Display Recent Activity for Records in a Kanban View
Records Queue displays a Kanban view of highly important records, such as records recently created, modified or assigned to users. This plugin helps sales and marketing teams stay focused on the current details of records, so business efficiency increases.
Quickly View History of SuiteCRM Records for Improved Follow-Up
MTS History Summary is a tool that gives you an overview of the history for SuiteCRM records (Accounts, Contacts, Leads). View the last actions taken per record, such as: number of emails sent or calls made, or the last time contact was made. This empowers your business teams to reach out to customers in a timely manner for better retention.
Organize Documents Per Contact with Dropbox Integration
Dropbox integration with SuiteCRM gives you the best way to organize your Dropbox files in SuiteCRM. We have simplified the Dropbox organizational process by allowing users to drag and drop documents to a record, then a folder will automatically be created in Dropbox with the right documents inside.
Access Accounting and Invoice Details with Tally Integration
Tally helps your business manage accounting and inventory needs 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 Tally, plus get billing details of your Tally account.
Save Time Importing Large Data Sets for Dropdowns
Import to Dropdown Fields helps users manage large data sets that need to be imported to dropdown fields for modules of SuiteCRM. For example, if you have a country dropdown and you need to add entries for all countries, it would take hours to add that data. This plugin saves time by allowing users to bulk import data using the "Import to Dropdown Fields" extension.
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SuiteCRM Live Helper Chat Integration
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
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File Field
The File Field type allows you to add unlimited file upload fields to any module. Need to required certain files such as a quote? Add files to any module with the File field available in Studio
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Dashlet Roles
Be explicit about which users have access to each specific dashlet. Enable or disable dashlets for certain types of users regardless of what their permissions are to that module. Gives finer control over the data available to a user from the home page dashboard.
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