MTS Business Process is a SuiteCRM 8 plugin that lets you design and automate multi-step business processes directly inside your CRM — no coding required. When a record is saved, the process starts automatically: it checks conditions, runs actions, waits for the right moment, and logs every step. ...
ProtonicTech Email Scheduler add-on for SuiteCRM provides users a way to send scheduled emails with ease. Email Scheduler sends emails straight into the email queue directly from any standard SuiteCRM email composer.
vWork Flow Manager provides a powerful tool to set up automated workflow processes within SuiteCRM. It includes a graphical editor and is inspired by BPMN.
SuiteCRM Advanced Export is here to help SuiteCRM users get over their daily struggle of extracting data from their CRM system. Using it, you can extract, send, and retain records of your choice from your SuiteCRM system. And the best part? You can export files in an easy to manage format. Now, get ...
Don’t bombard your current and potential customers with workflow and marketing emails from generic email addresses. Use this helpful add-on to change the “from” sender email address in Workflows to send from Users Assigned to Record or Workflow.
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...
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.
Workflow Email action with Dynamic PDF Template Attachment
The integration between Slack and SuiteCRM keeps the team updated by telling what's happening in the SuiteCRM with real-time Slack messages. This communication between Slack and SuiteCRM is supported by the workflow module.
Brainvire Infotech has created the Lead Scoring plugin for sales teams, helping SuiteCRM users score and rate leads based on specific conditions and all essential CRM data. This solution will help salespeople achieve their targets by focusing on leads that can truly help the business grow.
The MTS Advanced Invoice add-on helps you craft professional invoices, automatically generate new invoices and recurring invoices, and send payment reminders.
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....
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.
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.
