The Internal Note add-on for SuiteCRM helps you easily communicate with teammates in an organized way, without having to switch tabs to a different messaging program. Write daily, internal-only notes and keep everyone updated in one convenient place that is also related to the CRM record.
Write, organize and @-mention other teammates in your CRM internal notes
Brainvire has created another helpful SuiteCRM add-on to assist sales representatives and their daily team communication. Internal Note helps to display different user notes in a single, convenient place organized per SuiteCRM record.
Benefits of Internal Note add-on
- Send full notes as email notification to any user
- Display important user notes in one place, helping prioritize high-level decisions for management
- Easily manage the sales cycle conversion from lead to won opportunity
- Email notification gets triggered at very important events, helping users take important next steps for modules like cases, opportunities, etc.
How it Works
Admin setting is provided for managing notes within any module, using screen below:
Users can add notes at the record’s Detail View page. See example below:
Users can edit, reply, and delete notes by clicking on the appropriate icon. They can also send an email notification to any user with the '@' symbol to @-mention another teammate, as shown below:
Users can send full notes section history in an email.
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Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.