The MTS Assistant add-on helps your sales and support teams prioritize their next steps by delivering important updates to their SuiteCRM home page throughout the day. See open actions that need immediate attention or nurturing, so you can avoid missing deadlines and follow ups.
Get important updates in your SuiteCRM to handle priority tasks
MTS Assistant is a SuiteCRM add-on that improves daily tasks by bringing the most important open actions right on the home screen. Any item needing attention or nurturing is brought to the assistant section, such as: new leads or opportunities with no action.
The assistant is readily organized with tasks displayed in order of importance: leads assigned to you today, opportunities with overdue tasks, opportunities with no activity in 30 days, and opportunities with no open activity. Now, your team can have more direction to take the next best action. Decrease the chance of missing deadlines and increase follow through with customers.
How it Works
How MTS Assistant appears in your SuiteCRM.
Set options for how many tasks are displayed and when it should refresh.
Key Features
- Leads assigned to you today
- Opportunities with overdue tasks
- Opportunities with no activity in 30 days
- Opportunities with no open activity
- Overdue opportunities
- Opportunities are overdue if they’re still open after the close date
Our SuiteCRM Plugins Now Support SuiteCRM 8
All plugins developed by our team are now fully compatible with SuiteCRM 8.
If you are upgrading to SuiteCRM 8, you can continue using these extensions without any compatibility issues.
Productivity and Visualization
- History Time Line - Visualize record history in a timeline.
- MTS Organisation Chart - Display company hierarchy with an organisation chart.
- MTS Kanban - Manage records using a Kanban board.
Developer and Admin Tools
- MTS Code Generator - Generate SuiteCRM modules and components faster.
- MTS Dynamic View - Dynamically show or hide fields based on conditions.
- MTS Cleaner - Clean unnecessary files and optimize SuiteCRM performance.
Business and Finance
- MTS Advanced Invoice - Advanced invoicing features for SuiteCRM.
- MTS Stripe Integration - Accept payments directly from SuiteCRM.
Automation and Integrations
- MTS Notification - Real-time notifications for CRM events.
- MTS Telegram Notify - Send SuiteCRM notifications to Telegram.
- MTS Typeform Integration - Sync Typeform responses into SuiteCRM.
AI and Collaboration
- MTS AI Email Writer - Generate professional emails using AI.
- MTS Comment - Add discussion threads inside records.
- MTS Record Score - Automatically score records based on rules.
Utilities
- MTS Field Highlight - Highlight important fields in record views.
- MTS Language Translate Tool - Translate SuiteCRM labels easily.
- MTS User Activity Log - Track user activity in SuiteCRM.
- MTS Timesheet - Track working time inside SuiteCRM.
- SuiteCRM 8 Theme Editor - Customize SuiteCRM 8 themes without coding.
