SugarCRM

SugarCRM Inc.

About this app

Customer relationship management anywhere, anytime—so you are always prepared to win deals and support customers on the go.

With the SugarCRM mobile app, you can take your business processes and CRM data on the go, including access to contacts, accounts, leads, activities, and custom Sugar modules.

Benefits:
• View detailed account information on the go, and update opportunities as you gather insights.
• Schedule calls, create cases, or send quotes directly from your mobile device.
• Create documents based on record data from the mobile app with Doc Merge.
• View key performance indicators (KPIs) and stay on track with your sales goals.
• Build pricing quotes to close deals in real-time, wherever you are.
• Access insights at a glance with dashboards: charts, activity history, and more.
• Manage your task list by completing or adding new tasks.
• Map customer locations and initiate driving routes to streamline customer visits and planning.

Ratings and reviews

I've been a fan of their platform for a while now but the new features they've implemented recently have secured their place as my most valuable business tool. It's pretty sweet! #PunIntended

Glitches occasionally for no reason, BUT it is flawless. Except, that it will blank out everything you've entered if there is a configuration change

The new update seems to have removed all visibility of viewing my emails. Not even showing under opportunities etc. Very frustrating!

What’s new

Features:
- When you tap a link to a Sugar record, it now opens the record directly in the SugarCRM mobile app.
- You can now tap anywhere on a smart guide activity to open it.
- Timeline has been improved to allow you to filter or search immediately rather than waiting for it to load.
Fixed Issues:
- If a user with read-only access to the Teams field created an opportunity with revenue line items, they encountered an error.
- Certain fields were not allowed to be sorted in list view.