go-mobile Announces SugarCRM and KnowledgeTree Integration Product for Sugar ExchangeÂ
ZuckerDocs (”Zucker” is the german word for “Sugar”) is a Sugar module which extends SugarÂ suite with full Document Management and Knowlegde Base features. This datasheet contains an overview of features and pricing.ZuckerDocs, already one of the most popular projects on the SugarCRM community portal, SugarForge, provides access to KnowledgeTree’s advanced document management features from within SugarCRM. KnowledgeTree’s version control and full-text document search mechanisms are exposed to SugarCRM users. Documents within the KnowledgeTree repository may also be associated with SugarCRM objects such as accounts, opportunities and leads.
“Companies use SugarCRM to provide a customer-centric view of their information,” says Florian Treml, lead developer of the ZuckerDocs project at go-mobile. “ZuckerDocs extends that philosophy by allowing a customer-centric view of documents. KnowledgeTree and SugarCRM together provide a powerful application combination in a simple and easy-to-use manner.”
The latest version of the ZuckerDocs product uses KnowledgeTree’s Web Services application programming interface (API) and provides integration for both the open source and commercial editions of SugarCRM and KnowledgeTree.
go-mobile’s ZuckerDocs Version 2 is also listed on SugarExchange, the online marketplace for third-party applications from SugarCRM partners and community members.
“KnowledgeTree and SugarCRM are both developed on the popular LAMP (Linux, Apache, MySQL, PHP) stack,” says John Thorne, chief sales officer at KnowledgeTree. “When we published our web services API a few months ago, our intention was for third-party developers to build applications around KnowledgeTree,” he says. “Zuckerdocs is a significant use of the API and we’re pleased that this strategy is adding value to both the KnowledgeTree and SugarCRM communities.”
SugarCRM for itself only provides rudimentary support for document management – it is possible to attach documents to notes, which for itself can be attached to contacts, accounts and other objects. ZuckerDocs uses a “real” document management system, from KnowledgeTree, and integrates the following into SugarCRM:
- manage document templates for each client
- organizeÂ business reports and invoices
- store email attachments
- ZuckerDocs server available for free
- Assign documents to Accounts, Bugs, Calls, Cases, Contacts, Emails, Leads, Meetings, Notes, Opportunities, Tasks, Users – in short, all Sugar objects
- Document Categorization for easy retrieval
- Version history for all documents
- Document locking with checkin/checkout functions
- Fulltext search
- “My Documents” for every user
- All document types supported
- Quick edit of text- and html-files
- Knowledge Management with interlinks, “Recently Changed”, article categorization etc
- Advanced document management by using the native KnowledgeTree UI
Both KnowledgeTree and SugarCRM have significant community traction. KnowledgeTree has 30,000 registered community members, over 420,000 open source software downloads to date, and 67 community-run projects. SugarCRM counts over 60,000 community members and nearly four million downloads of all things Sugar. The ZuckerDocs version 2.0 Beta release is available for download from SugarExchange: http://www.sugarexchange.com/product_details.php?product=21