MTS Record Score
Automated Lead & Opportunity Scoring Matrix for SuiteCRM
Automatically calculate quality scores and letter grades (A/B/C/D) to help sales reps focus on their highest-converting opportunities.
Why Choose MTS Record Score?
- Prioritize top sales leads and high-value deals with automated rule-based scoring.
- Calculate scores dynamically based on budget, company size, engagement, and profile completeness.
- Visual badge score display (0-100) and grade indicators across List Views and Detail Views.
- Trigger automated workflow actions when a lead reaches hot score thresholds.
Key Capabilities & Features
- Custom Scoring Matrix: Assign positive or negative point values based on field criteria and activity counts.
- Automated Grade Brackets: Map numeric scores into letter grades (e.g. 80-100 = Grade A Hot Lead).
- List View Badge Indicators: Sort and filter leads by score badges directly in standard List Views.
- Real-Time Re-calculation: Automatically recalculates scores whenever records or linked activities change.
Popular Business Use Cases
- Automatically grading inbound leads based on job title, company size, and budget.
- Scoring Opportunities based on stage progression, decision-maker presence, and close date.
- Identifying accounts with high expansion potential based on usage metrics.
Enterprise Grade & Upgrade-Safe: Built strictly following SuiteCRM architecture standards. All modifications are stored safely in upgrade-resistant directories, ensuring smooth transitions across CRM version updates.
📸 Visual Walkthrough & Interface Preview
Take a visual tour of MTS Record Score features, intuitive layouts, and configuration options inside SuiteCRM:
Feature Breakdown for MTS Record Score
Explore the core functionality, productivity tools, and administrative capabilities included with this plugin.
Custom Scoring Matrix
Assign positive or negative point values based on field criteria and activity counts.
Automated Grade Brackets
Map numeric scores into letter grades (e.g. 80-100 = Grade A Hot Lead).
List View Badge Indicators
Sort and filter leads by score badges directly in standard List Views.
Real-Time Re-calculation
Automatically recalculates scores whenever records or linked activities change.
MTS Record Score - Documentation & Setup Guide
1. Prerequisites & System Requirements
- CRM Compatibility: SuiteCRM 7.10 - 7.14 and SuiteCRM 8.0 - 8.7+
- PHP Version: PHP 7.4, 8.0, 8.1, 8.2, or 8.3
- Database: MySQL 5.7+ / MariaDB 10.3+
- Admin Privileges: Full SuiteCRM Administrator account required for installation.
2. Installation via Module Loader
- Download the installation package (
mts-record-score.zip) from your Mien Trung Soft account. - Log in to your SuiteCRM dashboard as an Administrator.
- Navigate to Admin > Module Loader.
- Under Upload Installation Package, click Choose File and select
mts-record-score.zip. - Click Upload.
- Once uploaded, locate the module in the list and click Install.
- Review and accept the license terms, then click Commit.
- After installation completes, navigate to Admin > Repair and run Quick Repair and Rebuild.
3. Configuration & Administration
Go to Admin > MTS Record Score. Create a scoring profile, define point weights for key field values, and set grade thresholds.
Configure user role permissions under Admin > Role Management if you wish to restrict module access to specific teams or security groups.
4. Troubleshooting & Support
- Assets not loading? Run Quick Repair and Rebuild and clear your browser cache (Ctrl+F5 or Cmd+Shift+R).
- Permission issues? Ensure correct file permissions on your SuiteCRM server (
chmod -R 755 custom/ modules/). - Need technical assistance? Contact our dedicated support team via your Mien Trung Soft portal or email us with your CRM error logs.
Is MTS Record Score compatible with SuiteCRM 7 and 8?
Does this plugin modify core SuiteCRM files?
Can I install this on development or staging instances?
What is included with technical support?
How do I receive plugin updates?
Related SuiteCRM Plugins
MTS Tag Field | Advanced Color Tags for SuiteCRM
Organize your CRM records instantly. Add visual, searchable, color-coded tags to any module for rapid categorization and filtering.
MTS Sales Path | Visual Pipeline & Journey for SuiteCRM
Guide your reps to close more deals. Add a visual, interactive Salesforce-style Sales Path chevron to Opportunities, Leads, and Cases.
MTS Kanban for SuiteCRM
Transform static list views into a dynamic visual workflow board — drag cards between stages to update statuses and revenue totals in real time.
Request this plugin
We don't run automated checkout yet — every order goes through a short form so we can confirm your SuiteCRM version, license type, and send a secure payment link.