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SugarCRM Integration, Modification & Customisation

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CRM or Customer Relationship Management is a way of using technology to collect customer information, and the use of that information to maximize customer service and increase sales.

SugarCRM is an open source CRM application which can be run on the Internet or the company Intranet. It is a web-based application and is accessed through any standards-compliant Browser.

SugarCRM has been developed in PHP - an open source web development language and uses the MySQL open source database. Being open-source, SugarCRM runs on the most common operating systems, including Linux, Windows and Mac OSX. SugarCRM is supported by the two most popular Web Servers, Apache and IIS. Apart from MySQL, it can also be used with Oracle and SQL Server databases.

Installing SugarCRM on your Server

SugarCRM is available in multiple versions, which include a Community Edition (which is FREE under GPL) and paid versions. The latest version of SugarCRM is 5.0. It can be installed easily through Installatron which is part of Directadmin Hosting Control Panel. If this is not available in your hosting control panel, you can download it from the Sugarcrm.com web-site, or we will be glad to provide assistance with installation of SugarCRM on your Server.

We can accomplish following tasks as per client's requirements.

Data level SugarCRM Integration

  • Import of existing legacy data and Export data in Excel or XML format.
  • Adding data and leads from Salesforce.
User interface level SugarCRM Integration
  • Customizing SugarCRM layout according to individual business needs including form layouts, list views, CSS.
Application level SugarCRM Integration
  • Add-on report feature to create custom summary reports, group reports based on criteria and filters to aid analysing performance and opportunities,
  • Synchronizing SugarCRM e-mails with MS Outlook and Other Custom Applications.
Method level SugarCRM Integration
  • Modifying existing features like data manipulation and formatting according to client's requirements.
  • Showing and removing related data into sub-panels.
  • Add-on module level modifications not supported by admin interface.