Description

Want to increase the customer satisfaction ratio? Want to stayconnected to your CRM system 24 x 7? Want to modify records whileon the move? All these questions have one answer: SugarMobPro-SugarCRM for Mobile.

It is a sure shot solution in the form of Android app. Themodules of SugarCRM such as Accounts, Contact, Lead, Note, Meeting,Calls and the like are loaded dynamically in the app based onbackend configuration. The app provides decent theme and userfriendly UI; easy to navigate and no need for any technicalbackground. You can organise your customer data, calls and otherrelevant data seamlessly through your smart phone.

It can be used to add, update and delete the records from app aswell as SugarCRM instance. They are synced with each other andreflect the same. Thus, SugarCRM for mobile can allow you manageyour customers and other CRM activities effortlessly throughmobile, given your priority and business specific needs

• Dynamic Modules - Integrates all SugarCRM modules dynamicallyin the app based on back end configuration


• Layout i.e. the fields to be included for Edit, Detail and Listview of the modules can be configured from the back end


• Based on this selection, respective modules will be loaded whenthe user logs in


• Role Based Access - It is possible to provide role basedaccessibility to app users


• Modules in the app will be loaded according to the credentialsand URL entered


• Interactive Dashboard - With Quick Create Button to quicklycreate records in dynamically selected modules


• Offline Support -It is possible to save the modified data inoffline mode. It will get synced with SugarCRM later on whenSync


• Offline Sync Monitor - Sync all your offline records togetheror sync them based on modules, Monitor records being synced alongwith their stats from the offline sync monitor


• 360 View - View module-wise related records from the detailview of a record


• Analytical reports with graphical charts


• Configure Menus - Set priority and modules to be displayed inthe main menu, quick create option and for the recent records


• Quick Access to recently created and recently viewedrecords


• Today’s Activities - View all activities for the day from thedashboard


• Edit your profile and configure your app settings from thedashboard shortcuts


• Quick actions - Call, SMS or Email your prospects from arecord's detail view


• Locate Prospects - View address of a record in Map view


• Record Duplication - Duplicate a record and avoid creating thesame record for the second time


• Push Notifications - Assigning of record, Schedulednotification and others


• The Calendar module allows you to save calls and meetings for aparticular date


• View calls and meetings for the day or for the whole month inthe calendar module


• It allows you to add, update and delete records which will getreflected in the SugarCRM instance as well


• Forgot password and reset password feature available.

Sugar CRM Plugin Link:https://store.biztechconsultancy.com/mobile-sugarmob.htm