Features:
Sugar Maps:
* View records on a map: View any record with an address on a map inside Sugar Mobile
* Route from current location: Navigate to a record's location from your current location with step-by-step directions and a visual map
* Nearby records: Use the Maps subpanel to view other records that are within a specified radius of the record you are viewing
* Distance filter: In list views, build filters with criteria that find records within a specified radius of a provided zip code
Be prepared for meetings and stay connected to your customers from anywhere!
With Sugar Mobile, you get convenient access to all of your CRM information, including Contacts, Accounts, Leads, Activities, and custom Sugar modules. Take your business processes mobile with an interface that is optimized for both phones and tablets. Streamline your mobile experience by configuring which fields and modules appear with mobile-specific layouts.
Benefits:
• Prepare for meetings with quick access to account, contact, and opportunity information.
• Log calls and meetings while they are top of mind. Even attach photos and videos.
• Keep your finger on the pulse of your team with dashboards: charts, activity history, and more.
• Collaborate in the Activity Stream when you @mention colleagues and #reference accounts and contacts.
• Update opportunities as you make progress or gain insight.
• Work through your task list by completing or adding new tasks.
• Stay connected to your entire contact list by initiating a phone call, email, or text.
• Go offline with confidence. Access and modify your data from anywhere.
*** NOT compatible with Sugar Community Edition. ***
Requirements: Works with all Sugar subscriptions that run Sugar release 8.0 or above. To view platform requirements, please go to http://support.sugarcrm.com/05_Resources/03_Supported_Platforms/Mobile_Supported_Platforms
Third-Party Software:
For information on third-party software used in Sugar Mobile, please go to http://support.sugarcrm.com/Resources/Third_Party_Software/