CRM Features

Our customer profiles collect all the important customer data in a single tab which can be displayed when you start an interaction with the customer. This way you always have access to information about previous interactions, the customer's status (paid/unpaid), how long they have been using your service and more.

Sugester automatically records and collects all customer interactions. E-mails, chat and phone records are collected so that you can always review them and avoid miscommunications and inconsistencies.

Which customers have the most questions? How much time do you spend answering their e-mails and phone calls? Our built-in analytical tools will give you a bird's eye view of the interactions you have with your customers.

Which customers bring in the most revenue? How often do they make purchases? With a clear view of your financial history you can make informed decisions and adequately plan for the future.

Keeping in touch with your customers is the key to building a lasting, mutually beneficial relationship. With our cyclical reminders you will never forget to contact your valued customers and avoid being forgotten by them.

Group your customers according to your needs. You can automatically assign customers to categories based on certain characteristics (paid/unpaid, long-term/short-term, major/minor) or label them by hand.

Our reporting tools make it easy to create a readable, useful and informative overview of a particular aspect of your business. Main features include funnel charts, timesheets and more.

Put an end to inconsistent communications across different channels. With Sugester you can make phone calls, write e-mails and have chat conversations from the same, easy-to-use panel. You can also record all communications for future reference.

You can easily setup Sugester so that certain kinds of tickets are automatically assigned to particular team members; you can also assign them by hand. In case a ticket remains unsolved for a certain period (for example 12 hours), Sugester will automatically reassign it to another agent.

Sugester includes a cloud storage option for you business documents. Files can be tied to customers and categorized according to their contents. This way important data is always available and easy to find.

The salesman's favorite tool - the funnel chart - comes fully integrated with Sugester. Your sales team will be ecstatic!

Seeing a deal through from first contact to payment can be difficult. Sugester makes it simple and painless with our deal tracking feature.