CRM for Project Management
Use SugarCRM’s Project Management feature to create projects from pre-defined templates for all customer-facing tasks including campaigns, opportunities, accounts, and customer cases.
The CRM Project Management Software Module is integrated with other Sugar Modules.
You can also:
- Archive emails
- Attach meeting notes
- Store call records to build a comprehensive view of your customer activity
- Track activity and dependencies easily with Gantt Charts
- Manage upcoming tasks, open cases, meetings, emails and calls in a single location.
- Ensure your customer facing teams work together to close more opportunities in a shorter period of time.
Project Dashboards and Gantt Charts provide a visual representation of key project information and metrics. Sugar Administrators can configure CRM Project Management Module for managers and users to view the appropriate Dashboards.