Collaborate with Teams in a Social Workplace Platform Built for SuiteCRM
Communicate more efficiently within your team and across departments to problem solve and keep everything moving along smoothly. The SuiteCRM Collaboration add-on is a one-stop solution for sales opportunities, projects, support and other collective teamwork needs.
Distribute Leads Equally with Round Robin Assignment
Create a round robin assignment rule in SuiteCRM, so new leads can be automatically distributed in a rotational manner that’s equal for members of your sales team.
Turn Online Visitors into SuiteCRM Leads with FreshChat
FreshChat is an all-in-one messaging software for all your sales, marketing and support needs. A leap from legacy live-chat systems, FreshChat helps teams and businesses focus on a continuous and context-driven messaging experience on the website, in-product, mobile and even social apps like Messenger. It saves all the conversion details in SuiteCRM.
Activate a Pop-up Preview of Related Records in SuiteCRM
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.
Track Sales Forecasts and Team Performance in SuiteCRM
The Sales Forecast & Quota add-on for SuiteCRM allows you to track your sales forecasts and see how your sales teams are performing against the defined quota. Forecasts show opportunities in your sales cycle that are committed to close and those that are best-case opportunities, allowing you to see the latest status of your business.
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Multiupload Files with Workflow
Upload Multiple Files using a single Multiupload file field. Send Multiupload files as attachments with Email using Workflows.
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Suite to Xero
SuiteCRM BI-Directional link to Xero Automated BI-DIRECTIONAL synch between SuiteCRM and Xero, synch most recent record. Accounts, Contacts, Invoice and Products, connect and forget. Synch based on your criteria. This module also gives you the ability to manually update Accounts/Contacts/Invoice...
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vProjects
vProjects integrated with SuiteCRM offers an effective way to manage your projects online. It includes impressive features like an interactive GANTT editor, export to Microsoft Project, and much more.
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