SugarScene Modules

SugarScene Literature Pack

Organisations include Groups, Companies and related People.

Individual and shared Calendars help you keep track and manage your time effectively.

Book meetings and visits, create reminders to make calls or complete tasks. Assign Activities to members of your team and SugarScene will automatically email them to let them know.

Prospecting handles lists of names and addresses for use in creating target lists for telesales campaigns. These can also be used in Promotions to allow you to create and manage email, mail and newsletter campaigns for ongoing communications with your target audience.

Email options include an inclusive nightly allowance and email packs.

Monitor all your sales interests in the form of Leads and Opportunities.

Dashboards allow you to view information easily and quickly in the form of graphs.

Track orders received and ensure that completed work has been invoiced using the Sales Orders module. This module includes a Contract feature that allows you to keep track of open or running contracts, including a review date.

Complete expense claims easily and efficiently with the Expenses module. Includes a submit and authorise procedure. Conforms to the latest HMRC regulations.

Cases and Time gives you the facility to record an incident along with a time entry, ideal for a Helpdesk.

A simple Pricebook records key pricing information.

Record and track all your Assets no matter what they are.

Monitor and manage any training with the Courses module.

A Reporting module gives you the flexibility to report on what you need and when with an easy to use interface that enables all users to produce reports. A selection of simple everyday reports are provided.

Every user has a Home module, to display what is important to them, such as monitoring their own and others activities.

Roles control who can see and do what in SugarScene and Group Security enables this control to be exercised by a manager within a departmental structure.

View and edit SugarScene from any Mobile device with an Internet browser.