Engage Plugins

Quick Activities

Quick Activities for Leads, Contacts and Accounts

Users can:

  • Activities Tab on Detail View
  • List all Activities
  • Create new Calls & Meetings
  • Set Date, update Status and Notes

EngagePlanner

View your lessons inside EngagePlanner for SuiteCRM

Group multiple contacts inside a "Lesson"

Assign the lesson to a User (Instructor, tutor, teacher)

Link a "Resource" (Horse, Car, Motorbike, any custom module)

EngageRiskScore

EngageRiskScore for SuiteCRM

  • Create custom score calculations for any module
  • Select values for each field and field type
  • Calculate a customer rating or internal score for qualifying

Help Text for All Users

Free to download plugin

SuiteCRM comes with "Help Text" in Studio, the ability to add help text to any field inside a record.
As default the Help Text feature can only be viewed by Admin users.
With this plugin we have slightly tweaked the feature to give access to ALL users!

+Dropdown Addition

Free to download

+Dropdown Addition gives users another way to manage dropdown / multi select lists

With a dropdown option and a + to add multiple rows

Would you like a Demo?

For more information on how we can meet the needs of your organisation get in touch now!

Call 01793 236 245
Email Us