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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Suite2Word
Ditch data entry for your business forms. The Suite2Word add-on helps you save time creating contracts, quotes, and other key documents as Microsoft Word files by auto-filling desired fields with your SuiteCRM data. Create accurate documents per customer in seconds, without compromising quality.
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Error Trap
When errors go unnoticed until reported by users, the issues begin to add up and it's hard to get ahead of correcting them. With the Error Trap plugin, you can capture errors in SuiteCRM and notify users to take action, helping your teams to manage any issues proactively versus reactively.
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Monitor for SuiteCRM
Would you like to be informed when something breaks down in the system? Get alerts from Monitor by eVolpe!
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