Visual Org Chart Helps Identify Decision Makers
The MTS Organisation Chart add-on uses your SuiteCRM data to create a visual representation of businesses and their reporting structures. For potential customers, gain a better understanding of connections, how teams work together, and what contacts are involved in the decision-making process.
See Upfront Number of Related Records in Every Subpanel
MTS SubPanel Record Counter enables SuiteCRM users working in Detail View to see the number of records in every subpanel upfront, saving the time it takes to click on each subpanel to understand the amount of related information inside.
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.
Random Spotlight
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Conditional Notifications
Conditional Notification trigger an notifications on the screen and also prevent record from being saved depending on condition mentioned in the Conditional Notification Settings. It also works on detail view of particular module’s record. It also supports on duplicate record.
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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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Kanban Views
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.
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