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.
At a glance, view high level summaries of all related data for a given record. For example, see how many contacts an account has or the total value of all quotes combined for a contact.
List Summary Plugin is used to show summarized data of any modules as well as sub-panel module of selected module using mathematical operation (Count, Min, Max, Sum, Average etc..)
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...
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...
Stop getting your workday focus redirected just to view the important details of related CRM records. With the Relate Quickview add-on, you can simply view a record’s complete background from List View or Detail View in SuiteCRM!
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 ...
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...
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.
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...
Intuitive and powerful sales pipe management for SuiteCRM opportunites
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 ...
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.
The Report and Dashboard add-on offers an intuitive and powerful set of reporting tools for SuiteCRM. It includes various chart types, summary and detailed reports, plus 2-dimensional layouts with exporting capabilities for popular file types.
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.
The ultimate plugin for SuiteCRM 8 that revolutionizes how you interact with your CRM. Tailor your CRM interface to meet your specific needs with unparalleled ease and precision.
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.
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.
Sapiens.BI helps you produce effective reports with charts in a fast and easy way. It is a Sugar and SuiteCRM BI plug-in with powerful reporting capabilities, ease of use, elegant design, and a quick and easy setup. This Reporting Tool is easy to use, there is no need for technical knowledge or SQL....
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.
Dynamic Reports and Interactive Charts. A powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is very user-friendly, no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 p...
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...
Login Track helps you track how regularly your staff is logging in to SuiteCRM along with the environment they use.
