Leveraging the very popular Twilio telephony platform, Twilio SMS Extension brings SMS capabilities to SuiteCRM. Send, log, and receive SMS messages from various records using one-off conversations for a specific record, to multiple recipients on a list view, or automatically within your Workflows.
Highlevel Overview
Twilio SMS Extension allows you to send SMS (leads, contacts, employees, prospects, users accounts) and receive (from Twilio) with details such as message, date and time of SMS, status, etc.
SMS Conversations
View full conversation logs and continue on a conversation right from the SMS Conversation Box.
SMS Templates
Templates make it easy to send SMS messages. Use these in your Workflows to quickly and automatically send SMS messages without any human intervention.
Send SMS Automatically
Create and define workflows to send SMS messages automatically based on your exact needs. Just the Send SMS action and choose the template you wish to send based on your defined triggers.
To learn more about this solution go to Twilio SMS Extension or search for "Twilio".
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Sync with QuickBooks
Reduce time and effort by automatically syncing your accounting data between QuickBooks Online and SuiteCRM. Keeps your data accurate by not having to manually enter and maintain data on your CRM records and vice versa. Syncs your Accounts, Contacts, Invoices, and Products/Items.
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Dashlet Roles
Be explicit about which users have access to each specific dashlet. Enable or disable dashlets for certain types of users regardless of what their permissions are to that module. Gives finer control over the data available to a user from the home page dashboard.
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