Grow Customer Relationships with a Birthday Reminder Tool for SuiteCRM

Posted by on May 11, 2021
With MTS Birthday Reminder, know when your customers’ birthdays are happening so you can initiate calls, emails, or other activities to grow your business relationships.

Preview PDF Templates in SuiteCRM Before Sending to Contacts

Posted by on May 4, 2021
Ensure you are sending the right documents to your prospects and customers. With the PDF Template Viewer add-on, you can easily preview PDF templates before downloading or sending them to customers via email.

Send Individual or Mass WhatsApp Messages from SuiteCRM

Posted by on April 21, 2021
Send WhatsApp messages from SuiteCRM in one click, from any module. You can send mass WhatsApp messages and log all replies as an inbound WhatsApp message too. Create and send custom or template-based messages, plus send messages using a workflow.

Sync QuickBooks Online Customer, Item, and Invoice Data to SuiteCRM

Posted by on April 6, 2021
The QuickBooks Online integration with SuiteCRM will sync Customer, Item, and Invoice data from QuickBooks Online to the Contact, Product and Invoice modules of SuiteCRM. Syncing is unidirectional from QuickBooks Online to SuiteCRM.

Single or Bulk Tag SuiteCRM Records to Easily Segment and Manage Tasks

Posted by on March 29, 2021
Add Tag is a SuiteCRM add-on that enables users to apply helpful tags on records to better manage large tasks in the CRM. Choose to tag records one by one or by the bulk action feature. Use the report tool to apply a filter and segment records per tag of your choice.