Essential to marketing, sales, and support activities, Sugar email integration provides email management within Sugar by integrating with Microsoft Outlook, IBM Lotus Notes, Gmail, Yahoo! Mail, and IMAP based email servers. Users can archive email to Sugar, send email directly from Sugar, sync their email calendars, schedule and track activities, manage projects, and work offline or from a mobile device. Sugar email integration streamlines common tasks and promotes more effective communication with employees and customers.
Email Client
The Sugar Email Client delivers the functionality of a desktop email client with the portability of a web-based email application. The new Email Client features tight integration with all Sugar modules and offers state-of-the-art design, including drag-and-drop capabilities, search, keyboard shortcuts, rules wizard, support for folders, contacts, and personal inboxes. The Email Client can serve as a compliment to existing email clients or as a full replacement due to its interoperability with all leading email servers. With the Email Client you will be able to:
- Handle all email communications without leaving Sugar
- Drag-and-drop capabilities makes for a great user experience
- Support for search, folder and group inboxes makes email management simple
Project Management
Sugar's Project Management delivers a full project management solution combined with the sales management, marketing automation, and customer support used by employees to manage customer-centric activities. These capabilities allow users to deploy projects across all customer-facing tasks, including campaigns, opportunities, accounts, and customer cases. Since project management is integrated with Sugar's customer information, users no longer need to be concerned with redundant or inaccurate information, lost customer data, poor information sharing, or lack of user adoption. With Project Management you can:
- Build and manage projects across teams
- Create projects from pre-defined templates
- Monitor activity and dependencies with Gantt Charts
- Manage upcoming tasks, open items, percentage completion, open cases, etc.
Activity Management
Sugar's Activity Management streamlines the tasks necessary to get the job done. Manage e-mails, meetings, calendars and calls within a central location to ensure teams work together to close more opportunities in a shorter period of time. By using Activity Management you can:
- Schedule and assign calls attached to a specific account to ensure a more complete customer record
- Achive emails and meeting notes to specific records
- Manage schedule, meetings and calendar in a single location