• Google Maps integration routes directions to accounts, contacts, and leads
• Schedule and bridge conference calls using SugarCRM
• Better filtering in SugarCRM’s select menu
• Report on all activities (emails, tasks, notes, meetings, and calls)
• QuickBooks integration with SugarCRM

Google Maps Integration Routes Directions between Addresses in SugarCRM

Epicom’s advanced Google Maps integration plots directions to Accounts from any specified location. It also displays any Leads or Contacts in a certain radius of the route. Detailed data from a Lead record is shown when hovering over that Lead’s plotted point on the map.

To learn more about the full integration, click below or contact Epicom.

Schedule and Bridge Conference Calls in SugarCRM

Never be late to a conference call again. Instead of just logging a call in Sugar, you can now schedule a conference call to automatically dial and bridge the attendees together. The conference will call you instead of you dialing into a bridge number.

Better Filtering in SugarCRM’s Select Menu

Epicom has added advanced filters to Sugar’s select menu. For example, when selecting a project, users can narrow down the results based on the Account, instead of filtering through every project in the CRM system.

Report on all Activities (emails, tasks, notes, meetings, and calls)

Epicom built a custom module for customers to choose all or some activites to display in a single report. For example, you can choose to report on how many notes, meetings, and tasks particular users have created this month and view it from a single report.

All activity reports are one of the more commonly requested customizations from our clients. Click below to read more.

QuickBooks Integration with SugarCRM

Epicom engineer, Tommy Wiebell, talks about the integration between SugarCRM and the accounting software, QuickBooks. The integration has a two-way sync for data such as invoices and payroll.

To learn more about the integration, watch the Tech Talk video or email info@epicom.com.