Developed by the team at SuiteCRM Addon, MTS Assistant improves daily tasks by bringing the most important open actions right on the SuiteCRM home screen. Any item needing attention or nurturing is brought to the assistant section, such as: new leads or opportunities with no action.
The assistant is readily organized with tasks displayed in order of importance: leads assigned to you today, opportunities with overdue tasks, opportunities with no activity in 30 days, and opportunities with no open activity. Now, your team can have more direction to take the next best action. Decrease the chance of missing deadlines and increase follow through with customers.
- Leads assigned to you today
- Opportunities with overdue tasks
- Opportunities with no activity in 30 days
- Opportunities with no open activity
- Overdue opportunities
- Opportunities are overdue if they’re still open after the close date
How it Works
How MTS Assistant appears in your SuiteCRM.
Set options for how many tasks are displayed and when it should refresh.
To learn more about this solution, go to MTS Assistant or search for "updates."
The MTS Assistant add-on helps your sales and support teams prioritize their next steps by delivering important updates to their SuiteCRM home page throughout the day. See open actions that need immediate attention or nurturing, so you can avoid missing deadlines and follow ups.
Customer 360 View
Discover everything about your customers starting from their first interaction with you to the average revenue generated by each of them. The plugin will empower you with the ability to improve each interaction with your customers and nurture long-term professional relationships with them.
At a glance, view high level summaries of all related data for a given record. For example, see how many contacts an account has or the total value of all quotes combined for a contact.
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