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When choosing a CRM, the primary goals many businesses are as follows:
- Providing measurability of activity within the business
- Streamlining and automating existing business processes
- Improving reliability of business processes through defined software processes
- Centralizing business data
In order to effectively achieve these goals, a CRM must be flexible and it must at fit the business’ needs (although customization is common and quite feasible, the costs can become significant if the system doesn’t closely match the requirements to begin with). CRM Online offers a range of CRM products based on the SugarCRM framework to fit different business types. The matrix below gives an overview
| Feature | info@hand | SugarCRM CE | SugarCRM Pro | SugarCRM Enterprise |
|---|---|---|---|---|
| Order Management & Accounting | ||||
| Product Catalogue | ||||
| Quotes | ||||
| Invoices | ||||
| Purchase Orders / Bills | ||||
| Accounting Integration | ||||
| Customer Portal | ||||
| PABX Integration | ||||
| Mobile Synchronization (via SyncMe plugin) | ||||
| Workflow | ||||
| Time Tracking and Billing | ||||
| Forecasts & Reporting | Via open source plugin |
There are additional differences between the products that can affect product choice. These include:
- SugarCRM possesses a more powerful and flexible studio
- info@hand is more easily customizable at the code level (if your business requires substantial customization that can’t be done via the studio)
- info@hand contains a far more powerful quotation engine compared with SugarCRM Professional Edition
If you require any advice on selecting your CRM, don’t hesitate to contact us.