Account creation & management, with unlimited contacts associated with each account

Detailed activity history of meetings, calls, tasks, notes with option for file attachments and emails is tracked for each contact, account, lead, opportunity and case 

Close more sales by managing sales opportunities effectively - Manage your leads and sales prospects throughout the sales cycle to help ensure that nothing falls through the cracks

Summary view of upcoming appointments, top opportunities, open cases, leads, open tasks, sales pipeline graph, monthly calendar, and a quick contact entry facility

Sales lead creation and tracking, and conversion of sales leads into opportunities

Graphical dashboard display of opportunities pipeline, lead sources and outcomes

Track important information, such as the status of your sales opportunities, revenue potential, probability of closing, and expected close date so that you can forecast your sales with confidence

Sort and filter your contacts and sales opportunities with views to see only the most relevant information

Include product or service and price information related to your opportunities which can help to identify potential revenue streams and product or service demand

A case management system that allows users to track customer problems and resolutions.

Allows each problem to have a lifecycle of information to help improve customer satisfaction

Each case links to the related account, contacts, notes, associated files, plus call and meeting activity history

Organize and access all of your prospect and customer information in one central place

Automatically associate incoming and outgoing email messages and appointments with your accounts, business contacts, or business opportunities so you can easily find them later

Link tasks, notes, phone logs, and files to your accounts, business contacts, or sales opportunities so you can retrieve them quickly

Share your customer information across your business with specific users / employees

Provides managers with a comprehensive view of customer information and sales opportunities across the company and assists co-workers to fill in for each other

Help your sales leads easily see who is working on what and what stage in the sales process each account is in

Compose HTML emails and send them to selected records from within SugarCRM

Any email campaigns sent are automatically assigned to the account record, enabling you to track each customer's exposure to your different communications and campaigns over time

Track email campaigns in terms of number of emails sent, details of contacts who opened the email and then details of contacts who clicked on the link in the email.