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.
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.
Intuitive and powerful sales pipe management for SuiteCRM opportunites
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.
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...
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.
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.
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...
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 ...
Best SuiteCRM Mobile App Now access all your necessary SuiteCRM data as and when required right from your mobile phone. Get everything done on the go with TapCRM, our SuiteCRM Mobile app. Now equipped with an exclusive field service feature: Live Tracking!"
The synergy of Xero and SuiteCRM is a double bonanza, as SuiteCRM Xero Accounting Integration by Fynsis brings a seamless flow of data of customers from inside your CRM to the actual billing and invoicing system in useful handshake so the bills can be generated within CRM.
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...
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 ...
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.
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.
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.
Is data privacy your priority? Get a data-breach proof CRM system! Data Anonymizer is a tool designed to quickly encode data on your CRM instance, while preserving their diversity and relations between records. It allows you to quickly prepare a realistic instance for tests and demonstrations withou...
Seamless Hassle-Free Integration with SuiteCRM Reduce up to 90% customer identification time Great opportunity to cross-sell and upsell Better closure of online sales and orders
Would you like to be informed when something breaks down in the system? Get alerts from Monitor by eVolpe!
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.
The MTS Assistant add-on helps your sales and support teams prioritize their next steps by delivering important updates to their SuiteCRM home page throughout the day. See open actions that need immediate attention or nurturing, so you can avoid missing deadlines and follow ups.
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...
If you use SuiteCRM and want all of your company emails to automatically show up under the appropriate CRM contact/account, you have found the right product. Boru Email Linker enables you to use your preferred email platform while conveniently linking emails with your SuiteCRM platform.
In the business environment, email plays a significant role to store different imperative details in a much safer way. More than 30 percent of email address each year in the company’s customer and contact database becomes outdated.
One of the major roles of the company is to secure themselves fro...
SuiteCRM Opencart Integration is seamless and real-time, no dependency on admin to run a Cron job to pull or push data. “Once information is keyed in one system it will push data to other systems instantaneously” Install plugin & start sync all your orders and customers from opencart ecommerce w...
SuiteCRM Dynamic Forms enables you to create multiple forms with different purposes for any record. This is great for a number of various industries which requires multiple types of forms be attached to each customer's records. Dynamic forms has the ability to add many types of fields to your f...
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...
Redian Pro Theme is a completely responsive topic dependent on the most recent Bootstrap that accompanies incredible look and feel. This subject offers topic style manufacturer, ground-breaking highlights and progressive UI, portable responsive structure, gorgeous detail view, alter view, List view ...
Tally helps your business manage accounting and inventory in a simplified way, and now you can access the convenience of Tally within SuiteCRM. Sync your Account, Product and Invoice categories from Tally to SuiteCRM. Create new accounts in Tally from your CRM, link and sync existing CRM accounts in...
Implicit FrontEnd for Mac is an Outlook integration solution for SuiteCRM which enables users to do all their CRM work from within Outlook. Use Email side-panel in Outlook to view CRM information, update or create new CRM records and archive email to any CRM record.
Scalable, Enterprise-Class solution for integrating SuiteCRM with Exchange / Office 365. Synchronize contacts, calendars and tasks. Set rules for auto-archiving of incoming/outgoing emails. Combine (optional) with an Exchange / Office 365 add-on that presents an Email Side-Panel in Outlook and allow...
Reduce Operational costs and improve customer satisfaction by giving access of advanced knowledge base and robust ticketing system to unlimited customers. Get your custom data-management flow configured with SuiteCRM customer portal for WordPress.
This add-on helps a user to log into SuiteCRM with an existing Google ID. No more having to remember yet another new login account. Just click on the "Sign in with Google" button and login right into the CRM.
The WooCommerce Bridge for SuiteCRM lets you integrate and access all of the features of WooCommerce that you need. Become more efficient by integrating your store with SuiteCRM so that your teams can have a complete overview of all customers and orders.
Streamline all your customer conversations in CRM. This Integration helps you to manage your customer support case into CRM. It will create cases, account, contact, replies in CRM and will relate each other.
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.
Using this complete SuiteCRM and Adobe Acrobat Sign integration, you can quickly pull data from key modules (Account, Quote, Contract and more) and send it out for signature directly from SuiteCRM. Signed documents are then returned to SuiteCRM and attached to the document envelope of the correspond...
How do you know if your CRM platform is being used productively by your team? With the User Analytics CRM add-on, gain valuable insights to understand exactly how SuiteCRM is being used on a daily basis. Get analytics like CRM usage by module with the number of records created, updated or deleted, p...
Push the LinkedIn Information as a Lead into SuiteCRM. With the Chrome extension the LinkedIn fields will automatically populate in the Lead form. From there you can push it into your CRM by clicking on Save.
When you're on the road, Outlook is essential for continuing to communicate with your customers. Implicit FrontEnd is essential for accessing SuiteCRM, updating and creating new CRM records, scheduling meetings and archiving email to SuiteCRM.
This add-on helps users log into SuiteCRM with their existing Google ID, so they no longer need to remember multiple user credentials. As the plugin enables the user will automatically redirect to Google URL where the user selects an account he will redirect on the CRM.
Create personalized, focused cold emails (or newsletters) that connect with each lead and land in their inboxes, powered by ChatGPT 4. Set up delivery for when your potential clients are active during their workday and in their time zone. Automate your sales outreach to increase revenue. Compatible ...
Experts in Excel export. An export to Excel from any list, report or subpanel of SuiteCRM.
Mailchimp Extension allows you to sync the mailchimp details with SuiteCRM and SuiteCRM details to mailchimp
Deleted a record by accident? Use Recycle Bin to undelete it.
When it is crucial to access a certain user’s account, the Masquerade add-on for SuiteCRM allows Admins to log in as any regular user without needing their password.
SuiteCRM Asterisk Integration, Click To Call, Call Notification Popup, Call Logs, Call Recordings, Call notes, Call transfer. Supports Asterisk, FreePBX, Elastix, ViCiDial, FusionPBX, Freeswitch, Twilio, Kaleyra , MyOperator
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...
Secure your SuiteCRM password and account data by implementing two-factor authentication with Google Authenticator.
Login Track helps you track how regularly your staff is logging in to SuiteCRM along with the environment they use.
