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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User Audit Log
The SuiteCRM User Audit Log add-on is designed to track all user audit activities from start to finish. Get a comprehensive view of your CRM team’s daily functions to help streamline protocols and manage the business more efficiently.
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FreshBook Integration
With the FreshBook Integration, your team easily gains visibility to all FreshBook accounting details while working in SuiteCRM. Your accounts and invoices are synced between both platforms, so it's simple to push or fetch data in one click.
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