Build and manage Projects across Sales, Marketing, and Customer Support. Streamline the tasks necessary to get the job done.
Use Sugar’s Project Management to create projects from pre-defined templates for all customer-facing tasks including campaigns, opportunities, accounts, and customer cases.
Project Management Module is integrated with other Sugar Modules. Archive emails, attach meeting notes or store call records to build a comprehensive view of your customer activity.
Track activity and dependencies easily with Gantt Charts. Manage upcoming tasks, open cases, meetings, emails and calls in a single location. Ensure your customer facing teams work together to close more opportunities in a shorter period of time.
Project Dashboards and Gantt Charts provide a visual representation of key project information and metrics. Sugar Administrators can configure Project Management Module for managers and users to view the appropriate Dashboards.