Choose from the links below to view online demos of our products.

Process Manager 5.5 Installation - Installing Process Manager
This short demo shows how to install Process Manager - either the Community Edition or Enterprise Edition

Process Manager Community Edition 5.5 New Lead Demo 1 - Send Email to New Lead
This short demo hightlights the features of the community version of Process Manager available on SugarForge.org. This demo shows how to use Process Manager to send an email on the creation of a new Lead.

Process Manager Community Edition 5.5 New Lead Demo 2 - Send Email and Schedule Call to New Lead
This short demo hightlights the features of the community version of Process Manager available on SugarForge.org. This demo shows how to use Process Manager to send an email and schedule a first call on the creation of a new Lead.

Process Manager Enterprise Edition 5.5 Multi-Stage New Lead Demo - Timed Based Workflow for Scheduling Calls and Sending Emails
This demo shows the features of our Enterprise Edition of Process Manager for SugarCRM 5.5. We highlight the capabilities or Process Manager to build time based workflow for scheduling calls, creating tasks and sending emails over the course of a week for a new lead.

Customer For Life Demo for Process Manager Enterprise 5.2 and Marketing Manager 5.2 - Customer For Life Training Video
This 20+ minute training video highlights the core features of both Process Manager and Marketing Manager working together to proactively interact with your customers on the closure of sale. We show you how to setup a month to month process to automatically send a company newsletter to your customers. Additionally, we show you how to setup Marketing Manager to automatically send an email on the birthday of all your contacts. The video by showing you how to setup a process to remind you to renew a sale after one year.

Using Custom Scripts in Process Manager - Custom Scripts Demo
This short training video will show you how to setup a process in which the task is to call a custom php script in Process Manager.

Case Management - Case Management
This demonstration will show you how to use Process Manager to proactively inform your customers of the status of cases as they are worked within your Support Organization.

Convert Leads to Opportunities - Demo to Show how to move new leads to Closed Opps
This lengthy demonstration will show you how you can setup multiple processes in Process Manager to more effeciently convert your new leads to closed Sales Opportunities. The demo shows you how to setup multiple stages on Lead Create that auto send emails to the new lead each week for four weeks.

Marketing Manager - Marketing Manager Overview
This demonstration will highlight the features of our Marketing Manager add on module. In this demo we show you how simple it is to setup a simple camaign that runs every morning and finds all contacts whose Birthday is that day and send them a nice 'Happy Birthday' email.

Routing Manager - Routing Manager Overview
This demonstration will highlight the features of our Routing Manager add on module. In this demo we show you how simple it is to setup a simple routing rule in which all new leads from California are automatically assigned to a user. Additionally, we show how to setup a routing rule in which all leads from the Web are distributed equally in a Round Robin manner to members of the Sales Team.