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Basic Edition |
Full Edition |
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Works with Sugar® CE and SuiteCRM |
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Support for LDAP and SAML authentication |
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Display Accounts, Contacts, Leads, Opportunities, Calls, Meetings, Tasks and Cases | ||
Display other modules and Custom Modules |
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Create/Edit Accounts, Contacts, Leads, Opportunities, Calls, Meetings | ||
Create/Edit other modules and Custom Modules |
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Offline Mode |
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Customize Home Page with preferred modules icons |
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Search by name and "My items" | ||
Search by any field | ||
Global Search | ||
Save Searches Saved searches can also be used as dashlet or added as icons on the Home page. You can also filter maps with saved searches |
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"Today" Dashlet displays your calls and meetings of the day on your Home Page |
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Display on a map Contacts/Accounts/... within a given distance from your current location or an address |
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Display on a map Contacts/Accounts/... within a given distance from a given Account/Contact/... |
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Copy SugarCRM contacts to device Address Book |
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Copy contacts from device Address Book to the CRM |
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Create contacts by scanning QR Codes on business cards |
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Limit visibility according to CRM access rights |
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Select and order displayed fields (including custom fields) |
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Color on List Views depending on field values | ||
Display field totals on List View, Dashlets and Subpanels (for example Total amount of Opportunities) | ||
Select and order displayed subpanels | ||
Place calls from phone numbers | ||
Placed calls automatically logged into the CRM | ||
Send SMS from mobile phone numbers |
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View Google Map from address |
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Quick access to Last Viewed records |
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Calendar |
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Push Notifications |
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Have your customers sign and approve Quotes, Cases, … (requires Captivea Drawing and Signature module) |
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Use your camera to add pictures in Picture type fields (SuiteCRM) or Photo fields (SugarCRM extension available on SugarOutfitters) |
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JavaScript Advanced Customizations |
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Technical support (support@quickcrm.fr) | ||