Track and Bill for Services Using Time Keeping

Posted by on November 8, 2019
If you are in the services business and bill by the hour then Time Keeping may be for you. Each team member can use the timer tool to track all time spent on cases, tasks, accounts, contacts, etc. The time then gets recorded in SuiteCRM. Once recorded, the entered time can be pulled right into your invoices when you are ready to bill your clients, removing the need to go around, gather timesheets, and tabulate them all manually. Having done that in the past myself, what a pain that can be!

SuiteCRM Mobile App With Geolocation Ability

Posted by on November 7, 2019
CRM tool is a boon for businesses. But mobile technology changed that even more. It increased the usability of CRM technology and made it more useful. Those of us using SuiteCRM already know how SuiteCRM mobile apps are feature-packed. However, with mobile came real-time navigation and geo-location tagging technology. This can potentially change how efficient your sales team can be with the CRM mobile app.

Customer 360 View Adds Summary Level Information to Your Records

Posted by on November 5, 2019
Quickly see high level information when working through your various SuiteCRM data. See information that matters to you such as how many open cases, total order volume, number of opportunities, and more all from a summary view. Read on to learn more...

Upload up to 30 Docs and Images at One Time

Posted by on October 21, 2019
This upload tool has it all; drag and drop, supports PDFs, images, and Microsoft files, includes image preview, and easy viewing. If you are still looking for the right tool for you then this one is well worth a look.

Stay on Top of Important Dates with the Reminder and Notification Extension

Posted by on September 23, 2019
Get reminded within SuiteCRM of any important dates on any module and also send external notifications via email to your contacts. Great for birthdays, upcoming deadlines, etc.