Highlevel Overview
With the SugarCRM SMS Integration by the developers at Verity Infotech, enjoy the convenience of two-way SMS conversations from the conversation chat window. Send messages to stay top of mind with your customers in a way that’s easy for them to engage in. You'll get the following features with this add-on:
- Two-way SMS conversations
- Send SMS messages
- Use existing email templates as SMS templates
- Create and manage SMS templates with dynamic fields
- Inbound SMS notification
- Relation of outbound/inbound SMS with records
- Improve the level of customer service
- Customer experience tracking, cross-selling, retention, and more
- SMS texting CRM integration initiates reminders and notifications
How it Works
One-Click SMS Sending
- You can see below images for sending SMS from Record View and List View of any module
- Keep all your conversations organized
SMS Messages History in Calls Module
- All sent or received SMS messages will be saved in the Calls module
- Outbound and inbound SMS messages relate to leads, contacts, accounts if the number matches in the module accordingly
Outbound SMS Record
Inbound SMS Record
Inbound SMS Notifications
To learn more about this solution, go to SugarCRM SMS Integration or search for "SMS messaging."
-
Upsert® Connector for Microsoft Teams
FEATUREDSend messages from Sugar to Microsoft Teams. Create meeting links for your scheduled meetings and create and relate Teams channels to your Sugar records.
-
Upsert® Markdown Field
FEATUREDAdd a new field type to Studio that renders markdown for display on record views, list views, previews, and reports.
-
SYSPRO ERP
FEATUREDHelp customers align the front and back offices to optimize inventory, streamline supply chain and manufacturing operations, and drive additional revenue with SYSPRO's ERP and SugarCRM.
- Show more addons