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, Infobip, Plivo, or Vonage
The software is currently compatible with SugarCRM v9 and greater.