SuiteCRM is an open source, modular CRM that can be configured for sales, marketing, IT or service departments in any industry, in businesses of any size. With the aim of helping businesses to boost conversions, increase sales, streamline business workflows, and improve the customer experience, SuiteCRM provides users with actionable insight into customer behavior, leads, accounts, and more. The open source format of SuiteCRM means that users can scale the application and customize modules and features to meet their business needs.
For sales and marketing teams, SuiteCRM can be used to get a clear overview of leads and opportunities through customizable and categorizable leads lists from which users can access all relevant lead information. The lead management tools within SuiteCRM facilitate the tracking of visitor activity, opened and closed opportunities, and sales funnels, in order to ensure that no opportunities are missed. Actions such as emails, follow-ups, delivery of marketing content, lead assignment, and more can be automated by creating custom business logic workflows which determine if action needs to be taken based on customer action or inaction.
Service teams can benefit from SuiteCRM’s case management, communications, and self service tools, to create an enhanced customer support experience. The cases module can be used to manage customer support requests and queries and users can log all client interactions, view contact history, incorporate template responses, and more. SuiteCRM also facilitates the creation of a knowledge base and client portal for customer self-service, so that employees have more time to spend on other tasks.
And entire suite of CRM capabilities without being nickle-and-dimed for every user or add-on.
Out of the box it is a great program that replicates virtually all of the needed tasks of others CRMs that have monthly user subscriptions. It is also very easy to find programmers to add additional functionality, even if you personally do not know programming. I have been able to add an almost complete company workflow into the software as well as have it connected to other large datasets related to my business. And I own all of the customizations, code and data while not being overly locked into another company's proprietary system.
The email module is its weak spot and the UI could be improved - although it has come a long way over the past few years.
When self-hosting was a requirement for storing my customer details, SuiteCRM was a primary candidate. It was fairly easy to install and begin using. You can choose which modules to implement, everything from inventory and reports to Outlook plugins and project management. I just needed the basics, customers, contacts, appointments, notes. With the API I was able to integrate it with my time tracking app and save work done into the CRM customer notes.
I started with version 7, where the UI had just had a major revision. It was more responsive but much less efficient in terms of screen real estate. Because I had the source, I was able to tighten up specific styles so I could view more information per screen.
SuiteCRM is a huge application. There are a myriad of options, however they are well organized and I didn't find it difficult to locate what I needed.
Fantastic experience since the software was 'forked' from the SugarCRM Community Edition 3-4 years ago. Sales Agilty who are the driving force behind SuiteCRM have really taken it by the scruff of the neck and turned it into something that can compete head on with cloud-based or enterprise CRM systems.
1. open source
2. so no per user per month fees
3. customisable. Either using the Module Builder or via bespoke customisation
4. easy to integrate with other systems using tools like Zapier or by doing bespoke work
5. that I can take my time rolling it out across my business as there are no massive 'software investments' to make
Nothing. We love using it and use it EVERY SINGLE DAY. It is one of only three 'line of business' applications in my business.
My overall experience with SuitCRM is amazing. I am using it for more than three years and found it really effective and helpful CRM. I am using it to create campaigns, track emails, fetching reports and creating the dashboard for the information. After using this CRM now I ensure that my data and information is now secure.
I like SuitCRM's simple design and easy to use user interface. I like this very much because operating SuitCRM is very easy. SuitCRM is fast, reliable and secure CRM and this is something I like the most about this amazing CRM.
There is one thing that I want to highlight that I dislike about it which is sometimes when I wish to fetch large size reports from this CRM, it gets stuck sometimes but overall I am very happy with its performance.
I am the admin of Suite CRM for my work place. Our sales team uses this platform to track leads, opportunities, and to generate quotes and invoices. We have imported our part numbers from Excel. It has allowed us to add custom fields and also allowed us to create custom pdf templates for the quotes. We use Suite CRM every day. We like that it is free and that we can host it in house as opposed to in the cloud. Overall it is easy to use, but not a perfect solution. Only certain fields can be flex related to other fields in other modules, so sometimes certain custom fields do not auto-populate. It does have nice in depth reporting and searching functionality. It has a lot of flexibility to make it work for your own unique business needs. The biggest draw back is lack of support and a ton of bugs in the code of both Suite CRM and the optional modules. A lot of time is spent debugging the platform and we are not programmers so sometimes fixing one bug leads to other bugs or can quickly cripple the system leaving it down for hours while we try to solve the bugs. Because it is such an important part of each call our sales team takes, it is a big deal when the system goes down. Because my main job function is not maintaining the CRM, it also means taking time away from other projects. Overall though; what do you expect for free? We are still satisfied and have been using Suite for several years now because it is free and full of flexible functionalities.
Able To Host It On Your Own Server Instead of In The Cloud
It's Simple To Use
Ability To Create Your Own Modules
Lots Of Other Modules Are Available For Free or Paid In The Community
These Modules Allow You To Do Just About Anything With This CRM
Their Support Is Not Very Good - I Have Posted In Their Forums Seeking Support And Never Heard Back
They Don't Provide Phone Support For The Free Version
There Are A Lot Of Bugs In The Code
Sometimes Updates Fix One Bug and Break Another
You Have To Know Code To Fix All These Bugs
If You Don't Know What You're Doing You Can Mess Up The Code and Cripple The System
SuiteCRM is an open source solution and is free to download.
Below are some frequently asked questions for SuiteCRM.
SuiteCRM offers the following pricing plans:
Pricing model: Free, Subscription
Free Trial: Available
SuiteCRM is an open source solution and is free to download.
SuiteCRM offers the following features:
SuiteCRM has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
SuiteCRM supports the following languages:
Chinese (Simplified), Chinese (Traditional), Dutch, English, French, German, Indonesian, Italian, Polish, Portuguese, Russian, Spanish, Thai, Turkish
SuiteCRM has the following pricing plans:
SuiteCRM supports the following devices:
Android, iPhone, iPad
SuiteCRM integrates with the following applications:
Cayzu, Google Maps, Integromat, Joomla, Mailchimp, Microsoft Dynamics CRM, Microsoft Outlook, Salesforce Sales Cloud, Wordpress, eTrigue
SuiteCRM offers the following support options:
Knowledge Base, Online Support, Phone Support