Is Sugar still an opensource CRM ? We struggle hard to get dashboards, a proper exports... ( we are 10 users)
SugarCRM 6.5 CE (Community edition) is still open source. The Pro and Enterprise versions are commercial, and there is no CE version of SugarCRM 7.x
You can still build your CRM system on SugarCRM 6.5 CE and upgrade to a commercial SugarCRM version later.
Hello Sylvain Lachmann,You can do alot of customizations in sugarcrm ce 6.5 edition. I Have been working on sugar ce 6.5 from last 5 months and so far completed all the tasks given to me.One example is dependent drop-downs two or three or four or trying to change the generic views or add your own customization or add a functionality like Facebook notifications or Facebook comments in your modules.All you need is a bit experience with the flow and structure how things work what is hook logics where to include you js things like that and you are good to go
What about dashboards for pipelines and custom exports ?
Sales pipelines are normally a result of reports, which SugarCRM CE does not include. You can integrate reports through a plugin from Richlode which also includes Dashboards (there is a demo link included on the product page):
Reports for SugarCRM CE | SugarCRM Community Edition Reporting
Regarding custom exports, you can create reports which include only the records and fields you want to have in their results, and export them to CSV and PDF.
Thank you very much for your answer.
It seems nice but it looks like half measure between opensource tools and Commercial Sugar Edition.
Why would it be on a SaaS business model unlike most other modules ?
Thank you again for sharing.
you might also want to look at AlineaSol Reports:
Hi sylvain,You can use different reporting modules e.g Alinasol kinamu k-reporter you can find alot more . They have a lot of functionalities e.g making your own dashboards.For exports they provide pdf,csv,txt and many other formats.If you need help with reporting i can suggest you some.
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