SugarCRM
SugarCRM community edition is a simple, yet powerful customer database that incorporates a set of core features with an extremely flexible studio. This results in an application that can be adjusted relatively easily to meet the needs of a range of businesses. It includes as part of its core:
- Customer Database
- Activity Tracking (Meetings, Tasks, Notes)
- Sales Process Tracking and Forecasting
- Customer Support and Case Management
- Email Campaigns
- Project Management
- Customization Studio
In addition, the following features can be added by adding a series of plugins:
- Reporting Engine
- Workflow Management
- Mobile / Outlook Synchronization
Depending on an organization’s requirements, this can often be a good choice for a CRM. The application includes a sophisticated studio that allows the adjustment of layouts, addition of custom fields and even the creation of entirely new modules. As with any CRM, the goals of the product include:
- Increased Sales Effectiveness: The most productive lead sources and sales staff are clearly identified on graphical charts.
- Reduced Administrative Costs: Information is only typed in once - CRM, product catalog, proposals, invoicing, customer service, project and resource management - all share the same data.
- Improved Efficiency: Everyone in the business knows right away where to find information, without wasting time looking for it.
- Happier Customers: Dealing with employees who now know more about them and what’s going on in their account.
- Better Management: Sales pipelines that are much better understood provide clear visibility of any business upturn or downturn well before it represents an opportunity or risk for the business.
The following gallery shows some of the core functionality of the system. Note that this is typically customized for each organization.
