OUR CREATED INTEGRATION

Integration with the outside world expands the possibilities for using and will make it possible to connect your CRM system with
clients, colleagues and partners.
Connect your SugarCRM with applications and systems of third parties from Google to MS Outlook
to  economic systems such as MONEY, POHODA and NAVISION.

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Google synchronizer

Google synchronizer

Do you use a Google account, and do you want to have current records both in SugarCRM and in Google?

Our created plug-in will enable full synchronisation between SugarCRM and the Google account in these records:

  • Meetings or calendar (Google Calendar),
  • Telephone calls,
  • Tasks (Google Tasks) and
  • Contacts (Google contacts).

Within the synchronisation settings you can easily connect your Google account with your user account in SugarCRM and define for example how many weeks back or forward the data should be synchronised.

 
Mailchimp synchronizer

Mailchimp synchronizer

MailChimp is an application that can help you with the distribution of mass mailing campaigns.

In principle the entire connection between SuagrCRM and MailChimp works as follows:

  • In the CRM system you will create lists of addressees, interested parties, companies or contacts that you want to address,
  • In MailChimp you will create empty lists and then in CRM you will connect them together,
  • The contents of the list from CRM will be transferred to the selected list in MailChimp.
  • In MailChimp you can then conduct an e-mail campaign, and
  • the results of the campaign will be transferred back to CRM, where you will be able to have information about who has been addressed, when and how, or to change attributes for inclusion in additional campaigns.

For more information about MailChimp visit http://mailchimp.com/.

 
ACMARK CRM Outlook synchronizer

ACMARK CRM Outlook synchronizer

Do you use SugarCRM/SuiteCRM and Microsoft Outlook, and do you always need to have current information in both systems?

We offer you a created ACMARK CRM Outlook synchronizer, which enables you to work independently in both systems and easily:

  • synchronize contacts between Microsoft Outlook and SugarCRM
  • synchronize appointments between Microsoft Outlook and SugarCRM
  • synchronize tasks between Microsoft Outlook and SugarCRM
  • transfer emails from Microsoft Outlook to SugarCRM.

More detailed information can be found at http://www.sugar-outlook.cz.

 
SmartEmailing synchronizer

SmartEmailing synchronizer

SmartEmailing is an application that can help you with the distribution of mass e-mail and text message campaigns.

In principle the entire connection between SuagrCRM and SmartEmailing works as follows:

  • In the CRM system you will create lists of addressees, interested parties, companies or contacts that you want to address,
  • In SmartEmailing you will create empty lists and then in CRM you will connect them together,
  • The contents of the list from CRM will be transferred to the selected list in SmartEmailing.
  • In SmartEmailing you will then create the contents of the communication, perform testing and conduct your email or text message campaign and
  • the results of the campaign will be transferred back to CRM, where you will be able to have information about who has been addressed, when and how, or to change attributes for inclsuion in additional campaigns.

For more information about SmartEmailing visit https://www.smartemailing.cz.

 
Mobile telephony

Mobile telephony

Our created module enables easy phoning from CRM or accepting of calls via mobile phone.

How is it done?

Simply: in CRM next to each phone number there is an icon with a phone. When you click on the icon, the selected phone number will be dialled using your mobile phone and Telephone activity will be entered into CRM.

If the called party answers the phone, you will write a record from the call, and you will be able to plan additional activities, such as a phone call, meeting or task, depending on what arrangements have been made with the called party.

This functionality functions similarly if someone calls you. Based on a phone number, a contact is recognised in the CRM database, and you have the option of entering the Telephone activity type and processing it in the same way as in the case of an outgoing call.

Note: functionality is only available for mobile phones with an Android operating system.

 
IPEX connector

IPEX connector

IPEX a.s. is a provider of electronic communications services.

We have created the module that enables the connection of SugarCRM to communications services  provided by IPEX.

You have the ability to easily:

  • dial phone numbers from CRM by merely clicking,
  • In the case of incoming calls, a client is recognised by the phone number from the CRM database.

Thanks to connection to IPEX communication services, you can: record activities directly into CRM, including an official record, and plan subsequent activities and make an audio recording of the call.

 
Database connector

Database connector

The database connector is intended for transfers of data between the economic system (ERP) and SugarCRM.

With the help of this plug-in, you can export data from any ERP systems and import them to SugarCRM based on your requirements.

Standardly data is transferred about:

  • companies,
  • products,
  • invoices,
  • orders,
  • inventory in stock,
  • service cases and
  • other necessary information.

This can ensure that in SugarCRM you always have all the necessary information, which you can also update regularly.

How does the connector work?

On a server running the ERP system, you will install the database connector, which is launched as a service and at intervals you select exports selected data to .csv format and carries the data to a server where SugarCRM is running.

Then a procedure is launched which ensures the importing of data to SugarCRM.

 
Mantis bug tracker synchronizer

Mantis bug tracker synchronizer

Some clients with a benefit use other help desk systems for the support of their service activities. But they also have a requirement that in CRM there is an overview of requirements or service interventions on clients’ side due to the comprehensive view of communication with the client.

Therefore, we have developed a plug-in for you which enables connection to MANTIS and the transfer of records created in MANTIS into CRM structures.

You can easily transfer:

  • recorded service requirements,
  • updating of statuses,
  • activities carried out in them, and
  • Updating of parameters in the client’s details.

 
Freshdesk synchronizer

Freshdesk synchronizer

Some clients with a benefit use other help desk systems for the support of their service activities. But they also have a requirement that in CRM there is an overview of requirements or service interventions on clients’ side due to the comprehensive view of communication with the client.

Therefore, we have developed a plug-in for you which enables connection to MANTIS and the transfer of records created in MANTIS into CRM structures.

You can easily transfer:

  • recorded service requirements,
  • updating of statuses,
  • activities carried out in them, and
  • Updating of parameters in the client’s details.

 
Asterisk - IP telephony

Asterisk - IP telephony

We have prepared for you a module for connection to the IP telephony, which is the basis of the ASTERISK system.

Within this module, these basic functions are available:

  • Outgoing calls
    • Clicking on the phone icon dials a phone number rand opens the window with the call (see screen below). In the call window, it is possible to record what was talked about, and it will also be possible to save the record.
    • The call is logged into the history of the Company, Contact or Interested Party
  • Incoming calls – if the client phones to the company, a window pops up, and two statuses can occur:
    • The number is detected – then displays the company name and the name of the contact is displayed and added to history.
    • The number not recognized – it is possible to create for example a contact or associate it with an already existing one. TO in a case when a phone number is incorrectly detected.
  • Other types of functionality:
    • Call recording – it is possible to record the call,
    • Call replaying – from the call detail, the recording can be replayed

Software phones or headsets can also be used for phone calls.

 
ERP synchronization

ERP synchronization

We have developed a system for the transmission of data between SugarCRM and economic systems (ERP).

Now we have a specific connection to: Altus Vario, Money, Navision, Pohoda and SAP.

With the help of this system, you can export data from any ERP systems and import them to SugarCRM and vice versa based on your requirements.

Standardly data is transferred about:

  • companies,
  • products,
  • invoices,
  • orders,
  • inventory in stock,
  • service cases and
  • other necessary information.

This gives you all necessary current information in SugarCRM and ERP at all times.

If the client wants to add other agendas or modify communication between systems, the mechanisms can be customised based on requirements.

Note: the transfer between each system is always slightly different and depends on what is enabled by the particular ERP system.

 
leady.cz synchronizer

leady.cz synchronizer

Leady.cz is a service that allows you to monitor the movements on your website and identify potential or existing clients.

Our solution allows you to import information obtained from the service leady.cz directly into SugarCRM and establish records in the database, typically leads, and then carry out various operations on these records, such as valuation of the lead or launching of a defined process.

For details about the leady.cz service, visit https://leady.cz.

 
Integration with SharePoint

Integration with SharePoint

Do you have documents in SharePoint and do you want to pair them with the entries in SugarCRM or place records from SugarCRM directly into SharePoint? That is why we have proposed and developed for our clients a type of functionality that allows you to:
  • assign records from SugarCRM to records in SharePoint and then to move them from SharePoint to SugarCRM and source code by clicking
  • fully integrate the SugarCRM in the environment of SharePoint – this can be used to include SugarCRM as part of the portal built into SharePoint, and users will normally not recognize that they are working in an application other than SharePoint.
  • move records from SugarCRM directly into SharePoint and connect them.
This integration makes SugarCRM and SharePoint fully integrated.
The functionality is available also for Office 365!

 
Finstat

Finstat

The Finstat service is operated for companies in the Czech Republic and Slovakia and enables obtaining information via an API interface regarding:

  • A database of financial data
  • Database of companies and organisations
  • Database of entrepreneurs
  • Budget and contributory organisation
  • Database of non-profit organisations
  • Register of public sector partners
  • Bankruptcy and restructuring
  • Register of asset executions
  • Payment orders
  • Critical events
  • Court decisions
and additional information

For details about this service, visit https://www.finstat.sk.

 
CreditCheck

CreditCheck

CreditCheck protects your business from bad payers. Verify business partners simply. Immediately.

CreditCheck has information from all possible registers in the Czech Republic and Slovakia, and therefore allows for a comprehensive view of your business partners.

It namely draws from:

  • the Insolvency Register
  • the General Health Insurance Company
    of the Czech Republic (VZP)
  • the Health Insurance Company of the Ministry
    of Interior of the Czech Republic (ZP MV ČR)
  • Debt registers
  • VAT payer records
  • the Trade Licensing Register
  • the Register of Economic Entities
  • Central Bankruptcy Records
  • a Collection of Documents
  • Financial statements
  • Central Asset Execution Records
  • The auction portal
  • Unreliable VAT payer
  • Register of bank accounts

For details about this service, visit https://www.creditcheck.cz.