by Provident CRM

The InterAction add-on for Sugar Sell, Sugar Serve and Enterprise enables you to stay on top of your last communication with leads, contacts and accounts. This powerful tool allows you to see the date and time of the last interaction as a dashlet or list view to the Accounts, Opportunity and Leads modules.

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Introduction

Introduction

With InterAction for SugarCRM you can easily get insight into who was last in touch with your customers by either call, meeting or email. You can trigger next best actions from the date/time of these events, ensure no Customer is left without the appropriate engagement. You can also report and group Customers and Opportunities by the date of the last action. Super helpful when managing Customers across a number of teams.

Getting started

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