SugarCRM Plugins

SugarCRM Plugins are general purpose plug-and-play solutions that prove to be a more feasible alternative when your business needs can be met without complex customization and intricate integrations.  Rolustech offers a full range of powerful SugarCRM plugins and add-ons that serve to expand the functionality of your SugarCRM in a few simple steps and help you create strong relationships with your customers by taking Sugar to the next level.

OverviewFAQ

Our Range of SugarCRM Plugins And Add-Ons Includes:

rt-gsync-plugin
rt-telephony-plugin
rt-docusign-plugin
RT personalize
rt-salesmap-plugin
rt-sugarbox-plugin
rt-hrm-plugin
RT StikiNotes
rt quickbooks - sugar plugins
sugar-xero-plugin
RT SugarStripe
rt-cxm-plugin

RT GSync

RT GSync is an award winning plugin that seamlessly integrates SugarCRM with your favorite Google Apps and bi-directionally syncs all your Google application data including Emails, Calendar, Documents and Contacts with Sugar. With RT GSync you can:

• Automate email archiving for all your incoming and outgoing emails.
• Synchronize documents, photos, audio and video files for almost all extensions between Google and Sugar.
• Stay on top of your schedule by automatically syncing all your planned, performed and pending meetings, tasks, calls and appointments.

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RT Salesmap

RT SalesMap leverages Google’s powerful web mapping capabilities to enable a visual representation of records within Sugar. You can locate geographical locations of Accounts, Leads, and Contacts on Google Maps within your Sugar instantly. With RT SalesMap you can:

• Distinguish between geocoded and nongeocoded addresses in your Sugar records.
• Leverage Google Map’s enhanced navigation features and layouts such as satellite or map view.
• Plot priority Accounts, Leads and Contacts using Radial Search.
• Set up and save custom search filters.
• Enhance visibility using Record Segmentation.

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RT Telephony

RT Telephony is an intuitive telephony solution that seamlessly integrates Sugar with Twilio and enables Voice (Inbound and Outbound) and SMS to make your client communications more efficient and productive. With RT Telephony, you can:

• Enjoy advanced telephony features with a simple click in Sugar from mobile, web and desktop.
• Set up a custom Interactive voice response.
• Keep a record of every call made through Sugar with the Call Recording feature.
• Set up scheduled SMS campaigns.
• Forward incoming calls on the basis of agent availability.

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RT SugarBox

RT SugarBox makes content management and collaboration a whole lot easier by integrating Sugar with Box.com. It streamlines business processes with bi-directional syncing, module mapping and real time updates. With RT SugarBox, you can:

• Eliminating the need to send documents back and forth with updated revisions.
• Edit documents and sign contracts effortlessly from within Sugar.
• View content status updates directly from your Sugar activity stream in real time.
• Store and share PDFs generated from within Sugar through Box.com
• Upload documents through subpanels in Sugar.

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RT DocuSign

RT DocuSign integrates Sugar with DocuSign and helps you close business deal faster and conveniently. You can send documents from Sugar and have them signed by customers from any browser or mobile device within minutes. With RT DocuSign you can:

• Send PDF templates as PDF documents through Accounts, Contacts, Leads & Opportunities for signature.
• View DocuSign Envelope statuses of Document Packets directly in Sugar dashlets on Global, Module and Record Level.
• View real-time document status changes directly from your Sugar Activity Stream.
• Maintain privacy by restricting access to users for your DocuSign account.

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RT QuickBooks

RT Quickbooks integrates Sugar with Quickbooks and lets you harness the full power of the accounting software. QuickBooks helps you generate invoices, inventory and sales from your Sugar. With RT Quickbooks you can:

• Sync Quickbooks customers, quotes, invoices and inventory with Sugar Accounts, Quotes and Items bidirectionally and keep the two platforms updated at all times.
• Sync a record immediately to QuickBooks whenever you want to.
• Track your sync history with integrated QuickBooks logs in Sugar.
• Configure which teams should be assigned to synchronized records .

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RT Xero

RT SugarXero integrates Sugar with Xero Accounting. It gives you complete control over your financial data and allows you to view invoices, purchase order history, lifetime value of customers and any outstanding amounts all from within Sugar. With RT SugarXero you can:

• Sync Xero Contacts with Sugar Account and Contact records.
• Create sales invoices from within Sugar.
• Trigger Sugar workflows from sales history synced from Xero.
• Identify and target market to clients based on purchase history or areas of product interest.
• Leverage Sugar reports that combine your Sugar and Xero Accounting data.

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RT CXM

RT CXM seamlessly integrates Sugar with your WordPress website. It collaborates in real time and passes on behavioral information from your website to Sugar allowing you to correspond with visitors empowered with all the knowledge you need. With RT CXM you can:

• Leverage valuable customer information to proactively interact with real time traffic on your website.
• Automatically create leads and acquire user data.
• Pull your lead’s social information and interests using their submitted email for better insights.
• Get sales insights, suggestions and alerts on potential sales.
• Track complete customer life-time.

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RT HRM

RT HRM is a complete HRM solution for Sugar that simplifies all HRM related activities such as recruitment management, performances evaluation and generating employee reports. With RT HRM you can:

• Create and publish job openings, review job applications and shortlist the most qualified candidates.
• Manage payrolls, attendance, on-boarding and reporting.
• Track, evaluate and manage employee progress, performance, and productivity in relation to organizational goals.
• Build organizational charts that ensure your workforce is aligned and set up for success.
• Generate performance reports on a bi-annual or annual basis.
• Create pay slips, generate reports related to employee attendance, leaves, tax information, provident funds, increment history, bonuses, etc.

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RT PERSONALIZE

Sugar Personalization has never been easier now that you have RT Personalize in the fold. With this handy new plugin, you can easily change the look and feel of your Sugar within minutes:

• Users can choose custom themes from a choice of predefined color schemes
• RT Personalize also provides users the ability to have individual themes for their profiles rather than following a standard global theme
• A Custom Font Family can also be applied in addition to the theme to make the personalization more unique

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RT SUGARSTRIPE

RT SugarStripe is a unique integration of Sugar with Stripe, one of the popular payment gateways on the internet. Going beyond the Quotes module, you can now create invoices, send them to customers and track their progress all from within Sugar and much more:

• Create, send, track and receive payments all from with in Sugar
• Split payments in different multiple installments of your choice
• Activate recurring payments for subscription based products
• Secure, PCI compliant integration with Stripe

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RT STIKINOTES

RT StikiNotes brings a new twist to taking notes in your Sugar! It’s a free utility plugin that lets you take notes anywhere and save the trouble of moving about to make them. With RT StikiNotes you can also:

• Share notes with other team members
• Link any note you make with any record in Sugar
• Open StikiNotes on any page in Sugar without having to reload

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Q. How are SugarCRM plugins different from SugarCRM integrations?
SugarCRM plugins and add-ons are general purpose plug-and-play solutions that with a few simple installation steps effortlessly extend the functionality of SugarCRM. SugarCRM integrations are sophisticated solutions tailor-made according to your unique requirements and allow you to seamlessly combine SugarCRM with your favorite third-party apps.

 

Q. Which SugarCRM editions are your plugins compatible with?

  • Professional
  • Enterprise
  • Ultimate
  • Community (The Sugar Community Edition was discontinued by SugarCRM in 2018)

 

Q. Why would I require SugarCRM plugins?
Plugins for Sugar provide a range of benefits, including the ability to perform a larger variety of tasks from within the CRM as well as being able to plan and better organize your business processes. Sugar Plugins are also faster to install and easier to use and serve as a good substitute for Sugar integration. They also increase the efficiency levels of your business.

 

Q. From where can I get Rolustech’s SugarCRM Plugins?

SugarCRM plugins by Rolustech can be found in SugarOutfitters, an online marketplace for third-party applications and plugins by SugarCRM.

 

Q. Is there any integration for Google services and SugarCRM?

Rolustech offers the integration of various Google services including Gmail, Google Calendar, Google Contacts as well as Drive with SugarCRM in the form of a plugin named RT GSync.

 

Q. What are the best telephony connectors/plugins available for SugarCRM?

RT Telephony by Rolustech is surely going to fulfill all your telephony goals of using SugarCRM. It helps integrate Twilio with your Sugar. Get it now from SugarOutfitters or contact Rolustech for more information on RT Telephony.

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