Our CRM Add-On Products
Fieldmagic is an industry leading field services platform designed from the ground up with fire services, electrical, plumbing and HVAC in mind. We've optimized the workflow to ensure that your business runs as efficiently as possible, and you maximize your resources while reducing your overheads. The platform is built on a leading CRM platform, meaning that it has an entire ecosystem of addons and integrations, which can be used to add value to your business. The platform comes with an open API that enables integration with leading ERP platforms and any other business systems you may have.
Flexidocs is an award winning document automation platform that helps customers automate manual documentation processes, and increase compliance by leveraging electronic signing using platforms such as Docusign, Hellosign & Adobe eSign to manual processes and automate capture of legally binding documents. Flexidocs incorporates a powerful templating engine that integrates seamlessly into your favourite CRM platforms.
RSVPselling is the #1 sales methodology for SugarCRM, and a leader in methodologies, used by leading global organisations to drive improved sales effectiveness. RSVPselling is a platform that is designed natively for the SugarCRM platform and can be used as a platform to implement a range of leading sales methodologies, including Value Selling and SPIN selling.
The Cloud Accounting Connector for SugarCRM combines the leading SugarCRM platform with Xero, Saasu and MYOB Cloud to deliver you an end to end business solution. The connector synchronises your contacts, invoices and payment statuses into your CRM to enable your single view of the customer. It also provides a platform to enable you to create automated billing systems based on your SugarCRM and Xero systems.
Get your leads in your mobile phone within seconds of capturing leads or contacts in your CRM. Imagine assigning a lead to your sales rep on the road and having the lead's full details appear in your sales reps phone before they even get the email notification. Or, running late for a meeting and need to make a call in the car? Just select Sync to Google and the contact will be in your phone before you get out the door.
PowerBI for SugarCRM
The PowerBI for SugarCRM connector allows you to connect your Microsoft PowerBI platform to your SugarCRM 7 system and supercharge your reporting. It allows you to combine your SugarCRM data with external data sources such as your Xero accounting and support desk systems and get a complete view of your business performance.