3 Custom Features in SuiteCRM Portal for Better Customer Service
SuiteCRM is a customization boon, allowing you to set up your CRM exactly as you like. With endless options included and helpful integrations available to tailor the platform, you can add all the elements needed for your business to operate smoothly. If you’d like a great way to connect with your customers outside of regular features, adding a SuiteCRM WordPress Customer Portal can do the trick.
Enhance Your SuiteCRM Profiles with Other Available Details
The FullContact add-on enables your teams to understand a more complete picture of SuiteCRM Leads, Contacts and Accounts by syncing other available details that help fill in missing gaps of information, creating better profiles for people and businesses.
Detect and Clean Duplicates from Your SuiteCRM Database
Duplicate Cleaner allows you to set rules that find duplicate data in your SuiteCRM, helping your business eliminate duplicates manually or automatically with the add-on's cleaner process. It supports multiple duplicate detection rules that you can configure from the admin.
Visualize Daily Workflow with Kanban Views for SuiteCRM
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.
View Status of Leads in Sales Cycle with Progress Bar
Give your team an upfront glance of where leads are in the sales cycle. The Progress Bar add-on prominently displays a quick overview that highlights the current stage of each record, and it can be configured with any SuiteCRM module.
Random Spotlight
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Google Drive Integration
Google Drive Integration for Suite CRM module uploads all your CRM documents to Google Drive. The user can preview the document, download, and get the shareable link within the CRM. The module provides a one-stop solution for document management with Google Drive.
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MTS Advanced Invoice
The MTS Advanced Invoice add-on helps you craft professional invoices, automatically generate new invoices and recurring invoices, and send payment reminders.
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Mail Merge Reports
Create documents in docx, xlsx (MS Office Word and Excel), odt, ods (LibreOffice and OpenOffice) and pdf format without MS Office or others plugins installed from any module and subpanel using templates.
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