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"I wanted to automate the creation of a series of tasks which needed to be done in a specific sequence every time a new instance of a custom module was created. Sort of a mini-project-manager template.
No other product I looked at had the flexibility and feature set of Process Manager Pro."
Richard Cantin,
Executive Director, Wilfrid Laurier University January 2012
No other product I looked at had the flexibility and feature set of Process Manager Pro."
Richard Cantin,
Executive Director, Wilfrid Laurier University January 2012
Process Manager Pro v1.0 Features:
- Trigger business processes on create or modification of any module in sugar including custom modules
- Create 'Customer for Life' business processes that automatically communicate with your customers over time
- Automatically send emails to customers, business partners, employees when important milestones are reached in the sales and/or support lifecycle
- Automatically assign and route Sugar objects to users or groups of users based on attributes of the object on create or modify
- Setup business processes that run at anytime of the day, week, month or year
Process Manager Pro
Powerful workflow for SugarCRM
Process Manager Professional will make sure SugarCRM knows what to do when to do it. Engage the entire Sales and Support organization in servicing your customers in the best possible way utilizing your companies best practices
- Automatically Send Emails
- Schedule Calls or Tasks
- Schedule Meetings
- Modify records
- Create new records
- Or call your own custom php script
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Why spend $500 for PM Pro? What's the Value?
We often get asked by prospective customers, "What is the value proposition of Process Manager?"
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About Us
SierraCRM has been delivering CRM products and consulting services since 1996
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