Handle Open Action Items with Prioritized Updates On Your SuiteCRM Home Page
Ensure A+ Service with Rules to Escalate Customer Records and Cases to Appropriate Users
Capture SuiteCRM User Activity by Module, Function, and Time
Connect with Your Customers Using WhatsApp for SuiteCRM
Stop Unverified Emails Before They Enter Your SuiteCRM Database
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Implicit AI Insights for SuiteCRM
Get valuable AI insights into your customers’ emails and meetings. Use AI to generate summaries of customers’ emails in Outlook and in CRM records, allowing you to quickly review key discussion topics and follow ups. Drill down and find emails where specific topics were discussed. Generate AI in...
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Docusign Integration
A complete SuiteCRM and Docusign integration which allows us to quickly pull data from SuiteCRM modules like Account, Contact, Lead, Prospect, User, Quote and Contract and then send them out for signature directly from SuiteCRM. The signed document's fields are then returned to SuiteCRM and att...
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Dynamic Boards
Make your CRM data more effective and transparent with Kanban capabilities! Dynamic Boards creates a Kanban view in your SuiteCRM, presenting a 360-degree visual of activities relating to your Leads, Opportunities and Cases.
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