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.
Upload Multiple Files using a single Multiupload file field. Send Multiupload files as attachments with Email using Workflows.
Customer Portal for SuiteCRM helps your company create and maintain a standalone portal for your customers, enabling them to log in and use your services, complete required tasks, keep track of support cases and many other functions.
Ditch data entry for your business forms. The Suite2Word add-on helps you save time creating contracts, quotes, and other key documents as Microsoft Word files by auto-filling desired fields with your SuiteCRM data. Create accurate documents per customer in seconds, without compromising quality.
Google Drive Integration for Suite CRM module uploads all your CRM documents to Google Drive. The user can preview the document, download, and get the shareable link within the CRM. The module provides a one-stop solution for document management with Google Drive.
With the IndiaMART add-on, sync all leads from IndiaMART to your SuiteCRM accounts, contacts, and leads with updates every 30 minutes. When a customer calls or has repeated communication with your business, updates will show in the CRM history with all the details needed to make customer relations e...
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...
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.
MTS Line Items is a tool to help you link your products and services to the Opportunities module. With it you can easily track both products and services that a customer has bought. It also supports converting an Opportunity to a Quote, Contract, or Invoice for a customer. Works with exporting to PD...
MTS Subpanel Toggle helps SuiteCRM users display or hide subpanels within individual modules. This add-on offers total customization of what subpanels are key to display versus the current subpanel hide feature that acts as a global-only change.
If you are dealing with the standard CRM file uploading restrictions, there is a better way to manage the various file types you need access to. With the Multiple File Upload add-on for SuiteCRM, gain the ability to upload multiple file types, documents, and images directly in your CRM.
Create documents in docx, xlsx (MS Office Word and Excel), odt, ods (LibreOffice and OpenOffice) and pdf format without MS Office or others plugins installed from any module and subpanel using templates.
Reduce time and effort by automatically syncing your accounting data between QuickBooks Online and SuiteCRM. Keeps your data accurate by not having to manually enter and maintain data on your CRM records and vice versa. Syncs your Accounts, Contacts, Invoices, and Products/Items.
SuiteCRM Survey Plugin Integrate the SuiteCRM survey plugin to create, design and send attractive surveys to get actionable feedback from your prospects. This can help you direct your business strategies. Get feedback directly from your respondents and easily manage them in SuiteCRM.
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.
Implicit FrontEnd provides deep integration with Microsoft Outlook. In addition to full two-way synchronization of Outlook data such as contacts and calendars, it allows you to sync CRM data including accounts, opportunities, quotes etc. so that you can do all your CRM work without leaving Outlook. ...
Login Track helps you track how regularly your staff is logging in to SuiteCRM along with the environment they use.