SUGARMOB€¦ · SUGARMOB–SUGARCRM FOR MOBILE Biztech Consultancyprovidesan effective solution as...

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SUGARMOB

SugarCRM for Mobile


Contents

1. Benefits of Application ............................................................................................................ 3

2. Application Features ................................................................................................................ 3

3. SugarCRM GUI ......................................................................................................................... 4

3.1 Dashboard ..................................................................................................................................... 4

3.2 Contacts ........................................................................................................................................ 5

3.3 Accounts ........................................................................................................................................ 5

3.4 Leads ............................................................................................................................................. 6

3.5 Notes ............................................................................................................................................. 6

3.6 Calls ............................................................................................................................................... 7

3.7 Meetings ....................................................................................................................................... 7

3.8 Opportunities ................................................................................................................................ 8

3.9 Cases ............................................................................................................................................. 8

3.10 Settings .......................................................................................................................................... 8

4. Pro-Version Subscription Includes ........................................................................................... 9

4.1 Calendar ........................................................................................................................................ 9

5. Pricing Model ......................................................................................................................... 11

6. Customer Reviews ................................................................................................................. 11

7. Get in touch ........................................................................................................................... 12


SUGARMOB–SUGARCRM FOR MOBILE

Biztech Consultancyprovidesan effective solution as SugarMobto manage your e-store remotely through

application.

Our stable solution allows users to organize customers, orders, shipping, finance and other SugarCRM

activities through application. It helps you to manage all the modules of SugarCRM and also help

customers to manage their business needs easily.

1. Benefits of Application

- No more sitting remotely tomanage your e-store, you can now manage it 24*7 through your

mobile app.

- Helps customers to manage their business easily through app.

- Integration of SugarCRM modules will help to manage contacts, accounts and leads.

- Provides backend support to collect and sync data from SugarCRM to mobile application.

2. Application Features

- Provides integration of all SugarCRM modules – Accounts, Contacts, Leads, Notes, Meetings,

Calls, Calendar, Opportunities, Cases and Task

- User can view record details and also add, delete and edit records of any SugarCRM

module.

- Users can store the data offline as well as online.

- Integrated Google Maps to view address as well as to pick one from it.

- Interactive calendar module to display scheduled calls and meetings.

- Users will be able to manage their account and can also edit their profile.

- Users will receive notification alerts for modification, adding and deleting of leads, calls and

other activities.

- User can customize the fields to be displayed for each module from the setting page.

- We have created App User can access modules as well as can add, edit and update records

according to the module permissions granted to the user at backend.

https://play.google.com/store/apps/details?id=com.biztech.sugarcallfilter&hl=en


3. SugarCRM GUI

3.1 Dashboard

User needs to login to access the dashboard.

Dashboard will allow admin to view his/her recent activities like recent leads, recent

contacts, recent meetings, recent calls etc.

User will be able to view details of meetings set up by him/her.

User can view master Tracker for different menu items.


3.2 Contacts

User can view, add, edit or can delete Contact

records from this app.

Can edit or view data of fields selected for Contact

module in settings page.

Assign a Contact to a person.

Call, message or send an email to a contact.

User can filter list of contacts assigned to him from

all contacts.

Can also search a Contact in list by name or

number.

3.3 Accounts

All the account details of customers will be managed

in Accounts module.

User can view, add, edit or can delete Account

records right from this app.

Can edit or view data of fields selected for Account


Assign an account to a person.

View an address on map or pick one from a location

of your choice.

User can filter list of Accounts that are assigned to

him from all Accounts.

User can also search an Account in list by name.


3.4 Leads

User can view, add, edit or can delete Leads from

app.

Can edit or view data of fields selected for Leads


Assign a Lead to a person.

Call, message or send an email to a lead.

View an address on map or pick one from a location

of your choice.

User can filter list of Leads assigned to user from all

Leads.

Can also search a Lead in list by name.

View status for every lead in list.

3.5 Notes

View, add, edit or delete Notes from app.

Can edit or view data of fields selected for Notes


Assign a Note to an account, select a contact for Note

and attach a file with Note.

User can filter list of Notes assigned to user from that

of all Notes.

Can download a Note right to your device.

Can also search Notes in list by name.


3.6 Calls

Filters incoming calls from Sugar contacts and

displays basic details of the contact for identification

of the caller.

Calls from Sugar contact can be recorded and are

saved in the Sugar CRM as Sugar Notes for further

reference.

Call can be recorded for maximum of 30 seconds in

free version and a Subscribed user will be able to

record call for whole duration.

View, add, edit or delete Calls from app.

Can edit or view data of fields selected for Calls


Assign a Call to an account and can also schedule

start and end date for a Call along with other fields.

Can filter list of Calls assigned to user from that of all

Calls.

Can also search Calls in list by name.

3.7 Meetings

View, add, edit or delete Meetings from app.

Can edit or view data of fields selected for

Meetings module in settings page.

Assign a Meeting to an account and can also

schedule start and end date for meeting along with

other fields.

Can filter list of Meetings assigned to user from

that of all Meetings.

Can also search Meetings in list by name.


3.8 Opportunities

View, create, edit or delete Opportunities from

app.

Can edit or view data of fields selected for

Opportunities module in settings page.

Can filter list of Opportunities assigned to user from

that of all Opportunities.

Can also search Opportunities in list by name.

3.9 Cases

View, create, edit or delete Cases from app.

Can edit or view data of fields selected for Cases


Can filter list of Cases assigned to user from that of

all Cases.

Can also search Cases in list by name.

3.10 Settings

User can manage his/her account settings using

“Settings”.

User can set pagination limit, edit username and

URL provided.

User can manage settings to enable/disable call

recording, call filter or store data offline.


4. Pro-Version Subscription Includes

4.1 Calendar

View all scheduled Meetings and Calls for all the

dates with details on calendar.

Schedule a meeting or call for a particular date

from calendar.

Users will be able to view complete details of their

appointments and to-do.

Subscribed user will be able to access interactive

Calendarmodule for viewing or scheduling Meeting

and Calls right from it.

User can record call of full durations.


User will be allowed to add, edit or delete records for all modules.

Enable Offline Data support:

o Offline data storage feature will store data browsed in app by user (while

online) in local database and the user will be than able to view that data when

there’s no internet connection on device.


For more information on SugarCRM for mobile, please refer to

https://store.biztechconsultancy.com/mobile-sugarmob.htm

5. Pricing Model

Biztech consultancy offers flexible pricing models to suit the requirements of our clients. Different

pricing models offered by us are listed below:

Monthly Subscription Yearly Subscription One Time Price

$10 $100 $250

We also offer discount in pricing based on purchase of number of device.Pls. contact us if you are

looking to buy Licensees for more than 5 Device.

6. Customer Reviews

We appreciate our customer reviews. Check out few reviews from our customers. You can read more

reviews and feedback @ https://play.google.com/store/apps/details?id=com.biztech.sugarcallfilter

Jeffery Carstensen

Shows promise however keep

getting fc's Save records doesn't

work on my note 3 constantly

getting force closed message. Like

the design and modern look.

Birisiu Carol-Andrei

Very nice app and useful love the

graphic design

ChiragVora

Developer very approachable Just

dropped them a mail describing the

problem. They solved the issue

within a day by releasing a fix in

new version

C Legends

Wow - fantastic FREE

application Best app I've tried so far

for SugarCRM on android. It opens

as an application where you can

view your contacts, accounts and

leads. Very simple and easy to use -

works well with https connections

and a self-hosted server. I highly

recommend this application - after

trying some half dozen apps in the

play store, this was by far the best.

Thanks again!

https://store.biztechconsultancy.com/mobile-sugarmob.htm

https://play.google.com/store/apps/details?id=com.biztech.sugarcallfilter

https://play.google.com/store/people/details?id=108904493308471868240


7. Get in touch

Contact – Maulik Shah

CEO, Biztech Consultancy

http://www.biztechconsultancy.com/

mailto:[email protected]?subject=Proposal Reply

mailto:[email protected]

SUGARMOB€¦ · SUGARMOB–SUGARCRM FOR MOBILE Biztech Consultancyprovidesan effective solution as...

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