Sugar SMS
Messaging

Sugar Messaging  

What is Sugar Messaging? We’ve enhanced SugarCRM with texting capabilities by connecting it with Ytel, Twilio, and other the leading platforms for SMS, Voice, Email, and Direct Mail.

Key Benefits

With Sugar Messaging you can do the following:

  • Text “on the fly” from any record with a mobile phone number.
  • Send texts to one or more recipients using user-defineable pre-built SMS Text Templates.
  • Send texts from Sugar List Views by selecting records and clicking a “Text” button.
  • Integrate texts with workflows to enable automated texting based on values in Sugar fields.
  • Send texts via Sugar Campaigns.
  • Send text reminders for upcoming meetings and appointments.
  • Send text updates when the status of a case changes.
  • Send both SMS and MMS communications.
  • All texts stored in Messages sub-panel under contacts, leads, etc.

Features

  • Text “on the fly” from any record with a mobile phone number.
  • Send texts to one or more recipients using user-defineable pre-built SMS Text Templates.
  • Send texts from Sugar List Views by selecting records and clicking a “Text” button.
  • Integrate texts with workflows to enable automated texting based on values in Sugar fields.
  • Send texts via Sugar Campaigns.
  • All texts stored in SMS Messages sub-panel under contacts, leads, etc…
  • Receive return texts and have them appear in SMS Messages sub-panel and in an easy to use dashlet on your home screen.

Compatibility

  • Ytel, Twilio or other SMS Provider Account.
  • The software is currently compatible with SugarCRM v7.9.4.0 and greater.

Find out more about this Integration

SOFTWARE BY FAYE