SugarCRM helps you access and update customer information from your mobile device, keeping contact records and sales activities available while you are away from your desk. You can track leads, follow opportunities, schedule calls, and create cases in the app. These tools bring customer details and follow-up tasks together, making it useful when you need to check a record or plan your next conversation on the go. The app also includes access to key performance indicators, custom modules, and document creation based on CRM records.
Customer records and pipeline updates
The app provides mobile access to CRM data, including contact information, leads, opportunities, and customer interactions. You can update important contact details rather than only viewing them. Real-time updates help you follow changes in the sales pipeline and use current information when deciding which customer or prospect needs attention next.
Calls and cases alongside customer activity
Scheduling calls directly in the app gives you a way to organize upcoming conversations with prospects and customers. Case creation is also available, extending the app beyond contact lookup and lead tracking. Together, these functions let you manage several kinds of customer-related activity from your mobile device.
Custom modules and record-based documents
Custom modules allow the app to reflect particular business processes and workflows. For document work, Doc Merge creates customized documents using record data directly from the mobile device. This connects information already held in the CRM with document creation, rather than treating those tasks as separate activities.
Sales goals and performance indicators
SugarCRM lets you view key performance indicators and monitor sales goals within the app. Alongside lead and opportunity updates, these measures provide a way to review both individual sales activity and progress toward targets while working on the go.