Detailed functional overview
SuiteCRM is a fully featured, highly flexible, open source CRM, which can be installed on-premise or in the cloud, and allows companies and organizations to have full control over their own customer data. It delivers actionable insights into customers, boosts conversions, helps increase sales, bolsters customer care and streamlines business operations. The CRM is as powerful as Salesforce and Dynamics, but with the unique benefit of being completely open source.
Sales
Sales part includes usual everyday processes in any type of business environment, small, medium or big one. SuiteCRM enables you more efficient management, easier knowledge sharing among the employees, better sales forecasting, easier adjustments to ever changing sales trends, client profitability analysis, increase in productivity of Key Account Managers or whole sales teams, increase in sales transparency and many more. Hereafter you can find some of the predefined functional Sales modules in SuiteCRM.
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Marketing
Marketing part enables users efficient and well managed lead generation, efficient management of lead's life cycle - from the moment of initiation to the moment of conversion. Moreover, it enables users to easily create multi channel marketing campaigns (mails, newsletters, sms, calls, surveys), their management and analysis. SuiteCRM supports automatic users opt-out and enables better consistency and coordination of marketing campaigns. Moreover, if necessary, SuiteCRM can be integrated with various marketing services like MailChimp or ActiveCampaign.
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Service
Service part enables users to efficiently manage requests / cases / incidents / inquiries. Timely and quality response to your Client's requests have strong positive impact on retention rate which is one step forward the ultimate goal - loyal Client.
Also, 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.
Also, 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.
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Activities & Collaboration
Besides all of the functional modules listed above, SuiteCRM also has different options for activities and collaboration processes. These can be related to all CRM entities but also used as isolated records. Users can schedule meetings, calls, send emails, create tasks or events and share them through modern, drag&drop calendar or through different dashlets on the Home screen. All these can also be syncronized with most popular email clients like MS Ooutlook or Gmail.
Besides, SuiteCRM offers various kind of notifications and reminders which can be set up and triggered through email or notification icon in the main menu toolbar. To make things even more exciting these can be defined manually through elegant workflow engine, which can be used by non programmers, or built in activity reminders. Activity stream, which can be set up as a dashlet, shows users all recent activities of fellow CRM users.
Besides, SuiteCRM offers various kind of notifications and reminders which can be set up and triggered through email or notification icon in the main menu toolbar. To make things even more exciting these can be defined manually through elegant workflow engine, which can be used by non programmers, or built in activity reminders. Activity stream, which can be set up as a dashlet, shows users all recent activities of fellow CRM users.
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Platform possibilites
SuiteCRM as a platform has numerous built in options which enrich already abundant functional ecosystem. SuiteCRM gives you options to make detailed user management rules and consequent rights. It has several different, built in system setting tools, which allow you to control your instance in varoius ways. There is also one huge part of SuiteCRM called 'developer tools' which allow you to make various changes in basically all user interface screens, without needing to programme one line of code. Also, it allows you to build new modules from scratch with non programming skills, making it possible for an avarage user to make drastic changes in their CRM application. It has also built-in REST services for integration with third party applications. The list goes on, if you are interested in additional exploration feel free to contact us or try the demo yourself.
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Mobile
SuiteCRM has a responsive theme, thus it adjusts its resolution automatically in dependence of the screen size. So, you can immediatelly start using it on your mobile platforms without any interventions. This shall be completely sufficient for your immediate mobile needs.
If you need some special mobile customizations, there are dedicated SuiteCRM mobile applications developed by third companies. You can find them mostly on SuiteCRM Store.
If you need some special mobile customizations, there are dedicated SuiteCRM mobile applications developed by third companies. You can find them mostly on SuiteCRM Store.
