| Sales Management |
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Lead management |
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Contact management |
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Opportunity management |
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Account management |
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Activity management |
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Document library |
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Notes and attachments |
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PDF an opportunity |
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Sales forecasting |
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Real-time reminders and alerts |
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Product catalog |
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Team management |
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Quote management |
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Custom PDF quote |
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Account team selling |
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Opportunity team selling |
| Customer Support |
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Case management |
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Bug tracking |
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Email management (email-to-case) |
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Bug portal |
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Case escalation and queuing |
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Asset management |
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Case escalation and notification |
| Migration and Integration |
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Unlimited data import and exports |
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Import/export utilities |
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Import de-duplication |
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Custom links |
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Web-services API |
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Module loader |
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Upgrade wizard |
| Security |
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Record-level security |
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Multi-departmental administration |
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Profile-based departmental security |
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Portal only user |
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Access control by user role |
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Access control by team |
| Collaboration |
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Project management |
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Activity management |
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Content syndication |
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Document management |
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Shared calendar |
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Employee directory |
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Web portals |
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Team notices |
| Knowledgebase |
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Content authoring and management |
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FAQ authoring and management |
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Wikified user interface |
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File management |
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Full-text search capabilities |
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Content user rating |
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Workflow approval and auditing process |
| Project Management |
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Planning grids |
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Project templates |
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Project graphs and Gantt chart visuals |
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Integrated case management |
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Project collaboration history |
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Team controls |
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Project dashboards |
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Exportable to Microsoft Project |
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Customer Support Resource allocation report |
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| Marketing Management |
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Multi-channel campaign wizard |
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Campaign ROI calculation |
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Web campaign click-through tracker |
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Lead capture web form auto designer |
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Lead routing by campaign |
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HTML email templates |
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HTML email tracking |
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HTML newsletter templates |
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HTML newsletter subscription mngt |
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Online lead capture |
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Target management |
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List management |
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Email campaign management |
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Web campaign management |
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Campaign management |
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Web cast management |
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Newsletter campaign management |
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Microsoft Word mail-merge integration |
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Campaign management |
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Campaign dashboard |
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Subscription lists |
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Suppression rules |
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Group segmentation |
| Customer Self Service Portal |
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Customer Self-Service case management |
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Customer facing knowledgebase access |
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Knowledgebase search |
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Customer facing FAQs |
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Customer facing accounts update control |
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Newsletter subscription management |
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Bug tracker |
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User account management |
| Reporting |
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Sales pipeline dashboard |
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Lead source dashboard |
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Monthly pipeline by outcome dashboard |
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Opportunities by lead source dashboard |
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Customizable dashboards |
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Custom reports |
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Cross-module reporting |
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Bookmarking favorite reports |
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Multiple group and module reporting |
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Custom charting with bar graph, pie chart, an |
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Charts from custom reports |
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SQL reporting |
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Charts from SQL report |
| Mobile |
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Sugar Plug-in for Microsoft Outlook |
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Wireless edition |
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PDA edition |
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Offline client synchronization Optional |
| Customization |
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Full source code access |
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Unlimited number of custom fields |
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Custom formula fields |
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Unlimited number of custom objects |
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Custom record types |
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Drag-and-drop custom layouts |
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Rename tabs |
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Custom tabs and web tabs by admin |
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Custom tabs and web tabs by user |
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Assignment notification |
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Multiple page layouts |
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Multiple custom page layouts |
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User based time and date formatting |
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Multi-currency conversion |
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Multi-lingual support |
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Workflow automation rules |
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Workflow automation tasks |
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Oracle support |
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Company
