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
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To learn more about this solution, go to MTS Birthday Reminder or search for "reminder tool."
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Wild Berries Theme
Transform your SuiteCRM experience. Modern red and black theme enhances usability and offers a sleek aesthetic.
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Fanatically Zen with SuiteCRM and Zendesk
Empower your support and sales teams with clear visibility to the right data, right when they need it. With the Zendesk and SuiteCRM integration, your teams will be able to stay up-to-date on all relevant records whether they're working in Zendesk or SuiteCRM.
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Sync with QuickBooks
Reduce time and effort by automatically syncing your accounting data between QuickBooks Online and SuiteCRM. Keeps your data accurate by not having to manually enter and maintain data on your CRM records and vice versa. Syncs your Accounts, Contacts, Invoices, and Products/Items.
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