Everything you need to implement SuiteCRM successfully
Installations and Setup
SuiteCRM installation is usually straightforward but configuration and infrastructure optimisation can be a challenging task. We have deep understanding and knowledge of the software, its server and hosting requirements. We have successfully performed thousands of installations for clients around the world and will be happy to guide you through your first steps.
Data Migrations
Data is the foundation of almost everything you do. When you move your data, it’s critical that the process is accurate and comprehensive. Small migrations of only a few hundred records are usually easy to achieve with the guidance of our support team. For larger datasets, we recommend our comprehensive migration services, including a pre-migration data analysis service.
Training (One-to-One & Group)
One-on-one Core SuiteCRM training sessions are available as a complimentary service with all support packages. Complimentary training is restricted to nominated portal users only. If additional staff would benefit from this training, they can be added to the support portal at minimal cost. We also offer group training on core, non-core, custom and bespoke functionality, as well as developer-focused group training, which can be paid for using your available support hours.
Consultancy
You don’t need to be a CRM expert to implement a powerful platform. Our team of experienced and qualified business analysts and consultants will analyse your data and processes, and guide you through the CRM implementation and adoption.
For regulated, security-conscious organisations
Security and Performance Audits
We analyse your SuiteCRM instance to discover if any files or standard database records or structures have been changed from their original state. We also prepare a report, highlighting areas of concern or those that require further investigation. If appropriate, a set of immediate remedial actions and estimates are also included. If you suspect or are aware that your instance of SuiteCRM has already been compromised, get in touch with our support team immediately, who can assist with securing the instance, both in the immediate and long term.
Compliance
Every organisation that collects personal data must ensure it is handled securely and in line with applicable compliance obligations.
Clients using our fully managed hosting benefit from an environment where a high level of compliance is already in place. This is maintained by our compliance specialists through advanced monitoring, along with regular internal and external audits. Both our hosting platform and our organisation are compliant with recognised standards, including GDPR and the DPA.
For organisations with more stringent or complex compliance requirements, we offer specialised hosting environments that can be customised to meet specific regulatory or operational needs. This reduces the internal efforts required to manage hosting compliance.
For customers who self-host, achieving compliance may require additional configuration or infrastructure changes. Where these changes are not straightforward, our support team provides guidance, recommendations, and targeted customisation to help you meet your compliance objectives.
For platform health, performance & scalability
Upgrades
Running the latest version of SuiteCRM is important to maintain a secure and stable CRM. Furthermore, most organisations have compliance requirements that deter the use of outdated or unsupported software versions. On our hosting platform, upgrades are largely automated. Those who self-host, have complex integrations or have not upgraded recently, may find upgrading challenging. Our team of engineers are experienced in resolving upgrade issues and can assist you with upgrading your CRM instance, carry out the upgrade on your behalf, or adapt your existing customisations to make them as upgrade-compatible as possible.
Server Migrations
Keeping your hosting environment up to date is an important task that requires constant monitoring, updates, and testing.
Migrations are necessary for many reasons. When performing a major version upgrade of your operating system, it can be more efficient to migrate servers rather than to upgrade in place. You may need to migrate to a higher or lower capacity server to unlock additional performance or keep costs under control. Migrations are also common between data centers or providers. Regardless of the reasons, our infrastructure specialists are here to help. We will provide help, advice and assistance to your internal teams or conduct the migration on your behalf with minimal disruption to your organisation.
If you’d like to remove the burden of server maintenance, upgrades and migrations, you may wish to take advantage of our fully managed hosting service. To learn more about how we deliver a seamless and secure migration, visit our Hosted Migration page or get in touch with our team to discuss your requirements.
For day-to-day operation and continuous improvement
Troubleshooting & Bug Resolution
Should any issues arise, we’ll guide you smoothly through the troubleshooting and resolution process. We understand these issues can be disruptive to your organisation and will prioritise their resolution to keep your CRM in perfect health.
Change Requests & Process Optimisation
From sales and customer service through to reporting and compliance, SuiteCRM is the perfect tool for the job. The CRM should make the processes easier, faster, and increase visibility. However, a poorly designed or implemented process will hinder adoption and can have a detrimental effect. We will work with you to integrate and optimise your existing processes to remove the user pain points, while increasing value to your organisation. This can be as simple as the removal or addition of fields or functionality through to bespoke new modules and functionality – to perfectly encompass your specific needs.
Third Party Integrations
Integrations centralise your data and streamline operations. Using SuiteCRM’s API and flexible architecture, we connect SuiteCRM with third-party applications. We have built countless bespoke integrations bringing together multiple enterprise applications so they share information and data as one.
Styling UI / UX
One of the main benefits of SuiteCRM being open source is the ease with which it can be customised by suitably experienced developers. Our in-house team of UI / UX experts and front-end developers can customise the CRM to ensure the user interface fits in with your company branding, colour scheme and design.