SugarCRM continues to innovate with its release of Sugar 4.5. Additional modules for the application will be released monthly starting in 2007.

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Sugar 4.5 Reviews

Sugar, always known for its extensive customization... Read More	SugarCRM has Ajax-enabled essentially the whole UI... Read More	The improved internationalization features in Sugar 4.5... Read More

New End-User Features

Project Management - Improving the planning, communication, and execution of your company's critical projects

• Planning Grids allows users view can build a project quickly, and manage from a top-line perspective.
• Project Templates allows users to create projects from pre-defined templates. This minimizes the time to create repeated and most frequently executed projects.
• Gantt Charts presents a time-phased bar chart that lists tasks or activities along with a time length bar which represents the duration of the activity.
• Project Dashboards provide a visual representation of key project metrics such as upcoming tasks, open items, percentage completion and open cases. Project managers and users see different views of the dashboard depending on their role.

View Advanced Project Management webcast

Learn more about Project Management

Customer Self-Service Portal

SugarCRM's Customer Self-Service Portal allows companies to provide self-service capabilities to customers and prospects for key marketing, sales and support activities.

• Case Self-Service - Customers can log cases, upload relevant information, and track cases to resolution without ever having to pick up a phone. All cases are automatically logged within the Sugar Cases module.
• Account Updates - Allows customers to update account, contact, billing and shipping address information in one single location.
• Subscription Management - Customers can select and manage their subscriptions to newsletters and email lists which are automatically registered within the SugarCRM Campaigns module.
• Knowledge Search - Reduces the number of inbound support calls by allowing customers to search for resolutions within the Customer Self-Service Portal. The self-service portal also exposes the FAQ's written and managed within Sugar.

Knowledgebase

The Sugar Knowledgebase helps customer support and engineering teams to better manage and share structured and unstructured information.

• FAQs - Includes full support for the management of frequently asked questions (FAQs)
• Wikified User Interface - Utilizes a Wiki-like user interface for managing simple, non-technical content, including posting, linking, editing and deleting content.
• File Management - Allows user to create, store and tag files for sharing and retrieval.
• Full-Text Search - Users can perform full text searches to find the information they need quickly.
• User Ratings - Support for user's ratings on a 1 to 5 scale so users can rank and prioritize the most useful information

Sugar 4.5 Platform delivers:

Personalized Home Pages

Individuals can change the look of the homepage by simply dragging and dropping items based on relevance, allowing users to more quickly view and access their most important information.

Enhanced Sales Forecasting

Improved forecasting with quota assignment, scenario planning and forecasting worksheets.

Integrated Forums

Threaded discussions integrated into Sugar modules improves information sharing on any topic (e.g. Selling Tips and Tricks, Support Issues, etc.) across Accounts, Bugs, Cases, Opportunities, and Projects.

User Interface Improvements

Global search, saved searches, quick and inline adds and edits create a more streamlined user experience.

Offline Client Enhancements

Improved Installation and Upgrade Process and optimized sync experience.

New Features for Administrators

Sugar Studio Enhancements

Improved Sugar Studio for code-free customizations, backup and restore functionality, including error handling and recovery mechanisms simplifies SugarCRM administration.

Duplication Checking Upon Import

Upon data import, SugarCRM will check for duplicates and give users the option to delete duplicated entry. A log of duplicate records is created to ensure data integrity.

Record Merge

Merge duplicate records from different views within the SugarCRM application

Internationalization

Enhanced support for multi-byte character sets and UTF-8 ensure international users can store and retrieve data in virtually any language.

Microsoft Support

Support for Microsoft products such as Microsoft SQL and IIS Web Server so Microsoft customers can deploy SugarCRM on their existing technology infrastructure.

The actual features/functions for Sugar 4.5 may change based on a variety of factors. Please take the information on this page as a Statement of Direction for Sugar Suite 4.5.

Support for Microsoft SQL Server Express will be included in Sugar Open Source edition. Support for Microsoft SQL Server Workgroup & Enterprise will be included in Sugar Professional and Sugar Enterprise editions accordingly.

Studio Enhancements, Usability Enhancements, Data Merge, and Internationalization will be included in all editions.

Forecast Enhancements will be included in Sugar Professional and Sugar Enterprise editions.