InterAction is the powerful integration that enables your sales and customer-facing teams to track last communications, prioritise follow-ups, and manage opportunities more effectively – all within a seamless dashboard experience.
InterAction is a powerful SugarCRM add-on developed by Provident CRM to help businesses stay connected with their customers and prospects. It tracks and summarises the last touchpoints – calls, meetings, and emails – all in one place. This dashlet appears across leads, contacts, accounts, and opportunities, saving you the hassle of logging each interaction manually.
Now, at a glance, you’ll know exactly when you last connected with a lead or customer with real-time tracking. By filtering, reporting and setting up automations, teams can proactively manage follow-ups, prioritise high-value opportunities, and ensure no lead or customer is overlooked.
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Our InterAction plugin is designed to keep you on top of every interaction, no matter how busy your day gets.
Strong customer relationships rely on timely follow-ups and clear visibility into past interactions. InterAction makes this easy by summarising the last emails, calls, and meetings in a single dashlet, eliminating the need to search through logs. Colour-coded alerts flag overdue follow-ups, while filtering tools help prioritise high-value opportunities, ensuring sales and customer-facing teams stay proactive and focused.
Whether you’re in sales, customer success, or account management, this plugin helps you stay proactive and connected.
In fast-paced sales and customer service environments, visibility into past interactions is the key to smarter decision-making. Without it, teams risk missing follow-ups, losing track of important conversations, and ultimately weakening customer relationships.
With real-time access to interaction history, teams can make informed decisions faster, ensuring every outreach is relevant and well-timed. When your teams have the right insights at their fingertips, they can focus on what really matters – strengthening customer relationships and driving business growth.
InterAction sits on the Intelligence Pane of your SugarCRM dashboard, providing a real-time snapshot of all recent interactions. With a quick glance, you’ll see:
You can also click on any interaction to view notes or details, saving you from endless scrolling or searching.
Don’t let another opportunity slip through the cracks. Download the plugin now and experience the power of proactive communication.
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Ryan Popek |
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Product Solutions Specialist |
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+44 799 939 1316 |
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ryan.popek@providentcrm.com |
