveillance cameras, and provide extremely reliable hosting of your valuable data. Servers are located in climate controlled environments with redundant power & network, and 24x7 security guards.