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SugarCRM Development

Create and Send Quotes via the Web

Create Customer Portals

Custom Data Management Tools

Custom Reporting Systems


SugarCRM Customization and Development

SugarCRM Customization

SugarCRM is a complete CRM solution that automates your core sales, customer service and marketing processes, with a focus on the individual. Users get powerful functionality they’ll actually want to use, driving higher adoption and greater business insights.SugarCRM is designed to capture precise business needs. A customized SugarCRM solution improves a business processes; integrates with applications; and, performs unique tasks that are specific to the organization.

No matter your business, the SugarCRM developers at Plego will customize SugarCRM solutions to suit your needs from cosmetic changes to studio or comprehensive code level changes and integrations.

Simple Customizations

SugarCRM has a built-in Sugar Studio that allows adding, editing and removing of fields that are present as defaults in the modules. These customizations can be performed by your Administrator once they have read the SugarCRM Admin Manual or have attended the SugarCRM Administrator Fundamentals Training.

Plego also offers a comprehensive scoping and implementation service. We will analyze your business processes, making recommendations for changes to the system to suit your needs. This customization provides the end user with the most comfortable experience.

Code Level Customization or SugarCRM Customizations beyond Sugar Studio Sometimes Studio level, SugarCRM customizations are not enough to suit your business processes. Plego provides SugarCRM code level customizations that are upgrade safe. These customizations can be simple field validations or creation of new data fields.

Custom Module Creation

SugarCRM module builder creates an entirely new module to capture a new Business Process that is needed for the customer facing team. For example, a new module might capture additional information that is not captured by default.

Workflow Automation

The SugarCRM workflow engine is designed to create simple workflows that automate most of the work. Workflow is created based upon the status change of a record or a time period / expiration date. Plego works with end user to create the appropriate workflows to suit your business needs.


SugarCRM comes with a Web Services SOAP API and can be integrated with any other third- party application or website. The Plego team can provide Website integration services to SugarCRM and SugarCRM to back-end applications.

Integration SugarCRM

SugarCRM is ideal for customer-facing employees. SugarCRM should have the latest information to be provided to customers as they need it. Sugar can be integrated with any other back end or front end application ensuring the information is available to the Sales Team and Customer Support Team. SugarCRM SOAP API facilitates applications push information into SugarCRM. SugarCRM can also be modified to push information to third party applications if they have a Web Services API.

Plego is capable of providing integrations whether the third party has a Web Services API or not.

When you buy an enterprise level product like SugarCRM or a solution like a Partner Portal, you need on-going support and maintenance so that you can concentrate your efforts on growing your business. Plego has a dedicated team available in different time zones so that application support is available when you need it.

Web, Mobile & Software Development Work Samples

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Featured Case Study
Wausau Homes – SugarCRM Web Application

Project Description & Value:

Wausau Homes has a unique customer acquisition process that requires for a funnel like approach to turning people considered contacts and transitioning them to leads and eventually customers. This process requires several checks and balances, including scoring algorithms that allow builders to qualify leads and eventually take them through the process of identifying the type of home they want, providing them with a firm price and signing them to a contract that begins the process of home construction.

A custom SugarCRM based solution was created for Wausau Homes. Plego took a base CRM platform and implemented the Wausau five step process. Overriding basic SugarCRM processes that are available by default, Plego redefined the different stages of customer acquisition as per the Wausau process. The following were the main benefits of the system.

Contact Management

Lead Management

Track Your Sales Process Step by Step

Follow Through With Your Customer After the Job is Done

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