A Better Way to Manage and Maintain Your Target Lists
Target Lists are a critical necessity for many businesses. They hold your most important customers, leads, and prospects. But it can be painful to manage those lists and often they end up out-of-date and missing key data.
With Target List Wizard you can reduce and even eliminate those mistakes along with the time consuming management process. By utilizing reports and workflows you can keep your lists up-to-date automatically, resulting in more effective campaigns.
Give Your Team a Complete View of All WooCommerce Customers and Orders
Run a store? Use WooCommerce for it? Pull all of your products, customers, and orders into SuiteCRM so that your team has a complete view. With the ability to send quotes for your products directly from your CRM there are some really cool possibilities for additional automation based on your unique business needs.
In-App Notifications for CRM Record Assignments
Need to make sure that folks know whenever a record has been assigned to them? Notify them within SuiteCRM with MTS Notification. It will add an unread notification alert in the menu bar along with a message of what was assigned to them.
Step into the Future of Operations with SuiteCRM Mobile App
Imagine you are visiting a client in LA. Would you rather carry bulky paper presentations or rather just have online PowerPoint presentations which you can access from anywhere? It is the same with customer data. You don’t have to stick to your computer to be able to understand your customers. There are mobile CRM apps which give you the flexibility to work from anywhere.
Use DocuSign For Signing Contracts, NDAs, Agreements
E-signature solutions are a must these days for managing any document requiring a signature. Utilizing these solutions can greatly reduce the hassle and time to get key agreements signed and executed. DocuSign is a very popular signing solution and for good reason. And with this integration you can utilize DocuSign templates within SuiteCRM and map fields between your docs and SuiteCRM fields.
Random Spotlight
-
CRMJetty - SuiteCRM Customer Portal in Joomla
Reduce Operational costs and improve customer satisfaction by giving access of advanced knowledge base and robust ticketing system to unlimited customers. Get your custom data-management flow configured with SuiteCRM customer portal for Joomla.
-
Duplicate Cleaner
Duplicate Cleaner is a SuiteCRM add-on that allows you to set up rules to find duplicate data in your SuiteCRM and helps you eliminate duplicates manually or automatically by our cleaner process. It supports multiple numbers of duplicate detection rules that you can configure from the admin.
-
Two-Factor Authentication
Secure your SuiteCRM password and account data by implementing two-factor authentication with Google Authenticator.
- Show more addons