About Business Fundamentals

Bi-directional linkage with Xero, automated AND manual options, the best of all worlds - set it and forget it.

A huge range of options to suit your requirements. Synch all records, selected records, records defined by date range and select which modules to synch...Options to create records OR just update existing records - this module has it all

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This field allows for the adding of multiple entries, much like the current Email field. It can be used in all current modules AND custom modules. Examples include multiple names for Contact records (AKA, nick names), multiple names for Account records (trading name, business name, entity name), multiple phone records for Contacts/Accounts - whatever your CRM implementation requires.

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deletePLUS puts you in control of the delete process. When you delete an Account in SuiteCRM, Contact records remain in the database, a number of related Activity records aren't deleted and you'll see your database slowly bloating with records that should have been marked for deletion..

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Create your contacts once in SuiteCRM and push those details to Xero, create an invoice in Xero from an Inovice OR a Quote in SuiteCRM. Update those Invoices EITHER to Xero OR from Xero in detail and list views.

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Bidirectionally sync your Products, Contacts, Invoice, and Quotes between your SuiteCRM and QuickBooks online with SuiteCRM QuickBooks Integration. The sync is performed securely with QuickBooks API. The module allows you to perform both instant sync and schedule sync. The scheduled sync enables you to queue any number of sync process and that can be triggered at non-peak to enhance server performance.

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SecuritySuite allows you to quickly and easily create security groups, which allows you to give the right people access to the right data. Limit your security risks, while not hampering the efforts of your team members.

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Super User Access gives designated users access to parts of the Admin section. For example, you might need to allow a user edit rights to the dropdown editor but do not wish to grant the user rights to install new modules. Without the Super User Access component it would not be possible to grant admin rights AND restrict certain areas of the Admin section.

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Duplicate Checker will help you check and prevent the entering of duplicate records in the CRM for the Accounts, Contacts and Leads modules. You can check duplicate records based on Name, Email Address and/or Phone Number fields.

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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 allows users to view, create and edit CRM records from within Outlook.

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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.

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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.

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Magento Bridge solution allows your accounting and sales teams to have a complete overview of your business, customer and orders from your Magento system in your SuiteCRM system.

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We have created Shopify Bridge to sync all of your customers, products and orders in Shopify over to SuiteCRM. Our solution allows your accounting and sales teams to have a complete overview of your business, customers, and orders from your Shopify system right from within SuiteCRM.

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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.

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Visualize what stage your workflow is in by Opportunities, Projects, Project Tasks, Cases, and other modules, including custom modules, within SuiteCRM.

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Powerful Process Automation software for SuiteCRM that will allow you and your employees to spend more time doing what they do best: 'Selling To and Servicing Your Customers' and less time trying to manage the day to day repetitive tasks associated with your customers journey.

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With QuickCRM, you have Online and Offline access to your CRM on mobile, tablet (iPhone, iPad, Android) or laptop (Windows). Responsive views allow you to display and edit records comfortably, even on smaller screens. QuickCRM app also takes full advantage of your device capabilities

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SuiteCRM Timesheets Ninja Enterprise is the easiest way to log time against any module in SugarCRM. This AddOn is a complete module that not only allows users to track time, but also get lists and graphic reports, track time off, and convert a timesheet to an invoice. Report, export, and invoice on the data collected in Timesheet Ninja Enterprise.

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Save time with this Plugin when you want to bring values from Related modules to primary module’s record. This extension allows you to Auto Populate specific field with existing value from a related module while creating a Record in a Primary Module.

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