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What is oClient?

We assist entrepreneurs in enhancing their sales through effective client management solutions. Our robust tool features a flexible pricing model, "Pay as you wish," allowing users to tailor their investment. It enables comprehensive data collection on clients, with options to create custom fields, groups, tags, as well as the ability to import and export documents seamlessly. Managing accounts becomes straightforward and efficient. By utilizing our system, you can boost the number of appointments and elevate their overall quality. Appointment reminders are available to ensure you stay organized with your clients and meetings, and you can also collaborate by sharing your calendar with team members. Incorporating contracts, proposals, files, and tasks into your account management system will significantly enhance its functionality. Should any questions or issues arise, our dedicated customer support team is always ready to assist you. In addition, we strive to continuously evolve our services based on user feedback to ensure that your experience is as beneficial as possible.

What is Sugar Connect?

Sugar Connect seamlessly merges critical customer experience capabilities into the daily email and calendar applications used by Sales and Services teams. This cutting-edge tool guarantees that your CRM, email, and calendar systems remain in sync, eliminating the requirement for manual data input. By connecting your G Suite or Office 365 account with your Sugar platform, you gain immediate access to vital information while interacting with prospects and clients in real-time. Such integration is the most effective way to create genuinely personalized experiences that encourage enduring customer loyalty. With contextual insights about your correspondents readily available within your email platform, you can streamline your communication process. Forget the inconvenience of constantly switching between applications, as the automatic no-touch synchronization simplifies your workflow. Customize your messages using real-time insights that consider both the recipient and the timing of your emails. Moreover, you can easily monitor the status of your accounts, contacts, leads, and opportunities through G Suite or Office 365, thereby significantly boosting your operational efficiency. Ultimately, this integration not only enhances convenience but also empowers you to cultivate robust relationships with your clients, ensuring sustained success in your business endeavors.

Media

Media

Integrations Supported

Adpoint
Aritic Desk
AuthPoint
CXInfinity
Datameer
Encompass CX
FastWebHost
Force24
GoContact
Google Workspace
Lyftrondata
Morphic
Nomalys
SalesRabbit
Saleshub
Sugar Sell
ThinkAutomation
Thinkstack
Xero
cXchange

Integrations Supported

Adpoint
Aritic Desk
AuthPoint
CXInfinity
Datameer
Encompass CX
FastWebHost
Force24
GoContact
Google Workspace
Lyftrondata
Morphic
Nomalys
SalesRabbit
Saleshub
Sugar Sell
ThinkAutomation
Thinkstack
Xero
cXchange

API Availability

Has API

API Availability

Has API

Pricing Information

$1
Free Trial Offered?
Free Version

Pricing Information

$9 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

GETREVE

Date Founded

2018

Company Location

United Kingdom

Company Website

oclient.me/

Company Facts

Organization Name

SugarCRM

Date Founded

2004

Company Location

United States

Company Website

www.sugarcrm.com/solutions/connect-email-integration/

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Database

Backup and Recovery
Creation / Development
Data Migration
Data Replication
Data Search
Data Security
Database Conversion
Mobile Access
Monitoring
NOSQL
Performance Analysis
Queries
Relational Interface
Virtualization

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Categories and Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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