QuickCRM for SuiteCRM/Sugar 9.1.1

QuickCRM for SuiteCRM and Sugar® offers comprehensive access to key CRM modules, facilitating efficient management and navigation within your system.

• Allows for searching contacts and items by name and personal "My Items."
• Includes a robust global search feature for quick data retrieval.
• Displays maps highlighting contacts, accounts, and other entities near your current location or specified address.
• Enables customization of record sort order to suit user preferences.
• Provides integrated calendar functionalities, including shared calendars for team coordination.
• Supports initiating calls directly from lists to contacts, leads, and accounts.
• Allows copying contacts directly to iPhone/iPad contacts for seamless integration.
• Offers quick access to recently viewed items for streamlined workflow.
• Includes alerts to notify users of new assignments or modifications made by others in the system.

Implementation of QuickCRM requires installation of one of the following CRM extensions:

• QuickCRM Mobile Basic or
• QuickCRM Mobile Full.

Users with QuickCRM Mobile Full gain additional capabilities such as:

• Management of other modules and custom modules tailored to specific needs.
• Offline access to SugarCRM or SuiteCRM data for uninterrupted productivity.
• Customization of record display colors within list views for better visual management.
• Personalization of search fields, including date and number range searches.
• The ability to take pictures with the device camera within Picture or Photo fields, depending on the CRM platform.
• Option to save searches as private or public templates for future use.
• Display of Dashlets on the home page for quick insights.
• Map displays of contacts and accounts relative to specific entities.
• Management of custom modules and fields to adapt the CRM to organizational requirements.
• Document upload capabilities to centralize information storage.
• Synchronization of iPhone/iPad contacts with CRM records.
• QR code scanning from business cards to automatically create contacts or leads.
• Quick creation of audio notes linked to CRM records.
• Automatic call logging for improved record-keeping.
• PDF generation support within SuiteCRM, enhancing reporting functionalities.
• Access to reports through KReporter or SuiteCRM Reports modules for data analysis.

The platform also provides full support access to assist with implementation and ongoing usage issues. The QuickCRM Mobile Basic version is available as a free download on GitHub.