The SuiteCRM is a simple, flexible, and effective CRM tool you can use for your small and medium businesses. The SuiteCRM is a good tool to keep track of your contacts and companies you do business with, communications with them, sales opportunities, and what activities and tasks that need to be done.
SuiteCRM allows you to have a complete Customer Relationship Management (CRM) program by storing and organizing information about your customers and contacts, including tasks and to-do lists. You can also create custom categories for various data about your contacts. Keeping track of the people, organizations, and companies that you do business with is easier with SuiteCRM.
Data about your contacts can easily be shared with your team or the entire company using SuiteCRM. You can import contacts from Outlook, Gmail, V-card, spreadsheets and any CSV file into SuiteCRM. Additional information such as notes about communications with contacts, meeting outcomes, among others, can easily be added in the file.
SuiteCRM also gives you a quick summary of opportunities via the sales dashboard. You can keep track of the various opportunities and milestones that are linked with a success factor which you can use to forecast potential sales revenues.
With SuiteCRM, you can generate reports and extracts from the pipeline using configurable filters.
SuiteCRM can be hosted locally as well as on cloud, ensuring your data is safe and secure. In addition, information that passes between your computer and the servers are encrypted using a technology called SSL, the same technology that banks use to protect data.
SuiteCRM offers many customization options to help tailor the system to meet the needs of different businesses, including custom fields, tags, and branding options. It also allows users to define sales processes with configurable milestones for each stage of the pipeline. Each milestone is linked with a success criterion that is used to generate revenue forecasts.
SuiteCRM supports integrations with a range of leading small-business solutions for customer support, email marketing, document management and accounting.