CRM
Manage customer relationships and boost sales
'Visible in portal' feature
In the Client Portal you can decide, if a task should be visible in the portal or not. It’s escpecially important if your employees use tasks not only...
Custom domain for the Client Portal
If your customers are using the Client Portal, remember that they can see it under your own domain. So instead of eg. accountname.sugester.com/client/...
Client portal
Client portal makes it much easier to manage all clients’ posts and give them opportunity to report their problems/errors, also to verify the stage of...
Client portal - a welcome message
After signing up to the portal, your client will receive a default welcome message, which looks like the one below: However, if you’d like your messa...
Access settings in the Client Portal
In the Client Portal everyone with access can add posts. If you’re working with individual clients, then only one person will use the portal. But if...
Sign up/Login
If your client is about to start using the Customer Portal, there are few things you should now about. If you’d like to know, how the portal will look...
Deleting/editing custom fields
Sometimes, after adding a custom field, you realize that you put it in the wrong place or spot a spelling mistake in the name. In this case you can ed...
CRM display options
Sugester allows you to reorder and hide columns as well as adjust the number of entries visible per page. To change the display options in your CRM mo...
Custom fields in CRM module
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...
Client's sensitive data
Sugester enables you to manage the access to your clients' sensitive data. Sensitive data is eg. email address or a phone number, so this feature lets...
Clients column view
The column view of clients allows you to visualize the individual stages of your relationship with your client. From the moment when the initial recor...
Adding/displaying news from RSS channels on client's card
Sugester enables to collect all the data about a client in one place. RSS URL field is used for informing about eg. new posts on client’s blog. To di...
Status managment
Statuses allow to filter clients and inform about the stage of cooperation. If you’d like to quickly sort your clients, eg. to see how many of them ar...
User responsible for a client
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...
Automatically create new clients/contacts based on email
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...
“Paid” field on the customer card
The Paid field will inform you whether or not a given customer can be considered as a ‘victory’ or a ‘loss’, i.e. whether they paid your for the servi...
Importing emails database to Sugester
When you switch between two systems it's crucial to maintain the history of correspondence with clients. To make the process easier, we're giving you ...
Importing customer database to Sugester
Sugester enables you to import your client database. The supported document files are XLS and CSV. The file should not exceed more than 5000 entries. ...
Importing deals database to Sugester
In Sugester it is possible to quickly import deals groups. Supported file formats for import are both XLS and CSV. To import the deals database naviga...
Importing customer contact database
Every customer within the CRM can have multiple attributed contact details. Sugester enables you to import contacts to clients. The supported files ar...
How to repair a client database file in order to be able to import it into Sugester
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...
Deleting a client
If you’re not working with particular clients anymore and there’s no need to keep them in your database, you can easily delete them. We have two ways ...
Adding notes to clients
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...
Adding avatar to a client
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....
How to export a list of clients/contacts
If you want to export your clients database to XLS file, you can easily do it in a few steps. First, select Settings > Import/Export. Next, click on ...
Tagging clients
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 advanced search
If you need to search for specific information, you can use the advanced search in clients. Select CRM > Clients, and click on Advanced search. In t...
Next/previous button in client's profile
Arrows in the top right corner in client’s profile allows you to quickly switch between your clients. The system will smoothly transfer you from one p...
How to change the order of custom fields (eg. in client's profile)
To change the order of custom fields you’ve added to clients, tasks or projects, select Settings > Account settings > Advanced. Next, find ‘Additional...
Activities in client's profile
All activities on clients that take place outside of the system, like meetings, phone calls etc., can be saved in Activities field in client’s profile...
Duplicated records
Sugester recognises duplicated records in clients database while adding a client. One of the parameters, by which the system is searching for duplicat...
Searching for deals by the invoice number
If you want to quickly find a particular invoice and you’re using InvoiceOcean.com, then you can use the Invoice number field in the deals browser. Ju...
Deals column view
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...
Buyer different than receiver
Sometimes, when you issue an invoice, product’s Buyer is different than the Receiver. While adding/editing a client, Buyer field allows to connect two...
Shortened deal's description in client's profile
You can use Sugester’s deals in many ways - for example, to register and monitor sales opportunities in your company or to save your services sales hi...
Pipeline and sales forecast
If your business is based on selling products or services, one of the most necessary tools is an adequate report - pipeline. In this article you’ll l...
Custom fields in deals
You can add your custom fields to deals. It allows to store data not included in default form. To add your own field, select CRM > Deals. The system w...
Displaying deals in the calendar
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...
Dictionary for deals
If you want to define types of deals used by the system, use the dictionary for deals. Thanks to this feature, you will be able to standardize types...
What are deals for?
If you run sales in your company and you need to monitor its stages and results, then you can use our deals feature. Below we describe two ways of us...
Update deals name from invoice position
If you’d like your deals to have the same name as invoice’s first position, select Settings > CRM settings > Deals. Mark the Update deal’s name with i...
Document template
Sugesters’ document templates allow you to create compact document files, which you will be utilizing when working with your customers. The system all...
Creating template document for deal or client
Sugester enables you to generate default documents (i.e. deals, offers etc) based on client or deal data (or on the client/deals). To generate such a ...
Variables for document templates
To create a document template you can use available tags/variables. You can find the list below: Variables for client’s document template: {{client....
Assigning contact to a department
If you use Sugester's departments to control user's access to your data, remember to assign contacts to the right departments. For example, if your em...
Statuses in contacts
Statuses allow you to add information you need for your contacts. You can adjust statuses to your business type and your needs. You can add as many st...
How to change columns order in the Contact list
To change the order of columns in clients’ database, in the top menu select CRM > Clients > click on the cog icon > Contacts. Click again on the cog i...
Deleting contacts
If client’s email address or phone number is not valid anymore, you can easily delete it. Just go to the client’s profile, click on the cog icon next ...
Contact's profile view
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...
Adding avatar/picture to the contact
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...