Collaborate with Teams in a Social Workplace Platform Built for SuiteCRM
Distribute Leads Equally with Round Robin Assignment
Turn Online Visitors into SuiteCRM Leads with FreshChat
Activate a Pop-up Preview of Related Records in SuiteCRM
Track Sales Forecasts and Team Performance in SuiteCRM
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E-signature Field
Electronic signatures provide a binding way to authenticate a document. We have simplified this in SuiteCRM with an easy-to-use electronic signature capture and embed tool. You can use the E-Signature Field add-on in any default module of SuiteCRM.
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Reassign Related Records
Reassign Related Records is a SuiteCRM add-on that automatically transfers ownership of all related records when a parent record gets reassigned to another user. New users can take over and more easily communicate with a customer or make decisions based on previous activities.
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Fields Color
SuiteCRM Fields Color add-on allows you to display color-coded fields based on specific conditions set for the record so you can quickly identify CRM records that need attention. In Settings, configure colors for each module and specify Text, Background, and Related Record Colors.
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