Get Immediately Notified When Something Breaks Down
Proactively monitor your SuiteCRM to make sure that: the system is up and running, emails are sending out, queries are running fast, no one misses a meeting or call, you get notified any sort of event that you may want to monitor using SQL, and more. By installing this both on your server and in your SuiteCRM you can monitor and be alerted on a number of different activities which lets you get ahead of potentially disastrous situations.
Check for Duplicates by Any Email, Phone, or Name Field
Avoid that sinking feeling of learning much too late that you have been looking at the wrong record the whole time by using a tool such as Duplicate Checker. Whenever you enter an email, phone, or name you will be prompted with any potential duplicate which lets you know if they exist already in your CRM.
Add Line Items to Opportunities, Print to PDF, Convert to Quotes
Breakdown your Opportunities with more detail by adding line items. These line items then convert right over into a Quote. Also create nice Opportunity PDF summaries by defining a template for how to lay out those line items.
A Better Way to Manage and Maintain Your Target Lists
Target Lists are a critical necessity for many businesses. They hold your most important customers, leads, and prospects. But it can be painful to manage those lists and often they end up out-of-date and missing key data.
With Target List Wizard you can reduce and even eliminate those mistakes along with the time consuming management process. By utilizing reports and workflows you can keep your lists up-to-date automatically, resulting in more effective campaigns.
Give Your Team a Complete View of All WooCommerce Customers and Orders
Run a store? Use WooCommerce for it? Pull all of your products, customers, and orders into SuiteCRM so that your team has a complete view. With the ability to send quotes for your products directly from your CRM there are some really cool possibilities for additional automation based on your unique business needs.
Random Spotlight
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Sugar Sweet CRM - Microsoft Outlook - Office365
Sugar Sweet CRM - SuiteCRM Outlook Add-in. Supports Mac OS / Windows / Browser (IE, Chrome, Edge, Safari). Quickly Create Contacts/Leads/Prospects from inside Outlook. Archive Files/Emails to Contacts and Leads. More to come! (If you have any use requests please email me at lvanderzande@cognituscons...
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Prevent Concurrent Login
Add an additional layer of security by allowing only one person to log in as a user at a time. Prevent multiple users from using the same credentials at the same time. The user previously logged in will be logged out automatically and be prompted with a message.
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Organization Chart for SuiteCRM
Organization Chart for SuiteCRM allows users to view their organization in a beautiful chart.
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