Activate a Pop-up Preview of Related Records in SuiteCRM
MTS Related Record Preview helps SuiteCRM users view related record information while in List View or Detail View without wasting time opening new tabs. Click the preview-eye icon near Account name to efficiently see more details, all while remaining in the same window.
Track Sales Forecasts and Team Performance in SuiteCRM
The Sales Forecast & Quota add-on for SuiteCRM allows you to track your sales forecasts and see how your sales teams are performing against the defined quota. Forecasts show opportunities in your sales cycle that are committed to close and those that are best-case opportunities, allowing you to see the latest status of your business.
Customize Your SuiteCRM Subpanel Display
MTS Subpanel Toggle helps SuiteCRM users display or hide subpanels within individual modules. This add-on offers total customization of what subpanels are key to display versus the current subpanel hide feature that acts as a global-only change.
3 Custom Features in SuiteCRM Portal for Better Customer Service
SuiteCRM is a customization boon, allowing you to set up your CRM exactly as you like. With endless options included and helpful integrations available to tailor the platform, you can add all the elements needed for your business to operate smoothly. If you’d like a great way to connect with your customers outside of regular features, adding a SuiteCRM WordPress Customer Portal can do the trick.
Enhance Your SuiteCRM Profiles with Other Available Details
The FullContact add-on enables your teams to understand a more complete picture of SuiteCRM Leads, Contacts and Accounts by syncing other available details that help fill in missing gaps of information, creating better profiles for people and businesses.
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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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Format Builder
Configure specific fields from specific modules and set formats like character limit, numeric, or alphanumeric and more for certain fields using Format Builder.
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SendGrid Integration with SuiteCRM
SendGrid Integration helps you to track sent emails status in SuiteCRM. Analyse Email Engagement with Delivered, Opened, Clicked, Dropped, Bounced event. SendGrid virtually eliminates the complexities that usually go along with sending corporate emails on a large scale. SendGrid improves deliverabil...
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