SuiteCRM
Easy To Use CRM
Custom Dashlets & Homepage For each user
Sales Management:
- Leads
- Contacts
- Accounts
- Opportunities
Marketing:
- Campaigns
- Target Lists
Customer service:
Tickets
Surveys
Customers Portal
Teams Activities:
- Calls
- Meetings
- Emails
- Projects
Team Collaboration:
- Emails
- Documents
- Projects
More tools such as:
- Quotes and invoices Management
- Calendars
- Reports
- Events
Analytical charts:
Help sales reps and managers have a better understanding regarding their targets
Activity streams:
Lets team members collaborate and share info using post -> reply model
Some companies begin their CRM search when their customers communications start to get messy. By then they have already lost sales to disorganization, our advice don‘t let it get to that point. As soon as your business has a sales team in place it’s time to look for a CRM
Get more done in less time
All customers data in one place
No more excel sheets, the 360 degree view of your customers allows your team to easily edit your customers data on spot Your team will be able to send emails, schedule meetings, log calls, send quotation and much more from a single place.
Sell Faster, Smarter And More Professionally
Better Sales Pipelines Management
Manage your sales process and track all your potentials from lead to cash inside SuiteCRM. Supercharge growth by connecting sales with marketing and customers services. Cut your sales reps wasted time in filling sheets and digging into different tools to track customers activities, this allows your sales team to focus on what they do the best which is selling.
SuitCRM ensures all your sent emails, quotations and invoices follow your business predefined templates. This will help you show to your customers how professional you are.
How SuiteCRM Helps Marketing Teams
Make every customer interaction a reason to love your brand
Using SuiteCRM you let you send the right message, to the right customer, at the right time with our dynamic automation and segmentation tools.
You can monitor the response you receive from your campaign in real time, allowing you to view the Return On Investment (ROI) and many other useful metrics. This in turn helps you to plan your strategic marketing and advertising activities effectively by visualizing which campaigns work and which do not.
CRM ROI
SuiteCRM Features and Benefits
Leads
Sales
A Lead is an unqualified sales prospect whose information is held within SuiteCRM. Leads can come from many sources and they can be tracked, qualified and converted to contacts and accounts
Contacts
Sales
Contacts module store details of all people that your business has had communications with. SuiteCRM contacts are typically converted from qualified leads or added once a relationship with the contact has been established.
Accounts
Sales
The Accounts module store all information specific to a company that your organisation has a relationship with. Single or multiple contacts can be associated to an account.
Opportunities
Sales
An Opportunity is a qualified Sales Opportunity that your business wants to progress to a ‘Closed Won’ status. Opportunity module allows you to track your Opportunities throughout your businesses Sales Pipeline
Calls
Sales
Within the SuiteCRM Calls module, users can schedule and log a record of inbound and outbound calls which can be associated with an account. Scheduled calls are automatically added to user calendar for better time management.
Quotations
Sales
The Quotes module allows your organization to create, track and issue quotations to customers and outlines the requested product, the specified time it will take to deliver it and the agreed price.
Invoices
Sales
The Invoice module within SuiteCRM can be used to create, track and issue bills issued by your company to your customers. These Invoices can be converted easily from an existing Quote
Campaigns
Marketing
SuiteCRM makes it easy to track, evaluate and manage campaigns. It helps in marking the various stages, importing targeted contacts, associating all the tasks, events, and calls related to the campaign.
Email Templates
Marketing
Email templates are used to send standardized responses and notifications via email. Adding variables allows you to personalize these communications and include additional relevant information
Landing Pages
Marketing
In SuiteCRM marketing team can easily create forms which can be used to collect users data from landing pages and automatically add leads in the CRM system
PDF Templates
Marketing
This module within SuiteCRM allows you to create document templates. These templates can be used for Quotes, Invoices and Contracts.
Cases
Customers Service
Cases are used to record interactions with Customers when they ask for help or advice. A Case can be assigned to a colleague and closed when resolved. The Cases may be viewed from individual records such as Accounts, Contacts
Surveys
Customers Service
Users can create a web-based survey with a variety of question-type options. The responses received are stored in SuiteCRM and can be viewed on a per-respondent basis or as a detailed summary report.
Projects
Others
Projects module allows the User to arrange their organisation’s projects by tracking a number of Tasks and allocating resources. Once set up, a project can be visualised in the form of a Gantt chart or using the project grid.
Documents
Others
Documents module can be used as a repository for Customer issued or internal files. It can be uploaded, revised and viewed in addition to relating to individual records within SuiteCRM.
Products
Others
The products module within SuiteCRM contains a catalog of the products or services provided by your business, which users can select from when preparing Quotes.
Tasks
Others
SuiteCRM can assist Users with productivity, offering a way to record, relate and assign Tasks and to-do items that require action.
WorkFlow Automation
Others
The Workflow module allows automation of actions based on certain conditions. This eliminates the need for manual tasks to be performed by your team, freeing up their time for what matters most.
Easy Import & Export
Others
With SuiteCRM you can easily import and export data from various modules with import options that help in avoiding data duplication
Alerts And Reminders
Others
SuiteCRM notifies your team members before upcoming scheduled tasks, meetings, and calls. Users can always view their schedule inside their own calendar in SuiteCRM.
Reports
Others
Reports and Charts are great tools to help teams managers get a better understanding of each team member performance, targets, pipelines, etc..
Roles and Permissions
Others
Each user in SuiteCRM have certain permissions and roles which allows full control of what users can access.
Marketing Innovation
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