by SuiteCRM Addon

MTS History Summary is a tool that gives you an overview of the history for SuiteCRM records (Accounts, Contacts, Leads). View the last actions taken per record, such as: number of emails sent or calls made, or the last time contact was made. This empowers your business teams to reach out to customers in a timely manner for better retention.

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Overview

MTS History Summary is a tool that gives you an overview of the history for SuiteCRM records (Accounts, Contacts, Leads). View the last actions taken per record, such as: number of emails sent or calls made, or the last time contact was made. This empowers your business teams to reach out to customers in a timely manner for better retention.

Previously, we released the MTS History Timeline plugin to help your business track the activity details of a SuiteCRM record. Now with the History Summary plugin, it summarizes all the important information so you can focus on driving more sales. Based on the history summary, you can quickly take the next follow-up action so customers experience a better level of response.

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Keys features:

  • Calculates lifetime value of Accounts and Contacts
  • Shows last time updated and last time contacted
  • Includes total customer contact time (calls, meetings, emails)
  • Lists separate activities (notes, tasks, calls, meetings, emails)

Supports All SuiteCRM Versions (SuiteP and SuiteR themes)

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