CRM Add-on Reviews: Sage, SugarCRM and Dynamics

What are the best CRM add-ons? We review products for Sage, SugarCRM and MS Dynamics. Now you get to customize your solution to increase user-adoption and ROI. There are some really powerful third party integrations out there. We have created a CRM software reviews post on the top 5 CRM software add-ons for 2014, here they are:

Collabspot – Gmail for SugarCRM

Integrates with: SugarCRM

Collabspot brings CRM directly into your inbox – and is the add-on SugarCRM users have been begging for.

A sales email platform that integrates CRM with Gmail – collabspot offers seamless integration to SugarCRM, the fastest growing CRM system on the market today. Collabspot allows SugarCRM users to work directly from their inbox which has shown increased productivity and user adoption rates – as well as much desired simplified data entry! What more could you ask for?

Collabspot is designed to enhance sales by allowing users to keep track of and manage customer info from Gmail. Collabspot It’s the perfect plug-in for any salesperson or avid email user because the inbox is where things happen.

Collabspot_1

DocuSign – the gold standard in eSignature technology

Integrates with: Salesforce.com, SugarCRM, NetSuite and Microsoft Dynamics CRM

Close deals faster with DocuSign forCRM.
DocuSign for CRM helps sales users close more business more quickly. Imagine a tool that allowed your customers to sign contracts from any browser within minutes – and then updated your CRM data at the same time. Sounds pretty good right? That’s DocuSign.

Sending a contract or any other type of document for electronic signature is simple using the DocuSign for CRM connector. Just click the “Send with DocuSign” button from an Opportunity, Account, Contract, or Quote object to send related documents to the appropriate recipients. Once a document is signed, it is automatically brought back onto the record as a signed PDF, and the status of the document’s progress is tracked the whole time.

DocuSign’s key features are:
  • Send documents from any Opportunity, Account, Contract, or Quote object
  • Track  the status of documents
  • Configure and customize to any business process using DocuSign APIs

DocuSign_2

QuickBooks Integration

Integrates with: Salesforce and SugarCRM

A seamless integration between SugarCRM/Salesforce.com and QuickBooks, Intuit’s accounting software for small businesses, enables organizations to streamline accounting and more efficiently manage customer relationships so they save time and close more deals. This QuickBooks integration is listed on the Intuit App Center.

By leveraging this integration, SugarCRM/Salesforce.com users can view account payment status, payment terms, days aging, account balance, and other QuickBooks information inside of their CRM. Additional features include syncing and creation of new Accounts, Products, Quotes and Invoices between Sugar and QuickBooks.

Intuit

Google Apps

Integrates with: Salesforce.com

Jitterbit – Integrate Any App

Integrates with: SAP, Oracle, Siebel, Microsoft Dynamics, Salesforce, SugarCRM… and just about everything else.

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