In the fast-paced world of sales and customer support, staying organized and prioritizing tasks effectively can make a significant difference. The MTS Assistant add-on, developed by Mien Trung Software (CRMPluginHub), is designed specifically for SuiteCRM users to tackle this challenge.
The essence of MTS Assistant is to bring important updates to your SuiteCRM home page throughout the day. It ensures that your sales and support teams are continually aware of open actions needing immediate focus, ultimately aiding in avoiding missed deadlines and follow-ups.
The concept of MTS Assistant is simple yet powerful: it highlights any item needing attention, such as new leads or opportunities lacking action. The assistant section organizes tasks by importance, showcasing:
- Leads assigned to you today
- Opportunities with overdue tasks
- Opportunities inactive for 30 days
- Opportunities without open activities
With these insights, your team gains a clearer direction on what to prioritize next, dramatically decreasing the likelihood of missing critical deadlines while simultaneously boosting customer follow-through.
One of the key features of MTS Assistant is the ability to customize the number of tasks displayed and the refresh rate of these updates. This flexibility allows users to tailor the system to their specific needs, enhancing productivity exponentially.
For further functionality, MTS Assistant complements other SuiteCRM add-ons like MTS History Timeline and MTS Field Highlight, each enriching user experience in their unique way.
Don’t hesitate to integrate MTS Assistant into your workflow to transform the way your team interacts with SuiteCRM. Learn more about MTS Assistant today and see first-hand the difference it can make in productivity and task management.
If you have questions or are interested in a demo, our developers are ready to assist you. Contact us for a demo and begin transforming your business operations with MTS Assistant!
