Best Features of SuiteCRM an Open source CRM

By January 14, 2020 January 22nd, 2020 Integration, Opensource CRM, SuiteCRM

SuiteCRM is an open source web application that allows you to see, enter and evaluate all your company relationships regardless of the type of people, companies, projects or opportunities — all in an easy and intuitive interface.

Key Features of SuiteCRM

  • Reports
  • Sales Forecasting
  • Lead Management
  • Call Management
  • Sales Performance Management
  • Campaigns
  • Email Integration
  • Appointment Management
  • Opportunity Management
  • Contact Management
  • Sales Collaboration
  • Activity Management
  • Alerts & Notifications

Use SuiteCRM to improve sales productivity

Sales Automation

  • Leads, Converting Lead to
  • Opportunity/Account/Contact.
  • Opportunities, Potential sales in CRM.
  • Accounts, each account is a central record in B2B model.
  • Contacts, Contact can be related to multiple Accounts with specific roles of relationships.

Calendar

  • Meetings
  • Calls
  • Tasks
  • Sending invitations to attendees.
  • Google Calendar Integration (available in Advanced Pack)
  • Shared Calendar, the user can see schedules of coworkers.

Emails

  • Email Accounts. Automatic archiving emails from personal or group IMAP accounts. 
  • Incoming emails automatically get linked to corresponding records.
  • Outbound Emails
  • Email Templates
  • Email Folders
  • Email Signature
  • Email Filters
  • Mass Email
  • Multiple email addresses per a record

Customer Support

Inventory Management

  • Products 
  • Quotes and Invoices 

Analytics

  • Reports 

Misc.

  • Maps. displayed based on address fields.
  • Dynamic forms
  • Calculated fields
  • Export to CSV
  • Google Contacts Integration

Marketing Automation

Telephony

  • VoIP integration (available as VoIP Integration extension)
  • Outgoing calls from SuiteCRM, Click to call from SuiteCRM
  • Multiple phone numbers per record. Different types of phone numbers (Mobile, Office, Fax, etc.).

Administration

  • Data Import
  • Users, No user limitation in on premise version.
  • Teams, Users can be organized into teams.
  • Roles, Access control can be set for the whole team and specific user.
  • LDAP Authentication

Themes support workflows

Workflow Management, Actions can be triggered if specific conditions are met. Available actions: send email, update records, create new record, create notification, assign record by specific rule.

Customization

  • Layout Manager, Change layouts for detail and list views.
  • Entity Manager, Create custom entities, fields and relationships.
  • Label Manager, Ability to customize application labels.
  • Extensions, Ability to customize your SuiteCRM with installable extensions.

Therefore, an SuiteCRM is free for both personal and commercial use.

Nasir Khan - CRM Expert

Nasir Khan - CRM Expert

More than decade serving client-contact, consistently contributing above average, expertise been honed in cultivating strategic relationship, anticipating problems and communicating with warms, persuasive conviction. • Positioned SugarCRM as the most favorable CRM for BFSI industry in India