by 38 Elements

The Sugar Stay In Touch add-on is a complete SugarCRM solution for your company to create and maintain a healthy relationship with customers. Business is based on relationships and this add-on provides you with the necessary tools to stay in touch and make better connections with your audience.

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Business is based on relationships and this add-on provides you with the necessary tools to stay in touch and make better connections with your audience.

Every customer appreciates you calling them back or sending an email to see how they are doing. Not everyone will need the 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.

Why your SugarCRM needs this solution

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

Group different customers together​
Group different customers together

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

Group level contact frequency
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 Sugar activity modules are supported
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
Immediately know when last contact is made and when next one is due

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

Build Sugar reports based on contact frequency information
Build SugarCRM reports based on contact frequency information

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

Advanced list view dashlet and filters
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, whether they are overdue or not. Now you can stay even more productive by leveraging a SugarCRM basic feature in a more advanced way.

Pricing

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.

Unlimited number of Stay in Touch groups
Unlimited number of records in groups
Advanced contact frequency schedule
Supports Sugar 8.x and above
Supports On-demand and On-premise Sugar installation

Screenshots

Stay In Touch in List View

Stay In Touch on Record View

Stay In Touch Create Group

Stay In Touch Mass Update

Sugar Stay in Touch Home Dashlets

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