Process Manager 4.3

Process Manager 4.3
Learn more

Sugar's Recommended Legacy Workflow Replacement


Process Manager 4.3: Helping you automate and manage the day to day operations of your company with a simply powerful and easy-to-use workflow software add on.
Take the Tour

Features and Benefits

Automatically Send Emails to Customers

Proactively communicate with your customers via email by automatically sending emails on New Leads, Closed Opportunities, new Accounts or Contacts

View All Features
Automate your companies Sales Process

Fully automate the complex Sales Process with Process Automation. When new Sales Opportunities are created, let Process Manager run in the background knowing when to notify both customers and employees of key dates and issues that may arise.

View All Features
Send a Happy Birthday Email to your customers

Easily setup a daily process to find all customers whose birthday is that day and send them a Happy Birthday email with Process Manager 4.0

View All Features
Process Automation for Sugar

Fully automate the day to day operations of your company with Sugar and Process Manager 4.0

View All Features
Learn More
RESOURCES
DETAILS
Application Integration & Management
Productivity
Version Compatibility

Automatically Send Emails to Customers

image
image
Proactively communicate with your customers via email by automatically sending emails on New Leads, Closed Opportunities, new Accounts or Contacts

Automate your companies Sales Process

image
image
Fully automate the complex Sales Process with Process Automation. When new Sales Opportunities are created, let Process Manager run in the background knowing when to notify both customers and employees of key dates and issues that may arise.

Send a Happy Birthday Email to your customers

Easily setup a daily process to find all customers whose birthday is that day and send them a Happy Birthday email with Process Manager 4.0

Process Automation for Sugar

Fully automate the day to day operations of your company with Sugar and Process Manager 4.0

Lead and Opportunity Management

Automated Lead and Opportunity Management. Stop worrying about lost leads and missed sales opportunities. Process automation from SierraCRM will enable you to sleep well at night knowing that your employees are doing what they do best, "Selling and Servicing your new and existing customers"
ALL FEATURES

Support

SierraCRM will provide full support for the installation and creation of your processes. Issues found in the baseline product will be fixed in a reasonable amount of time and updates to the product will be sent to customers.

Phone Support: 530-272-3064
Support Email: salesteam@sierracrm.com
Support Knowledge Base: http://www.sierracrm.com/frequently-asked-questions/

Terms & Conditions

Terms of Service: http://www.sierracrm.com/terms-and-conditions/
Privacy Policy: http://www.sierracrm.com/privacy-policy

Process Manager 4.0 Create a ProcessProcess Manager 4.0 Create a Process
Process Manager 4.0 Process TasksProcess Manager 4.0 Process Tasks

Resources

Please where we're going to have PDF and what not

Similar Apps

CRM Migration by StarfishETL
GrinMark Outlook 365 Plugin for Sugar
StarfishETL for Integration
Opacus Outlook Plugin
Connect
IntelliChat