Simple Plugins with a lot of Power Print E-mail

 

The StarRater

Helps CRM users categorize data according to their quality. With the click of a mouse, individual leads, accounts, and contacts are given a rating from one to five stars. After the data is rated, the number of stars assigned is displayed visually alongside the metrics in modules and list views. Additionally, ratings are integrated into the reporting module. Although a relatively simple tool, the StarRater is in fact very powerful for CRM users. This is especially true when it comes to qualifying leads.

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The Address Verification Tool

Address Verification image Improves database accuracy and saves time by automatically inputting the city and state fields once a user has entered the zip code of a lead, contact, or account.

 

 

The Zip Code Radius Search

Zip code radius search

Allows users to view a list of all leads, contacts, and accounts within a specified geographical radius.

zip_code_radius_screenshot

 

 

The Phone Number Formatter

phoneAutomatically formats phone numbers upon entry according to country code and area code.

 

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