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SuiteCRM offers a comprehensive set of tools for managing the relationship between a company and its clients. Users can efficiently manage …
Overview
What is SuiteCRM?
SuiteCRM is a popular Open Source CRM software developed and supported by SalesAgility in Stirling, designed to present a viable alternative to Salesforce, SAP, Microsoft Dynamics and Oracle.
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What is SuiteCRM?
SuiteCRM is a popular Open Source CRM software developed and supported by SalesAgility in Stirling, designed to present a viable alternative to Salesforce, SAP, Microsoft Dynamics and Oracle.
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Product Demos
The Classic View in SuiteCRM 8 Explained
YouTube
How to Customize the Menu Bar in SuiteCRM 8
YouTube
How to Configure Bulk Actions in SuiteCRM 8
YouTube
Displaying Fields in Different Modes in SuiteCRM 8
YouTube
SuiteCRM Extension - Reminder & Notification
YouTube
Google single sign-on (SSO) to SuiteCRM using oxd
YouTube
Product Details
- About
- Tech Details
What is SuiteCRM?
SuiteCRM is a popular Open Source CRM software developed and supported by SalesAgility in Stirling, created as a fork of SugarCRM Community Edition when SugarCRM abandoned Open Source in 2013. It is designed to present a viable alternative to Salesforce, SAP, Microsoft Dynamics and Oracle.
Beyond allowing teams and organizations to manage customer data, ots sales automation modules enable users to model sales processes using tools to increase lead conversion rates, send personalised quotes and prioritise which opportunities should be pursued.
For marketing, its custom fields can be used to model personas, and data can be segmented using its Target Lists module. This can be used to create engaging campaigns to send marketing content and automate marketing tasks.
And SuiteCRM's case Management modules and self service portal allows users to successfully manage customer issues. It can manage all correspondence within the case, use workflow to track resolution times and monitor case categories to understand the problems that customers face.
Beyond allowing teams and organizations to manage customer data, ots sales automation modules enable users to model sales processes using tools to increase lead conversion rates, send personalised quotes and prioritise which opportunities should be pursued.
For marketing, its custom fields can be used to model personas, and data can be segmented using its Target Lists module. This can be used to create engaging campaigns to send marketing content and automate marketing tasks.
And SuiteCRM's case Management modules and self service portal allows users to successfully manage customer issues. It can manage all correspondence within the case, use workflow to track resolution times and monitor case categories to understand the problems that customers face.
SuiteCRM Video
SuiteCRM Overview
SuiteCRM Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
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- Recommendations
SuiteCRM offers a comprehensive set of tools for managing the relationship between a company and its clients. Users can efficiently manage projects, track sales progress, and record customer data using this software. The product's customizable modules and ease of integration with other systems make it an excellent solution for small to medium-sized businesses looking to improve their marketing and sales data management.
With SuiteCRM, users can easily navigate sales leads, forecast sales, and measure prospect and customer activities throughout the sales pipeline, eliminating the need for manual spreadsheets. The system provides managers with full visibility into all departments of their customers and leads, driving sales growth. Additionally, SuiteCRM consolidates asset data and provides quick access to support, making it an ideal solution for service companies who want to centralize all client interaction records into one platform. Overall, SuiteCRM helps businesses streamline their operations, save costs, and increase productivity by providing an effective tool for generating reports, tracking leads, and organizing tasks across teams.
Customizable: Users appreciate how customizable the SuiteCRM platform is, with many reviewers stating that it is one of its best features. The ability to create custom fields and modules without programming knowledge has been a popular feature among users.
Easy to use/navigate: Many users find the SuiteCRM platform easy to use and navigate, even for those who found it difficult to adjust at first. Reviewers appreciate the simple design and user-friendly interface of the software.
Cost-effective: Several reviewers have noted that SuiteCRM provides excellent value for money, outperforming expectations in terms of price performance. The open-source and free license make it a very favorable option for many businesses looking for a low-cost CRM solution.
Outdated Technology: Several users have reported that SuiteCRM has outdated technology such as an old version of PHP which poses a security risk and can be prone to cyber-attacks. The API also needs renewal with a modern one, and developing custom solutions can be challenging due to old coding methods and lack of documentation.
Poor User Interface: Many users have noted that the UI is not modern and can be confusing for new users. The email module takes a long time to load emails from servers, and the reporting module needs improvement. Some users have suggested that SuiteCRM feels like a database with a user interface designed on top of it, making it difficult to use at times.
Limited Customization Options: Users have reported limitations in terms of customization and design options. Creating rules for workflows has been noted as difficult unless the user has good programming expertise. Additionally, the current version only has one theme option, limiting customization options for layout.
Based on user reviews, SuiteCRM receives the following recommendations:
Customization and Tailoring: Users recommend customizing SuiteCRM to suit their specific needs, utilizing the modular builder or opting for bespoke customization. The software allows for modifications without the need for expensive add-ons, making it a cost-effective option.
Affordability and Budget-friendliness: Many users praise SuiteCRM for being a budget-friendly CRM solution. It offers a free license and is considered affordable compared to other options in the market. Users appreciate the opportunity to save time and money while still having access to excellent customer service.
Thorough Research and Planning: Users emphasize the importance of doing thorough research and considering the specific needs of their business before choosing a CRM system. They recommend having a clear plan in mind when using SuiteCRM and exploring its potential gradually. Additionally, users advise businesses to have a good in-house tech support team to ensure smooth implementation and integration of the software.
Overall, these recommendations highlight SuiteCRM's cost-effectiveness, customization capabilities, and the need for careful planning and research before implementation.