RecordCreator helps you create a related record from any module and define which fields should be copied over to the newly created related record. For example, if a user is on a Ticket record the use could create an Invoice record from that Ticket and copy over information such as the contact inform...
Record Local Time is a SuiteCRM tool that allows you to automatically display the current local time of any record in Leads, Contact or Accounts, based on the timezone or address specified in the record.
Reassign Related Records is a SuiteCRM add-on that automatically transfers ownership of all related records when a parent record gets reassigned to another user. New users can take over and more easily communicate with a customer or make decisions based on previous activities.
MTS Cleaner is a powerful and user-friendly plugin that provides an efficient way to manage soft-deleted records across any SuiteCRM module. Effortlessly scan, permanently delete, or restore soft-deleted records, ensuring better data management and system optimization.
Quick Updater makes it possible for you to Update the Module Record information from Listview, Update Related Field & Parent Relate Field information directly from Modules Create/Editview where Related fields Display. This will help you to quickly update records as you no longer need to save and the...
MTS Related Record Preview helps SuiteCRM users view related record information while in List View or Detail View without wasting time opening new tabs. Click the preview-eye icon near Account name to efficiently see more details, all while remaining in the same window.
The MTS Activity Stream add-on enables users to view a list of activities performed on records. By using this solution, users can see who has updated important information on a CRM record and avoid making duplicate actions. Also, this feature helps admin monitor other users’ activities by reviewin...
The History Email Sync add-on allows SuiteCRM users to create and track previous email conversations with customers, plus save time with the ability to easily view emails in the profile subpanel without completely switching over to the email module. Admin users will also have direct access to any us...
DocParser creates PDF or MS Word documents based on any record and it's related data. DocParser can be used to merge information from any module into a presentation-quality document and create an MS Word and PDF documents. The parsed document can be downloaded from both the List view and Detail...
Conditional Notification trigger an notifications on the screen and also prevent record from being saved depending on condition mentioned in the Conditional Notification Settings. It also works on detail view of particular module’s record. It also supports on duplicate record.
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 custome...
The Custom Filter add-on for SuiteCRM allows you to filter and search for desired records from the total list of records, plus save and display the Custom Filter search separately in the module. Create complex filters to find specific records to assign to different sales reps and much more.
List-view Colors for SuiteCRM is designed to add color to the rows and text on a list for each row. The highlighting is done based on conditions/filters that you define. Great for identifying records that require attention based on specific conditions.
Timer Tracker helps users manage time spent on each activity within SuiteCRM. It integrates seamlessly with Billing (both Invoice & Quotes) to make generating billing based on hours accrued for customers a breeze.
Simple-to-use customer support portal that enables your customers to effortlessly submit new cases, update existing ones, and track their progress. Enjoy a modern, intuitive one-page interface, directly connected to your SuiteCRM.
Save time attaching documents to your SuiteCRM records by using Boru’s Drag and Drop add-on for the Documents module. With easy-to-use functionality, users can upload multiple documents to a record at once.
Brainvire’s Email to Lead extension will enhance your SuiteCRM experience by conveniently creating leads from email and simplifying the process of tracking potential customers. Easy to set up, any email server can be configured in the CRM, then leads will automatically be created with all predefin...
Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying. You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.
Recurring Tasks Extension helps you create tasks and automatically schedule repeat tasks for specified or all SuiteCRM users.
MTS Typeform Integration for SuiteCRM connects Typeform with SuiteCRM 7 & 8, allowing you to map form fields to any module, including custom ones. Sync data in real-time, automate workflows, and streamline data collection effortlessly.
Unleash the power of customization and elevate your SuiteCRM experience with MTS SuiteCRM 8 Theme Editor. Unlimited colors, responsive design, no code needed, load theme by security group, enable sidebar menu, and other awesome features.
SMS add-on automation makes your business available anytime. Send SMS from SuiteCRM at one click from any module. You can also create workflow SMS and get a reply back as an Inbound SMS.
The Idea Signature add-on automatically generates company email signatures for new SuiteCRM users, saving you time and eliminating the hassle of manually creating signatures for every new user account.
Engage with your customers instantly using SMS without ever leaving SuiteCRM. With Sapient SMS Integration, your team gets a chat-style interface, outbound/inbound messaging, workflow automation, and complete message history right inside the CRM.
Experts in Excel export. An export to Excel from any list, report or subpanel of SuiteCRM.
Secure your SuiteCRM password and account data by implementing two-factor authentication with Google Authenticator.