All entries

Receiving emails

Sugester Helpdesk pozwala usprawnić i przyśpieszyć obsługę e-maili firmowych. Sugester makes it much easier to deal with your emails. You can assign e...

Contacts

Not always your contact becomes a client. Sometimes someone is just interested with a product/service, but isn’t purchasing anything yet. It’s good th...

Working with projects

For sure you know, how Projects module makes your work easier. In one project you can have big order from a client, assign tasks to a project and cons...

Email settings

In Sugester, email boxes outside of sugester.pl/sugester.com domain have to be verified. You do that to make your account and emails safer. Email box ...

Contacts

In Sugester to each contact you can add a picture (like in client’s profile). To do so, select a contact (Settings > Email settings > Contacts), clic...

Working with projects

If you want to assign emails to projects, and at the moment you have a lot of them, for sure you know how annoying can be selecting a project from a v...

Latest changes/ changelog

A lot of new features this week! Check out what we’ve got for you this time :) 1. Email box verification Lately we pay a lot of attention to safety me...

Working with projects

Scrum Sprints is a tool for better work organization and increased effectiveness in your team. It will help you with work schedule so you can complete...

VoIP

From now on, you can integrate CRM with VoIP technology. It means, that in Sugester you can not only operate with emails, tasks, chats and customers b...

Live chat

Sugester's Live Chat script you you can add to IAIShop (IdoSell Shop) with Java Script and HTML code After login to IAI-Shop.com platform you should ...

API & Integrations

Ebay is a well known global server for online auctions. Thanks to Ebay you can sell and buy everything. If you’re a seller and you have an Ebay accou...

Integrations

Method 1 To add Sugester Live Chat to your Prestashop, use the plugin below: https://mypresta.eu/modules/front-office-features/html-box.html It will...

General

In Sugester you can add your custom names for each module. Thanks to this feature you will easily adjust Sugester to your company's terminology and ma...

General

To enable SMS sending first you have to integrate Sugester with SMSAPI (Settings > Account settings > Integrations). Learn more about integration her...

General

In Sugester you can add colors to emails, tasks, deals and clients statuses. From now on all your posts will be much more visible in the system. You c...

General

Sometimes you have to note quickly some activities, eg. to finish your negotiation with a client, finish your email or go to project’s next level. In ...

General

In Sugester you can add all kinds of attachments not only in emails, but also in tasks, deals, projects or in client’s profile. It makes it easier to ...

General

In Sugester you can store important company’s files. System enables archiving and keeping the order thanks to folders. You can quickly find a particu...

General

Files module in Sugester is a comfortable place, where you can store important documents. If you have a lot of them, you will easily find particular o...

Basic operations

Users are people, who get the access to your data in CRM. In Sugester you can add as many users as you want, give them privileges (more about privileg...

Basic operations

Each Sugester Plan (paid and free) has its limits, and they’re different limits in each one of them. Limits mostly apply to users, email boxes, sent e...

Working with deals

In Sugester you can add currencies to your deals. This feature helps you controlling your income and you can see the currency of a particular deal. Yo...

Working with deals

Like in tasks and emails, also in deals you can enable numbering. It makes it easier to keep the order and monitor, how many deals you’re creating. De...

Working with deals

Deals, like tasks, can be displayed in the calendar view. To use this feature, select CRM > Deals and in the right top panel click on the calendar. I...

Working with deals

If your business field is eg. catering, booking or events, you surely realize, how important good planning is. But negotiations not always end up with...