Highlevel Overview
Expand your customer understanding when you rely on a broad range of social, news, and business sources to provide the research you need right in your CRM. Compatible with all versions of SuiteCRM, the Suite Mastermind add-on by GrowMore Technologies enables you to simply enter an email address or domain name to gain helpful research on your contacts, eliminating busy work so you can focus on customers.
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How it Works
Ditch Data Entry
Create an account, contact, and lead in just seconds from anywhere in your CRM. Suite Mastermind will provide all the information you need about the company or person from third-party sources via Clearbit API.
Dive into any account, contact, or lead to learn new information and enhance your understanding of customers. Suite Mastermind automatically gathers data from a broad range of social, news, and business sources to provide valuable customer intelligence directly within SuiteCRM.
Never Miss Follow Ups
Track the last contacted date for your contacts and leads and easily create tasks for follow ups.
To learn more about this solution, go to Suite Mastermind or search for "customer research."
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E-Signature
Electronic signatures provide a binding way to authenticate a document. It can also be quite the process to attach an encoded signature to an electronic document. We have simplified this in SuiteCRM with an easy-to-use electronic signature capture and embed tool. No need for any external signing sof...
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MTS Code Generator
The MTS Code Generator add-on helps you automatically generate accurate codes for invoices, profiles, customers, quotes, and more automatically for any records according to the rules you set. Avoid manually entering codes and accidentally making crucial typos or confusing duplicates.
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Round Robin Assignment
Create a round robin assignment rule in SuiteCRM, so new leads can be automatically distributed in a rotational manner that’s equal for members of your sales team.
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