Making SugarCRM Sweeter

Productivity

Third Party Integration

Topping to add to

your SugarCR

M

Productivity Add-ons

Third Party Integration Add-ons

Realtime Deduplication

SugarCRM Preventive Deduplication

• Works with Accounts & Contacts.

• Name, Phone numbers & Email IDs.

• Two Modes (Warn or enforce)

• Relates leads with Accounts / contacts.

• Fuzzy Logic

DuplicateAnalysis

SugarCRM Analytical Deduplication

• Works with Accounts & Contacts.

• Name, Phone numbers & Email IDs.

• Fuzzy Logic - Find Similar Names.

• Manage Duplicates, Merge, update or delete.

• Very Fast analysis.

CRM Usage Analysis

SugarCRM User Activity Analysis

• Works with Almost all the modules of SugarCRM

• All activities of any user or a team in one report.

• Complete analysis of work done by any individual / team.

• Custom & Scheduled reports possible.

• Graphical analysis.

Tally + SugarCRM

= ERP

SugarCRM Tally Integration

• Get ledger balance & bill by bill details in CRM.

• Get outstanding Debtors list from CRM directly.

• Custom & scheduled reports possible.

• Integrates CRM quotes into Sales orders or invoices in Tally

• Link Tally Ledgers with CRM Accounts

Asterisk SugarCRM Integration

SugarCRM Asterisk Integration

• Works out of the box.

• Works with Elastix, FreePBX (minor support required)

• Click to call, Incoming call popup.

• Call recording (Enjay Synapse Only)

• Automatic relation and assignment

Universal SugarCRM

SMSIntegration

SugarCRM SMS Integration

• Works with any SMS gateway in the world.

• Module wise and generalised Templates.

• SMS logs and history in Calls Module.

• Group SMS.

• SMS merge (similar to mail merge) feature

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