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."
-
Records Queue
Records Queue displays a Kanban view of highly important records, such as records recently created, modified or assigned to users. This plugin helps sales and marketing teams stay focused on the current details of records, so business efficiency increases.
-
Activity Monitor
Monitor user activities such as when a record gets added, updated, or deleted. Also see when users log in and out of the CRM.
-
SuiteCRM Calendly Integration
The integration of SuiteCRM and Calendly offers a seamless solution for efficient appointment scheduling and customer relationship management. It simplifies workflows, enhances customer engagement, and delivers valuable insights, ultimately improving the overall customer experience and boosting the ...
- Show more addons