SugarCRM Customization: An Overview

SugarCRM – the popular open-source and social CRM – empowers organizations to win and keep happy customers. SugarCRM is modern and flexible by design and allows for a great deal of customization. Basic customizations can be done through its Admin interface without touching its code base. Advanced business needs entail custom SugarCRM development requiring code changes to powerfully customize and extend SugarCRM to fit the exact way you do business.

Basic SugarCRM Customization (No Coding)

You can carry out common customizations of SugarCRM to fit your existing business processes without touching any underlying code. To make basic SugarCRM customization, you don't need a separate application or developer's tools either. Common SugarCRM customizations can be done from the Admin screens with an intuitive drag-and-drop interface. SugarCRM provides the most common CRM functionality that everybody uses and offers a set of easy tools that make it simple to configure the application. The Admin interface provides some great components for you to customize your SugarCRM instance such as the following:


SYSTEM: These tools you configure the system-wide settings specific to your organizational context, e.g. System Settings, Locale, Currencies, Languages, Global Search, Connectors, Scheduler, Import Wizard, Upgrade Wizard, Backups, Repair, Diagnostic Tool, Themes, and Activity Streams. Some of the default locale setting can be overridden by users within their user settings page.


DEVELOPER TOOLS: These let you build and customize modules, manage fields and configure tabs with some powerful yet intuitive tools such as Studio, Module Builder, Module Loader, Dropdown Editor, Rename Modules, Display Modules and Subpanels, and Configure Module Menu Filters.


EMAIL: Email tools – Email Settings, Campaign Email Settings, Inbound Email, and Email Queue – enable you to manage outbound and inbound emails. Configuration of email settings is a mandatory for users to be able to send out email and newsletter campaigns.


SUGAR CONNECT: These tools – Sugar Support Portal, Sugar Updates, Online Documentation – let you connect to various SugarCRM services whereby one can access forums / wiki / FAQs / latest Sugar downloads, file and study bugs, request new features, etc.


USERS: Tools for user management, role management, and password management. For example, these let the Admin add, edit, activate, and deactivate Sugar users.


BUG TRACKER: Lets you manage releases and versions for your product.

Advanced SugarCRM Customization (Code Level)

In addition to the above basic no-code customizations, SugarCRM can be much more powerfully customized and extended to fit any advanced business need your organization may have. You may visit Sugar developer guide documentation for details about the structure of SugarCRM code and how to best customize it. Or you may outsource SugarCRM customization and extension needs of yours to a reliable onshore or offshore custom SugarCRM development company. A good custom SugarCRM development company can not only ease and accelerate the customization process, but also add significant value by bringing their years of diverse SugarCRM customization experience to the table.

Mindfire – Custom SugarCRM Development Company

Mindfire Solutions, backed by its investments in building SugarCRM expertise and successful project execution experience over the years, provides a wide range of trusted SugarCRM development services including SugarCRM configuration, customization, extension, integration, migration, support and maintenance. If you want to customize and/or extend SugarCRM development help, get in touch with Mindfire today – call 1-248-686-1424 or email sales[@]mindfiresolutions.com – to leverage the experience of Mindfire’s expert SugarCRM developer.

SugarCRM Enables Complete Control Over Your Sales Pipeline

SugarCRM is an open-source and social customer relationship management (CRM) platform. It is the fastest growing customer relationship management company in the world today. SugarCRM provides a great deal of efficiency and control over your organization’s sales pipeline and, in doing so, it empowers organizations to win and keep happy customers. SugarCRM is modern and flexible by design and enables you to better communicate with prospects, share sales data, close deals small and big, and keep customers happy. Thousands of successful organizations around the world use SugarCRM every day for Sales Force Automation, Marketing Automation, Customer Support, and Call Center.

You can run SugarCRM in the cloud or on-premise depending on your business needs. Sugar is equally suited to small and mid-sized companies and large enterprises – starting from ones with less than fifty employees to ones with thousands. Keeping different needs in mind, SugarCRM is available in different editions, e.g. Sugar Community, Sugar Professional, Sugar Corporate, Sugar Enterprise, and Sugar Ultimate.

SugarCRM Editions
Sugar Community, the free edition, contains basic features such as sales management, pipeline management, user management, marketing, customization, etc. Sugar Professional (paid) offers additional features such as reporting, dashboards, workflow, team management, quote management, product management, calculated fields, roll-ups, dependent drop-downs, show/hide fields, project management, mobile access, hosting, tech support, storage, etc. Sugar Enterprise (paid), in addition to all the features offered by Sugar Community and Sugar Professional, offers features like customer portal, Sugar offline client sync, Sugar offline mobile, Sugar SQL reporting, etc.

SugarCRM across Industries
SugarCRM is being extensively used by organizations across many different industries such as Healthcare, Education, Financial Services, Insurance, Government and Public Sector, Non-Profit, Services, Retail and Consumer, Shipping and Transport, Manufacturing, High-Tech Manufacturing, Media, Real Estate, Technology, Telecommunications, and Utilities.

SugarCRM Development Services
SugarCRM has a thriving ecosystem with more than a million users, 30000 developers, 1000 apps, and 350 partners. SugarCRM can be a bit confusing for new users; so organizations may want to hire the services of SugarCRM service providers to optimize the system for them. SugarCRM is also powerfully customized and extended to suit unique and complex business needs of organizations around the world.

Expert SugarCRM service providers – with their accumulated experience of working with diverse SugarCRM development needs across different industries – can accelerate your SugarCRM success. For example, Mindfire Solutions, backed by its investments in building SugarCRM expertise and successful project execution experience over the years, provides a wide range of trusted SugarCRM development services including the following:

• SugarCRM installation and configuration
• SugarCRM Upgrade to the latest version
• SugarCRM Customization of modules and layouts
• Implementation of new features in SugarCRM
• SugarCRM Migration from custom solutions, Goldmine, ACT, Microsoft Excel, and Salesforce.
• SugarCRM integration with other applications
• SugarCRM custom module development
• SugarCRM custom reports development
• SugarCRM support & maintenance

If you want to know about Quickbooks sugarcrm integration, customize and/or extend SugarCRM and need some development help, get in touch with Mindfire today – call 1-248-686-1424 or email sales at mindfiresolutions dot com – to leverage the strong track record and solid experience of Mindfire’s SugarCRM developers trusted by clients.