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."
-
Plivo Click-to-Call
With the Plivo Integration, your sales and support teams can easily make outgoing calls to any phone number in SuiteCRM, in one simple click. Boost your call performance without the need to manually copy and paste phone numbers to your softphone system.
-
Sudo Login
Now you can check your team’s work without disturbing them. Sudo Login for SuiteCRM enables Admin users to log in to any of their team members’ CRM accounts without asking for the credentials or causing disruption to productivity.
-
MTS Quick Search
The MTS Quick Search add-on helps SuiteCRM users save time with the ability to search for important information using keywords in individual modules instead of the standard search field and global search features.
- Show more addons