Highlevel Overview
Having a reason to reach out and remember your customers is important for SuiteCRM users – and birthdays are an excellent occasion to build connections and better long-term business relationships. This proactive outreach can help your future sales, which is why MTS Birthday Reminder by Mien Trung Soft is a great reminder tool for your CRM.
Key Features
Know when your customers’ birthdays are happening so you can initiate calls, emails, or other activities to grow your business relationships.
- Get reminders for customer birthdays
- Quickly create an event related to the customer (Calls, Tasks, Meeting, etc.) or take the initiative to send a happy birthday email to the customer
- Easy to configure and start using
- Can work with custom modules
- Works with all SuiteCRM versions
Watch Video
To learn more about this solution, go to MTS Birthday Reminder or search for "reminder tool."
-
SuiteCRM & VIES Integrator
Use this SuiteCRM plugin to create and update CRM records in accordance with the European VAT Information Exchange System (VIES). Also, verify other companies’ VAT numbers before moving forward with transactions.
-
Workflow Emails with PDFTemplates Attachment
Workflow Email action with Dynamic PDF Template Attachment
-
Sapiens.BI PRO - Analytic Reporting
Sapiens.BI helps you produce effective reports with charts in a fast and easy way. It is a Sugar and SuiteCRM BI plug-in with powerful reporting capabilities, ease of use, elegant design, and a quick and easy setup. This Reporting Tool is easy to use, there is no need for technical knowledge or SQL....
Featured - Show more addons