Finding which records are best to focus on next can be a challenge. Now you can do just that by scoring records and then sort or filter based on those scores. Not only is this great for leads or opportunities, it works great with all other modules, including custom modules.
Highlevel Overview
Add rating fields to any SuiteCRM module, including custom modules, right from the Studio. No coding required. Setting visual indicators on data is natural and really helpful to be able to distinguish at a glance the most important Accounts or Contacts in your Database. It helps your Sales Rep keep focused on important business folders and will help managers to check the key Accounts or Opportunities.
Search by Score
Add Multiple Score/Rating Fields
To learn more about this solution go to Scoring and Rating field widget or search for "scoring".
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Docusign Integration
A complete SuiteCRM and Docusign integration which allows us to quickly pull data from SuiteCRM modules like Account, Contact, Lead, Prospect, User, Quote and Contract and then send them out for signature directly from SuiteCRM. The signed document's fields are then returned to SuiteCRM and att...
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SuiteCRM Email Verification Plugin
In the business environment, email plays a significant role to store different imperative details in a much safer way. More than 30 percent of email address each year in the company’s customer and contact database becomes outdated.
One of the major roles of the company is to secure themselves fro...
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