Accelerate your saleswith SuiteBox

SuiteBox transforms customer interaction with intuitive video and telephony, document collaboration, selective recording and real-time signing, helping you accelerate and close business using the full power of mobile and desktop devices.

At the center of the offering is the SuiteBox heartbeat - a uniquepatented capability which allows participants to collectively review, edit and grant control over digital documents, and to sign on-screen with embedded authentication paving the way for truly electronic business process management and regimented compliance.

From within SugarCRM, you can organize and initiate secure video meetings, share digital assets such as documents, video, photos and web information and electronically sign documents, regardless of what device you are using.

You can record all or parts of the meeting saving video and documents into SugarCRM or to your chosen document store.

Now you can truly engage your customers in the business conversation, you save time and improve results.

Accelerate Sales with SuiteBox

Sugar CRM

Login

Create Meeting

Select Video Meeting

Add Invitee

Access Scheduled Meeting

Participant’s Invite Email

Host Login

View Scheduled Meetings

In Meeting

Add File

View File

Add Signature

Confirm Signature

View Recordings

SugarCRM Login

Accelerate Sales with SuiteBox

SugarCRM schedule a new video meeting

Meetings Module

Schedule Meeting option

Sugar CRM

Login

Create Meeting

Select Video Meeting

Add Invitee

Access Scheduled Meeting

Participant’s Invite Email

Host Login

View Scheduled Meetings

In Meeting

Add File

View File

Add Signature

Confirm Signature

View Recordings

Accelerate Sales with SuiteBox

SugarCRM schedule a new video meeting

Schedule Meetings

Sugar CRM

Login

Create Meeting

Select Video Meeting

Add Invitee

Access Scheduled Meeting

Participant’s Invite Email

Host Login

View Scheduled Meetings

In Meeting

Add File

View File

Add Signature

Confirm Signature

View Recordings

Accelerate Sales with SuiteBox

SugarCRM Add Invitees to Video Meeting

Schedule Meetings

Sugar CRM

Login

Create Meeting

Select Video Meeting

Add Invitee

Access Scheduled Meeting

Participant’s Invite Email

Host Login

View Scheduled Meetings

In Meeting

Add File

View File

Add Signature

Confirm Signature

View Recordings

Save time and money Close more business

and accelerate sales

Save time and moneyClose more business

and accelerate sales

Accelerate Sales with SuiteBox

Join Video Meeting from within SugarCRM

Sugar CRM

Login

Create Meeting

Select Video Meeting

Add Invitee

Access Scheduled Meeting

Participant’s Invite Email

Host Login

View Scheduled Meetings

In Meeting

Add File

View File

Add Signature

Confirm Signature

View Recordings

Out smart and out positionyour competition

Accelerate Sales with SuiteBox

Participant’s Invite Email

Sugar CRM

Login

Create Meeting

Select Video Meeting

Add Invitee

Access Scheduled Meeting

Participant’s Invite Email

Host Login

View Scheduled Meetings

In Meeting

Add File

View File

Add Signature

Confirm Signature

View Recordings

Transform customerengagement and deliver

better experience

Accelerate Sales with SuiteBox

Host logs in to meeting using their Sugar login

Sugar CRM

Login

Create Meeting

Select Video Meeting

Add Invitee

Access Scheduled Meeting

Participant’s Invite Email

Host Login

View Scheduled Meetings

In Meeting

Add File

View File

Add Signature

Confirm Signature

View Recordings

Accelerate Sales with SuiteBox

Display Scheduled Meetings for the host

Sugar CRM

Login

Create Meeting

Select Video Meeting

Add Invitee

Access Scheduled Meeting

Participant’s Invite Email

Host Login

View Scheduled Meetings

In Meeting

Add File

View File

Add Signature

Confirm Signature

View Recordings

Expand your officeThe convenience of doing business

anywhere, anytime

Accelerate Sales with SuiteBox

Video Meeting

Sugar CRM

Login

Create Meeting

Select Video Meeting

Add Invitee

Access Scheduled Meeting

Participant’s Invite Email

Host Login

View Scheduled Meetings

In Meeting

Add File

View File

Add Signature

Confirm Signature

View RecordingsParticipants can re join the same virtual meeting room at any time with ease

Accelerate Sales with SuiteBox

Upload a file

Sugar CRM

Login

Create Meeting

Select Video Meeting

Add Invitee

Access Scheduled Meeting

Participant’s Invite Email

Host Login

View Scheduled Meetings

In Meeting

Add File

View File

Add Signature

Confirm Signature

View Recordings

Save time and moneywith online and

mobile transactions

Accelerate Sales with SuiteBox

Document uploaded

Sugar CRM

Login

Create Meeting

Select Video Meeting

Add Invitee

Access Scheduled Meeting

Participant’s Invite Email

Host Login

View Scheduled Meetings

In Meeting

Add File

View File

Add Signature

Confirm Signature

View RecordingsSuiteBox works on desktops, tablets and smartphones - and it’s friendly to Apple and Android

Accelerate Sales with SuiteBox

Signing the document

Sugar CRM

Login

Create Meeting

Select Video Meeting

Add Invitee

Access Scheduled Meeting

Participant’s Invite Email

Host Login

View Scheduled Meetings

In Meeting

Add File

View File

Add Signature

Confirm Signature

View Recordings

All transactions areexecuted in a safe and

secure environment

Accelerate Sales with SuiteBox

Place the Signature

Sugar CRM

Login

Create Meeting

Select Video Meeting

Add Invitee

Access Scheduled Meeting

Participant’s Invite Email

Host Login

View Scheduled Meetings

In Meeting

Add File

View File

Add Signature

Confirm Signature

View Recordings

Accelerate Sales with SuiteBox

Recording Details

Sugar CRM

Login

Create Meeting

Select Video Meeting

Add Invitee

Access Scheduled Meeting

Participant’s Invite Email

Host Login

View Scheduled Meetings

In Meeting

Add File

View File

Add Signature

Confirm Signature

View Recordings