SugarMob: SugarCRM Customer App

Customer Self Service Mobile App

SugarCRM Customer App empowers your customers to get live support, get their complaints addressed & access up-to-date transaction history, all from their mobile devices, anytime, anywhere!

Customer App is a customer self service portal in the form of a mobile app. Hence, it is more accessible and a more powerful tool to equip your customers with the right information and cut down on your operational costs to service customers. Using Customer App you can make selected modules of your SugarCRM available to your customers.


Highlighting Features

Simple and elegant
Customer App is centered around simplicity - whether it is for accessing or editing any information or for placing any support request. Customers can also easily edit their profile on the go from the Dashboard itself. They simply navigate to any module from the dashboard sliders.

Attractive Menu
Well-designed and user-friendly menus in the app improve the user experience and greatly contribute to its overall functionality. With Customer App’s interactive menu design, customers can navigate to any CRM module which is dynamically assigned to the user.

Easily Access Data
Extend your CRM capability with the Customer Application. Customers can get a birds-eye-view of their own records and analyze them in a central location. Customers can add, update or delete records from the app which will automatically reflect in SugarCRM.

Smart Calendar View
Smart calendar view help you reach your customer wherever they are, providing rapid mobile access to up-to-date company event information in their calendar. Customers can also create their own events in their calendar which is designed for best display on tablets and smart phones using smart calendar view.


Core Features

• Dynamic Modules - Integrates all SugarCRM modules dynamically in the app based on back end configuration

• Layout i.e. the fields to be included for Edit, Detail and List view of the modules can be configured from the back end

• Based on this selection, respective modules will be loaded when the user logs in

• Role Based Access - It is possible to provide role based accessibility to app users

• Modules in the app will be loaded according to the credentials and URL entered

• Edit your profile from the app

• Quick actions - Call, SMS or Email from a records detail view

• Locate Prospects - View address of a record in Map view

• Forgot password and reset password feature available.