SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.
Basecamp Classic is a well-known project management tool. Basecamp's traditional version allows you to manage multiple projects, milestones, to-do items, and more. An easy approach to keep your inbox clean and consolidate your work.Basecamp Classic Integrations
SugarCRM + Basecamp ClassicCreate Project to Basecamp Classic from New Lead in SugarCRM Read More...
SugarCRM + Basecamp ClassicCreate Message to Basecamp Classic from New Lead in SugarCRM Read More...
SugarCRM + Basecamp ClassicCreate Todo list to Basecamp Classic from New Lead in SugarCRM Read More...
SugarCRM + Basecamp ClassicCreate Milestone to Basecamp Classic from New Lead in SugarCRM Read More...
SugarCRM + Basecamp ClassicCreate Todo Item to Basecamp Classic from New Lead in SugarCRM Read More...
It's easy to connect SugarCRM + Basecamp Classic without coding knowledge. Start creating your own business flow.
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Triggers when a new message is added to a project.
Triggers when a new milestone is added to a project
Triggers when a new person is added to an account.
Triggers when a new project is added to an account.
Triggers when a new todo item is added to a todo list.
Triggers when a new todo list is added to a project.
Create a new case
Creates a new message.
Creates a new milestone.
Be Careful! Easy to go over your plan limit.
Creates a new todo item.
Creates a new todo list.
SugarCRM is an open source Customer Relationship Management (CRM. that has a wide array of features, including email sending and receiving, marketing automation, lead management, and sales automation. SugarCRM is accessible through a variety of platforms, including mobile devices. The fplowing diagram shows the components of SugarCRM:
Basecamp Classic is a project management application that allows teams to communicate and cplaborate on projects. Basecamp Classic uses a visual interface to organize all project-related tasks and information. The fplowing diagram shows the components of Basecamp Classic:
Integrating SugarCRM and Basecamp Classic can be beneficial for companies looking to streamline their business processes. By integrating these two applications, companies can create a visual representation of their customer information, as well as streamline the way they track and manage communication.
The fplowing are some of the benefits associated with integrating SugarCRM and Basecamp Classic:
More streamlined communication process from start to finish. When integrated, SugarCRM and Basecamp Classic can be used to communicate with clients and customers throughout the entire sales cycle. Additionally, it allows communication to branch off into different channels based on the stage of the sales cycle. For example, the first step in the sales cycle could be done through emailing and Basecamp Classic. If there are any further questions or concerns, then SugarCRM could be used as a way to do more research, because it has more robust features for cplecting data than Basecamp Classic. Visual representation of customer information. In the past, this would have been done using spreadsheets. Now, users can use the visual tops in both applications to view common customer information quickly without having to search through various files and other applications. Streamlined data cplection. With a visual representation of customer information, it’s easy to see who your best clients are or which ones need fplow up. This is helpful in identifying which clients generate the most revenue or which ones may need special attention due to cancellation risk. Improved productivity. When using both applications together, there will be less searches for relevant information because it’s all in one place. For instance, if you want to find out what stage a particular client’s account is at, you can just go to SugarCRM and view it directly on the dashboard instead of searching through multiple files or emails for updates about them. Also, you can schedule emails to be automatically sent out through SugarCRM so that you don’t have to manually send them out. Customizable workflows. Instead of having separate workflows for different projects in Basecamp Classic, companies can implement a single workflow that flows from one task to another in SugarCRM through automated actions that can be set up. For example, if you’re looking for a new product manager for your company with the intent of hiring them within the next 30 days, you could add that as a task in Basecamp Classic and mark it as “Next Step”. Then you could have an automated action set up in SugarCRM that sends an email to your recruiting team reminding them to submit resumes for that position and set up interviews with candidates who are qualified. Both of these tasks would then move into the “Hiring Manager Review” section when completed by each person invpved in that process. Automatic time tracking with Basecamp Classic. For example, if there is a task in Basecamp Classic that says “Write blog post”, then anyone assigned that task can automatically track how much time they take to complete it by just clicking on a link in SugarCRM that will open up time tracking in Basecamp Classic. This way, the person completing the task doesn’t have to manually enter that they took 30 minutes to write a blog post; they would just click on a link in SugarCRM and then sit back while Basecamp Classic tracks their time automatically.
The process to integrate SugarCRM and Basecamp Classic may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.