Display Recent Activity for Records in a Kanban View
Records Queue displays a Kanban view of highly important records, such as records recently created, modified or assigned to users. This plugin helps sales and marketing teams stay focused on the current details of records, so business efficiency increases.
Quickly View History of SuiteCRM Records for Improved Follow-Up
MTS History Summary is a tool that gives you an overview of the history for SuiteCRM records (Accounts, Contacts, Leads). View the last actions taken per record, such as: number of emails sent or calls made, or the last time contact was made. This empowers your business teams to reach out to customers in a timely manner for better retention.
Organize Documents Per Contact with Dropbox Integration
Dropbox integration with SuiteCRM gives you the best way to organize your Dropbox files in SuiteCRM. We have simplified the Dropbox organizational process by allowing users to drag and drop documents to a record, then a folder will automatically be created in Dropbox with the right documents inside.
Access Accounting and Invoice Details with Tally Integration
Tally helps your business manage accounting and inventory needs in a simplified way, and now you can access the convenience of Tally within SuiteCRM. Sync your Account, Product and Invoice categories from Tally to SuiteCRM. Create new accounts in Tally from your CRM, link and sync existing CRM accounts in Tally, plus get billing details of your Tally account.
Save Time Importing Large Data Sets for Dropdowns
Import to Dropdown Fields helps users manage large data sets that need to be imported to dropdown fields for modules of SuiteCRM. For example, if you have a country dropdown and you need to add entries for all countries, it would take hours to add that data. This plugin saves time by allowing users to bulk import data using the "Import to Dropdown Fields" extension.
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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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User Analytics CRM
How do you know if your CRM platform is being used productively by your team? With the User Analytics CRM add-on, gain valuable insights to understand exactly how SuiteCRM is being used on a daily basis. Get analytics like CRM usage by module with the number of records created, updated or deleted, p...
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Twilio WhatsApp Extension with SuiteCRM
Twilio WhatsApp Extension - The more ways you can connect with your customers, the more sales and support wins you can achieve. The Brainvire WhatsApp Extension enables you to conveniently communicate with clients via WhatsApp messages in SuiteCRM.
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