SugarCRM

iOS Universel / Economie et entreprise

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.
• See who's calling and get prepared with Caller ID.
• 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.

Quoi de neuf dans la dernière version ?

Features:
* It is now possible to work with reports from within the Reports module, using the same user experience as in the Report dashlet to review and filter report data without downloading a PDF.
Fixed Issues:
* Action Buttons that assign a record to the current user set the Assigned To field to blank instead.
* Users without edit access to a module are also restricted from editing filters on the module's list view or viewing run-time filters in the Report dashlet.