Duplicate data can cause a number of issues. Projections can be thrown off, teams could be working off the wrong record, critical items could fall through the crack.
To help minimize that risk it is important to maintain an on-going data cleanliness process. A big part of that is having a tool to help you identify those potential data issues. This is where Duplicate Analysis comes in.
Highlevel Overview
Find duplicate records by names, any phone numbers, and email-address from modules like Account, Contacts, Leads. This add-on helps you to quickly find and merge any duplicate records in your CRM.
Custom Forms For Custom Use-cases
See It In Action
To learn more about this solution go to Duplicate Analysis or search for "duplicate".
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Google Drive Integration
Google Drive Integration for Suite CRM module uploads all your CRM documents to Google Drive. The user can preview the document, download, and get the shareable link within the CRM. The module provides a one-stop solution for document management with Google Drive.
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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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