Score your records for better efficiency with Profile Scoring
This new solution by Variance InfoTech Pvt Ltd makes it possible to weight your records and assign a score based on the field values.
With these scores your team will be able to quickly identify where their time and effort is best spent next. The result of being able to better focus on the right leads should result in quicker closed deals.
Speed up Processing Time with Quick Subpanel
One of my personal pains with CRM is when I need to spend so much time interfacing with the UI. One of those pain points is when I need to quickly find a contact for an account. In our set up the contacts subpanel is somewhere in the middle of the subpanel list. It not only takes time to scroll down to that area, it also requires my weak eyes to strain while trying to find the correct subpanel in the pile of data.
This is why I'm excited for Quick Subpanel. It's not a huge, fancy new feature, but the simplicity of it is the beauty. With it I can save the eye strain and time so that I can focus on the real business value.
Use Contactually Along With SuiteCRM
Contactually is a popular contact database for real estate agents and brokerages. Using it along with SuiteCRM creates a powerful combination. SuiteCRM's tools for automation, marketing, self service portals, etc makes it a no brainer for Contactually users. This integration provides a way for contacts to be synced between the applications.
New SecuritySuite Features Including Multiple Assigned Users
When I first released the alpha version of SecuritySuite over 10 years ago I could not imagine it being used by tens of thousands of businesses every single day. Today, SuiteCRM includes a basic version of SecuritySuite by default. Wow! I am forever grateful.
This leads me to the big announcement. I have never posted a blog about SecuritySuite before, but I am so excited about these new capabilities and plans that I had to share them. These are not included in SuiteCRM by default. Please humor me for a few minutes and read on.
GDPR compliance simplified for SuiteCRM
GDPR has been a hot topic for the past few months as it impacts just about every business and includes requirements that could add considerable effort in order to be in compliance. KIMANU put together a great solution to simplify that effort with a host of tools.
Random Spotlight
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Proximity Search
Proximity searches are becoming more essential to businesses every day. Sales and marketing teams use them to organize field visits and campaigns. The real estate industry use them to offer better alternative locations to their customers. Hotel, travel and tourism businesses use them to offer variou...
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SuiteUpload - Drag + Drop File and Email Uploader
Instantly upload files and emails to SuiteCRM by dragging from your desktop or Outlook — including the New Outlook app.
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Google Calendar Sync
Synchronizing your Google Calendar with SuiteCRM is now made easy with our Google Calendar Sync add-on. Now keep your important meetings organized in one place.
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