AI-Enhanced Auto SMS for Appointment Generation
Discover how our AI-enhanced Auto SMS solution simplifies appointment scheduling, integrates with platforms like WhatsApp and CRMs, and boosts efficiency while enhancing customer satisfaction.
Results for: CRM
How Our Partner Portal Integration Brings all the Leads in One Place
Streamline lead management with seamless SugarCRM partner portal integration, boosting efficiency, and data-driven decision-making.
Integration of Azure File Storage with Salesforce
Discover how integrating Microsoft Azure with Salesforce CRM revolutionizes business documentation management.
GoHighLevel Integration with SugarCRM: Streamlining Your Workflow
Empower your finance business with seamless campaign management integration between GoHighLevel and SugarCRM.
Here’s How Our Financial Services Client Automated Sales Contract Generation To Increase Conversion Rate
We developed an automated sales contract generation workflow for our financial services client to enable them to create, send & process contracts within the CRM.
How We Integrated MS Forms with SugarCRM for Our Tax Service Client To Automate Customer Data Collection
We developed an automation plugin for Microsoft Forms inside SugarCRM to automate customer surveys and reduce manual workflow process for our tax service client.
Here’s How Our Tax Resolution Client Kept Their Financial Books Clean Through Robust Service Workflow
In this case study, we developed custom tabs and a robust service workflow mechanism that not only ensured data integrity but enabled timely revenue recognition and easy maintenance of financial statements.
How we transformed CRM for our law industry client to improve user & customer experience.
The objective of CRM customization was to create an end-to-end CRM tool that performs all the functions for the front, middle, and back-office.
Genesys Contact Centre System Integration with SugarCRM for a Service-Based Company
The seamless system integration now allows the concerned departments to use their Genesys Contact Centre inside SugarCRM to target and manage leads.
A Multi-Tab Custom Query Dashlet with Record Summary for SugarCRM
A Dashboard in Sugar is built consists of various Dashlets, which allow users to view specific data, insights, and useful visualizations.
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