Implicit FrontEnd is an Enterprise-Class Outlook integration solution which enables users to do all their CRM work from within Outlook. By offering a truly exceptional depth and breadth of integration with Outlook, Implicit FrontEnd increases productivity and CRM utilization by facilitating data ent...
Duplicate Cleaner is a SuiteCRM add-on that allows you to set up rules to find duplicate data in your SuiteCRM and helps you eliminate duplicates manually or automatically by our cleaner process. It supports multiple numbers of duplicate detection rules that you can configure from the admin.
The new GDPR, which enters into force on May 25, 2018, gives data subjects extensive possibilities to exercise control over their personal data. This results in a variety of obligations for data controllers. In order to be able to pursue this in a compliant and controlled manner KINAMU has developed...
Do you need to send SMS messages from SuiteCRM? SendSMS is the right tool for you. It allows sending SMS with ease to any Contact or Lead or even to many recipients at one time from the List View. SendSMS supports Callfire, Clikatell and Plivo SMS Gateways as well as any custom configuration. Commun...
Reduce Operational costs and improve customer satisfaction by giving access of advanced knowledge base and robust ticketing system to unlimited customers. Get your custom data-management flow configured with SuiteCRM customer portal for WordPress.
Sapiens.BI helps you produce effective reports with charts in a fast and easy way. It is a Sugar and SuiteCRM BI plug-in with powerful reporting capabilities, ease of use, elegant design, and a quick and easy setup. This Reporting Tool is easy to use, there is no need for technical knowledge or SQL....
eSign-RightSignature a complete SuiteCRM and RightSignature integration which allows you to send the documents and templates for signature directly from CRM. Send your Contracts, NDAs, Agreements and have them signed by your customers online. Track status of each RightSignature document sent via Sui...
SuiteCRM Survey Plugin Integrate the SuiteCRM survey plugin to create, design and send attractive surveys to get actionable feedback from your prospects. This can help you direct your business strategies. Get feedback directly from your respondents and easily manage them in SuiteCRM.
Implicit FrontEnd for Mac is an Outlook integration solution for SuiteCRM which enables users to do all their CRM work from within Outlook. Use Email side-panel in Outlook to view CRM information, update or create new CRM records and archive email to any CRM record.
Track time and measure productivity against any and all modules in SuiteCRM, including support cases and project tasks. Have the ability to log against multiple modules on one timesheet and log against specific modules that more than one user is working on. Built in popup timer that lets you start, ...
Scalable, Enterprise-Class solution for integrating SuiteCRM with Exchange / Office 365. Synchronize contacts, calendars and tasks. Set rules for auto-archiving of incoming/outgoing emails. Combine (optional) with an Exchange / Office 365 add-on that presents an Email Side-Panel in Outlook and allow...
Best SuiteCRM Mobile App Now access all your necessary SuiteCRM data as and when required right from your mobile phone. Get everything done on the go with TapCRM, our SuiteCRM Mobile app. Now equipped with an exclusive field service feature: Live Tracking!"
QuickCRM Mobile gives you access to SuiteCRM on your mobile, your tablet (iPhone, iPad, Android) or your laptop with QuickCRM native apps available on App Store, Google Play and Windows Store.
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 attached...
Control what your users can access and save time, money, and frustrations. Lock down sensitive data in SuiteCRM to specific groups or teams. Supports unlimited assigned users, unlimited group assignments to records, custom layouts for each group, login/sudo capabilities and much more.
Accomplish More Every Day. Spend your time on getting things done, not on finding information. Glances securely connects all of your apps and provides a simplified view of the data you need right when you need it, in real time.
Create documents in docx, xlsx (MS Office Word and Excel), odt, ods (LibreOffice and OpenOffice) and pdf format without MS Office or others plugins installed from any module and subpanel using templates.
Administrators can copy dashboards from any user to any number of users, security groups, or roles. Save time logging in as individual users to set up their dashboards.
Visualize what stage your workflow is in by Opportunities, Projects, Project Tasks, Cases, and other modules, including custom modules, within SuiteCRM.
Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so that you can work in your preferred application. Segment and Group your MailChimp subscribers based on SuiteCRM data so you can market to the right people at the right time. Fully compatible with all versions of Su...
DocParser creates PDF or MS Word documents based on any record and it's related data. DocParser can be used to merge information from any module into a presentation-quality document and create an MS Word and PDF documents. The parsed document can be downloaded from both the List view and Detail view...
Empower your support and sales teams with clear visibility to the right data, right when they need it. With the Zendesk and SuiteCRM integration, your teams will be able to stay up-to-date on all relevant records whether they're working in Zendesk or SuiteCRM.
Define Quotas for your Sales Reps and visualize achievement and forecast.
Become more efficient! Enter everything just once. Automatically sync Emails, Calendars, Contacts, and Documents between Google Apps and SuiteCRM. Get your Gmail, Contacts, Calendar items and Documents automatically synced instantly with this seamless integration.
All-In-One CTI is a computer telephony integration between SugarCRM and most popular PBXs. Easy install. Stable work. 100% support.
Keeping you in touch with your CRM using the power of Pushbullet
The SuiteCRM Auto Email Archive add-on is a user-friendly tool which helps each user customize their personal email inbox to send, receive, view, and store emails for retrieval and reference at any point of time.
SMS add-on automation makes your business available anytime. Send SMS from SuiteCRM at one click from any module. You can also create workflow SMS and get a reply back as an Inbound SMS.
Reduce Operational costs and improve customer satisfaction by giving access of advanced knowledge base and robust ticketing system to unlimited customers. Get your custom data-management flow configured with SuiteCRM customer portal for Joomla.
Streamline all your customer conversations in CRM. This Integration helps you to manage your customer support case into CRM. It will create cases, account, contact, replies in CRM and will relate each other.
Twilio Call Integration makes it easy for you to make, receive, record, and analyze calls from within your SuiteCRM. Enjoy features like click-to-call, call notification pop-ups, call logs, call recordings, call notes, and more to help your team be more productive.
Sync your eBay orders automatically and manually with your SuiteCRM. You can create all your previous orders in SuiteCRM for last 90 Days (As per eBay limitation).
Bidirectionally sync Products, Contacts, Invoices and Quotes between SuiteCRM & QuickBooks online.
We are living in a Mobile world, is your CRM part of it? FYNCRM – THE WORLD’S MOST POPULAR SUITECRM MOBILE APP. FyNCRM helps you access leads and close sales at your Fingertips. Just install the app and turn your prospects into Customers!
Visualizing your SuiteCRM geocoded data is now easy! With this Heatmap dashlet you will be able to easily identify clusters of data on a map based on the density of the data points and optional data points weight.
Notify users whenever they are assigned a record for any module. Configure whether to show a popup notification or an alert in the menu bar. Notifications are an effective way of bringing attention to newly assigned records to users and reduces the chance of losing track of the assignment in an emai...
TechVibrant theme is a fully responsive theme based on the latest Bootstrap that comes with great look and feel. This theme offers powerful features and revolutionary UI like calendar, mobile responsive design, quick summary etc.
Recurring Tasks Extension helps you create tasks and automatically schedule repeat tasks for specified or all SuiteCRM users.
Give your team an upfront glance of where leads are in the sales cycle. The Progress Bar add-on prominently displays a quick overview that highlights the current stage of each record, and it can be configured with any SuiteCRM module.
SuiteCRM Signature Field Plugin Add signature fields directly from the studio to allow your prospect to agree and sign your records. Add Signature fields on any Studio-enabled module (base and custom modules), and print it on the PDF templates !
Integrates SuiteCRM with Mandrill for all CRM based mailing purposes
Login Track helps you track how regularly your staff is logging in to SuiteCRM along with the environment they use.
A better way to manage and maintain your Target Lists. Target List Wizard allows you to keep lists up to date automatically using reports or workflows or manually from each of your records using the Target List subpanel. Also includes the ability to mass remove and also search for records that belon...
Need to set up a numbering system to track your records? Define and add a unique identifier field to any SuiteCRM record. Option rich so that you can define the alphanumeric format that you need. Start tracking your Quote, Cases, Accounts and any other module today.
An ETL tool that works with all editions offering fast data uploads using the latest API methods. Designed to synchronize your existing applications data with both standard and custom modules. Imports cloud-based data into your instances and pulls data from your SuiteCRM for local repo...
Who reassigned this call? When was the status field adjusted? The SuiteCRM Calls module doesn't allow Auditing the same way as other modules do. Fix that with this quick add-on.
Brainvire SMS Extension allows you to conveniently communicate with clients via text message in SuiteCRM. Both incoming and outgoing SMS are supported in this add-on with just a simple configuration. Other APIs outside of Nexmo, Plivo and Twilio can also be configured.
Galleria - Image Gallery for uploading multiple images and viewing them as sliding images gallery
The MTS Activity Stream add-on enables users to view a list of activities performed on records. By using this solution, users can see who has updated important information on a CRM record and avoid making duplicate actions. Also, this feature helps admin monitor other users’ activities by reviewin...
With the SuiteCRM WhatsApp Integration, your team can engage buyers and increase sales revenue with individualized conversations via one-click WhatsApp sending from anywhere in the CRM. Utilize convenient features like: two-way single or bulk messaging, WhatsApp templates, message scheduling and mor...
In the business environment, email plays a significant role to store different imperative details in a much safer way. More than 30 percent of email address each year in the company’s customer and contact database becomes outdated.
One of the major roles of the company is to secure themselves fro...
Stop getting your workday focus redirected just to view the important details of related CRM records. With the Relate Quickview add-on, you can simply view a record’s complete background from List View or Detail View in SuiteCRM!
To view an uploaded document in SuiteCRM, the user has to download the document from SuiteCRM to the local machine and then the user has to open the document using an application. If the application to view the document is not available, the user has to find and Install it. We ease this process by i...
SuiteCRM Dynamic Forms enables you to create multiple forms with different purposes for any record. This is great for a number of various industries which requires multiple types of forms be attached to each customer's records. Dynamic forms has the ability to add many types of fields to your forms ...
Manage your team's workload efficiently. With interactive planboard, sick leave and vacation modules and in app notifications.
Google Drive Integration for Suite CRM module uploads all your CRM documents to Google Drive. The user can preview the document, download, and get the shareable link within the CRM. The module provides a one-stop solution for document management with Google Drive.
Send emails to Accounts, Contacts, Leads or to related Opportunity records with ease with Quick2Email. Quick2Email sends straight from the listview or detailview. Just pick an email template and optionally attach a merged PDF template (with v3.0!) and send in just a few clicks of your mouse.
Webhooks allow communication with third-party applications by sending instant web notifications every time an event occurs in your SuiteCRM. With the Webhooks Integration, you can configure HTTP URLs and associate them in workflow rules to automate the entire notification process.
User Online Activity is a helpful tracking add-on for SuiteCRM that checks the online availability of users and provides real-time data. Activate this advanced online monitoring solution to view online/offline statuses and calculate time spent working within the CRM per user.
Push the LinkedIn Information as a Lead into SuiteCRM. With the Chrome extension the LinkedIn fields will automatically populate in the Lead form. From there you can push it into your CRM by clicking on Save.
Simultaneous Logins is a SuiteCRM add-on that empowers Admins to allow or deny multiple CRM login sessions that use the same user credentials. This feature helps users detect if their account is being used at another location, potentially leaving sensitive CRM data vulnerable.
Redian Pro Theme is a completely responsive topic dependent on the most recent Bootstrap that accompanies incredible look and feel. This subject offers topic style manufacturer , ground-breaking highlights and progressive UI , portable responsive structure, gorgeous detail view , alter view , List v...
With the Scoreboard add-on, filter your data directly from the SuiteCRM List View and better manage interactions with customers throughout the sales conversion funnel.
Seamless Hassle-Free Integration with SuiteCRM Reduce up to 90% customer identification time Great opportunity to cross-sell and upsell Better closure of online sales and orders
Enhanced PDF Template add-on allows user to generate a PDF for any SuiteCRM module.
The Jive Click to Call extension will enhance your SuiteCRM features by providing an easier and faster way to communicate with your clients. Efficiently make outgoing calls, receive incoming calls, and refer back to your call history log right in SuiteCRM.
SweeterGDPR adds a lot of new features to your SuiteCRM, each one aimed at easing compliance with GDPR requirements, and maintaining data protection best practices.
MTS Field Highlight is an add-on that helps you highlight important fields on a record. For example, if the phone number field is important to your business because you do a heavy volume of outbound calling you can have that field highlighted so that eyes are able to find that field quickly. Similar...
The Multiple Fields add-on for SuiteCRM allows you to add dynamic fields and panels on the fly when adding records to a form, while working in any module.
Never miss scheduling an appointment or seizing a new business opportunity when you connect Calendly with SuiteCRM for real-time calendar syncing. Sync your event invitation into SuiteCRM as a meeting and save your invitee as a contact record, plus many more useful features.
Enhanced editing of SuiteCRM module records. Work seamlessly across all SuiteCRM editions using a spreadsheet-like interface. Browse and export or import your data quickly and easily.
Who reassigned this task? When was the status field adjusted? The SuiteCRM Tasks module doesn't allow Auditing the same way as other modules do. Fix that with this quick add-on.
Conveniently convert your CRM phone field with country flags to quickly identify where your contacts are located. This helpful SuiteCRM solution will add a flag dropdown with the country code to any phone input, detect the user's country, and show the flag based on the user's country.
Easily fill out your work time and track project costs. With all your project spent time information in one place, you'll be a more organized and efficient business owner.
Find Duplicates BEFORE You Save! Instead of waiting until after you enter a new record's information to know if it's a duplicate, know after the first field if you're working on a duplicate. Say NO to redundant data! Improve your SuiteCRM data quality by being prompted of duplicate values while ...
This add-on helps a user to log into SuiteCRM with an existing Google ID. No more having to remember yet another new login account. Just click on the "Sign in with Google" button and login right into the CRM.
Have newly created leads? Processing imported leads from one or more sources? Quickly identify if there is already an existing lead by setting up your predefined parameters. Any possible duplicates will be highlighted and noted when viewing a given lead.
Change the look of any input field in SuiteCRM with Field Customizer. Enlarge input fields, change font size, alter colors, and much more. Optimize your interface to make it easier and more efficient to use.
MTS Subpanel Toggle helps SuiteCRM users display or hide subpanels within individual modules. This add-on offers total customization of what subpanels are key to display versus the current subpanel hide feature that acts as a global-only change.
Secure your SuiteCRM. Protection against brute force attacks. Track users' logins and protect your data.
SuitePortalApp provides your customers with an external mobile support portal for Android and iOS. Customers can create and manage cases directly from their mobile device.
The Share Search Results add-on for SuiteCRM will make your users’ lives easier by allowing them to share List View Search filters over email, Slack, IM, WhatsApp or your favorite messaging tool.
Send WhatsApp messages from SuiteCRM in one click, from any module. You can send mass WhatsApp messages and log all replies as an inbound WhatsApp message too. Create and send custom or template-based messages, plus send messages using a workflow.
Personalize your SuiteCRM experience and make the platform easier to navigate with the new RT Dynamic Space Blue Theme!
Make lead management a breeze when you combine the power of the popular digital marketing tool, RD Station with your trusted SuiteCRM platform. This integration helps your team send leads from one system to the other, using syncing technology and webhooks.
MTS SubPanel Record Counter enables SuiteCRM users working in Detail View to see the number of records in every subpanel upfront, saving the time it takes to click on each subpanel to understand the amount of related information inside.
Need a landing page for your next campaign? A way for your customers to create support cases? Do your sales reps need a way to enter leads? With WebToModule you can create custom webforms for these any many other users. Supports all modules, including custom modules.
This add-on will help you sync Freshdesk tickets to your SuiteCRM, plus it will automatically create an account and contact related to each ticket. Your business can work more competently with Freshdesk tickets, customers, comments and company information easily synced to your SuiteCRM.
MTS SubPanel Search makes it easy to QUICK SEARCH ANY INFORMATION IN A SUBPANEL. Because you can filter searches right from any subpanel you can drill down to the exact record you need in little time. This gets you back to focusing on the real business value task on hand.
The Report Enhancer add-on goes beyond the existing SuiteCRM reporting module, enabling users to add custom SQL to reports and view the formatted SQL statement.
SuiteGuard is an integrated solution hosting a powerful security tool set that effectively protects your SuiteCRM system.
Proximity searches are becoming more essential to businesses every day. Sales and marketing teams use them to organize field visits and campaigns. The real estate industry use them to offer better alternative locations to their customers. Hotel, travel and tourism businesses use them to offer variou...
WhatsApp add-on automation makes your business available anytime. Send WhatsApp from SuiteCRM at one click from any module. Easy to user Single conversation view. You can also create a workflow WhatsApp Message and get a reply back as an Inbound WhatsApp Message. With WhatsApp, you'll get fast, simp...
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...
Companies House is the UK's database for keeping records of every incorporated business and its directors. This module imports business and contact information directly from Companies House saving you time from manual entry and reducing typing errors.
LogTrack is the best plugin to track the user login history. It stores the login and logout date and time, and the IP address from where the users logged in.
Accelerate your sales and marketing efforts while browsing the web by directly connecting your SuiteCRM contacts from Gmail using the Gmail Chrome Tool for SuiteCRM.
When you're on the road, Outlook is essential for continuing to communicate with your customers. Implicit FrontEnd is essential for accessing SuiteCRM, updating and creating new CRM records, scheduling meetings and archiving email to SuiteCRM.
Eventbrite SuiteCRM integration brings you an option to synchronize those event and attendee details to SuiteCRM. Great for funneling these new leads or contacts into your post-event marketing campaigns.
The WooCommerce Bridge for SuiteCRM lets you integrate and access all of the features of WooCommerce that you need. Become more efficient by integrating your store with SuiteCRM so that your teams can have a complete overview of all customers and orders. You can even send quotes with the ability for...
The Idea Signature add-on automatically generates company email signatures for new SuiteCRM users, saving you time and eliminating the hassle of manually creating signatures for every new user account.
Fed up of not being able to find important clients? Tag them! This plugin allows you to tag your records to identify them instantly. Color coded tags make it even simpler to catch them. Through Tag Management for SuiteCRM, the user can handle large amounts of records with similar attributes or type...
The MTS Organisation Chart add-on uses your SuiteCRM data to create a visual representation of businesses and their reporting structures. For potential customers, gain a better understanding of connections, how teams work together, and what contacts are involved in the decision-making process.
Often in business, you require multiple levels of approval from decision-makers for certain records and requests. It becomes tedious to filter the records and send them for approval manually. The Approval Process add-on for SuiteCRM simplifies this task by automating the entire approval process.
Give users a summary of important entries connected to their accounts with the Account 360-degree View add-on for SuiteCRM. Track the number of completed and planned activities, status of projects, sales opportunities and more per account. The view also contains a map showing the account’s locatio...
Configure stylish and functional menus in SuiteCRM that are more relevant to your team’s needs and match your branding. The Advanced Menu Manager add-on enables you to choose different menu layouts and designs from the Admin settings – no designer needed!
If you want to give users access to some admin modules but not all admin functionality then Superuser Access is right for you. Give users the ability to edit dropdown lists, configure plugins, or manage user roles but without giving them the ability to install/upgrade. You can set which admin module...
Personalize your SuiteCRM experience so it’s both unique and more efficient with the new RT Dynamic Wild Berries Theme!
Is data privacy your priority? Get a data-breach proof CRM system! Data Anonymizer is a tool designed to quickly encode data on your CRM instance, while preserving their diversity and relations between records. It allows you to quickly prepare a realistic instance for tests and demonstrations withou...
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.
The MTS Quick Search add-on helps SuiteCRM users save time with the ability to search for important information using keywords in individual modules instead of the standard search field and global search features.
Avaya Integration is a computer telephony integration between SuiteCRM and Avaya PBX. Add-on supports PBX "Avaya IP Office"
Save time and bring your team together with Yathit, the only SuiteCRM and Gmail integration you need. No more copying text and switching browser tabs just to save contact information from a Gmail message. Use SuiteCRM templates to reach out to customers faster, and even view your customer activity f...
Dropdown Importer add-on allows importing a large list of values for the SuiteCRM dropdown just by uploading the CSV file. SuiteCRM user can save lots of time by using this add-on in place of the Dropdown editor of the SuiteCRM.
Brainvire’s LinkedIn Integration plus Chrome extension helps users directly access their LinkedIn accounts and profile information, plus sync helpful business data from the professional network. In a single click, create new leads or contacts in SuiteCRM directly from the LinkedIn platform.
Discover everything about your customers and account starting from their first interaction with you to the average revenue generated by each of them. The plugin will empower you with the ability to improve each interaction with your customers and nurture long-term professional relationships with the...
Webex Meetings is the world’s most popular video conferencing service for business, offering highly secure integrated audio, video, and content sharing from the Cisco Webex cloud. Using this add-on, you can now easily create Webex meetings right from SuiteCRM.
This plugins will help you to create a lead from Website. For example you have a website on which you are taking information of visitor. Then through the webhooks we can pass it to SuiteCRM. It will create a new lead in your SuiteCRM.
A GDPR Data Privacy solution for SuiteCRM provides companies like yours with the tools to build trust while enhancing customer experiences. This customized solution is not just about meeting GDPR Regulatory, But this solution implements best practices for data privacy into how they do business. It i...
Value Proposition Social Login for SuiteCRM reduces the end user’s tiring job to remember the password for their CRM. It also facilitates the admin to manage User Requests of new users. Moreover, admin can also choose whether to ‘Auto Approve’ or ‘Manual’ approve the new sign-up reques...
Ensure you are sending the right documents to your prospects and customers. With the PDF Template Viewer add-on, you can easily preview PDF templates before downloading or sending them to customers via email.
Keep track of your remote meetings in SuiteCRM? See your meetings and plan routes visually by using this map add-on. Display all of your meetings on a map right from your Calendar.
SugarPrint enables printing to PDF / XLS export of any: List view, Detail view and Calendar view in SuiteCRM Community Edition. SugarPrint makes exporting basic or advanced Search Results to PDF or Excel a one-click process.
Make your CRM data more effective and transparent with Kanban capabilities! Dynamic Boards creates a Kanban view in your SuiteCRM, presenting a 360-degree visual of activities relating to your Leads, Opportunities and Cases.
Say goodbye to storing your important passwords on spreadsheets or post-it notes. With Password Management Ninja, you stay organized while your passwords remain secure.
Organization Chart for SuiteCRM allows users to view the structure of their organization and of their customers in a beautiful chart.
Track billable hours on Projects, Project Tasks in SuiteCRM. Easily run reports to see who needs to be invoiced and who needs to be paid.
Collaborate more efficiently with employees within and across teams to get things done on time. The SuiteCRM Collaboration add-on is a one-stop solution for sales opportunities, projects, support and other collective teamwork needs. It’s designed to support your custom modules as well.
SuiteCRM Opencart Integration is seamless and real-time, no dependency on admin to run a Cron job to pull or push data. “Once information is keyed in one system it will push data to other systems instantaneously” Install plugin & start sync all your orders and customers from opencart ecommerce w...
Sudo Login (or Masquerade) allows Administrators to log in as any regular user without asking for their password and without disconnecting them. Specially useful for configuring their workspace (filters, reports, dashboard) or to support users (reproduce issues, help them step by step, etc).
Dynamic Headers in SuiteCRM helps user to display/highlight most used field of a module. This will reduce time of user to search a field when viewing record. User can also add some coloring to the field as well.
The Brainvire True Number add-on provides phone number verification for your SuiteCRM contacts. Users can better manage their time by knowing what customer numbers are correct versus incorrect, before they make attempts to reach out.
Now you can check your team’s work without disturbing them. Sudo Login for SuiteCRM enables Admin users to log in to any of their team members’ CRM accounts without asking for the credentials or causing disruption to productivity.
RecordCreator helps you create a related record from any module and define which fields should be copied over to the newly created related record. For example, if a user is on a Ticket record the use could create an Invoice record from that Ticket and copy over information such as the contact inform...
If you are a SuiteCRM owner, you can provide users with field-level access in your CRM through SuiteCRM Field Level Access Control. Our plugin enables the admin to display only relevant field data to users who have been assigned roles.
Colors for SuiteCRM helps you create and maintain a unique color code of your customer data so it’s easy to identify the records matching the criteria with a highlighted color. What’s unique about this add-on is, it allows you to configure colors at both the field level, home page dashlets, and ...
See everything in a single timeline view which helps you to keep track of key business events and gives you the means to specify what exactly constitutes a key business event for your company. Best of all, it works great on all devices. Get even more value by tracking and displaying key business eve...
Zoom provides videotelephony and online chat services for teleconferencing, telecommuting, distance education, and social relations. Now you can combine the ease of Zoom communications with your CRM. This add-on helps users create Zoom meetings from SuiteCRM and start new meetings with just one clic...
The Reminder and Notification extension for SuiteCRM from Variance InfoTech helps to automate reminders for any date or date time field. Great for getting In-App or Email notifications whenever there is an upcoming birthday, anniversary, contract renewal, or anything else that matters for your uniqu...
The Shopify Bridge by BrainVire Info-tech provides an effective solution for bringing Shopify information into SuiteCRM. By leveraging the Shopify API your products, customers, and orders can be migrated on demand.
Intuitive and powerful sales pipe management for SuiteCRM
Visualize and manage your "work in progress" by dragging and dropping your records. Add a Kanban view for any SuiteCRM module. Great for sales pipelines, leads pipeline, account pipeline, support team boards, project management, and more.
Quick Updater makes it possible for you to Update the Module Record information from Listview, Update Related Field & Parent Relate Field information directly from Modules Create/Editview where Related fields Display. This will help you to quickly update records as you no longer need to save and the...
Import to Dropdown Fields helps users manage large data sets that need to be imported to dropdown fields for modules of SuiteCRM. For example, if you have a country dropdown and you need to add entries for all countries, it would take hours to add that data. This plugin saves time by allowing users ...
Upload Multiple Files using a single Multiupload file field. Send Multiupload files as attachments with Email using Workflows.
With the Accounts Search add-on for SuiteCRM, users can search for data using the various account fields in related modules.
At a glance, view high level summaries of all related data for a given record. For example, see how many contacts an account has or the total value of all quotes combined for a contact.
The MTS Assistant add-on helps your sales and support teams prioritize their next steps by delivering important updates to their SuiteCRM home page throughout the day. See open actions that need immediate attention or nurturing, so you can avoid missing deadlines and follow ups.
How do you know if your CRM platform is being used productively by your team? With the User Analytics CRM add-on, gain valuable insights to understand exactly how SuiteCRM is being used on a daily basis. Get analytics like CRM usage by module with the number of records created, updated or deleted, p...
MTS Birthday Reminder add-on is a birthday reminder tool for SuiteCRM users. Know when your customers’ birthdays are happening so you can initiate calls, emails, or other activities to grow your business relationships.
Add the ability to not only upload multiple files, but also the ability to preview different file types right from inside SuiteCRM. Supports many file types such as PDF, Word Docs, TXT, PNG, JPG, and more.
Click to ‘favorite’ your SuiteCRM records in a flash and easily refer back to them later. The MTS Favorite Widget enables users to quickly mark any important record in the list view of any module as a favorite.
The Subpanel Tabbed View add-on allows users to see subpanels in a convenient, tabbed view, plus the number of associated records each subpanel holds. This simple, effective solution prevents users from wasting time by blindly clicking on subpanels to view any related information per main record in ...
The Price Books add-on for SuiteCRM allows you to sell products at different pricing rates based on your chosen agreement terms with specific types of customers, resellers, or distributors.
Add Tag is a SuiteCRM add-on that enables users to apply helpful tags on records to better manage large tasks in the CRM. Choose to tag records one by one or by the bulk action feature. Use the report tool to apply a filter and segment records per tag of your choice.
Quick View add-on for SuiteCRM helps increase the visibility of CRM record data in an easier, simpler, more customizable way. It just takes a mouse click to the Quick View icon in order to view key fields and stay productive.
Use this SuiteCRM plugin to create and update CRM records in accordance with the European VAT Information Exchange System (VIES). Also, verify other companies’ VAT numbers before moving forward with transactions.
Tally helps your business manage accounting and inventory in a simplified way, and now you can access the convenience of Tally within SuiteCRM. Sync your Account, Product and Invoice categories from Tally to SuiteCRM. Create new accounts in Tally from your CRM, link and sync existing CRM accounts in...
Getting full control over business productivity with the help of SuiteCRM Twilio SMS Service Plugin which makes easiest to send bulk messages at a time, Configure your workflow at your conditions, Immediate notifications & Scheduler for unreachable messages
Lets Administrators query mySQL or MSSQL instances of their suiteCRM databases directly. Browse and export cloud-hosted and local data quickly and easily. Turn results into graphic charts with a single click.
The Advanced Audit Log add-on goes beyond standard SuiteCRM auditing, enabling you to audit field values as well as the relationship log or history. This solution delivers more complete information, from field history tracking to relational data changes, plus an option to export the audit log.
Get an Enterprise Knowledge Base within SuiteCRM and deliver superior Customer Service.
Implement the power of Google Authentication features in your SuiteCRM platform for improved security.
The FullContact add-on enables your teams to understand a more complete picture of SuiteCRM Leads, Contacts and Accounts by syncing other available details that help fill in missing gaps of information, creating better profiles for people and businesses.
Brainvire Infotech has created the Lead Scoring plugin for sales teams, helping SuiteCRM users score and rate leads based on specific conditions and all essential CRM data. This solution will help salespeople achieve their targets by focusing on leads that can truly help the business grow.
The solution for your Magento store. The new SuiteCRM Magento bridge lets you integrate and access all the major features of Magento allowing your accounting and sales teams to have a complete view of your customers and orders within Magento right from SuiteCRM.
Enable SuiteCRM users to edit specific dropdown values without the help of an Admin user. Empower your users by allowing specific users, such as mid-level managers, to edit their own dropdowns without having to slow down progress waiting for an Admin's attention.
When it is crucial to access a certain user’s account, the Masquerade add-on for SuiteCRM allows Admins to log in as any regular user without needing their password.
Hide empty fields help user to focused on only those fields which is highly used or effective. Hide fields extensions increase usability of SuiteCRM application so user only focused on required fields of module.
The History Email Sync add-on allows SuiteCRM users to create and track previous email conversations with customers, plus save time with the ability to easily view emails in the profile subpanel without completely switching over to the email module. Admin users will also have direct access to any us...
Help users get alerted and stay well-informed when something has changed in your CRM system. The Alert Messages add-on for SuiteCRM provides notifications to users via an Alert button when changes for a selected module are made, according to your specific parameters.
Google Address Autocomplete, suggests address fields as you start typing the address in your Leads, Contacts, Accounts, Invoice and Quotes module as a list to choose. Easily populate address info with the accuracy of Google Map API.
The Internal Note add-on for SuiteCRM helps you easily communicate with teammates in an organized way, without having to switch tabs to a different messaging program. Write daily, internal-only notes and keep everyone updated in one convenient place that is also related to the CRM record.
Configure specific fields from specific modules and set formats like character limit, numeric, or alphanumeric and more for certain fields using Format Builder.
Need to add a value to one of your drop downs? Sick of adding values the long, hard way? With this add-on you can now add to your drop downs right when you are editing or creating any record in SuiteCRM.
The Password Datatype add-on works as a display password field type that shows generic dots instead of actual password characters, enabling SuiteCRM users to secure and prevent visibility to their login credentials or other sensitive information. This solution can be easily added to any regular or c...
Groupon is the popular deals and coupons platform. Keep your Groupon contacts, orders, and order items in sync with your SuiteCRM and avoid dropping these potential new customers due to confusion and mishandling.
Who reassigned this meeting? When was the status field adjusted? The SuiteCRM Meetings module doesn't allow Auditing the same way as other modules do. Fix that with this quick add-on.
Dropbox integration with SuiteCRM gives you the best way to organize your Dropbox files in SuiteCRM. We have simplified the Dropbox organizational process by allowing users to drag and drop documents to a record, then a folder will automatically be created in Dropbox with the right documents inside.
Want each user to have their own outgoing email server configuration? This add-on is perfect for that. Each user can setup their own outgoing server.
Offer your employees a personalized SuiteCRM login page with SuiteCRM Dynamic login screen plugin. They can customize it to set images and quotes. This does not require any additional settings from your side. Just install the plugin and you can offer a fun login page.
The Gantt Project Module for SuiteCRM gives project managers the tool that they have been waiting for. Now you can plan, coordinate, and track your project tasks using a familiar Gantt chart.
SuiteCRM Asterisk Integration, Click To Call, Call Notification Popup, Call Logs, Call Recordings, Call notes, Call transfer. Supports Asterisk, FreePBX, Elastix, VICIDial, FusionPBX, Freeswitch
Using Community Edition as Project Management software and want your users to get an email when the are assigned to a Project Task? Simply install this fix for SuiteCRM and your users will be notified upon being assigned to any Project Task.
Have conversations about any record in Suite CRM just like on Facebook or any social network.
Customer Portal for SuiteCRM helps your company create and maintain a standalone portal for your customers, enabling them to log in and use your services, complete required tasks, keep track of support cases and many other functions.
Save time for your Sales Representatives and Teammates by linking your subscribed OVH VoIP offers with all SuiteCRM phone fields, allowing them to establish a connection with a contact with just a single click on the phone number! Requires a valid OVH Enterprise VOIP subscription.
The Reports Dashboard add-on enables you to build complex report dashboards using the standard SuiteCRM reports as building components. Customize your dashboard view so priority information can be quickly seen by you and your team.
When errors go unnoticed until reported by users, the issues begin to add up and it's hard to get ahead of correcting them. With the Error Trap plugin, you can capture errors in SuiteCRM and notify users to take action, helping your teams to manage any issues proactively versus reactively.
Quick Subpanel is designed for jumping quickly to any subpanel without having to scroll down the page, giving you and your users more time to work on what matters. Configurable on a per-module basis.
Workflow Email action with Dynamic PDF Template Attachment
The MTS Advanced Invoice add-on helps you craft professional invoices, automatically generate new invoices and recurring invoices, and send payment reminders.
Reassign Related Records is a SuiteCRM add-on that automatically transfers ownership of all related records when a parent record gets reassigned to another user. New users can take over and more easily communicate with a customer or make decisions based on previous activities.
NEW multiple text line entry field for all modules, comparable to the current Email field PLUS BONUS mass update for ALL text fields. If you require customistation, don't hesitate to ask
Twilio Call Logging functionality helps you to register the inbound calls (received from leads,contacts and accounts) and outbound calls (dialed to from Twilio) with call details such as call duration, date and time of calls, status, etc.
Recover deleted data from CRM with Trash Bin for SuiteCRM. It restores data from different modules that you or your users have deleted. SuiteCRM Trash Bin stores all types of deleted records from your CRM. If you ever need to retrive deleted data, you can do so easily from the Trash Bin.
An export to Excel from any list or report of SuiteCRM.
MTS History Summary is a tool that gives you an overview of the history for SuiteCRM records (Accounts, Contacts, Leads). View the last actions taken per record, such as: number of emails sent or calls made, or the last time contact was made. This empowers your business teams to reach out to custome...
Faster address entry with our Google Address add-on for SuiteCRM. Enter verified address data using Autocomplete Google Places API Integration with "Address" field type. Also supports custom modules of type Person and Company. Adds a "Show Map" button to your detail views for any address.
This add on makes managing target lists a breeze in SuiteCRM. Easily create and identify what Target lists your Contacts are subscribed to in SuiteCRM and easily add a contact or lead to any target list in CRM.
The Maintenance Mode add-on for SuiteCRM helps companies ensure their users are off the CRM before starting system upgrades, development evolutions, or plugin installations. With a special Admin option for ‘maintenance mode,’ prevent non-admin users from logging in, plus many other valuable feat...
The Yathit Mobile App for SuiteCRM provides always-on access to all your CRM data on both mobile phone and tablet. It’s a way to boost your productivity and your sales, using a tool you already carry everywhere.
List Summary Plugin is used to show summarized data of any modules as well as sub-panel module of selected module using mathematical operation (Count, Min, Max, Sum, Average etc..)
MTS Line Items is a tool to help you link your products and services to the Opportunities module. With it you can easily track both products and services that a customer has bought. It also supports converting an Opportunity to a Quote, Contract, or Invoice for a customer. Works with exporting to PD...
Dynamic Target Lists for SuiteCRM enables users to AUTO populate Target Lists based on one or more pre-defined conditions. This module keeps your Target Lists up to date and relevant.
In today's world Google is the most preferred quick-login option to many apps/platforms. This plugin allows a SuiteCRM user to directly login with their Google ID which removes the need to remember yet another username and password. Simply click on Login with Google. The user must exist in SuiteCRM ...
The Web Push Notifications add-on keeps your teams in the loop with helpful notifications when logged in to SuiteCRM, even while using another application in the same browser. Get quick updates when new records are created, assigned and changed.
Are you facing difficulties trying to coordinate efforts between marketing and sales? The SuiteCRM & Mautic Integrator by eVolpe is the best solution that will help you solve this issue. TRY IT NOW FOR FREE!
SuiteCRM BI-Directional link to Xero Automated BI-DIRECTIONAL synch between SuiteCRM and Xero, synch most recent record. Accounts, Contacts, Invoice and Products, connect and forget. Synch based on your criteria. This module also gives you the ability to manually update Accounts/Contacts/Invoice...
Secure your SuiteCRM password and account data by implementing two-factor authentication with Google Authenticator.
SuiteCRM Advanced Export is here to help SuiteCRM users get over their daily struggle of extracting data from their CRM system. Using it, you can extract, send, and retain records of your choice from your SuiteCRM system. And the best part? You can export files in an easy to manage format. Now, get ...
Email Software Integration helps you to connect your SuiteCRM Leads/Contact/Subscriber List with your favorite email marketing platforms. The following marketing platforms are supported: SendGrid, Mautic, Constant Contact, Active Campaign, SendIn Blue
Generate and print shipping labels for DHL, Deutsche Post, UPS, DPD, Hermes, GLS, FedEx, TNT directly from your CRM. Tracking of all your shippings.
MTS Language Translate Tool helps you quickly translate important labels in SuiteCRM to your preferred language, such as module, application, and dropdown language. This solution can also create a language package clone from existing languages in your SuiteCRM and quickly export translated language ...
Monitor user activities such as when a record gets added, updated, or deleted. Also see when users log in and out of the CRM.
Calculate Sales Commission - Incentives for your Team or Individually.
Xero is the world leader in accounting software. With the SuiteCRM Xero Integration, businesses can easily sync invoices, contacts, and products from Xero to SuiteCRM.
This add-on helps users log into SuiteCRM with their existing Google ID, so they no longer need to remember multiple user credentials. As the plugin enables the user will automatically redirect to Google URL where the user selects an account he will redirect on the CRM.
The Twilio Call Extension adds customer calling, logging and recording functionality to your SuiteCRM. Users can make calls directly from SuiteCRM, check previous call history, and enjoy the convenience of calls getting automatically logged to records containing matching phone numbers.
The bulk upload add-on allows SuiteCRM users to upload multiple documents by drag and drop in one shot without needing to navigate to the Documents subpanel. You can configure the drag-drop option for any Documents subpanels on any base module or custom module. When enabled, any user can go to the D...
SweetExport For SuiteCRM. SweetExport include only those fields into export file which are displayed on the ListView.
Use the Inventory Management integration for SuiteCRM to successfully oversee your product supply within the CRM – all without the need for expensive, off-the-shelf software. Complete your business cycle: from quotes or invoices you can stay on top of your inventory flow.
Track time and measure productivity against any and all modules in SuiteCRM, including support cases and project tasks. Built in start and stop timer, automatic email and screen pop reminders, PDF timesheet templates, advanced reporting and exporting features. Ideal for generating invoices for your ...
Manually run scheduler jobs and queued jobs with the click of the button. Great for testing and debugging your schedulers. Stop waiting on the cron and get your work done faster. Great for On-demand systems.
The Related QuickView add-on creates a speedy way for SuiteCRM users to view a field’s related details without opening new tabs. While in Detail View and List View, simply hover over specific field names in 8 different modules (Accounts, Contacts, Leads, etc.) and a QuickView pop-up will appear th...
Drag N Drop module helps CRM users to create new Documents and relate it to that specific record just by dropping the files into Drag N Drop sidebar widget. The user can upload multiple files at a time. Using Drag and Drop, users can create and relate a document in 2 – 3 seconds which usually take...
The Gantt Chart Ninja Module for SuiteCRM gives project managers the tool to easily create and update project plans just like you do in Microsoft Project, but right within SuiteCRM.
Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying. You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.
Make life easier by reducing the need to flip between apps. If you are using Outlook Web App, Outlook 2013, or Outlook 2016 connected to Office365 or Exchange Server 2013 then be sure to take advantage of this email and contact synchronization add-on. Smartly links emails to your SuiteCRM records an...
Deleted a record by accident? Use Recycle Bin to undelete it.
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.
Automate your CRM Currency Administration Currency Controller updates currency exchange rates automatically. Background processes check for updates up to every hour so your system is as up to date as possible.
Service Level Agreement (SLA) is the understanding between service provider and customer to offer service from service provider.
“SuiteCRM Service Level Agreement” extensions from VIPL Team support SLA and its defined by users.
You can create notification and escalation procedures in terms of ...
Tired of having to delete Contacts and related Activities by hand when deleting Account records? deletePLUS puts you in control of what records are deleted AND which of the related records are deleted. Available from the Accounts, Contacts and Opportunities Actions menu - fully configurable
SuiteCRM and Twilio SMS Ninja creates a connection between SuiteCRM and Twilio that enables your business to send realtime mobile messages, and mass text messages to your Leads and Contacts in SuiteCRM. This tool also gives you the ability to preset when messages go out to your Leads and Contacts in...
Twitter Integration helps you to fetch the twitter profile data and can see all Tweets and Likes of that profile at one click. You can do this from Contacts and Leads modules.
The Custom Filter add-on for SuiteCRM allows you to filter and search for desired records from the total list of records, plus save and display the Custom Filter search separately in the module. Create complex filters to find specific records to assign to different sales reps and much more.
With the 360 View Tracker add-on, track and understand your team’s day-to-day SuiteCRM activities. From logins/logouts to updates, imports/exports and more, get user details and IP addresses to help review, report and manage your CRM team processes.
Need to auto populate value based on the value of related field? For this requirement Auto Populate is the perfect solution. The advanced configuration tools allow you to clearly define what should happen whenever a related field value changes.
Tracks failed and successful logins. Captures remote IP address, typed username and user agent string.
With the SuiteCRM SMS Integration, your team can engage buyers and increase sales revenue with individualized conversations via one-click SMS sending from anywhere in the CRM. Utilize convenient features like: two-way single or bulk messaging, SMS templates, message scheduling and more.
With the IndiaMART add-on, sync all leads from IndiaMART to your SuiteCRM accounts, contacts, and leads with updates every 30 minutes. When a customer calls or has repeated communication with your business, updates will show in the CRM history with all the details needed to make customer relations e...
The WhatsApp Integration enables SuiteCRM users to get WhatsApp messages right in the CRM. Sales and support teams can save time and stay in the loop with customer communications right from the CRM.
MailSputnik is a useful interface between Microsoft Outlook and SuiteCRM. Find more information about the email sender right in your Outlook and in one simple click, add them as a new contact to your CRM.
Need to show or hide fields or panels based on the value of another field? For this requirement Dynamic Panels is the perfect solution. The advanced configuration tools allow you to clearly define what should happen whenever a field value changes.
Does your CRM have calculated fields and logic hooks that your business depends on for reporting and business logic? Unfortunately those rules only run when a record is saved. Background Updater runs in the background to ensure your records are regularly updated so you can be sure your data is up to...
Duplicate Checker helps to prevent duplicate records in your CRM for the Account, Contact and Lead modules. If your CRM has duplicate records then the wrong data can be displayed and used by your users. Stop the possibility of misleading information being used by your team by using Duplicate Checke...
MTS User Activity Log is a tool that helps SuiteCRM admins easily track their users’ activities while working in the system. Another key feature is the ability for admins to revert or restore any record that has been updated or accidentally deleted by another user.
Quickly visualize account structure including Accounts Member Organizations. View Opportunities with totals per sales stage, Quotes, Invoices and Contacts for an account and its members.
Get more accurate addresses and speed up data-entry time. Auto-suggests addresses as you start to type. Auto-fills street, city, state, country, and zip code reducing address entry time by 90%. Works world-wide. Simplified data entry for contacts, accounts, and leads.
SuiteCRM Plugin that bridges the gap between Twilio & SuiteCRM. To establish connection with your customers, A state-of-the-art Telephony solution for Voice (Inbound and Outbound) and SMS to run your business more efficiently and cost effectively. Works great with both VOIP and Land Lines.
Timer Tracker helps users manage time spent on each activity within SuiteCRM. It integrates seamlessly with Billing (both Invoice & Quotes) to make generating billing based on hours accrued for customers a breeze.
Further secure SuiteCRM by locking out login attempts from unapproved IP addresses. Define specific IP addresses that users can connect from and manage on a per-user basis or for a whole group of users.
SuiteCRM Rating Field Plugin Rate and mark all your customers and opportunities at a glance. Give each record a visual score to help focused on your most important business first !
Creating individual workflow processes and define detailed automatization tasks for your CRM. Break out of the standard SuiteCRM workflow frame and extend your CRM with your very own, personal BI. No need of hiring external consultants doing your customizations; stop dealing with compatibility probl...
MTS Related Record Preview helps SuiteCRM users view related record information while in List View or Detail View without wasting time opening new tabs. Click the preview-eye icon near Account name to efficiently see more details, all while remaining in the same window.
Quick Dropdowns allows administrators and authorized users to create and quickly edit and populate dropdowns.
SuiteCRM & Alfresco Integrator by eVolpe is a perfect solution for all the companies, which are currently deploying or already using both of the systems. Are you facing difficulties trying to coordinate your documentation in the context of sales opportunities? This is the best solution!
Would you like to be informed when something breaks down in the system? Get alerts from Monitor by eVolpe!
The Find and Replace extension enables you to find a specific word and replace it with a different word all from the list view. Run the replace against one record or as many as you would like. No longer do you need to slowly go from record to record to make wholesale changes.
With the Favorites Dashlet add-on, users can save time and clicks by easily accessing their priority or most-visited records by adding a Favorites dashlet to the SuiteCRM home page.
Kanban is a visual system for managing work as it moves through a process. Now your business can quickly see visuals of sales funnel stages and other day-to-day functions for tasks, cases, invoices and custom modules while working in SuiteCRM.
The QuickBooks Online integration with SuiteCRM will sync Customer, Item, and Invoice data from QuickBooks Online to the Contact, Product and Invoice modules of SuiteCRM. Syncing is unidirectional from QuickBooks Online to SuiteCRM.
Official SuiteCRM Outlook Plugin v4 has arrived - A complete plugin rebuild developed and maintained by SuiteCRM developers entirely from scratch, the addon retains previous functionality while massively improves performance, reliability and stability!
Easily Organize, Manage and Join Online Meetings from SuiteCRM With the Qlips-Meeting add-on for SuiteCRM, you can easily schedule and host online meetings from the SuiteCRM meeting module. Invite participants directly from Contacts, Leads, Targets, and the Employee Module.
Create your own custom validation messages for SuiteCRM. For each field, configure the validation message shown on the edit view page when a field does not pass the validation requirements.
Email verification can really improve email deliverability. Success of any email marketing program largely depends on its email deliverability. No longer get fake email addresses & hard bounces. You can verify email addresses when editing records and even do bulk verifications from the list view.
Advanced Marketing Lists automatically fill Target Lists and keep updated the Campaigns to which they are associated.
The Sidebar Setting Management add-on lets you customize your SuiteCRM sidebar section by showcasing your preferred number of records under the Favorites and Recently Viewed sections. See and easily reference more records right from your sidebar.
Customer Portal integrated with SuiteCRM for self-service with client based front-end portal and SuiteCRM at backend. Engage customers to log and manage support cases, bugs on the web, Publish your knowledge base articles from CRM to customer facing portal in FAQs for self service, enables your cust...
Marketing Automation Ninja enables you to automatically enroll contacts from within SuiteCRM to Mailchimp Automation Campaigns. This is useful for leveraging your Mailchimp emails for onboarding, and making your mail chimp templates available to your SuiteCRM users. Use the power of Mailchimp's be...
Stop wasting time with unverified emails. The BV Email Verify add-on immediately verifies your customer email addresses, helping to weed out incorrect emails and cleanse email data before it enters your SuiteCRM database.
List-view Colors for SuiteCRM is designed to add color to the rows and text on a list for each row. The highlighting is done based on conditions/filters that you define. Great for identifying records that require attention based on specific conditions.
The synergy of Xero and SuiteCRM is a double bonanza, as SuiteCRM Xero Accounting Integration by Fynsis brings a seamless flow of data of customers from inside your CRM to the actual billing and invoicing system in useful handshake so the bills can be generated within CRM.
The File Field type allows you to add unlimited file upload fields to any module. Need to required certain files such as a quote? Add files to any module with the File field available in Studio
The Escalation Management add-on for SuiteCRM automatically escalates records to other members in the operational hierarchy when the record meets certain rules. Users can enter new rules that contain all types of defined criteria, from team organization, business hours and annual holidays, etc. This...
This package makes Product Line Items and Service Line Items sortable in Contracts, Quotes, and Invoices modules for SuiteCRM.
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.
Organize your data in a way that makes sense to you with Tag Cloud. Add tags to any module and use the global search tool to find all records with certain tags. Great for any business with tons of data.
Conditional Notification trigger an notifications on the screen and also prevent record from being saved depending on condition mentioned in the Conditional Notification Settings. It also works on detail view of particular module’s record. It also supports on duplicate record.
Increase your Sales instantly by using Sales Data Visualizer. RT SalesMap gives you a clean, transparent, and uncomplicated visual representation of your Accounts, Leads, and Contacts using Google’s powerful web browser mapping software right on your SuiteCRM instance.
The Sales Forecast & Quota add-on for SuiteCRM allows you to track your sales forecasts and see how your sales teams are performing against the defined quota. Forecasts show opportunities in your sales cycle that are committed to close and those that are best-case opportunities, allowing you to see ...
Create business logic for field calculations without needing to write custom code. You can select calculated field and create the formula that is automatically updated based on calculation you provide.
Gmail Ninja for SuiteCRM enables you to configure SuiteCRM to synchronize your Gmail Calendar invites, Contacts or Leads, and Email History. Conveniently manage your sales communications all within CRM by centralizing these essential tools.
Records Queue displays a Kanban view of highly important records, such as records recently created, modified or assigned to users. This plugin helps sales and marketing teams stay focused on the current details of records, so business efficiency increases.
View email messages directly in the history panel itself or detach the Emails and Notes sub panel and see them in their own separate sub panel.
Add an additional layer of security by allowing only one person to log in as a user at a time. Prevent multiple users from using the same credentials at the same time. The user previously logged in will be logged out automatically and be prompted with a message.
Electronic signatures provide a binding way to authenticate a document. We have simplified this in SuiteCRM with an easy-to-use electronic signature capture and embed tool. You can use the E-Signature Field add-on in any default module of SuiteCRM.
Using the File upload field for image uploads? With Image Preview any file uploaded that is an image shows a preview of the image on Notes, Documents, custom modules, etc. Wherever the File field type is used. Works on detail views, edit views, list views, and subpanels.
Sugar Sweet CRM - SuiteCRM Outlook Add-in. Supports Mac OS / Windows / Browser (IE, Chrome, Edge, Safari). Quickly Create Contacts/Leads/Prospects from inside Outlook. Archive Files/Emails to Contacts and Leads. More to come! (If you have any use requests please email me at lvanderzande@cognituscons...
Profile scores allow customer-facing teams to prioritize and pay attention to significant (potential) customers.
With the Quotation Avalara Tax add-on, your sales and service teams can generate more accurate quotations from within SuiteCRM based on customer zip codes and corresponding tax rates in the United States.
The Scorecard add-on for SuiteCRM is a visual reporting tool that helps users measure their current progress to better identify which records they should focus their time on next. Using a unique color code system and data filter option, users can easily visualize the status of CRM records from the L...
Dynamic Reports and Interactive Charts. A powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is very user-friendly, no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 p...
