A world of data at your fingertips
Trio gives you the ability to generate a host of reports using any DRM metric. Curious how many donor leads are converting to commitments on Fridays? No problem. Are commitment rates cyclical? Does attending an international nonprofit conference identify highly qualified donors? You can generate a customized report from information in the system.
High-performance dashboards
The dashboard in your car gives you all the basic information you need at a glance. SugarCRM will do exactly the same thing for you. You can create various dashboards for each of your team members. Each custom dashboard offers the vital information they need delivered in an easy-to-read format.
Controlled access
Naturally, not all reports or analyses are meant for everyone. Sugar lets you set priority levels to restrict access to sensitive or private information. For instance, performance reports for sales teams may only be accessible by management. The parameters and access are totally up to you.
