All entries

Live chat

The Sugester chat widget can automatically pop out after your visitor has spent a predefined amount of time on your website. Other chat solutions requ...

Tasks Management

If you want a user to have limited access to the system (eg. he is your client and we want him to assign tasks, comment, check tasks’ progress) you ne...

Basic operations in CRM

To add an avatar to a client, select CRM > Clients, choose a client and click on Edit. Go down to the Avatar field, select a picture and save changes....

CRM Settings

Although the default client sheet in Sugester gives you space to include a lot of client information, your company probably uses some sort of business...

Account Configuration

You can have Sugester on your own domain. It enable users and guests login to Sugester from addresses with your own domain (eg. helpdesk.yourcompany.c...

Basic operations in CRM

Tagging is the easiest way to sort your clients. You can mark your clients with many tags, so eg. if you have contractors, who you want to assign to m...

CRM Settings

To each client in Sugester you can assign a responsible person - someone who will be in charge of relations with a particular client. Below we present...

Email settings

Sugester saves drafts of posts and emails you create automatically every minute, so your content won’t disappear, even if you close your browser by mi...

CRM Settings

If you want every recipient of your emails to be saved as either a contact or a client, simply go to Settings > Email settings and tick one of the ava...

Integrations

Follow the steps below to add Sugester live chat to your Shopify web store: Copy your Sugester live chat script to the clipboard or a text file. You...