Our free plan is loaded with features to help small businesses and start-ups efficiently run their businesses which is for a month depending upon the service provider SuiteCRM Partner.
Sales Force Automation:
- Lead Generation & Qualification
- Pipeline Analysis
- Sales Stage & Probability Analysis
- Competitive Analysis
- Real-Time Forecasting
- Quota Management
Lead Management:
- Automate lead management process
- Fast track lead to deal process
- Capture leads from website
- Import leads from trade shows, seminars, direct mail, etc.
- Match sales-ready leads to the right sales people
- Convert prospects into opportunities, accounts, and contacts with a single click
- Sales processes as per own best practices (B2B & B2C)
Account Management:
- Single database
- Customer data across products, geographies, account, and status
- Parent-child relationships between customer accounts and their subsidiaries
- Price quotes, sales orders, and invoices
- Purchase history to find cross-sell and up-sell opportunities
- Loyalty programs
Effective Follow-up:
- Log important customer calls
- Save customer meetings and calls in an intuitive calendar
- Invite employees, leads and contacts to meetings and events
- Manage recurring events by day, week, month and/or by year
Website Integration with Forms:
- Create forms with no coding
- Set rules to simplify lead distribution
- Upload forms live instantly
- Catch leads directly into your CRM
SuiteCRM Mobile Application (FynCRM):
- Real time access to customer data
- Receive sales alerts
- Search customers nearby, create tasks
- Capture trade show leads directly into SuiteCRM
- Digitalize and save business cards on your iPhone
CRM Workflow Management:
- Workflow alerts while creating or modifying records
- Associate tasks to the workflow rules with CRM records
- Email notifications with templates and upon triggering a workflow rule
- Auto schedule the workflow actions at pre-defined interval
- Instant notifications to 3rd party applications using API’s
- Custom Functions
- Macros automate tasks
Sales Tracking:
- Sales Opportunity Management
- Monitor sales opportunities across sales cycle
- Import sales opportunities from third-party solutions and services
- 360-degree view
- Drag-and-drop customization wizard
- Big deal alert
- Sales pipeline and sales escalation process
- Free Edition
Pulse:
- Track records that are critical to your business based on your criteria
- Stay on top of sales updates in real time
- Identify cold prospects for a sales follow-up
- Sort updates by users and modules
- Sort records by record owner and module
- Complete visibility based on last activity
Sales Forecasting:
- Revenue based on data within SuiteCRM
- Create, assign and revise sales quotas
- Assess individual and team performance
- Forecast accuracy against commit amounts
- Fully customizable forecast reports and dashboard
Productivity:
- Business Card View
- Quick glance at important details of the contact without scrolling or searching
- Customize fields
MailMagnet:
- Captures collates and distributes customer email activity within your CRM
- Get notification and reply to customer emails within CRM
- Intuitively scans your mailbox and displays only relevant emails
- Send emails via your favorite email client
- Get a copy of the email linked to the right lead or contact in CRM
- Link prospect and customer’s emails with your CRM data
- Share emails from prospects based on your own rules
- Create mail merge templates for different modules
- Get updated user info in merged documents
- Manage templates in secured folders
Document Library:
- Role-based folders, sub-folders
- Share collateral to your salespeople
- Send documents from your CRM
- One document can have multiple versions
- Quick feedback from colleagues to improve document
Social CRM:
- View social interactions of your brand with prospect
- Reply to direct messages, likes, and mentions via your brand’s social profile
- Engage future prospects from within the social stream
- Stay tapped on customer’s interests and updates
- Comment or like them inside CRM
CRM for Google Apps:
- Custom Modules, API, Webhooks and Custom Functions
- Create campaigns, email marketing & autoresponders
- Enable security controls, organizational hierarchy & territories
Conclusion:
Above all, SuiteCRM can be integrated with other external plugins like – SuiteCRM Xero Accounting Integration, CRM Customer Portal, SuiteCRM WebPhone Integration, and other third party services like Google Apps. etc.
