No business is the same, yet each can benefit from using Sugar’s custom CRM.

Customise and configure Sugar’s CRM software to meet your specific business needs.

CRM customisation options can vary from and include:

  • Custom fields
  • Custom modules
  • Custom layouts
  • Code customisations
  • Third party plug-ins.

SugarCRM provides you with various tools to make our customisable CRM software your own.

Create custom layouts, relationships, and fields – all of these without writing a line of code. Use Sugar Studio to customise your Sugar instance as well as the Self-service Portal. Sugar Administrators can also use Sugar Studio to easily customise SugarCRM Mobile app layouts.

Use Sugar Module Builder to create custom CRM modules tailored to your specific business processes. Administrators and developers can use Module Builder to create, deploy, and export custom modules.

Install custom file packages through Module Loader. Custom file packages can range from custom code to a 3rd-party plug-in package. Manage or disable custom modules using Module Loader. Module Builder allows you to create Packages that house multiple modules of different types.

Sugar Administrators can configure core Sugar functionality like module or sub-panel visibility, user access control, job schedulers and more. Administrators can also configure at a module level for specific custom CRM functionalities, for instance track opportunities and build forecasts, to make them more relevant for their organisations.

Ready to get started with CRM Customisation and Configuration?