If your company deals with more than one currency then you can relate to some of these common challenges in managing those currencies in your CRM:
- Why can't I import currencies to update them?
- Can I really only update one currency at a time?
- Where do I get up-to-date currency information?
- How can our users see how the exchange rates have changed over time?
If that sounds familiar than Currency Controller is for you. You should check it out. Really.
Highlevel Overview
Automate your CRM Currency Administration. Currency Controller updates currency exchange rates automatically. Background processes check for updates on an ongoing basis so your system is as up to date as possible. Conversion rates for over 160 currencies (including Bitcoin, Silver, and Gold) are pulled and all Active currencies in your CRM are updated.
Historical View
For any record you can can select up to 12 historical dates to view at the same time going back to the year 2000 for most currencies. Also view the past year, last 8 quarters, of even the last 5 years.
Filter by Specific Dates
View History for Any Record
To learn more about this solution go to Currency Controller or search for "currency".
-
Email FROM Masquerader in Workflow
Don’t bombard your current and potential customers with workflow and marketing emails from generic email addresses. Use this helpful add-on to change the “from” sender email address in Workflows to send from Users Assigned to Record or Workflow.
-
Google Sign-in Integration with SuiteCRM
This add-on helps a user to log into SuiteCRM with an existing Google ID. No more having to remember yet another new login account. Just click on the "Sign in with Google" button and login right into the CRM.
-
ProtonicTech Email Scheduler
ProtonicTech Email Scheduler add-on for SuiteCRM provides users a way to send scheduled emails with ease. Email Scheduler sends emails straight into the email queue directly from any standard SuiteCRM email composer.
- Show more addons