I’d like to introduce SuiteSidecar, a lightweight Outlook add-in for SuiteCRM.
SuiteSidecar allows you to:
View an overview of a Contact in open email directly from Outlook
View and sync email context with existing CRM records
Save emails to SuiteCRM with one click
Create a new record from an email
Choose whether to save a new person as a Lead or a Contact
The goal is simple: make everyday CRM usage faster and more natural inside Outlook.
I’m releasing SuiteSidecar freely for anyone to use. If you’re interested in testing it, improving it, or adapting it for your own workflow, I would really appreciate your feedback.
Please feel free to:
Open Issues for bugs, feature ideas, or improvements
Submit Pull Requests if you’d like to contribute code
Suggest UX or workflow improvements
The Git repository is available here:
Attached you’ll find screenshots showing:
Login view
Contact overview
Saving an email to CRM (one click)
Creating a Contact or Lead from an email (one click)
I hope you find it useful, and I look forward to your feedback and contributions.
Current version is 0.3, which basically works at one installation. Some customization is needed for SuiteCRM. Instructions are in documentation.
On SuiteCRM side Notes are in Contacts Subpanel. Attacments are currently located inside Email note as notes. See example of an email containing three attacments.
I created a simple Create task -functionality, which inserts all info from email to task.
Creating a meeting opens a new meeting window in SuiteCRM with contact prefilled.
This is absolutely fantastic work — thank you so much for developing and sharing this with the community! It’s incredibly helpful to see tools like this being built around SuiteCRM.
Yes, let’s make SuiteCRM great again!
Really appreciate your contribution — looking forward to seeing how this evolves and happy to support with feedback along the way.
This looks really good, my two main items would be:
Create a case from an email
Create a quote from an email
and an enhancement (possibly). So at the moment you have profiles that are drop downs. As someone providing SuiteCRM support i would like the ability to have a single php connector live at a host somewhere, with pmultiple subdomains configured (ie for multiple clients) so they only see a single login prompt (based on their domain) and no dropdown.
