Table of Contents

Overview

SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. FayeBSG’s
Sugar Messaging powered by Ytel is a messaging integration for Sugar users that can send personalized text and multimedia messages to the people in your Sugar database. With Sugar Messaging, you can create rich text and multimedia messages without a single line of code.

What is Sugar Messaging? We’ve enhanced Sugar with texting capabilities by connecting it with Ytel, the leading platform for SMS, Voice, Email, and Direct Mail. With Sugar Messaging you can do the following:

• Send Messages to any Contact, Lead or Target with a mobile phone number.

• Send texts to one or more recipients using user-definable pre-built Messaging Templates.

• Send texts from Sugar List Views by selecting records and clicking a “Send Message” menu option.

• Integrate texts with SugarBPM to enable automated messaging based on values in Sugar fields.

• All texts stored in SMS Messages sub-panel under contacts, leads, and targets.

• Receive return texts and have them appear in SMS Messages sub-panel and in an easy to use dashlet on your home screen.

Sending a Message

Sending an MMS Message

Sending a Message using a Template

Sending a Group Message

Messaging Dashlet

Sending a Message

Using Messaging via SugarBPM

International Messaging

Messaging Footer