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Sell, market & service smarter with a CRM

WHY YOU NEED A CRM?

Our flexible data model allows you to create a single tailored repository for all your customer data and use those key insights to improve efficiency, understand your customers needs and automate key actions. Our powerful reporting and dashboards give you quick visibility of key metrics to support your business.

Capitalize on your rich customer profiles to convert more leads and sell smarter. Our Open Source CRM provides you with all the tools to capture important leads, manage your opportunities and create personalized quotations freeing up precious time to sell.

Engage your customers more effectively with personalized experiences and consistent messaging. Automate customer segmentation, send targeted marketing content and track important activity to generate more leads and feed the funnel.

Enable excellent customer service by mitigating information silos whilst empowering your customer service team with the tools that will allow them to service smarter, faster and more professionally.

MAIN FEATURES

SALES

The best CRM for sales

With a CRM you have a clear overview of your leads, allowing you to detect new opportunities and close deals easier and faster. Grow your pipeline and increase the revenue, while staying in full control of your own data.

Manage your leads

Fast loading, customizable lead lists views help you detect the best leads with ease, and categorise them accurately. Reduce response time for your clients and spend more talking to them.

Detailed lead views allow you to view all relevant lead information in one single page, allowing you to easily follow up on the lead, update their info and successfully convert them in to a sale.

Full control over your accounts and contacts

By creating a central repository of your customers, a CRM provides you with a 360 degree view of all important activities, as well as rich history. You get an overview of all accounts, contacts, open/closed opportunities and more, so that you can drive value and detect new sales.

Never miss a sale again

All your opportunities are well organized, and the ease of managing them allows you to spend your time on closing opportunities and generating revenue! Get the most out of your sales funnel.

Increase efficiency with Automation

The powerful workflow module allows you to create business logic that evaluates records as they are created and updated, and determines if an automated action needs to occur. As your business grows, and the amount of data that has to be monitored increases, workflow becomes your perfect ally to maximize the efficiency of your business processes.

 

Sales reporting

Real Time dashboard reporting gives you visibility of key insights and the sales pipeline. The advanced reporting module allows you to create your own custom reports, which can be loaded in to your own dashboards.

MARKETING

CRM for marketing

Create campaigns, send out mailings, automate marketing tasks and see the results in reports. Improve your marketing, grow the interest in your product or service and send better leads over to sales.

Generate new leads

Use the web form template Wizard to create embeddable forms to capture leads on your website, assigning them automatically to the right campaign. Capture and understand where your leads are coming from will help you improve the customer journey.

Nurture your existing leads

Create lists of prospective or existing customers, and nurture them with newsletters, emails, and non-emails campaigns. Use the powerful newsletter editor to create stunning emails, and monitor the results of your campaign in real time.

Marketing automation

Use the Workflow module to automatically add leads to the right campaign, and to deliver the right message at the right time.

Automatically detect leads that qualify for sales, and assign them to the right sales agent, tailored to your own business logic.

Third party integrations

Using marketing tools like Mautic, Mailchimp or others? SuiteCRM comes with a powerful API, and there are many plugins available. Create a seamless integration with the tools you use and get the best of both worlds.

SERVICE

CRM for services

Deliver the best service to your customers with less effort. Use the Cases module for efficient and organized communication with your clients and incorporate template

responses to save time.

All the customer communication is saved in the CRM, providing you with a complete overview of the provided service, and the ability to detect where you can improve.

Provide support with ease

Use the Cases module to efficiently manage interactions with customers when they ask for help or advice, for example in a Sales or Support function. Provide support faster and easier, and keep your customers happy.

Customer self service portal

The self service portal allows you to manage all your customer issues through an easy to setup and use website. Your service teams will be instantly notified of customers issues and your customers will automatically be informed as soon as their issues have been dealt with.

Save time

Create template responses for Cases with the Knowledge Base Module, and save time on responding to customers.

Improve your products

Turn the feedback from your customers into trackable bugs, helping you to efficiently improve your products.

IT

Full control

You are in full control over your own CRM. You decide where you deploy the CRM, on-premise or in a cloud, and you have full control over all the data and code. SuiteCRM is deservedly described as the world’s most popular open source CRM.

Powerful admin tools

Easily customise the CRM to fit the needs of your company. Use the Studio to create custom module fields, layouts and relationships, and use the extremely powerful Security Suite Group Management feature to control what your users can access, locking down sensitive data to specific groups or teams.

Integration with other software

The Rest API allows you to seamlessly integrate the CRM with other software in your company, creating a highly efficient and robust IT environment that enables the company to focus on their core activities.

The safe choice

Fully featured, robust, scalable and open source, making it the best CRM on the market. Unlike other CRM’s there are no limits on number of users or features, and there is no vendor lock-in. Starting with SuiteCRM, or migrating from another CRM to SuiteCRM, is the safe choice that will save you money and time.

Explore all of our software features.

Accounts module

Accounts will hold all information specific to a company that your organization will have a relationship with. This module allows you to manage all accounts.

Bugs module

To record and track bugs in the products that you offer.

Calendar module

Manage your time by scheduling Meetings, Calls and Tasks, and optionally share your Calendar so to allow others to view your upcoming activities.

Calls module

Schedule and log a record of inbound and outbound calls.

Campaigns module

To track, evaluate and manage campaign including the sending of email marketing campaigns.

Cases module

Cases are used to record interactions with Customers when they ask for help or advice, for example in a Sales or Support function.

Contacts module

Contact is an individual who is typically associated with an Account and Opportunity. This module allows you to manage all contacts.

Contracts module

Used to manage Contracts and reneway dates.

Documents module

The Documents module can be used as a repository for Customer issued or internal files.

Emails module

Record emails sent to and form customers.

Events module

Manage information of a particular event and send out invites to delegates.

Invoices module

Used to create, track and issue invoices to customers.

Knowledge Base module

Template responses to bu used with the Cases module.

Leads module

View leads (unqualified sales prospects) in customizable list, and manage them. Once a Lead is qualified and converted it will turn in to; a Contact once you have established “Who” it is, an Account when you know “Where” they work and an Opportunity once it is known “What” they night buy.

Meetings module

Schedule and record meetings with your customers and leads.

Notes module

Used to keep a record of any comments, observations or explanations to build the customer profile.

Opportunities module

An Opportunity is a qualified Sales prospect.  This module allows you to track your Opportunities throughout the Sales Pipeline until the deal is “Closed Lost” or “Closed Won.”

PDF Templates module

To create templates that can be used for Quotes, Invoices and Contracts.

Products module

A product catalogue where users can select from when preparing Quotes.

Projects module

Projects module allows the User to arrange their organization’s projects by tracking a number of Tasks and allocationg resources.

Quotes module

Used to create, track and issue Quotations to customers

Reports module

Real-time reporting using CRM data.

Targets module

Typipcally Targets are used as the recipients of a Marketing Campaign, your organization knows very little about these individuals and they may be reused for new Campaigns or deleted without any impact to the business.

Target Lists module

Distribution Lists used when sending email marketing campaigns.

Tasks module

Record, relate and assign Tasks and to-do items that require action.

Workflow module

Atomated actions based on conditions withon the CRM data.

Responsive layout

View the CRM on any device

Languages

Translations for over 50 languages, 16 of them over 96% complete.

Customization front page

Customize your front page with dashlets that contain leads info, custom charts, reports and more, in one or multiple tabs.

Customize the menu

Customize your menu to gain quick access to the modules that are important for you.

Developer Tools

Customize module fields, layouts and relationships. Create and edit modules, module layouts and configure tabs.

Desktop Notifications

Receive desktop notifications, such as upcoming meetings and new assigned leads.

Advanced Search

Perform advanced searches on all modules. The optional full text global search feature enables enhanced functionality of searching text in documents and other files.

User Management

Manage users, set employee information, role, locale settings and more.

Role Management

Manage role membership and properties, limiting or granting access to access, delete, edit, export, import, list, mass update and view each module.

Password Management

Manage password requirements and expiration, enable LDAP Support, and SAML Authentication.

Security Suite Group Management

Configure Security Suite settings such as group inheritance, additive security, etc. Control what your users can access. Lock down sensitive data to specific groups or teams.

System settings

Configure the system-wide settings, such as theme, currencies, languages, activity streams, etc. according to the specifications of your organization. Users can override some of the default locale settings withon their user settings page.

Rest API

Integrate with other applications, like ERPs, Marketing tools, and more.

Add-ons manager

Install and manage add-ons, creating new funtionality in your CRM.

Industries

Education
Finance
Healthcare
Legal
Manufacturing
Nonprofit
Public Sector
Retail
Startups
Travel

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Grow your company to new heights with a CRM. Sell more efficiently and maximize your revenue, while keeping full control of your own data.