AI Practice Management Software for Accountants vs SugarCRM
Overview
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Detailed Comparison
Manage your sales, marketing, and customer support better with SugarCRM's online CRM software. | All-in-one AI practice management software for accountants and bookkeepers. Manage tasks, clients, workflows, and teams efficiently with automation and real-time visibility. |
360-Degree Customer Activity History- Know your accounts inside and out with 360-degree customer activity history across the extended selling enterprise.;Social Selling- Leverage LinkedIn to network and augment your contact discovery. Scan for relevant tweets of all the people you follow in your activity streams and interact with your contacts directly;Mobile- Sell anywhere and stay on top of your leads and opportunities, tasks and calendar, meetings and calls -- across any mobile device.;Real Time Pipeline Management- Track early indicators and changes impacting your pipeline so you can stay ahead of your forecast, spend time where it counts, and meet your sales targets on time, every time.;Workflow and Approvals- Automatically drive deal change alerts and discount approvals, route leads and opportunities, and monitor account activity updates and changes based on your business.;Email, Calendar, and File Management- Sell with your favorite applications with Sugar’s built-in email integration Microsoft Outlook, IBM Lotus Notes, Gmail, Yahoo! Mail, and IMAP based email servers.;Sales Analytics- Sugar reporting and dashboards provide you with real-time information about the sales pipeline, progress to quota, key opportunity and account activity, and rep performance.;Sales Intelligence- Get account and contact data from Hoovers and other business data providers using the Sugar Cloud Connectors. | Task Management - Client Management - Analytics & Dashboard - Services & Workflow - Team & Communication - Unlimited Users - Leads Management - Proposals & Engagements - Email Sync & Advanced Communication - Client Portal - AI Features |
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Integrations | |
| No integrations available | |
What are some alternatives to SugarCRM, AI Practice Management Software for Accountants?
Airflow
Use Airflow to author workflows as directed acyclic graphs (DAGs) of tasks. The Airflow scheduler executes your tasks on an array of workers while following the specified dependencies. Rich command lines utilities makes performing complex surgeries on DAGs a snap. The rich user interface makes it easy to visualize pipelines running in production, monitor progress and troubleshoot issues when needed.
Salesforce Sales Cloud
The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy.
Pipedrive
Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.
GitHub Actions
It makes it easy to automate all your software workflows, now with world-class CI/CD. Build, test, and deploy your code right from GitHub. Make code reviews, branch management, and issue triaging work the way you want.
Evernote
Take notes to a new level with Evernote, the productivity app that keeps your projects, ideas, and inspiration handy across all your digital devices. It helps you capture and prioritize ideas, projects, and to-do lists, so nothing falls through the cracks.
Streak
Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.
Apache Beam
It implements batch and streaming data processing jobs that run on any execution engine. It executes pipelines on multiple execution environments.
OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time.
Zenaton
Developer framework to orchestrate multiple services and APIs into your software application using logic triggered by events and time. Build ETL processes, A/B testing, real-time alerts and personalized user experiences with custom logic.
Luigi
It is a Python module that helps you build complex pipelines of batch jobs. It handles dependency resolution, workflow management, visualization etc. It also comes with Hadoop support built in.
