Stay in touch for SugarCRM

Complete solution for keeping healthy relationship with your customers.

Business is based on relationships and we provide you the necessary tools to stay in touch and better connect with your customers.

Never forget about that important customer date

Every customer will appreciate you calling back or sending email to see how they are doing. Not everyone will need same level of interaction, but you must be ready for any scenario. Having a solution that will remind you when you are due to connect with someone can be that next step in closing the deal.

Group different customers together

Create unlimited number of stay in touch groups that you can use to group different type of customers and contacts together. You can think of stay in touch groups as different contact lists that you most probably already have in your address book. Things like important, family, business partners etc.

Group level contact frequency

Every stay in touch group you create has its own unique contact frequency that you can set. All customers that you add to the group will follow that contact frequency and you will be reminded when it’s time to connect.

All SugarCRM activity modules are supported

You have the option to choose which activity modules will represent a contact with someone. Will that be an outbound call, inbound email, meeting held or combination of all of those. Each group configuration can be flexible and depending on your needs configured differently.

Immediately know when last contact is made and when next one is due

Just by looking at SugarCRM record you will know when the last interaction was made and when next one is due. This way you will never lose sight of who you need to connect with and when.

Never wonder anymore who you need to contact when you come into office!

Build SugarCRM reports based on contact frequency information

Leverage SugarCRM reporting to build reports based on when was last interaction. You can also leverage information if you are overdue to connect with someone. You team can leverage this information and improve success in closing deals.

Advanced list view dashlet and filters

List view in SugarCRM has been improved to support adding contact indicators and filter records based on contact frequency, are they overdue or not. Now you can stay even more productive by leveraging SugarCRM base feature just more advanced.

Don’t let those leads get cold

Using different contact frequencies, you will be able to efficiently follow your sales cadence, improve lead conversion rates and grow business by closing more deals. Don’t let those customers forget about you just because you forgot to connect with them.