Suite CRM Review

SuiteCRM is a software designed to support small, medium and large companies with managing relationships with their customers. It is a CRM software, the result of an independent development based on SugarCRM and open source. The software allows you to modify or add all the tools need to improve its efficiency. In addition to granting free access to everyone, it is also free and can be downloaded and installed locally or on your private cloud.

This CRM system aims to improve customer relations, thereby achieving a significant increase in company sales. This happens thanks to great attention given to the customer, which leads to the conversion of “leads” into customers. Customer success improves when more assistance and support are provided from the initial request phase to the purchase, and the after-sales, so as to retain them as much as possible.

Regarding assistance, the user can find answers to common issues in the community forum.

CUSTOMER MANAGEMENT WITH CRM SUITE – TUTORIAL

Here is a video that will give you a better idea of ​​what this CRM program offers:

SUITE CRM – FEATURES

Let’s summarize its main features:

• • Customer management: it is essential to pay attention to all the phases that come before, during and after the purchase. This is possible thanks to a system that tracks the entire process experienced by the customer
  • User management: manage users and group profiles
  • Master data management: manage all the contacts of your customers, leads and companies
  • Activity management: organize your day by scheduling appointments, meetings, calls and tasks in the calendar
  • Commercial area management: always keep an eye on sales opportunities, orders, estimates, products and all documentation relating to the commercial part
  • Report management
  • Marketing area management: campaigns, emails and, target list management
  • Customer support: is free thanks to the community forum