SuiteCRM Extension-Profile Scoring

Profile scores allow paying attention to significant customer-facing by prioritizing, in order to group leads/prospects based on score to give high importance.

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Profile Scoring Extension

$299

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Unlimited Users
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Works on versions 7.0.0 and above

Profile Scoring

Intuitive extension easily incorporate with your SuiteCRM to increase productivity.

Increase productivity and improves efficiency.

To help you find the right CRM software, we researched and analyzed from various options.

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calculate_leads
Calculate Profile Score
Calculate Profile Score and Profile Rating For Records Of Leads, Contacts, Accounts and Opportunities modules.
define_score
Define Score
Define Score For Individual or Combined Conditions.
Add
Add "AND / OR" operator
Add "AND / OR" conditional operator selection between each condition when Condition type "Combined condition"
add_or_subtract
Add Or Subtract Score
Add Or Subtract Score while Defining Score For Individual Conditions.
profile_rating
Profile Rating
Profile Rating and Score are displayed On Detail View of Particular Record if condition matched.

We improvise our products on regular basis to deliver the best

Compatibility
Current Profile Scoring Version 4.0
Last Update 19th September, 2019
Support SuiteCRM Version 7.0.* to 7.11.*
Database Support MySQL, MSSQL
Compatible Browser IE10, IE11, Firefox, Safari, Chrome
Supported Language English (United States), German, Spanish, French, Hungarian, Italian, Dutch, Portuguese, Russian

1. Calculate Profile Score and Profile Rating For Records Of Leads, Contacts, Accounts and Opportunities modules.

2. Define Score For Individual or Combined Conditions.

3. Add Or Subtract Score while Defining Score For Individual Conditions.

4. Profile Rating and Score are displayed On Detail View of Particular Record if condition matched.

1. Add "AND / OR" conditional operator selection between each condition when Condition type "Combined condition".

2. Fix the Bugs of Datetime combo field.

3. Change tablename of Profile Scoring extension as follows,

- From leadscoring to profile_scroring.

- From leadscoring_condtions to profile_scroring_conditions.

- From leadscoring_rate to profile_scoring_rate.

1. Set Multiple Profile Scoring Configurations for Leads, Contacts, Accounts and Opportunities modules.For example:

Accounts Module:

  • - Individual Condition : Billing City = Newyork : add = 30 and Billing Country = USA : sub = 10
  • - Individual Condition : Name = John Smith : add = 20
  • - Individual Condition : Name = John Smith : add = 20 If two record conditions match so display Profile Score : 40 (Considering Last record Profile Rating Star)

Contact Module :

  • - Individual Condition : Firstname = John : add = 15 and Lastname = Smith : add = 10
  • - Combined Condition : Firstname = John : Score = 20 If two record conditions match so display Profile Score: 45 (Considering Last record Profile Rating Star)

Leads Module :

  • - Combined Condition : OR conditional Operator : Lead Source = Cold Call OR Department = Developer : Score 20

2. Validation if Score 100 above then not allowed to enter.

3. If score is not between min score and max score then do not display star on detailview but score is display.

4. If score of two records 100 above then display 5 star.

Below issue fixed with this release,

1. After installing the newest Version old conditions disappeared.

2. Updating/Installing the Add-On removes custom Fields/Tabs.

3. Individual Condition: If there are two conditions: Only 1 condition is adding or subtracting to the score and not the other one.

Below issue fixed with this release,

1. Only Editview fields display in Condition blocks issue. Now onwards Editview and Detialview both layouts fields displayed in Condition Block.

2. Adding new feature of Duplicate Profile Scoring Record from Listview.

Below issue fixed with this release,

1. Remove validation of first condition must be selected as "ADD" action in Individual Condition Profile Scoring.For example,

  • Record of Profile Scoring
  • Individual Condition
  • Fields Condition -> Name equals to John Smith -> Action is Sub -> Score is 80
  • Fields Condition -> Fax equals to 211 -> Action is add -> Score is 30
if condition is satisfy then score will be (-80+30) -50. So profile Score is 0 because -50 is negative number.

Below issue fixed with this release,

The DetailView of Scoring Record is displayed buggy: https://prnt.sc/kqh9xr

The Condition is not displayed properly and a score can be entered.

"VILicenseBasedProfileScoring-1.6-V7.0.zip" to "VILicenseBasedProfileScoring-1.6-V7.10.zip" will work on SuiteCRM versions 7.0.* to 7.10 *

1. Profile Scoring support Multi Languages (German,English,Spanish,French,Hungarian,Italian,Dutch,Portuguese,Russian,Ukrainian)

"VIProfileScoring-2.0-Version7.0.zip" to "VIProfileScoring-2.0-Version7.10.zip" will work on SuiteCRM versions 7.0.* to 7.10 *

1. Module selection will be editable in Codition Block with this update

2. Show Related Module in Condition Block means You can able to add condition for related module as well.

3. Email field show in Condition block (For example, In Contact Module SuiteCRM have Email type field and User can able to add multiple email address(Primary and Secondary Email Address) in one field. So with this update we can able to add condition for email field and check if any email match then consider condition as matched))

"VIProfileScoring-3.0-Version7.0.zip" to "VIProfileScoring-3.0-Version7.11.zip" will work on SuiteCRM versions 7.0.* to 7.11 *

Major Release Profile Scoring 4.0 - 19/09/2019

- Profile Scoring extension support in MSSQL as well within this release.2. Show Related Module in Condition Block means You can able to add condition for related module as well.

"VIProfileScoring-4.0-Version7.0.zip" to "VIProfileScoring-4.0-Version7.11.zip" will work on SuiteCRM versions 7.0.* to 7.11.*.

- Add License Update option in Listview of Profile Scoring Configuration Page.

"VIProfileScoring-5.0-Version7.0.zip" to "VIProfileScoring-5.0-Version7.11.zip" will work on SuiteCRM versions 7.0.* to 7.11.*.

Profile Scoring plugin gives profile score and also profile rate to particular records of Leads, Contacts, Accounts and Opportunities modules.
Yes. You can add condition for multiple value of particular field and select "OR" operator.
No. Profile Scoring Supports on Leads, Contacts, Accounts and Opportunities.
user

Capsid

Great product, the plugin does what we need for scoring individual entries in Suitecrm. Their Customer Support is very fast and responds to every issue. Development Team is implementing most of the features that we want in record time.

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