Grow Customer Relationships with a Birthday Reminder Tool for SuiteCRM
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
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
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
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
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.
Random Spotlight
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Accounts Global View
Quickly visualize account structure including Accounts Member Organizations. View Opportunities with totals per sales stage, Quotes, Invoices and Contacts for an account and its members.
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MTS SuiteCRM Comment
MTS SuiteCRM Comment helps you, your team, and even your customers add comments and attachments to any modules within SuiteCRM. With so many creative uses, this add-on works to improve communication and collaboration for your business.
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Fields Color
SuiteCRM Fields Color add-on allows you to display color-coded fields based on specific conditions set for the record so you can quickly identify CRM records that need attention. In Settings, configure colors for each module and specify Text, Background, and Related Record Colors.
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