Providing endless flexibility to its users, SugarCRM was developed with one thing in mind. Convenience! It can be tailored as per the unique requirements of virtually any business.
SugarCRM offers two levels of customization. One is front-end for which some basic technical know-how would be sufficient. The second level is back-end, which requires expert knowledge. The genius of SugarCRM is that it provides both levels of customization by being friendly to third-party integrations. This improves the ‘Sugar’ experience for its users.
To know more about these customization levels, let’s take a close look at them.
Front-end customization is simple yet efficient in Sugar. It allows the user to change the user interface, according to their convenience and requirement. A user with admin rights can play around with a number of Sugar supported functionalities. These include altering SugarCRM themes, creating modules, adding and designing required fields and designing layout for edit, detail and list views. The user can also:
- Create relations between modules
- Add, remove or create sub-panels
- Add dependencies in edit and detail view of modules
- Calculate field value
- Define access by role management for security purposes
Furthermore, the user can manage his profile, according to his own preference.
The user can also modify the home screen using the dashboard, dashlets, rows and columns. These four elements take on a key role in home screen customization as they are essential in facilitating multiple products or services on the unified interface. SugarCRM gives users the freedom to create product or service specific dashboards. The dashboard enlists multiple dashlets with rows and columns. The method of adding dashlets is simple. It can be done with the “Add” button available on the home screen. SugarCRM compiles a default list of dynamic features under dashlets with unlimited data. For example, users can easily create meetings module in SugarCRM to optimize their schedule and stay on top of their day.
This isn’t all, there’s so much more that you can do with SugarCRM customization. Learn more about how companies are streamlining business operations with modificiations in their SugarCRM.
Being open-sourced, SugarCRM can be tweaked with the help of coding and by using third-party tools. It’s the back-end customization that makes SugarCRM different from other CRM. It enables a seamless integration of third-party tools to strengthen its functionality. With back-end customization, users can make use of telephony solutions, email marketing integration, Google data syncing, Salesmap and many other valuable tools to boost productivity. Some of the commonly used integrations are:
- Google and Third-party APIs
- Social media connectors
- Reporting tools
- OpenCart integrations
- Customer Portals
- QuickBooks Integrations
- Payment gateways
- Web-to-lead forms
It’s the collaboration of these tools that makes SugarCRM innovative, flexible and affordable.
Another feature made possible through back-end customization is tweaking views to expand user accessibility. Multiple modules can be compiled in one screen so that the user doesn’t need to navigate between modules. This is possible through coding. The user can also customize calendars, reports, logics, validation, modules and sub-panels to align SugarCRM with his specific business requirements.
It’s okay if things sound complicated to you and don’t worry, simply get in touch for a FREE CRM Consultation Session to bypass all these complications.
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