Wed. Dec 18th, 2024

SuiteCRM

What is SuiteCRM?

Open source modular CRM that can be configured for your sales or service department. Combined option is also available.

SuiteCRM is the award winning Customer Relationship Management application brought to you by SalesAgility who are the authors and maintainers. The application is enterprise ready and completely scalable to suit any business size or business requirement. The application is fully customisable and can be tailor made to fit your current or future business processes. Most importantly the application is open source and so it’s completely FREE to use, with no limitations on users.

SuiteCRM is an open source customer relationship management (CRM) platform that serves the needs of small to large businesses. It can either be installed locally or be cloud-based. It is customizable to suit the needs of businesses in any industry.
With SuiteCRM, users can create business process models and design flexible, automated actions that can be triggered to run at any time. Users can also model sales pipelines and create templated customer quotes, control pricing strategies, maintain contract renewals and track lead progress.
Users can also support customers through business-unique self-service portals. Service teams are instantly notified of customer requests and customers are instantly notified when the issues have been addressed and resolved.
SuiteCRM is free to download and use, with customization coming at a fee to the business. A community forum is available for free support, while dedicated support services are available to small and midsize clients and unique solutions with dedicated account managers are available to large enterprise clients.
What do you like best about SuiteCRM?

I can simply generate essential reports, gain a better understanding of campaigns, and set up tasks and follow up for leads; it is quite simple to use, even if I found it difficult to adjust to the change of software I presented at first. In terms of price performance, it significantly outperforms my expectations

Dashboards are much more customizable, easy to access, and integrate with other tools. User and role management feature helps to contribute to others. strong System securities.

The website application itself has a lot of functionality, and modification options seem to be endless. It has some semblance of JIRA to it, meaning tons of customizations, a lot of information storage and management functions.

Its clean, clear, and concise. I appreciate the areas that allow for project tracking and reporting in a low cost option for CRM.

Wide ramge of Features & Functionalities, designed to keep businesses in mind

What do you dislike about SuiteCRM?

There is nothing that i could dislike about SuiteCRM.

From a configurability perspective, there is a software development nuance you’ll really need to have to get it off the ground. Wouldn’t be for the faint of heart.

The software itself is messy in that it has so many different tags and functions for each option you’re adding to it. It’s working slowly, and the viewing of an added account is in no way user-friendly. If you add a record of any type, say your client to it and add some details to it; once you open it, the information is not displayed in a user-friendly manner. You might have to scroll or click through multiple tabs or pages to view various parameters of the record.

There’s nothing to dislike but, its a bit time consuming probably I have to explore more.

I used to use Salesforce CRM and got used to this software, so when I tried Suite CRM I had a hard time adapting for several days, but then I was able to solve with some tutorials and help from technical support, now I am quite satisfied with this CRM

What problems is SuiteCRM solving and how is that benefiting you?

Only the one indicated at the beginning that due to a change of software, the process was a little delayed, but otherwise I was very satisfied because I was able to solve my main problem, which was the control of the relationship between operations and sales from the same software

Finance, account management, and marketing strategies. Explore and run campaign plan etc.

We are storing a lot of data in SuiteCRM, and we are using it to retrieve information on a daily basis, but as I mentioned before, we are not very satisfied with it. It’s not fast, it’s not user-friendly.

We are using more as a project/ asset tracking post stales support perspective. Its helping us build out KPIs and report more efficiently.

Dashboard, Analytics, Lead Management, Campaigns etc

Features

CRM FEATURES
  • Interaction Tracking
  • Activity Dashboard

Pros

“Besides the traditional CRM functionality, SuiteCRM is loaded with other features usually found in ERPs, like Quotes, Contracts, Projects, and much more.”
“Apart from the obvious ‘open-source’ advantage of SuiteCRM it happens to be a great and fully functional CRM for any type of use.”
“Manage CRM, Sales quotation, sales order, invoice. Easy template design for invoice.”
“We are happy to use the functionalities like contact management and the best Email marketing. We can say that the software is flexible enough to complete our needs.”

Cons

“You need to do alot of customizations to make it work for your business. I am afraid of the time i will need migration to another system because i cannot find a foolproof method yet to do it.”
“I made the mistake of rolling out a highly customized CRM and later had to add functions/features that essentially broke because of my customizations.”
“I ran into errors installing it on two different server spaces (1 host gator & 1 GoDaddy). I needed developer to fix it.”
“Navigation is spotty as sometimes the menu items disappear when you are drilling into a specific feature. Fields randomly blank out such as on the invoicing.”

Pricing

Starting From:
Not provided by vendor

Yes, has free trial

Yes, has free version

PRICING DETAILS (Provided by Vendor):
SuiteCRM is an open source solution and is free to download.

By andrew

Leave a Reply

Your email address will not be published. Required fields are marked *