SugarCRM
Free
69.0for iPhone, iPad and more
Age Rating
SugarCRM Screenshots
About SugarCRM
Customer relationship management anywhere, anytime—so you are always prepared to win deals and support customers on the go.
With the SugarCRM mobile app, you can take your business processes and CRM data on the go, including access to contacts, accounts, leads, activities, and custom Sugar modules.
Benefits:
• View detailed account information on the go, and update opportunities as you gather insights.
• Schedule calls, create cases, or send quotes directly from your mobile device.
• See who's calling and get prepared with Caller ID.
• Create documents based on record data from the mobile app with Doc Merge.
• View key performance indicators (KPIs) and stay on track with your sales goals.
• Build pricing quotes to close deals in real-time, wherever you are.
• Access insights at a glance with dashboards: charts, activity history, and more.
• Manage your task list by completing or adding new tasks.
• Map customer locations and initiate driving routes to streamline customer visits and planning.
With the SugarCRM mobile app, you can take your business processes and CRM data on the go, including access to contacts, accounts, leads, activities, and custom Sugar modules.
Benefits:
• View detailed account information on the go, and update opportunities as you gather insights.
• Schedule calls, create cases, or send quotes directly from your mobile device.
• See who's calling and get prepared with Caller ID.
• Create documents based on record data from the mobile app with Doc Merge.
• View key performance indicators (KPIs) and stay on track with your sales goals.
• Build pricing quotes to close deals in real-time, wherever you are.
• Access insights at a glance with dashboards: charts, activity history, and more.
• Manage your task list by completing or adding new tasks.
• Map customer locations and initiate driving routes to streamline customer visits and planning.
Show More
What's New in the Latest Version 69.0
Last updated on Mar 29, 2024
Old Versions
Features:
* The app now supports the use of Baidu Maps and Amap.
* You can now link existing calls, meetings, and tasks to a smart guide.
Fixed Issues:
* It is not possible to log in to the app with Sugar credentials if the instance uses SSO.
* The app may fail to load field data when opening a record.
* If "Related to Current Record" is selected for a Report dashlet, the result set is not correctly filtered.
* When creating records via subpanel, flex relate fields are not populated with the parent.
* The app now supports the use of Baidu Maps and Amap.
* You can now link existing calls, meetings, and tasks to a smart guide.
Fixed Issues:
* It is not possible to log in to the app with Sugar credentials if the instance uses SSO.
* The app may fail to load field data when opening a record.
* If "Related to Current Record" is selected for a Report dashlet, the result set is not correctly filtered.
* When creating records via subpanel, flex relate fields are not populated with the parent.
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Version History
69.0
Mar 29, 2024
Features:
* The app now supports the use of Baidu Maps and Amap.
* You can now link existing calls, meetings, and tasks to a smart guide.
Fixed Issues:
* It is not possible to log in to the app with Sugar credentials if the instance uses SSO.
* The app may fail to load field data when opening a record.
* If "Related to Current Record" is selected for a Report dashlet, the result set is not correctly filtered.
* When creating records via subpanel, flex relate fields are not populated with the parent.
* The app now supports the use of Baidu Maps and Amap.
* You can now link existing calls, meetings, and tasks to a smart guide.
Fixed Issues:
* It is not possible to log in to the app with Sugar credentials if the instance uses SSO.
* The app may fail to load field data when opening a record.
* If "Related to Current Record" is selected for a Report dashlet, the result set is not correctly filtered.
* When creating records via subpanel, flex relate fields are not populated with the parent.
68.0
Mar 1, 2024
Fixed Issues:
* If an address field is configured to be read-only when a condition is met, the field becomes read-only in the mobile app whether the condition is true or not.
* If an address field is configured to be read-only when a condition is met, the field becomes read-only in the mobile app whether the condition is true or not.
67.0
Feb 1, 2024
Features:
* Filtered product list during quote creation: When creating or editing a quoted line item, the list of products to choose from is filtered so that only currently active products are shown.
Fixed Issues:
* When Action Buttons are displayed in the mobile app, spaces are replaced with the percent (%) symbol in the button text.
* Filtered product list during quote creation: When creating or editing a quoted line item, the list of products to choose from is filtered so that only currently active products are shown.
Fixed Issues:
* When Action Buttons are displayed in the mobile app, spaces are replaced with the percent (%) symbol in the button text.
66.0
Jan 11, 2024
Fixed Issues:
* The app may become unresponsive when editing and saving changes to a record several times consecutively.
* A "record is invalid" error may be encountered if saving a record with dropdown-conditional views where all required fields are not included on the current view.
* The app may become unresponsive when editing and saving changes to a record several times consecutively.
* A "record is invalid" error may be encountered if saving a record with dropdown-conditional views where all required fields are not included on the current view.
65.0
Dec 8, 2023
Sugar Automate: You can now work with Smart Guides in the mobile app to progress a record through your organization's business processes and track activities as they are completed.
64.0
Nov 9, 2023
Fixed Issues:
This release of the SugarCRM mobile app addresses minor product and performance issues.
This release of the SugarCRM mobile app addresses minor product and performance issues.
63.0
Oct 12, 2023
Fixed Issues:
* When a dashboard is viewed from the desktop application, a warning message is displayed the next time the user opens the mobile app, erroneously notifying them that the dashboard configuration has changed.
* When a dashboard is viewed from the desktop application, a warning message is displayed the next time the user opens the mobile app, erroneously notifying them that the dashboard configuration has changed.
62.1
Oct 6, 2023
Fixed Issues:
* It may not be possible to authenticate to the SugarCRM mobile app if connecting using OpenID Connect (OIDC) via SugarIdentity.
Note: Users affected by this issue must uninstall and reinstall the SugarCRM mobile app after upgrading to version 62.1 in order to resolve the issue.
* It may not be possible to authenticate to the SugarCRM mobile app if connecting using OpenID Connect (OIDC) via SugarIdentity.
Note: Users affected by this issue must uninstall and reinstall the SugarCRM mobile app after upgrading to version 62.1 in order to resolve the issue.
62.0
Sep 15, 2023
Fixed Issues:
* If you click "Cancel" while adding users to a list of meeting guests and then try to add users as guests a second time, an internal error occurs.
* The app may become unresponsive when editing a record if the record contains a calculated textfield.
* If you click "Cancel" while adding users to a list of meeting guests and then try to add users as guests a second time, an internal error occurs.
* The app may become unresponsive when editing a record if the record contains a calculated textfield.
61.0
Aug 17, 2023
Features:
* The Report dashlet now allows you to view the data table of report results for Rows and Columns, Summation, and Summation with Details reports.
** Pin the first column of the table so that it stays in view as you scroll horizontally.
** Choose which columns are displayed in the table and sort by different columns.
* Access and update the report's run-time filters when viewing a Report dashlet so you can adjust the subset of data shown in the chart and the data table.
* The Report dashlet now allows you to view the data table of report results for Rows and Columns, Summation, and Summation with Details reports.
** Pin the first column of the table so that it stays in view as you scroll horizontally.
** Choose which columns are displayed in the table and sort by different columns.
* Access and update the report's run-time filters when viewing a Report dashlet so you can adjust the subset of data shown in the chart and the data table.
60.0
Jul 20, 2023
Features:
* The caller ID database now updates automatically every five minutes.
* You can now choose to resync all caller ID records or just those that are new, updated, or deleted.
Fixed Issues:
* If using stand-alone opportunities, it is not possible to convert a lead to an opportunity.
* Scrolling to load more list view results does not work if a filter based on the Teams field is applied.
* The names of the days and months in the calendar are displayed in English despite the language in use.
* The caller ID database now updates automatically every five minutes.
* You can now choose to resync all caller ID records or just those that are new, updated, or deleted.
Fixed Issues:
* If using stand-alone opportunities, it is not possible to convert a lead to an opportunity.
* Scrolling to load more list view results does not work if a filter based on the Teams field is applied.
* The names of the days and months in the calendar are displayed in English despite the language in use.
59.0
Jun 26, 2023
Features:
Events that took place in the past are now accessible via the mobile calendar; simply scroll up in agenda view or tap a different date in day view.
Fixed Issues:
* Users may encounter an error when saving a record in a custom module if the module's code customization contains an empty subpanel file.
* Fields that are only required if a certain condition is met may be required whether the condition is met or not.
* Text fields may be displayed as blank in Global Search results.
Events that took place in the past are now accessible via the mobile calendar; simply scroll up in agenda view or tap a different date in day view.
Fixed Issues:
* Users may encounter an error when saving a record in a custom module if the module's code customization contains an empty subpanel file.
* Fields that are only required if a certain condition is met may be required whether the condition is met or not.
* Text fields may be displayed as blank in Global Search results.
58.0
May 30, 2023
Features:
* If the phone number of an incoming call matches a contact or lead in Sugar, the record's name is displayed.
* When creating a new opportunity, it is now possible to create revenue line items at the same time.
Fixed Issues:
* Users may encounter an internal error when viewing or saving records in a custom module.
* If logging in to the mobile app using single sign-on (SSO) via Okta, users may encounter a loop where the page loads indefinitely and they cannot successfully log in.
* If the phone number of an incoming call matches a contact or lead in Sugar, the record's name is displayed.
* When creating a new opportunity, it is now possible to create revenue line items at the same time.
Fixed Issues:
* Users may encounter an internal error when viewing or saving records in a custom module.
* If logging in to the mobile app using single sign-on (SSO) via Okta, users may encounter a loop where the page loads indefinitely and they cannot successfully log in.
57.0
Apr 27, 2023
Features:
* Find nearby records: The Distance list view filter has a new operator, "Nearby", which shows only records within a specified radius of your device's current location.
Fixed Issues:
* Charts in Report dashlets are not displayed when viewed in the mobile app.
* If logging in to the mobile app using single sign-on (SSO) via Okta, users may encounter a loop where the page loads indefinitely and they cannot successfully log in.
* Find nearby records: The Distance list view filter has a new operator, "Nearby", which shows only records within a specified radius of your device's current location.
Fixed Issues:
* Charts in Report dashlets are not displayed when viewed in the mobile app.
* If logging in to the mobile app using single sign-on (SSO) via Okta, users may encounter a loop where the page loads indefinitely and they cannot successfully log in.
56.0
Mar 30, 2023
Features:
* Tap Cloud Drive files to open them: In the Cloud Drive dashlet, you can now tap a file to immediately open it or request access to it in Google Drive, OneDrive, or Dropbox.
* Tap Cloud Drive files to open them: In the Cloud Drive dashlet, you can now tap a file to immediately open it or request access to it in Google Drive, OneDrive, or Dropbox.
55.0
Mar 2, 2023
Features:
* DocuSign integration: The mobile app integrates with DocuSign so you can send documents for signature and manage in-progress and completed envelopes from your mobile device.
* DocuSign integration: The mobile app integrates with DocuSign so you can send documents for signature and manage in-progress and completed envelopes from your mobile device.
54.0
Feb 2, 2023
Features:
* Module icons and colors have been refreshed and now match those configured by the admin in the desktop app, giving users a consistent and modernized experience across both platforms.
* The mobile app's main menu has an updated appearance that aligns with Sugar's new navigation bar.
Fixed Issues:
* The app may take a long time to load search results when offline.
* It is not possible to add a new attachment to a note via the mobile app if the note already has at least one attached file.
* Module icons and colors have been refreshed and now match those configured by the admin in the desktop app, giving users a consistent and modernized experience across both platforms.
* The mobile app's main menu has an updated appearance that aligns with Sugar's new navigation bar.
Fixed Issues:
* The app may take a long time to load search results when offline.
* It is not possible to add a new attachment to a note via the mobile app if the note already has at least one attached file.
53.0
Jan 5, 2023
Features:
* If a Report dashlet's run-time filter is updated in the desktop app, the new filter is applied in the mobile app's dashlet.
* You can now edit all events in a series of meetings or calls at the same time.
* If you have Sugar Maps, you can now get directions between two records.
Fixed Issues:
* When creating a quote in the mobile app, the tax rate is not auto-populated.
* If a Report dashlet's run-time filter is updated in the desktop app, the new filter is applied in the mobile app's dashlet.
* You can now edit all events in a series of meetings or calls at the same time.
* If you have Sugar Maps, you can now get directions between two records.
Fixed Issues:
* When creating a quote in the mobile app, the tax rate is not auto-populated.
52.0
Dec 8, 2022
Features:
* Cloud Drive is now available so you can work with files in your Google Drive, OneDrive, or Dropbox directly.
** Interact with the files in your third-party drive from within the Cloud Drive dashlet.
** Save any file in your drive as a Sugar document with the file attached.
** On any Sugar document, you can sync the attached file to your drive.
* The name of the default filter in the Maps subpanel is displayed so that you know the radius of results being returned.
* Cloud Drive is now available so you can work with files in your Google Drive, OneDrive, or Dropbox directly.
** Interact with the files in your third-party drive from within the Cloud Drive dashlet.
** Save any file in your drive as a Sugar document with the file attached.
** On any Sugar document, you can sync the attached file to your drive.
* The name of the default filter in the Maps subpanel is displayed so that you know the radius of results being returned.
51.0
Nov 11, 2022
Features:
* Press and hold a record's address to copy it.
* Admins can now define edit view layouts that change based on a dropdown field's value.
* You can now access a record's Actions menu in dashlets listing records by swiping.
Fixed Issues:
* Users may be unable to log in or out or perform any actions without first uninstalling and reinstalling the app.
* Press and hold a record's address to copy it.
* Admins can now define edit view layouts that change based on a dropdown field's value.
* You can now access a record's Actions menu in dashlets listing records by swiping.
Fixed Issues:
* Users may be unable to log in or out or perform any actions without first uninstalling and reinstalling the app.
50.0
Oct 13, 2022
Features:
* You can now create recurring meetings from Sugar Mobile so that events that take place at regular intervals can be quickly created while away from the desktop application.
* The Doc Merge action type is now available to be used in Action Buttons in the mobile app.
Fixed Issues:
* It is not possible to approve or reject SugarBPM process activities from the Processes dashlet. As a workaround, edit the target record to access a button for approving or rejecting the activity.
* You can now create recurring meetings from Sugar Mobile so that events that take place at regular intervals can be quickly created while away from the desktop application.
* The Doc Merge action type is now available to be used in Action Buttons in the mobile app.
Fixed Issues:
* It is not possible to approve or reject SugarBPM process activities from the Processes dashlet. As a workaround, edit the target record to access a button for approving or rejecting the activity.
49.0
Sep 15, 2022
Features:
* You can now find and display user and team calendars in the app's calendar to have a view of both your own events and others' events at the same time.
* The grey dots displayed in the month navigator to show that there is at least one event on that date are now displayed in the week overview at the top of day view.
* When drafting an email from a case record, the case macro is automatically added to the email subject, if configured.
* You can now find and display user and team calendars in the app's calendar to have a view of both your own events and others' events at the same time.
* The grey dots displayed in the month navigator to show that there is at least one event on that date are now displayed in the week overview at the top of day view.
* When drafting an email from a case record, the case macro is automatically added to the email subject, if configured.
48.0
Aug 19, 2022
Features:
Sugar Maps:
* View records on a map: View any record with an address on a map inside Sugar Mobile.
* Route from current location: Navigate to a record's location from your current location with step-by-step directions and a visual map.
* Nearby records: Use the Maps subpanel to view other records that are within a specified radius of the record you are viewing.
* Distance filter: In list views, build filters with criteria that find records within a specified radius of a provided zip code.
Sugar Maps:
* View records on a map: View any record with an address on a map inside Sugar Mobile.
* Route from current location: Navigate to a record's location from your current location with step-by-step directions and a visual map.
* Nearby records: Use the Maps subpanel to view other records that are within a specified radius of the record you are viewing.
* Distance filter: In list views, build filters with criteria that find records within a specified radius of a provided zip code.
47.1
Jul 27, 2022
Fixed Issues:
* Push notifications are not sent for record assignments or Comment Log
* Push notifications are not sent for record assignments or Comment Log
47.0
Jul 21, 2022
Features:
* When adding email attachments, it is now possible to select multiple document records to attach their files to the email all at the same time.
Fixed Issues:
* When using Sugar Mobile on an iPad, it is not possible to set the value of a datetime field.
* The Contracts subpanel may not be displayed in the Related tab of modules with a relationship to contracts (e.g., accounts).
* The Notes subpanel is not displayed in the Related tab of the Quoted Line Items' detail view.
* When adding email attachments, it is now possible to select multiple document records to attach their files to the email all at the same time.
Fixed Issues:
* When using Sugar Mobile on an iPad, it is not possible to set the value of a datetime field.
* The Contracts subpanel may not be displayed in the Related tab of modules with a relationship to contracts (e.g., accounts).
* The Notes subpanel is not displayed in the Related tab of the Quoted Line Items' detail view.
SugarCRM FAQ
Click here to learn how to download SugarCRM in restricted country or region.
Check the following list to see the minimum requirements of SugarCRM.
iPhone
Requires iOS 12.0 or later.
iPad
Requires iPadOS 12.0 or later.
iPod touch
Requires iOS 12.0 or later.
SugarCRM supports English
