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 But it can be painful to manage those lists and often they end up out-of-date and missing key data.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.
Step into the Future of Operations with SuiteCRM Mobile App
Imagine you are visiting a client in LA. Would you rather carry bulky paper presentations or rather just have online PowerPoint presentations which you can access from anywhere? It is the same with customer data. You don’t have to stick to your computer to be able to understand your customers. There are mobile CRM apps which give you the flexibility to work from anywhere.
Random Spotlight
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MTS Organisation Chart
Organisation chart add-on is a tool graphical collaborative representation of data that assists you to conceptualize their structure or opportunities. Constructing this map together is a great way to discover how your potential customer works and who is involved in opportunity decision making proces...
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Custom Validation Message
Create your own custom validation messages for SuiteCRM. For each field, configure the validation message shown on the edit view page when a field does not pass the validation requirements.
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Image & Document Gallery, Drag n Drop Multi Upload
Easy drag n drop document management - upload, tag and view images/documents via an easy frontend drag n drop interface.
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