All entries

Basic operations in CRM

Sugester gives you the option of adding notes to your clients profiles. You can add as many notes as you like. Each of them will bear the date and the...

Sending emails

Note: saving outgoing messages does not work for all email providers. Messages sent by the SMTP protocol are saved and sent only in Gmail. To send e...

Working with projects

The column view of the a project allows you to visually display the individual stages on which your project is located. You can track if a project has...

Forms and NPS surveys

In Sugester you can create forms and collect its data in the system. The content of a filled form can be automatically sent to your email address. Thi...

Working with deals

Deals column view serves as a visualisation for all the tasks that you have undertaken in order to realize a sale, from the beginning to the end. Th...

Reports

The working hours report is a powerful tool that will allow you to track and manage in detail how your work day has transpired. In this article, yo...

General

Sugester enables you to synchronize users “externally’ with other services through the use of the safe Multipass SSO protocol. Configuring the Multip...

General

Login Apart from manually adding users Sugester also offers you the ability to synchronize “externally” with other services using the Simple SSO and ...

API & Integrations

If you are using the cloud based invoicing software InvoiceOcean.com, then you should know that it can be easily integrated and synchronized with your...

Importing data from other systems

If Sugester is refusing to accept your file with customer data (an error message appears), we suggest you should use an external solution such as Goog...