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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Upload Multiple Documents/Images Preview
Add the ability to not only upload multiple files, but also the ability to preview different file types right from inside SuiteCRM. Supports many file types such as PDF, Word Docs, TXT, PNG, JPG, and more.
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Sapiens.BI Basic - Analytic Reporting
Dynamic Reports and Interactive Charts. A powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is very user-friendly, no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 p...
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