Chapter 9. SugarCRM

CRM stands for Customer Relationship Management. This refers to a system that allows us to manage our contacts, leads, accounts, and sales, and helps us with forecasts and projections. SugarCRM is one of the leading open-source CRM products available. It can help many companies organize their sales flow with more features than most companies may ever want.

We may be anxious to know why SugarCRM is bundled with TrixBox. The reason is that SugarCRM is already integrated with Asterisk and, since many users are installing TrixBox systems in small to medium businesses, including SugarCRM is a great way of starting to play with it. Whenever a remote phone number is displayed, such as in contact lists or account details, a [call] button can be seen. Clicking on the [call] button will initiate a call between the on-screen phone number and our extension. This saves us from having to pick up the phone and dial the digits. This may not seem like much, but if we make a lot of phone...