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License Types Matrix

License Types Matrix

The following table describes what functionality is available for each license type in Sugar 14.0.x. For more information on working with licenses in your Sugar instance, refer to the License Management page. 

Capability (Sugar 14.0.x) Sell
Premier
Sell
Advanced
Sell
Essentials
Serve Enterprise Enterprise+

Mail and Calendar Integration 4

  $
$

Smart Guides 1,13

$   $ $

Data Enrichment and News Feed 2,8,13
Geo Mapping 3,8,13

       

Enhanced Forecasting 5

         

Common Modules and Capabilities

Module Loader 11 *
 
   
 

Intelligent Lead Prioritization 9
Intelligent Opportunity Prioritization 9

       
     
         

List of Common Modules and Capabilities

The following table lists the modules and major capabilities that are common among all of Sugar's CRM license types.

Common Modules Administration User-Facing Capabilities

Accounts
Bugs
Calendar
Calls
Cases
Contacts
Contracts
Documents
Emails
Employees
Escalations
Holidays
Knowledge Base
Meetings
Messages
Metrics
Notes
Notifications
Projects
Purchases and Purchased Line Items
Releases
Reports
Shifts and Shift Exceptions
Tags
Tasks

Action Buttons
Business Centers
Copy Content
Copy User Settings
Data Archiver
Data Privacy
Dropdown-Field-Based Record Views
Legacy Workflows
Role-Based Dropdown Lists
Role-Based Record Views
SugarBPM

Activity Streams
Advanced Reports
Cloud Drive Integration
Dark Mode
Dashboard Templates
Doc Merge
DocuSign Integration
Focus Drawers
Sugar Portal 6,7
Tile View

Specialty Dashlets:
Active Subscriptions Dashlet
Cases Summary Dashlet
Comment Log Dashlet
Knowledge Base Search Dashlet
Purchase History Dashlet
Record View Dashlet
Timeline Dashlet

Enhanced Module Functionality for Sugar Sell License Types

The following functionality is included on top of base module functionality for users with a Sugar Sell license type in Sugar 14.0.x.

Enhanced Module Functionality for Sugar Serve License Types

The following functionality is included on top of base module functionality for users with a Sugar Serve license type in Sugar 14.0.x.

Enhanced Module Functionality for Enterprise License Types

The following functionality is included on top of base module functionality for users with a Sugar Enterprise license type in Sugar 14.0.x.

Footnotes

1 Smart Guides powered by Sugar Automate (formally known as Customer Journey Plug-in).
2 Data Enrichment and News Feed is powered by Sugar Hint and also includes Sugar Connector for LinkedIn Sales Navigator.
3 Geo Mapping powered by Sugar Maps.
4 Mail and Calendar Integration powered by Sugar Connect.
5 Enhanced Forecasting is powered by Sugar Discover.
6 This module includes enhanced functionality for some Sugar Sell license types.
This module includes enhanced functionality for Sugar Serve license types.
The Sugar Maps and Sugar Hint capabilities are also user license types.
9 Intelligent Lead and Opportunity Prioritization powered by SugarPredict.
10 Some customer service report templates are available for all products, but a selection of them are only available for Serve and Enterprise, as indicated on the Report Templates page.
11 Sugar Sell Essentials customers do not have the ability to upload custom file packages into Sugar using Module Loader.
12 Sentiment Analysis for Calls powered by SugarPredict for Serve and SugarPredict for Sell.
13 This capability requires a separate license type to be assigned to users if you are not using Sugar Sell Premier.