Sugar suite crm software#

To browse the repository via Documents sub-panel, CRM users must have an active Alfresco account. After that, accordingly to individual preferences, the users can configure them on their own (external accounts). The integration allows restricting permissions in relation to the Alfresco paths (which supports the order and proper organization of the catalogs).Д«efore use, the Sugar/SuiteCRM Alfresco Integrator has to be configured by the CRM administrator.ДЄdministrator creates accounts in CRM in the вЂњManage Alfresco usersвЂќ section.

documents display in a separate sub-panel inside a relevant record in CRM.

folders for a particular path are created automatically.

a Lead) without the need of jumping between two systems

the CRM user gets access to the files saved in Alfresco and associated with a given record (for ex.

Try it for FREE! The integration covers following areas: Thanks to the Sugar/SuiteCRM & Alfresco connector the user gets easy access to all the information collected by both systems. It is mostly used as a repository of digital documents, emails etc.

Sugar suite crm software#

Their functionalities include sales force automation, marketing campaigns, customer support, mobile CRM, social CRM, reporting etc.ДЄlfresco is a highly advanced Enterprise Content Management software (ECM), which allows for the administration of files. Sugar and SuiteCRM are both a Customer Relationship Management software (CRM).