Kanban is a visual system for managing work as it moves through a process. Now your business can quickly see visuals of sales funnel stages and other day-to-day functions for tasks, cases, invoices and custom modules while working in SuiteCRM.
Make your CRM data more effective and transparent with Kanban capabilities! Dynamic Boards creates a Kanban view in your SuiteCRM, presenting a 360-degree visual of activities relating to your Leads, Opportunities and Cases.
Intuitive and powerful sales pipe management for SuiteCRM opportunites
Visualize and manage your "work in progress" by dragging and dropping your records. Add a Kanban view for any SuiteCRM module. Great for sales pipelines, leads pipeline, account pipeline, support team boards, project management, and more.
Give users a summary of important entries connected to their accounts with the Account 360-degree View add-on for SuiteCRM. Track the number of completed and planned activities, status of projects, sales opportunities and more per account. The view also contains a map showing the account’s locatio...
Dynamic Headers in SuiteCRM helps user to display/highlight most used field of a module. This will reduce time of user to search a field when viewing record. User can also add some coloring to the field as well.
Discover everything about your customers and account starting from their first interaction with you to the average revenue generated by each of them. The plugin will empower you with the ability to improve each interaction with your customers and nurture long-term professional relationships with the...
The Related QuickView add-on creates a speedy way for SuiteCRM users to view a field’s related details without opening new tabs. While in Detail View and List View, simply hover over specific field names in 8 different modules (Accounts, Contacts, Leads, etc.) and a QuickView pop-up will appear th...
Colors for SuiteCRM helps you create and maintain a unique color code of your customer data so it’s easy to identify the records matching the criteria with a highlighted color. What’s unique about this add-on is, it allows you to configure colors at both the field level, home page dashlets, and ...
Drag N Drop module helps CRM users to create new Documents and relate it to that specific record just by dropping the files into Drag N Drop sidebar widget. The user can upload multiple files at a time. Using Drag and Drop, users can create and relate a document in 2 – 3 seconds which usually take...
The Subpanel Tabbed View add-on allows users to see subpanels in a convenient, tabbed view, plus the number of associated records each subpanel holds. This simple, effective solution prevents users from wasting time by blindly clicking on subpanels to view any related information per main record in ...
Ensure you are sending the right documents to your prospects and customers. With the PDF Template Viewer add-on, you can easily preview PDF templates before downloading or sending them to customers via email.
Click to ‘favorite’ your SuiteCRM records in a flash and easily refer back to them later. The MTS Favorite Widget enables users to quickly mark any important record in the list view of any module as a favorite.
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.
Add the ability to not only upload multiple files, but also the ability to preview different file types right from inside SuiteCRM. Supports many file types such as PDF, Word Docs, TXT, PNG, JPG, and more.
Create your own custom validation messages for SuiteCRM. For each field, configure the validation message shown on the edit view page when a field does not pass the validation requirements.
The Scorecard add-on for SuiteCRM is a visual reporting tool that helps users measure their current progress to better identify which records they should focus their time on next. Using a unique color code system and data filter option, users can easily visualize the status of CRM records from the L...
With the 360 View Tracker add-on, track and understand your team’s day-to-day SuiteCRM activities. From logins/logouts to updates, imports/exports and more, get user details and IP addresses to help review, report and manage your CRM team processes.
Experts in Excel export. An export to Excel from any list, report or subpanel of SuiteCRM.
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...
