Sync QuickBooks Customer,Invoice & Products in SuiteCRM. The integration will generate a Contact in SuiteCRM whenever you create a customer, an Invoice when a new Invoice is created, and a Product when a new Item is created.
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.
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...
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 ...
Define Quotas for your Sales Reps and visualize achievement and forecast.
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....
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.
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.
Experts in Excel export. An export to Excel from any list, report or subpanel of SuiteCRM.
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...
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.
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...
MTS Timesheet add-on for SuiteCRM helps you easily track your team’s time working in SuiteCRM modules and on individual records. Create accurate timesheets and billable hours for clients.
Would you like to be informed when something breaks down in the system? Get alerts from Monitor by eVolpe!
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.
Introducing Suite-SMS, your all-in-one solution for seamless text messaging integration with Twilio and SuiteCRM! With Suite-SMS, enjoy unparalleled messaging efficiency. Managing your contacts and staying connected has never been more convenient.
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.
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.
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.
Monitor user activities such as when a record gets added, updated, or deleted. Also see when users log in and out of the CRM.
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.
Create business logic for field calculations in SuiteCRM without needing to write custom code. You can select a calculated field and create the formula that is automatically updated based on the calculation you provide.
vMyRoleHomePage increases the productivity of SuiteCRM users by standardizing homepages among people with the same role and adding tools to the standard homepage. You can allow users to add personal tabs to their role homepages (or not).
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.
vProjects integrated with SuiteCRM offers an effective way to manage your projects online. It includes impressive features like an interactive GANTT editor, export to Microsoft Project, and much more.
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.
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.
Intuitive and powerful sales pipe management for SuiteCRM opportunites
If you are dealing with the standard CRM file uploading restrictions, there is a better way to manage the various file types you need access to. With the Multiple File Upload add-on for SuiteCRM, gain the ability to upload multiple file types, documents, and images directly in your CRM.
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.
SuiteCRM Asterisk Integration, Click To Call, Call Notification Popup, Call Logs, Call Recordings, Call notes, Call transfer. Supports Asterisk, FreePBX, Elastix, ViCiDial, FusionPBX, Freeswitch, Twilio, Kaleyra , MyOperator
Enhanced PDF Template add-on allows user to generate a PDF for any SuiteCRM module.
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.
With the FreshBook Integration, your team easily gains visibility to all FreshBook accounting details while working in SuiteCRM. Your accounts and invoices are synced between both platforms, so it's simple to push or fetch data in one click.
Tracks failed and successful logins. Captures remote IP address, typed username and user agent string.
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...
Track your SuiteCRM users’ daily activities for actions such as: logins and logouts, plus viewed, created, updated, and deleted records with user’s IP. There is also a helpful chart in the dashboard to monitor activity.
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.
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.
Brainvire SMS Extension allows you to conveniently communicate with clients via SMS in SuiteCRM. Both incoming SMS 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.
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.
Never miss scheduling an appointment or seizing a new business opportunity when you connect YouCanBook.me 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.
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...
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...
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 ...
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...
Mokas LeadsPipe is an intuitive and powerful leads management tool for your SuiteCRM. Developed after several customer requests, it follows the same format of our popular sales management solution, Mokas SalesPipe.
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.
Conveniently export your SuiteCRM records data as a Microsoft Excel workbook instead of the standard CSV file.
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...
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.
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.
The SuiteCRM User Audit Log add-on is designed to track all user audit activities from start to finish. Get a comprehensive view of your CRM team’s daily functions to help streamline protocols and manage the business more efficiently.
Login Track helps you track how regularly your staff is logging in to SuiteCRM along with the environment they use.
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.
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,...
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.
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...
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.
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...
Ditch data entry for your business forms. The Suite2Word add-on helps you save time creating contracts, quotes, and other key documents as Microsoft Word files by auto-filling desired fields with your SuiteCRM data. Create accurate documents per customer in seconds, without compromising quality.
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...
Log SuiteCRM Users activities like User Login, Logout, Record Create, Update, Delete on any module with IP address of the User
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.
The integration of SuiteCRM and Cal.com offers a comprehensive solution for efficient appointment scheduling and customer relationship management. It streamlines processes, enhances engagement, and provides valuable insights, ultimately improving the overall customer experience and the efficiency of...
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.
Say goodbye to manual data entry and streamline task management across platforms with the Google Tasks Extension, facilitating seamless integration, synchronization, and bidirectional communication with your SuiteCRM system.
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.
With the Plivo Integration, your sales and support teams can easily make outgoing calls to any phone number in SuiteCRM, in one simple click. Boost your call performance without the need to manually copy and paste phone numbers to your softphone system.
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 Twilio Call Extension adds incoming call, outgoing call, call logging, call notification, call notes and call recording functionality to your SuiteCRM. Users can make calls directly from SuiteCRM, check previous call history, and enjoy the convenience of call getting automatically logged to rec...
BV Report Tweaks Integration offers enhanced data customization capabilities within SuiteCRM, empowering users to generate insightful reports.
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 !
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.
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.
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.
vReports is an enterprise-grade reporting module for SuiteCRM that is easy to use, but hosts many advanced features. It includes helpful functions like Orgcharts, Bookmarks, and interactive graphics.
