SugarCRM is a succesful and free-to-use CRM answer for gross sales, advertising, and repair groups. It permits you to log interactions with a standard record of shoppers, conduct automated campaigns, and handle your pipeline.
It is price noting that support for the open-source edition of SugarCRM was discontinued in 2018 (opens in new tab). However, it stays a easy and strong platform that’s utterly free to make use of and has many of the identical capabilities that many paid CRM platforms have. In this information, we offer step-by-step directions for getting began with SugarCRM.
How to construct your own CRM using SugarCRM: Preparation
Before you will get began with the free, open-source version of SugarCRM, you’ll need internet hosting. We used Hostinger (opens in new tab), a number one supplier which normally affords costs as little as $1.99 monthly. However, we’ve managed to get an unique deal for our readers and bag Hostinger internet hosting totally free!
Manually putting in a self-hosted program like SugarCRM is a posh course of that requires some technical talent. Fortunately, Hostinger’s Auto Installer lets you set up it on your server in only a few minutes.
Once you’ve bought internet hosting, merely log in to your Hostinger account and navigate to Hosting > Manage > Website > Auto Installer. Follow the prompts to put in SugarCRM. Full directions could be discovered here (opens in new tab).
Many hosts supply some kind of one-click installer, whereas others require you to put in SugarCRM manually. This could be a tough course of, and you must attain out to your host’s help crew in case you have bother.
Step 1: Initial setup
Follow the hyperlink from Hostinger’s Auto Installer to start using SugarCRM. This will take you to Sugar’s preliminary login display. Input your username and password to start the preliminary setup.
Next, Sugar provides you with a sequence of prompts to call your firm, add your brand, select your base forex, arrange your e-mail server for automated e-mail, set your date format, time zone, and extra. Simply observe the prompts and fill in all of the related info to conclude the preliminary setup.
Step 2: Import information
On the following display, you will note a number of choices for different preliminary duties, corresponding to including purchasers and importing present information.
Unless your enterprise is model new, you in all probability have present buyer information that you’ll want to import to SugarCRM from one other supply. For many small companies, this information supply is a spreadsheet. But in case you are transferring from one other CRM, it’s possible you’ll have to export this information to a spreadsheet first.
Before importing your spreadsheet, click on to import present information, then observe the prompts till you get to a hyperlink to SugarCRM’s template. Download the template and re-format your spreadsheet to match it, then import that template into SugarCRM.
If you want extra steering on this step, make sure you try our information on how to migrate your CRM spreadsheet to CRM software. (opens in new tab)
Step 3: Update your common settings
Once you’ve imported information and reached your predominant SugarCRM dashboard, we’d advocate updating your common settings. Head to the Admin menu on the highest proper of the primary dashboard and scroll down till you see the System menu.
Under the System Settings choice, you’ll find quite a few customizable settings relating to the person interface, proxy settings, and extra.
You will discover varied different settings menus on the Admin web page, and we’d recommend exploring these to configure SugarCRM in one of the best ways for your enterprise. For instance, the Email Settings menu lets you customise the best way that the system makes use of e-mail.
Step 4: Create customers
On the Admin panel, additionally, you will discover a User Management menu. This lets you create new customers, handle present customers, and replace private info.
To create a brand new person, head to User Management > Create New User. Fill within the required info to finish every profile, and hit the Save button. You can outline person settings underneath the Advanced tab on the Create New User web page.
You solely have so as to add a person identify, standing, and final identify to create a person profile, however we’d recommend including as a lot detailed info as doable. You also can assign person roles underneath Admin > Role Management.
Step 5: Familiarize your self with the Studio
Finally, we’d recommend heading to Admin > Studio and familiarizing your self with a few of the design instruments on supply. Here, you possibly can customise the structure of your CRM platform, customise the best way totally different modules carry out, and even create new modules if you wish to.
Summary
At this stage, your CRM platform needs to be fairly nicely arrange. You might want to proceed engaged on it to make sure it’s fine-tuned to your enterprise, however we’ve coated the fundamentals of putting in and establishing SugarCRM.
If you don’t need to work via the method of establishing a self-hosted CRM platform, we’d recommend looking at our information to the best CRM software (opens in new tab). Also, try our information to the best CRM for startups (opens in new tab), and our article about why you need CRM software (opens in new tab).
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