Contactually is a popular contact database for real estate agents and brokerages. Using it along with SuiteCRM creates a powerful combination. SuiteCRM's tools for automation, marketing, self service portals, etc makes it a no brainer for Contactually users. This integration provides a way for contacts to be synced between the applications.
Highlevel Overview
Automatically sync back and forth between Contactually and SuiteCRM with this two-way contacts sync. Whenever you create a contact in SuiteCRM it will create a contact in Contactually and vice versa.
Contact in Contactually
Contact in SuiteCRM
To learn more about this solution go to Sync Contacts between SuiteCRM and Contactually or search for "Contactually".
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Workflow Emails with PDFTemplates Attachment
Workflow Email action with Dynamic PDF Template Attachment
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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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