SuiteCRM is an open source customer relationship (CRM) platform, which is designed to serve companies of all sizes across a number of different industries. There are currently around 4,500,000 SuiteCRM users, which is a testament to the effectiveness of this software.
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It can be cloud-based or it can be installed locally. Plus, there are many different ways it can be customised to suit the needs of any business. With Suite CRM, you can create business process models, as well as designing automated and flexible actions, which could be triggered to run at any specific time. Users also have the ability to make templated customer quotes, track lead progress, maintain contract renewals, and control pricing strategies. With that being said, continue reading to discover everything you need to know about the features of SuiteCRM and how this platform can benefit your business.
Deemed the world’s number one Open Source CRM, SuiteCRM gives you the ability to increase your sales considerably. The platform provides you with a clear overview of all of your leads. This enables you to close deals faster and easier while also giving you the platform to detect new opportunities.
You are able to manage your leads effectively with customisable and fast loading lead lists. This gives you the platform to accurately categorise your leads and detect the best leads. You can lower client response time so that you spend more time talking to them and nurturing this relationship. Through one single page, you can view all relevant lead information with detailed lead views so that you can easily follow up on a lead, update any details, and convert into a sale successfully.
SuiteCRM also delivers a complete 360-degree view of all crucial activities relating to consumers, including a rich history of their interaction with your business. You will get a full overview of all open/closed opportunities, contacts, and accounts, which drives value and enables you to detect new sales.
This only scratches the surface as well. There are plenty of other great features associated with Suite CRM too. This includes sales reporting via a Real-Time dashboard, as well as automation through the powerful workflow module, which will enable you to boost efficiency with ease.
Some of the other software features you can expect with the sales module of SuiteCRN are as follows - leads module, invoices module, quotes module, cases module, calendar module, advanced search, developer tools, workflow module, rest API, password management, and much more.
SuiteCRM also delivers on the marketing front. As mentioned, it gives you the ability to nurture your existing relationships. However, you also have an effective platform for generating new leads as well. You can create embeddable forms using the web form template Wizard, which will help you to capture leads on your site. You can then automatically assign the lead to the correct campaign. You can also improve the customer journey through capturing and understanding where your leads are coming from.
Suite CRM also provides marketing automation to speed up the process, as well as third- party integrations. You can use marketing tools like MailChimp and Mautic. SuiteCRM has a powerful API, with many different plugins to make the most of.
Customer service is something that all businesses need to work on today. After all, if you do not make an effort to improve your customer service levels, you are only going to fall behind, especially in today’s digital world whereby reviews are constantly posted online. With Suite CRM, you have the platform to deliver the very best service to your consumers, with less effort required. The Cases module, in particular, gives you the perfect basis for organized and efficient communication with your clients. You can use template responses to speed up the process.
You will have a complete overview of the service you provide to all of your customers. All customer communications are saved, which gives you the power to determine where you can improve. Another feature is the self-service portal, which gives you the capacity to manage all customer problems through a website that is easy to setup and use. If there is a customer issue, your service team will be notified straight away. Plus, you can use all of the feedback that has been provided so that you can improve your products efficiently through trackable bugs.
Suite CRM is also powerful in terms of assisting your IT department by providing complete control over the code and the data. With SuiteCRM, you have complete control over your own CRM. It also comes with a suite of powerful admin tools. These tools give you the ability to customise the CRM so that it suits your business and your needs. You can utilise the Studio to create custom relationships, layouts, and module fields. You can also control what users can access through the incredibly powerful Security Suite Group Management feature. This is vital for locking down sensitive data to specific teams and groups. Plus, unlike a lot of the other CRM solutions on the market, there are no limits when it comes to the number of features or users. It is open source, scalable, robust, and fully featured. What more could you want when it comes to your company’s IT commitments?
So there you have it: an insight into the open source CRM, SuiteCRM, which is used by millions of professionals all over the world today. If you are looking for a powerful tool to take your company to the next level; this is definitely something worth considering.