Automate Sending PDF Attachments in Your Workflows
Here is a new way to automate your processes. Instead of having to export templates to PDF and then manually crafting and attaching those to your emails, automate the whole process with this new add-on. This new Workflow Action lets you select both an email template and a PDF template that gets attached to that email when triggered within a workflow.
Got Magento? Sync It Over to SuiteCRM
Everything you need from Magento can be made available in SuiteCRM for your needs. Yes, contacts, orders, products, leads, and even abandoned carts. I can think of a few ways to use that right now...
Sync MailChimp Lists and Campaigns
Sometimes you want to sync exactly when you want. Mailchimp Extension allows you to do just that by enabling you to select your lists or campaigns and clicking on the Sync option.
QuickBooks Online Sync with SuiteCRM
A new QuickBooks Online sync alternative from TechEsperto Solutions is now available. Great for keeping your accounts, contacts, invoices, and products up-to-date in both systems no matter which side you update.
Trigger Recalculations Automatically for Your Key Fields
Have other systems or processes that update data in SuiteCRM automatically?
Find that your other data becomes old and invalid after these updates?
Background Updater is perfect for solving this problem. It runs through your records and triggers your calculated fields to recalculate so that they are always fresh and up-to-date.
Random Spotlight
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MTS User Activity Log
MTS User Activity Log is a tool that helps SuiteCRM admins easily track their users’ activities while working in the system. Another key feature is the ability for admins to revert or restore any record that has been updated or accidentally deleted by another user.
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Lead Scoring
Brainvire Infotech has created the Lead Scoring plugin for sales teams, helping SuiteCRM users score and rate leads based on specific conditions and all essential CRM data. This solution will help salespeople achieve their targets by focusing on leads that can truly help the business grow.
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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.
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