Define and Execute Your Service Level Agreements With Ease
Make missing your Service Level Agreements (SLAs) a thing of the past with this new add-on. Based on your needs, assign SLAs to various modules and records such as case tickets, defined by your parameters. Create alerts, escalations, and even multi-level escalations if records do not move along in certain time frames. With these abilities and more you can be sure that every record is dealt with in a timely manner.
Immediately See All Activity on a Record With the New History Time Line View
It is challenging to go to an opportunity or a lead and see what activity recently happened and in what order. For example, was an email sent last or was a call just scheduled? It is hard to determine at first look. You have to go through each subpanel and figure it out yourself. All of that hassle is solved with the new History Time Line View. You can see all of that information immediately. Saves time and gets you important information right away.
Auto Populate Fields Whenever a Relate Field Changes
The title says it all. Whenever a relate field gets set or changed, map fields from that record over to the current record. Read on to learn more.
Copy Over Your QuickBooks Invoices, Items, and Contacts
This QuickBooks solution keeps your contacts up to date in both systems while copying over products and invoices over to SuiteCRM. Read on to learn more.
Cleaner Email Lists = More Effective Campaigns
If you are doing any sort of email marketing (and you probably should be) then this new add-on should be of interest. It helps to keep your email lists clean by verifying addresses. This then helps to keep your overall spam scores low resulting in better email deliverability. Read on to learn more.
Random Spotlight
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SuiteCRM Slack Integration
The integration between Slack and SuiteCRM keeps the team updated by telling what's happening in the SuiteCRM with real-time Slack messages. This communication between Slack and SuiteCRM is supported by the workflow module.
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MTS Record Score
MTS Record Score is a powerful tool that enables you to assign and manage scores for records in any SuiteCRM module, transforming your raw data into actionable insights.
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Official SuiteCRM Outlook Plugin
Official SuiteCRM Outlook Plugin v4 has arrived - Compatible with the Outlook Web App or Outlook 2016+ connected to Office365 or Exchange Server 2016. A complete rebuild developed and maintained by SuiteCRM developers, the addon retains previous functionality while massively improves performance, re...
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