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May 20, 2015 Business Technologies

SugarCRM Mobile App Improvements on Android and iPhone

Sonja Fridell wearing a blue blouse and a dainty necklace.
By Sonja Fridell

SugarCRM mobile just got that much better with the release of SugarCRM mobile version 2.5.0. One of the biggest improvements is the ability to view reports directly in the app.

What else is new in SugarCRM Mobile 2.5.0?:

  • Over 20 known bug fixes
  • Personalized mobile dashboards and start screen
  • Enhanced global search
  • Ability to close calls, meetings and tasks

One of the biggest changes in SugarCRM Mobile 2.5.0 is the ability to see your activity stream as a separate module. This can be accessed quickly through the newly updated and consolidated menu (both pictured below). The Activity Stream is available for all users of Sugar 7 and above.

New Activity Stream

SugarCRM_mobile_Salesforc

Consolidated Menu

SugarCRMMobile

You Can Now Close Calls / Tasks

SugarCRMMobileAppAndroid

Personalized  Dashboard

SugarCRM_MobileApp

You can access some of your favorite modules from a personalized dashboard in the newest version of Sugar’s mobile app.

Available modules for personalized dashboard:

  • Activity Stream
  • List View
  • Active Tasks
  • History
  • Top 10 Sales Opportunities (pictured above)
  • Planned Activities
  • Forecasting (coming soon with the release of Sugar 7.6)

All these changes are bringing the SugarCRM mobile app closer to Salesforce. Download our comparison guide a full SugarCRM vs. Salesforce comparison chart, including mobile capabilities.

 

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author bio

Sonja Fridell

Sonja is very active in architecting CRM, ERP and marketing automation solutions for clients across North America. As an ex-journalist, she is adept at exploring a client’s needs and coming up with cutting edge, elegant solutions that fit, drive adoption, and create real results.

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Sonja Fridell wearing a blue blouse and a dainty necklace.

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