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.
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 Related Record Preview helps SuiteCRM users view related record information while in List View or Detail View without wasting time opening new tabs. Click the preview-eye icon near Account name to efficiently see more details, all while remaining in the same window.
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.
To view an uploaded document in SuiteCRM, the user has to download the document from SuiteCRM to the local machine and then the user has to open the document using an application. If the application to view the document is not available, the user has to find and Install it. We ease this process by i...
Upload Multiple Files using a single Multiupload file field. Send Multiupload files as attachments with Email using Workflows.
View email messages directly in the history panel itself or detach the Emails and Notes sub panel and see them in their own separate sub panel.
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.
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.
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...
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.
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. ...
