Marketing
Create, edit and update HTML email templates using SuiteCRM email template creator.
Group your records into lists and send targeted email campaigns.
Setting up scheduled Newsletters and bulk eshots has never been easier.
EngageCRM can support you and provide new data for email campaigns!
Opportunities & Sales Pipeline
Convert Leads into Opportunities!
Track your sales and record expected income and the expected sale date to manage your pipeline efficiently.
Homepage graphs visually show users the sales pipeline!
Quotes > Invoices
With AOS you can quickly build your product list with fixed costs.
Create bespoke Quotes for your customers and easily generate PDF or HTML to print or email with just a click of a button!
Shared Calendar & Activities
Create, edit and view Activities inside Calendar.
Quickly switch between Month, Week and Day view and custom colour coding for different activity types.
View and control access to Shared Month & Shared week views. Plugins available to sync with Outlook, Outlook365, Thunderbird and Gmail.
Task Management
Tasks allow you to set tasks for yourself and other users with email alerts!
Set a Due Date, Task Priority and Description to help organise tasks.
Inline list editing means you can update day to day tasks quickly.
Using SuiteCRM Reporter we can schedule reports to be emailed to users with the title "Today’s Tasks"
Advanced Open WorkFlow
AOW is a key feature that takes the SuiteCRM to the next level!
It gives the CRM a brain! It is a process maker that can automate your CRM using custom conditions and actions you set.
Create / modify records or send email alerts based on a certain criteria.
With our knowledge and support we will help you create, update and maintain your automated processes to ensure the most efficient CRM.
Developer Tools
Developer tools allow admin users to customise and update the CRM, molding it to your Organisation.
With our support and training you can be confident the changes are deployed correctly and safely.
These tools allow admin to update modules, fields and layouts! We can even create new modules.
All Platforms
In 2016 SuiteCRM released their Open Source mobile responsive theme SuiteP.
A completely Open Source mobile responsive theme that is included with every install.
Take it further with QuickCRM! An IOS & Android app that connects to SuiteCRM.
Would you like a Demo?
For more information on how we can meet the needs of your organisation get in touch now!