SugarCRM vs Coevera

Customer relationship management anywhere, anytime—so you are always prepared to win deals and support customers on the go. With the SugarAI mobile app, you can take your business processes and CRM data on the go, including access to contacts, accounts, leads, activities, and custom Sugar modules. Benefits: • View detailed account information on the go, and update opportunities as you gather insights. • Schedule calls, create cases, or send quotes directly from your mobile device. • See who's calling and get prepared with Caller ID. • Create documents based on record data from the mobile app with Doc Merge. • View key performance indicators (KPIs) and stay on track with your sales goals. • Build pricing quotes to close deals in real-time, wherever you are. • Access insights at a glance with dashboards: charts, activity history, and more. • Manage your task list by completing or adding new tasks. • Map customer locations and initiate driving routes to streamline customer visits and planning.

Coevera CRM Mobile App is optimized to fully work with your iOS devices so you can access your sales data anytime, anywhere. View all contacts, accounts, leads, opportunities, tasks, and appointments or feed messages--without switching between Coevera CRM and iOS. Sync, view and update your data from Coevera CRM Cloud to Coevera CRM Mobile. Coevera Mobile CRM for iOS seamlessly integrates with the key features of your phone including: › Logging your outbound call conversations as call activities in Coevera CRM. › Planning your customer visits on the interactive map. › Making calls to, or text messaging or emailing your contacts and accounts. For a more detailed picture, one click takes you directly to a visual representation of Coevera CRM, from which you can drill down into CRM data. Coevera CRM Mobile App for iOS requires a subscription to Coevera CRM, and is seamlessly integrated with Coevera CRM Starter, Business and Enterprise versions.