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Thread: SugarCRm does a lot but does it do this...

  1. #1
    agentsloane is offline Junior Member
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    Jul 2007
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    Smile SugarCRm does a lot but does it do this...

    Hello,

    I'm wondering if SugarCRM is for me. I operate a concierge business and I need a contact manager where I can track every interaction with my customer (calls, money spent with us, tasks requested, if they are prepaid, credit card info, down to their birthdays and favorite perfume) and every transaction with my vendors/freelancers (when we've used them, with which customers, reviews, standings).

    Would sugarcrm accomplish this?

    Thanks

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: SugarCRm does a lot but does it do this...

    It certainly can, but you may find it a bit overwhelming.

    I would recommend you strip it down and disable all functionality that would not be used, unless you can repurpose it, for example, the Bugs module.

    Lastly, you will likely need to do some customization work to get exactly what you need. If you do not want to do this on your own, you'll need to invest some money into getting someone to do it for you, but that would be true for just about any package you decide to go with.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  3. #3
    VeonConsulting is offline Sugar Community Member
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    Jul 2007
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    97

    Default Re: SugarCRm does a lot but does it do this...

    I agree.

    I am sure SugarCRM can accomplish the mentioned objectives along with a good reporting.

    However this is a typical implementation and I recommend you for a 1.5- 2.0 month typical sugarCRM implementation instead of doing it all on your own until and unless you have explored SugarCRM architecture.

    Do let me know in case you would want to explore possibilities with us / our typical implementation cost / references where we have done similar work.

    Regards,

    Veon Consulting
    Team Veon
    Veon Consulting Pvt Ltd.
    Hyderabad, India.
    Phone - +91-40-66444272/73/74
    Veon Consulting Pvt Limited
    Skype - veon.consulting / prasad.veon

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