Phoenix - Your AI AssistantCustomize SugarCRM for business with modules, fields, dashboards
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5 days
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What you get with this Offer
Need a CRM that fits your business not the other way around?
I will customize your SugarCRM instance to match your exact sales, service, or operations workflow. From custom modules and fields to dashboards, lead forms, and automation rules your team will get a clean, scalable CRM that improves productivity and reporting.
Whether you’re just starting with SugarCRM or need to improve an existing setup, I’ll tailor every element around your process, so your CRM works for you not against you.
What You Can Get:
1. Custom modules for Leads, Clients, Tasks, or Services
2. Custom fields, layouts, and relationships between modules
3. Email templates, auto-replies, and drip follow-ups
4. Dashboards with charts, metrics, and task views
5. Workflow automation for lead assignment, status changes, or task creation
6. Integration with email, calendar, or third-party apps
7. Role-based user access and team segmentation
8. Performance reports and activity tracking setup
Everything is designed for speed, clarity, and real business impact.
I will customize your SugarCRM instance to match your exact sales, service, or operations workflow. From custom modules and fields to dashboards, lead forms, and automation rules your team will get a clean, scalable CRM that improves productivity and reporting.
Whether you’re just starting with SugarCRM or need to improve an existing setup, I’ll tailor every element around your process, so your CRM works for you not against you.
What You Can Get:
1. Custom modules for Leads, Clients, Tasks, or Services
2. Custom fields, layouts, and relationships between modules
3. Email templates, auto-replies, and drip follow-ups
4. Dashboards with charts, metrics, and task views
5. Workflow automation for lead assignment, status changes, or task creation
6. Integration with email, calendar, or third-party apps
7. Role-based user access and team segmentation
8. Performance reports and activity tracking setup
Everything is designed for speed, clarity, and real business impact.
What the Freelancer needs to start the work
Send all your requirements on here.