Check for Duplicates by Any Email, Phone, or Name Field
Avoid that sinking feeling of learning much too late that you have been looking at the wrong record the whole time by using a tool such as Duplicate Checker. Whenever you enter an email, phone, or name you will be prompted with any potential duplicate which lets you know if they exist already in your CRM.
Add Line Items to Opportunities, Print to PDF, Convert to Quotes
Breakdown your Opportunities with more detail by adding line items. These line items then convert right over into a Quote. Also create nice Opportunity PDF summaries by defining a template for how to lay out those line items.
A Better Way to Manage and Maintain Your Target Lists
Target Lists are a critical necessity for many businesses. They hold your most important customers, leads, and prospects. But it can be painful to manage those lists and often they end up out-of-date and missing key data.
With Target List Wizard you can reduce and even eliminate those mistakes along with the time consuming management process. By utilizing reports and workflows you can keep your lists up-to-date automatically, resulting in more effective campaigns.
Give Your Team a Complete View of All WooCommerce Customers and Orders
Run a store? Use WooCommerce for it? Pull all of your products, customers, and orders into SuiteCRM so that your team has a complete view. With the ability to send quotes for your products directly from your CRM there are some really cool possibilities for additional automation based on your unique business needs.
In-App Notifications for CRM Record Assignments
Need to make sure that folks know whenever a record has been assigned to them? Notify them within SuiteCRM with MTS Notification. It will add an unread notification alert in the menu bar along with a message of what was assigned to them.
Random Spotlight
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User Analytics CRM
How do you know if your CRM platform is being used productively by your team? With the User Analytics CRM add-on, gain valuable insights to understand exactly how SuiteCRM is being used on a daily basis. Get analytics like CRM usage by module with the number of records created, updated or deleted, p...
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MTS Multi Organization
Run multiple companies inside one SuiteCRM with full data isolation, per-company record numbering, and zero extra infrastructure. One instance, any number of companies, no compromises.
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MTS SuiteCRM Comment
MTS SuiteCRM Comment helps you, your team, and even your customers add comments and attachments to any modules within SuiteCRM. With so many creative uses, this add-on works to improve communication and collaboration for your business.
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