Sync Calendar with Outlook, Lotus Notes and More!

Modern Drag-and-Drop Interface

Essential to marketing, sales, and support activities, Sugar email integration provides email management within Sugar by integrating with Microsoft Outlook, IBM Lotus Notes, Gmail, Yahoo! Mail, and IMAP based email servers. Users can archive email to Sugar, send email directly from Sugar, sync their email calendars, schedule and track activities, manage projects, and work offline or from a mobile device. Sugar email integration streamlines common tasks and promotes more effective communication with employees and customers. SugarCRM also offers an email archiving service that works with any email system.

Wouldn’t it be great to spend less time managing your calendar and more time managing your business? We’ve included key features in Sugar that make it faster and easier to manage appointments, keep your calendars in sync, and make sure the right people are invited to—and reminded of—your important meetings.

• Create recurring meetings and calls. Enter your Monday morning sales team meeting once and it will automatically re-appear every week.
• Set an end date for meetings so they won’t appear on your calendar after that date.
• Sync recurring meetings and calls between Sugar and Microsoft Outlook or Sugar and IBM Lotus Notes using Sugar’s free plug-in software.
• Send email reminders automatically prior to meetings to boost attendance and to help ensure your participants are prepared.
• Invite people to meetings who aren’t already Sugar contacts or leads. You can create new contacts and leads when you send meeting invitations.
• Flexible weekly start day. Pick any day as your first day of the week.

Support for the iCalendar Standard

Have you noticed the large number of business calendar applications? For any device or operating system there are more choices than days in the month. Flexibility is one of Sugar’s key attributes, so we’ve included support for the iCalendar standard (.ics file extension). iCalendar support means that you can access your Sugar calendar (meetings, calls, and tasks) and project modules as read-only records with popular iCalendar-compatible email clients or calendar applications including these business favorites:

• Google Calendar
• Apple iCal
• Yahoo! Calendar
• Mozilla Thunderbird

Sugar Plug-in for Microsoft Outlook

Sugar Plug-in for Microsoft Outlook integrates your CRM data with your Outlook client. With a few clicks, Sugar users can sync email, contacts, and calendar information into Sugar modules.

Key Benefits:

• Capture important customer communications within Sugar
• Archive email directly from Outlook to Sugar
• Synch your Outlook calendar, contacts, and tasks with Sugar
• Support for recurring meetings
• Available for Microsoft Outlook 2007 and 2010

Sugar Plug-In for Lotus Notes

Sugar Plug-In for IBM Lotus Notes integrates your CRM data with your Lotus Notes client. With a few clicks, Sugar users can archive email and sync contacts, calendar, and task information into Sugar modules.

Key Benefits:

• Capture important customer communications within Sugar
• Archive email directly from Lotus Notes to Sugar
• Synch your Notes calendar, contacts, and tasks with Sugar
• Support for recurring meetings
• Available for IBM Lotus Notes 6, 7, and 8