Set up and customize SugarCRM for sales pipeline management

Want to organize and supercharge your sales pipeline in SugarCRM?

With 6+ years of experience in CRM customization and workflow automation, I help businesses like yours streamline lead tracking, opportunity management, and account handling in SugarCRM. I will set up a complete and intuitive pipeline tailored to your sales process so your team closes deals faster and more efficiently.

Whether you're just starting out or scaling up, I'll configure custom stages, fields, modules, and dashboards that align with your business needs and simplify your workflow.

What’s Included:

1). Custom sales pipeline setup with tailored stages

2). Configuration of Leads, Opportunities, Accounts, and Contacts

3). Custom fields to capture relevant business data

4). Dashboard setup with KPIs and reports

5). Workflow automation (e.g. auto-assign leads, follow-up alerts)

6). Role-based access and permissions

7). Integration support (forms, email, calendar)

Everything is built with usability and performance in mind no bloat, no confusion.