Open Source Meets No Code: View SuiteCRM Data Anywhere Using Glances
Access your SuiteCRM data anywhere, using Glances
Known as the world’s leading open-source customer relationship management software, SuiteCRM helps businesses worldwide sell, market, and service their clients more affordably and flexibly. SuiteCRM is part of Glances growing lineup of connectable CRMs, such as: SugarCRM, Salesforce, HubSpot, Pipedrive, Zoho, Freshsales and other popular solutions.
If you are a current or potential SuiteCRM user, you can simplify your workday with the ability to view your customer data while working in any app outside of the CRM. All of this and more is made possible by the Glances no-code integration platform. Whether you rely on other business apps like QuickBooks, Mautic, or other tools in your SaaS stack, Glances empowers you with a single view of your customer insights and personal tasks across multiple apps, in real time. Working on any webpage you visit or within any app you use, Glances helps you and your team eliminate roadblocks and get back to The simplest way to work™.
Available SuiteCRM views (we call these Glances)
When SuiteCRM is connected to Glances, you can search and view your live CRM data within any web app or platform you prefer to work in. Start by entering any contact’s name or email address in the Glances Search tab, or use Glances Search and Highlight feature to auto-search. From there, any available data related to your contact will appear, filtered and organized per connected app. Scroll through the list and click to view the details. If you need to jump out of Glances and view anything directly in an app, just click on our handy external link to make it happen.
Below is the current list of Glances available for SuiteCRM. Need to see a specific view or data set? Contact our team to discuss custom options for your business.
- List of SuiteCRM Contact's Cases
- List of SuiteCRM Contact's Tasks
- List of SuiteCRM Contact's Calls
- List of SuiteCRM Contact's Meetings
- List of SuiteCRM Contact's Notes & Attachments
- List of SuiteCRM Contact's Campaigns
- List of SuiteCRM Contact's Opportunities
- List of SuiteCRM Contact's Documents
- List of SuiteCRM Contact's Bugs
- List of SuiteCRM Contact's Invoices
- List of SuiteCRM Contact's Quotes
- List of SuiteCRM Contact's Contracts
- List of SuiteCRM Account's Cases
Immediate ways to view your SuiteCRM data using Glances
1. By Browser
Once the Glances browser extension is installed and you have connected your favorite apps, there are a few ways to access the data you need:
- ✔️ Click the Glances widget in the corner of the page to begin a manual search or view your upcoming tasks.
- ✔️ Click on any Glancey-stamped email address on any webpage you are viewing to see related data.
- ✔️ Try Glances Highlight and Search to auto-search by name, email, order numbers, and more criteria.
- ✔️ Use the My Daily Glances tab to view your personal tasks across apps: scheduled meetings, to-dos, and more.
2. By Web and Mobile
If you have an internet connection, you can access your Glances from anywhere, on any device. Log in to your glances.com account, locate the top search bar, then enter any contact’s name or email address to view any related data across your apps. For the best mobile experience, go to m.glances.com, log in, and start your search.
3. By Other Apps
Glances has in-app functionality with workplace platforms like monday.com. Learn more about connecting these two powerful platforms and stay tuned for more in-app product launches.
Glances is your go-to hub for multiple apps, not just SuiteCRM
You already depend on SuiteCRM every day as your go-to platform, but we realize you likely spend a lot of time in other applications important to your job. Finding both personal tasks and customer insights within various web apps is a huge, time-consuming struggle. Allow Glances to bring your favorite apps together, securely showing your data in a single view from whatever app you are using.
Integrate SuiteCRM with all your favorite apps, using Glances
Start your free trial to connect your favorite business apps and access your data in one easy click, from any app or webpage. You can find and connect SuiteCRM when you are logged in to your Glances account or check out our listing on the SuiteCRM Store marketplace.
More helpful steps
Schedule a demo to see the time-saving benefits of Glances in action or ask our team questions.
If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.
Find more step-by-step articles with the latest information on our support site.