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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Xero Integration
The Xero Integration allows you to connect SuiteCRM to Xero. The plugin plays a very important role to deal with changes in both SuiteCRM and Xero. When a user creates, edits, or deletes any record in Xero, changes will automatically occur in SuiteCRM as well, and vice versa, by using the Xero Integ...
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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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