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."
-
Webhook Integration
Webhooks allow communication with third-party applications by sending instant web notifications every time an event occurs in your SuiteCRM. With the Webhooks Integration, you can configure HTTP URLs and associate them in workflow rules to automate the entire notification process.
-
SendSMS SuiteCRM SMS Addon
Do you need to send SMS messages from SuiteCRM? SendSMS is the right tool for you. It allows sending SMS with ease to any Contact or Lead or even to many recipients at one time from the List View. SendSMS supports Callfire, Clikatell and Plivo SMS Gateways as well as any custom configuration. Commun...
-
Kanban View
Visualize and manage your "work in progress" by dragging and dropping your records. Add a Kanban view for any SuiteCRM module. Great for sales pipelines, leads pipeline, account pipeline, support team boards, project management, and more.
- Show more addons