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."
-
MTS Notification
Notify users whenever they are assigned a record for any module. Configure whether to show a popup notification or an alert in the menu bar. Notifications are an effective way of bringing attention to newly assigned records to users and reduces the chance of losing track of the assignment in an emai...
-
Kanban Views
Kanban is a visual system for managing work as it moves through a process. Now your business can quickly see visuals of sales funnel stages and other day-to-day functions for tasks, cases, invoices and custom modules while working in SuiteCRM.
-
Mautic Integration
Mautic Integration allows you to connect your SuiteCRM Leads, Contacts, Accounts, Products, and Target List with Mautic. Sync data from SuiteCRM to Mautic and vice versa using Manual and Automatic Sync.
- Show more addons