Gain Visibility to FreshBooks Accounting Details in SuiteCRM
With the FreshBook Integration, your team easily gains visibility to all FreshBooks accounting details while working in SuiteCRM. Your accounts and invoices are synced between both platforms, so it's simple to push or fetch data in just one click.
[Video Tutorial]: Creating User-Defined Functions in Sapiens.BI for SuiteCRM
One of the most powerful features in the reporting tool is the ability to create user-defined functions via the user interface. There are almost limitless options, including: calculating actual sales ratios vs. targets, opportunity aging, actual lead cost vs. marketing campaign budget, and so many more! The video below will help you master one of the more complex functionalities of Sapiens.BI.
Collaborate with Teams in a Social Workplace Platform Built for SuiteCRM
Communicate more efficiently within your team and across departments to problem solve and keep everything moving along smoothly. The SuiteCRM Collaboration add-on is a one-stop solution for sales opportunities, projects, support and other collective teamwork needs.
Distribute Leads Equally with Round Robin Assignment
Create a round robin assignment rule in SuiteCRM, so new leads can be automatically distributed in a rotational manner that’s equal for members of your sales team.
Turn Online Visitors into SuiteCRM Leads with FreshChat
FreshChat is an all-in-one messaging software for all your sales, marketing and support needs. A leap from legacy live-chat systems, FreshChat helps teams and businesses focus on a continuous and context-driven messaging experience on the website, in-product, mobile and even social apps like Messenger. It saves all the conversion details in SuiteCRM.
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Custom Validation Message
Create your own custom validation messages for SuiteCRM. For each field, configure the validation message shown on the edit view page when a field does not pass the validation requirements.
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Customer 360 View
Discover everything about your customers and account 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 the...
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SuiteCRM Zoom Webinar Integration
Now you can combine the ease of Zoom video conferencing with your CRM. This add-on helps users create Zoom Webinars from SuiteCRM and start a new webinar with just one click. Host webinars that put your presenters (not presentation slides) front and center.
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