Distribute Leads Equally with Round Robin Assignment

Posted by on January 24, 2020
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

Posted by on January 21, 2020
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

Posted by on January 17, 2020
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

Posted by on January 15, 2020
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.

Customize Your SuiteCRM Subpanel Display

Posted by on January 13, 2020
MTS Subpanel Toggle helps SuiteCRM users display or hide subpanels within individual modules. This add-on offers total customization of what subpanels are key to display versus the current subpanel hide feature that acts as a global-only change.