Sugar Gets Sweeter with Glances: View Your CRM Data in Any App
Access your Sugar data anywhere, using Glances
SugarCRM is a leading customer relationship management platform that provides sales, marketing, and support teams with a clear picture of each customer, so they can finally “let the platform do the work.” Sugar is part of Glances expanding lineup of connectable CRMs, such as: SuiteCRM, Salesforce, HubSpot, Pipedrive, Zoho, SpiceCRM, Freshsales, Nutshell, Close, and more to come.
If you are a current or potential Sugar user, you can simplify your workday with the ability to view your customer data while working in any app outside of the CRM. All of this and more is made possible by the Glances no-code integration platform. Whether you rely on other business apps like QuickBooks, monday.com, or other tools in your SaaS stack, Glances empowers you with a single view of your customer insights and personal tasks across multiple apps, in real time. Working on any webpage you visit or within any app you use, Glances helps you and your team eliminate roadblocks and get back to The simplest way to work™.
Available Sugar views (we call these Glances)
When SugarCRM is connected to Glances, you can search and view your live CRM data within any web app or platform you prefer to work in. Start by entering any contact’s name or email address in the Glances Search tab, or use Glances Search and Highlight feature to auto-search. From there, any available data related to your contact will appear, filtered and organized per connected app. Scroll through the list and click to view the details. If you need to jump out of Glances and view anything directly in an app, just click on our handy external link to make it happen.
Below is the current list of Glances available for SugarCRM. Need to see a specific view or data set? Contact our team to discuss custom options for your business.
- Single SugarCRM Contact
- List of SugarCRM Cases
- List of SugarCRM Quotes
- List of SugarCRM Opportunities
- List of Custom Module Records
- List of SugarCRM Notes
- SugarCRM Parent Account
- SugarCRM Today’s Activities
Immediate ways to view your SugarCRM data using Glances
1. By Browser
Once the Glances browser extension is installed and you have connected your favorite apps, there are a few ways to access the data you need:
- ✔️ Click the Glances widget in the corner of the page to begin a manual search or view your upcoming tasks.
- ✔️ Click on any Glancey-stamped email address on any webpage you are viewing to see related data.
- ✔️ Try Glances Highlight and Search to auto-search by name, email, order numbers, and more criteria.
- ✔️ Use the My Daily Glances tab to view your personal tasks across apps: scheduled meetings, to-dos, and more.
2. By Web and Mobile
If you have an internet connection, you can access your Glances from anywhere, on any device. Log in to your glances.com account, locate the top search bar, then enter any contact’s name or email address to view any related data across your apps. For the best mobile experience, go to m.glances.com, log in, and start your search.
3. By Other Apps
Glances has in-app functionality with workplace platforms like monday.com. Learn more about connecting these two powerful platforms and stay tuned for more in-app product launches.
Glances is your go-to hub for multiple apps, not just SugarCRM
You already depend on Sugar every day as your go-to CRM, but we realize you likely spend a lot of time in other platforms important to your job. Finding both personal tasks and customer insights within various web apps is a huge, time-consuming struggle. Allow Glances to bring your favorite apps together, securely showing your data in a single view from whatever app you are using.
Integrate SugarCRM with all your favorite apps, using Glances
Start your free trial to connect your favorite business apps and access your data in one easy click, from any app or webpage. You can find and connect SugarCRM when you are logged in to your Glances account or check out our listing on the SugarOutfitters marketplace.
More helpful steps
Schedule a demo to see the awesome benefits of Glances in action or ask our team questions.
If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.
Find more step-by-step articles with the latest information on our support site.