No matter where your team is working, whether they're inside their CRM or their inbox -- they'll have seamless access to their Leadfwd + SugarCRM data using Leadfwd Sidebar.
- Access every contact, anywhere
- View any contacts full engagement timeline, tracked insights and data attributes from anywhere
- Schedule tasks, enroll in Sequences or tag contacts from Sidebar
- One click to open a target, lead or contacts SugarCRM profile view (Open in CRM) from anywhere
- One click to access any records full Leadfwd timeline view right from SugarCRM
Leadfwd Engagement History inside SugarCRM
Seamless access to view a snapshot of a target, lead or contacts activity within Leadfwd or to take a deep dive into their full chronological timeline of engagement. All without leaving SugarCRM.