CRM
CRM Features
Discover all Sugester CRM features that help you manage customer relationships, sales and communication.
Customer profiles
Customer profiles collect all important data in a single tab — displayed when you start an interaction via chat, email or phone.
KLIENCI · KARTA · #1042
AK
Anna Kowalska
CEO · Kowalska Studio
Interaction history
Sugester automatically records all customer interactions. Emails, chat and phone records are collected for a complete timeline.
Interaction statistics
Which customers have the most questions? How much time do you spend answering emails and phone calls? Built-in analytics tell you.
Financial history
Which customers bring in the most revenue? How often do they make purchases? A clear view of your financial history with each client.
Cyclical reminders
Keeping in touch is the key to lasting relationships. Set up automatic follow-up reminders for your team.
Customer segmentation
Group your customers by categories, tags and filters. Automatic assignment to segments based on rules.
Reporting
Built-in reporting tools make it easy to create readable overviews of team performance and customer data.
RAPORTY · ZESPÓŁ · KWIECIEŃ 2026
Integrated communications
End inconsistent communications. Emails, chat, VoIP and forms in one panel — no window switching.
KOMUNIKACJA · INBOX · LIVE
M
Re: Oferta na 10 stanowisk
09:42
V
Marek Nowak
Rozmowa VoIP — 4:12
10:15
C
Ewa Tomczyk
Czat: Pytanie o cennik
10:31
Automated ticket assignment
Sugester automatically assigns team members to emails and form questions based on your defined rules.
AUTOMATYZACJA · REGUŁY · AKTYWNE: 4
IF nowy mail z pomoc@ → przydziel do Support
IF brak odp. 24h → eskaluj do Managera
IF formularz www → utwórz klienta + zadanie
Document management
Store your important business documents in the cloud, organized by customers and categories.
Easy imports
Moving to new software doesn't have to be painful. Import from CSV, Excel and other CRM systems.
VoIP
Internet telephony integrated with CRM — call with one click from the customer card, recordings saved automatically.
Funnel charts
Quick overview of potential clients at every stage of the sales process — from lead to close.
SPRZEDAŻ · LEJEK · Q1 2026
Konwersja lead → wygrana
22.2%
Deal tracking
Track every transaction from first contact through negotiations to signing the contract.
INTERESY · PIPELINE · Q1
Nowe
Shoper · 12k
Europcar · 8k
Fakturownia integration
Full CRM integration with invoicing. Two-way synchronization of customers and invoices.
