Macros
Automation, macros and scripts
Macros - the describtion
In macros we can use options described below: Sugester.send_sms(to, text) Sugester.send_email(email_to, subject, body) Sugester.create_task.(title, co...
How to set a reminder about a chosen date
If you want Sugester to remind you about all important issues, like your collegues’ birthday, a contact with a client or other actions which should ha...
Automation
Sugester has features known as Marketing Automation (MA), Customer Service Automation (CSA) and Sales Automation. To enable Automation module, select...
New task created after a missed call
If you usually contact your clients with phone calls, you know how important it is how many of them answers your calls. In the ideal world everyone wo...
Get a new task to fill the VoIP call note
If you care about high service quality, make sure the information flow works just fine in your company. Especially when it comes to the telephone cont...
Send text message after client's status change
Nowadays companies use various channels to reach customers, sometimes multiple at the same time. Dependent on the communication kind we use emails, ph...
'Date' field automatic filling after creating a new client
The first contact with a potential client is extremely important. You build new relation since the very beginning, from the moment of saving new recor...
Text/Email reminder about sending documents
If you’re running an employment agency, accounting office or some other kind of business which requires a client to deliver different kinds of documen...
Email/text notification about job interview/meeting
When you work with customers it’s important to keep the information flow. If you’re scheduling a meeting or an interview, make sure a person gets poin...
'Date' field automatic filling after submitting a form
You can use Sugester’s forms in many ways - to collect leads, to report technical difficulties, to file a complaint. You can also use them to enroll y...