BPM for SugarCRM platform

BPM for SugarCRM platform

SugarCRM is an affordable and easy to use customer relationship management (CRM) platform, designed to help businesses communicate with prospects, share sales information, close deals and keep customers happy. Thousands of successful companies use SugarCRM everyday to manage sales, marketing and support.

ProcessMaker is a cost effective and easy to use open source business process management (BPM) application. BPM software such as ProcessMaker can assist organizations of any size with designing, automating and deploying business processes or workflows of various kinds. Like SugarCRM, ProcessMaker is web-based, open source and can be run in the cloud or on-premise.

ProcessMaker SugarCRM Edition is a module designed to add a powerful visual BPMN 2.0 compliant Designer, a Business Rules Editor, and BPM/BRE Engines to SugarCRM. This product is based on our award winning ProcessMaker technology, and it has been re-built from the ground up as a native module to deliver the technology integration needed by SugarCRM enterprise customers. Thanks to this integrated module, enterprises can design custom, rules-based workflows inside SugarCRM, control how tasks are routed to different users, track how long tasks take to be completed and more. The results are better lead management, happier leads and higher conversion rates.

This is not your typical connector or poorly held together web services integration. Instead, we built a completely new version of our award winning ProcessMaker technology and we built it just for SugarCRM. This new product was designed from the ground up to be a native part of SugarCRM. We believe in the enormous worldwide community of SugarCRM, and we believed that it deserved a true process engine inside SugarCRM. And that is what we have built. See for yourself in these videos.


Video 1 – Creating A Process

first video

This video will get you started with ProcessMaker SugarCRM Edition. You will learn how to create your first process and the different component types of the designer and what they do.

Video 2 – Designing A Process

second video

In this video, you will learn how to piece a process together, how the components interact with each other and lay the foundations for your first working process.

Video 3 – Configuring A Process

third video

This video will take you through the fundamentals of process configuration. Inspecting each element in turn and setting the properties accordingly.

Video 4 – Executing A Process

forth video

In this video, you can see the final result of the previous videos. Here, we run the process from the end user perspective.


This has all the components of a world class workflow or bpm product. There is a BPMN 2.0 compliant designer (unbelieveable, right?), there is a workflow engine capable of running tens of thousands of cases a day, there is an inbox, forms builder, business rules engine, document management…the list goes on and on. But wait, the best is yet to come.

SugarCRM users won’t have to learn anything new. Everything is done natively in SugarCRM. Everything starts with the way the product loads. ProcessMaker SugarCRM Edition loads like a normal Sugar Module in just seconds. Then we add a few dashlets to our interface, and we are ready to begin working.

The form builder is the SugarCRM form builder. The email template builder is the SugarCRM template builder. The mail engine is the SugarCRM mail engine. The logical expression builder is the Sugar logic expression builder. That’s right – we took all the best of SugarCRM and we left it alone. It’s all native. And that means that you already know how to use this product.


The “My activities” dashlet in Sugar manages the tasks that have been assigned to a user through the ProcessMaker workflow engine and effectively replaces the ProcessMaker inbox in favor of the “My Activities” Sugar dashlet. This is the main feature of CRM workflow and ensures that the users can route cases from one user to another.

SugarCRM workflow can extract data from any sugar module and use it for the purposes of routing/assigning activities. SugarCRM workflow users who are familiar with ProcessMaker will be pleased to know that the use of variables in ProcessMaker can now be Sugar variables as well as ProcessMaker variables. Options are available to ProcessMaker designers when they need to select from a list of variables for the purpose of evaluation and assignment of conditions.

A great example of what can be achieved with CRM workflow is a high value lead qualification process. In this CRM workflow process, users can check the value of an opportunity after it has been converted from a lead and then apply a custom routing rule. If the Opportunity amount is greater than $10,000, the CRM workflow process will automatically generate a parallel thread to the VP of Finance who must add notes to update the opportunity.