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Features of SuiteCRM

By January 10, 2020January 27th, 2020Opensource CRM, SuiteCRM

SuiteCRM is a gamified CRM software solution that converts work into play. It is a fun, yet effective CRM tool. Likewise, SuiteCRM is an open source CRM application that combines project management, marketing automation, and sales software into a single solution.

It uses gamification to engage and motivate users. This helps to increase user adoption which ensures successful CRM implementation. SuiteCRM is intuitive and easy to use and needs no training. 

Overview of SuiteCRM

  • Account management
  • Activity management
  • API
  • Campaigns and email marketing
  • Contacts management
  • Conversations
  • Customizable homepage
  • Dashboards
  • Developer friendly
  • Email correspondence
  • Email archiving
  • Exchange integration
  • Gamification
  • Gmail integration
  • Google Maps
  • Group Security
  • Internationalization
  • Lead management
  • Marketing automation
  • Mobile ready
  • Opportunity management
  • Outlook integration
  • Personalization
  • Product management
  • Reporting
  • Security management
  • Workflow

Contact Management

  • Full view of Contact details
  • 360 view of Accounts
  • Lead Management
  • Quickly find info with Global Search

Activity Management

  • Meetings, Tasks, Notes, and Attachments all in one place
  • Roll Up to see activities from related records
  • Latest activities widget, easy view of historical information

Deal Tracking

  • Sales Force Automation
  • Create and Manage Opportunities
  • Track Sales Pipeline
  • Probability of Closure

Gamification

  • CRM Gamificrewards end users
  • Scores & Badges
  • Achievement & Status
  • Proven to improve User Adoption

Reporting

  • Report on virtually any set of records
  • Drag and Drop Filters
  • Customize, save, share Reports
  • Charting includes 3D Bar Graphs, Donut, Pie, etc.

Workflow

  • Create custom Workflows with drag and drop wizard
  • Trigger email alerts or actions
  • Keeping track of events as they occur
  • Get notified on upcoming or elapsed events

Marketing Automation

  • Create and send Email Marketing Campaigns
  • Schedule Autoresponders
  • Build and embed Web Forms that link directly to CRM
  • Manage Campaigns

Product Management

  • Create Product Catalogs
  • Integrate Products with Opportunities, Accounts, and Contacts
  • Manage Product Items and quantities

Security

  • Roles
  • Groups
  • Permissions, Rights, and Policies
  • Ad-hoc teams

Personalize

  • Custom fields, layouts, and labels
  • Custom Dashboards
  • Calculated fields
  • Dependent drop-downs

Internationalization

  • Language Packs
  • Real Time Currency Conversion
  • Multiple Timezone support

Developer Friendly

  • Completely Open Source CRM
  • Extensive documentation and Community Support
  • Uses Test Driven Development (TDD)
  • Built on Yii/JQuery
  • Runs on Windows or Linux

Integrations

  • Restful API
  • Google Mapping / Geocode
  • Currency updator4m
  • Email archiving

On The Go

  • Tablet Ready
  • iOS Ready
  • Android Ready

Therefore, this is the best features which contain all the features of SuiteCRM open source CRM. Thus, the interface of SuiteCRM is modern and fresh and removes the boredom sales and marketing professionals associated with using a CRM tool.

To know more about Opensource SuiteCRM, please click here.

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