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.
Use DocuSign For Signing Contracts, NDAs, Agreements
E-signature solutions are a must these days for managing any document requiring a signature. Utilizing these solutions can greatly reduce the hassle and time to get key agreements signed and executed. DocuSign is a very popular signing solution and for good reason. And with this integration you can utilize DocuSign templates within SuiteCRM and map fields between your docs and SuiteCRM fields.
Take Good Care of Personal Data by Anonymizing It
With GDPR and the potential penalties that come from being out of compliance, it is more important than ever to take good care of the personal data in your CRM. Data Anonymizer helps by scrambling the personal identifying data while maintain record integrity within the system. Absolutely a must for on all of your test instances that contain copies of your live CRM data.
A New Studio File Field for Smoother Uploads and Access
The File Field allows you to add unlimited file fields in Studio. What's nice about it is that you can also set the file upload as required. Since having this field avoids having to use Notes or the Document module as a work around you save time with managing files and it also follows your role security configuration so that only the appropriate users have access to the files.
Highlight the Data That Is Important to You
Help your eyes find the data most needed by highlighting those fields. Supports custom highlighting by dropdown value as well. Great for quickly finding the records that may require more immediate attention.
Random Spotlight
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E-Signature
Electronic signatures provide a binding way to authenticate a document. It can also be quite the process to attach an encoded signature to an electronic document. We have simplified this in SuiteCRM with an easy-to-use electronic signature capture and embed tool. No need for any external signing sof...
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Activity Monitor
Monitor user activities such as when a record gets added, updated, or deleted. Also see when users log in and out of the CRM.
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TechVibrant Theme
TechVibrant theme is a fully responsive theme based on the latest Bootstrap that comes with great look and feel. This theme offers powerful features and revolutionary UI like calendar, mobile responsive design, quick summary etc.
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