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...
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 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.
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.
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...