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Thread: Evaluating Sugar

  1. #1
    morello1 is offline Junior Member
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    Default Evaluating Sugar

    I am about to start evaluating Sugar. All I really need at this stage is a single user system to keep track of potential customers, add in contact details as I find them, and run small email campaigns.

    I am considering using MS Access, but Sugar might be a better long term option.

    Before I spend lots of time installing and learning Sugar, can I check if it is likely to be flexible enough?

    Can it store custom details? For example, our customers are educational establishments, so the number of students is a useful detail to store. Can run queries to find all the schools with more than 1000 students, etc?

    I am not too lazy to read the manual, but if I am on totally the wrong track it would save me quite a lot of time if someone could let me know. Hopefully Sugar will be suitable, it looks really good.

    TIA

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Evaluating Sugar

    The querying can sometimes be a bit tricky, so you might need to do some advance planning, but in general, it is possible to do what you want.
    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
    castlink is offline Junior Member
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    Default Re: Evaluating Sugar

    Hello
    I am testing sugarcrm community edition
    I would like to know whether the community edition includes the following Features
    Reporting
    Sales Forecasting
    Quotes
    Product Catalog
    Contracts
    thank you in advance for your help
    I did not find the info on the demos
    Serge

  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Evaluating Sugar

    Community Edition does not include any of that functionality, although, there are suitable add on modules for the vast majority of these needs available on sugarforge.org and sugarexchange.com
    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)
    ______________________________________________

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