AnsweredAssumed Answered

Need to know if Sugar can do this

Question asked by ScratchMaster ScratchMaster on Feb 18, 2014
Latest reply on Feb 22, 2014 by Ken McCartney
Alright, so!

I am just about ready to make a decision on whether or not to switch from Sage to Sugar, as Sage has been a huge pain.

However, I do know that Sugar will probably have some weak spots compared to Sage as well. Therefore, I will post here what I'd like for Sugar to be able to do and see if any of the awesome community members here could give their professional advice.

In order:
  1. Quick entry of customer information into contact fields (customizable)
  2. If job is accepted, schedule that customer into calendar, with ALL fields in contact module to map into calendar view; easy to see, at-a-glance style. No clicking or hovering to see more detailed information. (This includes info about the vehicle, their information, notes etc.) I cannot stress enough how simple yet hard to find this feature is; kind of strange honestly.
  3. Seamless integration with QB to make payment processing smooth and easy.
  • WebForm that creates leads upon submission of form.
  • E-marketing
Really, that's about it. I don't need a huge massive CRM solution, just simple data entry and calendar entering, QB integration and ability to follow up with these contacts via e-mail.

So if anyone could help (I know that was long) that would be much appreciated!

Outcomes