Highlevel Overview
Tired of manually creating new leads? The MTS Email To Customer add-on by Mien Trung Software auto-captures relevant content from inbound emails and creates new leads in your SuiteCRM. Check out the key features below:
Key Features
- Monitors your support email inbox and automatically generates SuiteCRM Email to Lead or new target/contact, based on your configuration
- Ability to send an email to any users once the new customer has been created
- Automatically assign to any users
- Ability to convert email to many record in list of Person modules (Lead, Contact, Target, even custom person module)
Watch Video Overview
How it Works
Configuration screen:
Email format sent from contact form in your website:
New lead created automatically from email in SuiteCRM:
To learn more about this solution, go to MTS Email To Customer or search for "new leads."
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Find and Replace
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.
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E-signature Field
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.
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