Build and manage Projects across Sales, Marketing, and Customer Support.
Streamline the tasks necessary to get the job done with our CRM project management feature.
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.