EQD CRM 5.3

SugarCRM Mobile offers a robust solution for accessing your CRM information on the go, providing users with seamless integration of Contacts, Accounts, Leads, Activities, and custom Sugar modules. The application is designed for mobile devices, offering an interface tailored for both smartphones and tablets. Users can personalize their mobile experience by configuring layouts to display specific fields and modules relevant to their needs.

Key Benefits:

• Efficiently prepare for meetings with immediate access to essential account, contact, and opportunity details.
• Log calls and meetings in real-time, with the ability to attach multimedia such as photos and videos.
• Monitor team activities through intuitive dashboards featuring charts and activity history.
• Enhance collaboration via the Activity Stream by tagging colleagues with @mentions and linking accounts and contacts with #references.
• Update opportunity statuses as you gather insights or progress in your negotiations.
• Manage your task list effectively by adding new tasks or completing existing ones.
• Maintain connectivity with your entire contact network through direct phone calls, emails, or texts.
• Utilize offline capabilities confidently, enabling access to modify data from virtually anywhere.

Compatibility: SugarCRM Mobile is compatible with all Sugar subscriptions running version 7.8 or higher. Detailed platform requirements can be accessed at this link.

Third Party Software: For further information regarding third-party software integrated into Sugar Mobile, please visit this page.