SutiSoft Inc.,a trusted provider of hosted and enterprise solutions today announced the release of SutiCRM 5.1, its web-based SMB/Enterprise CRM solution with added customization capabilities for all users.
The new release includes abilities to customize templates for invoices, quotes, sales orders and purchase orders; partial/complete invoice generation, customizable views and enhanced search criteria. The solution can be easily customized according to user’s requirements.
“These new SutiCRM features enable companies to configure the CRM solution as they need and tailor the solution to their specific environment.” - said N.D. Reddy, founder and CEO of SutiSoft, Inc .
Region administrators can customize templates for creating invoices, quotes, sales orders and purchase orders for users of their region. Templates will be applied when users send out invoices, quotes, sales orders and purchase orders to customers.
Global, geography and territory administrators can view leads and opportunity dashboards based on date filters based on a user’s requirement.
Automatically generate partial/complete invoices for products issued from inventory.
Delete products and forecasts from an opportunity.
Sort leads, opportunities, quotes and sales orders alphabetically. Region administrators can also sort accounts, contacts and invoices.
Global, geography and territory administrators can view the top 10 activities with highest revenue and filter them by geography, territory and region.
Columns used to display leads, accounts; contacts and opportunities details can be customized according to your requirements.
Region administrators can have privileges to lead scoring, taxes and template features. Administrators can add additional privileges later as needed.
Global, geography and territory administrators can easily track leads, opportunities, quotes and sales orders using the enhanced search criteria.
Administrators can customize drop down values for call status, lead source, opportunity type and service level fields.
Quickly select values for fields using the type-in search capabilities. Type-in the first character and all related values for the field will be displayed in the drop down.
SutiCRM is available in multiple versions: Free, Small Business, Corporate and Enterprise. Pricing starts at $9.95/per month/per user up to 30 users. Visit SutiCRM for more info.
SutiSoft develops a comprehensive suite of cloud-based business platforms and solutions for companies of all sizes. Our four SaaS platforms - Spend, HR, eSignature and CRM Platforms include scalable and easy-to-use solutions such as Travel & Expense, Accounts Payables, Accounts Receivables, Procurement, Supplier Relationship Management, HR, CRM, Document Management, Electronic Signature, Contract Lifecycle Management, and more. Our solutions enable SMBs, mid-market, and enterprises to cut costs, save time, and help in making smart business decisions. Headquartered in Sunnyvale, California, SutiSoft also has regional offices in Germany, India, and Japan. For more information, please visit our website https://www.sutisoft.com