Build better relationships with the World’s #1 Open Source CRM

Send the right message, to the right customer, at the right time with our dynamic automation and segmentation tools.

Nurture your business leads and improve customer satisfaction.

Convert more leads through the implementation of successful marketing campaigns using SuiteCRM. Our Open Source CRM empowers marketers to mitigate information silos between various departments such as Sales, Customer Service and IT to create a central repository and 360 degree view of customers.

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Always know what your next best marketing move will be.

By creating a single tailored repository for all your customer data, you can use the resulting key insights to improve efficiency, understand your customers needs and automate key actions depending on where they are within the sales funnel.

Understand where your leads are coming from and improve their customer journeys.

Embed forms on your business website using the web form template wizard to capture leads and assign them automatically to the Sales team. Utilise SuiteCRM to create campaigns, send out mailings and automate marketing tasks, to grow the interest in your product or service. Our powerful reporting and dashboards will also give you quick visibility of key metrics to support your business in real time.

Case Study

Humanetics Innovative Solutions

Humanetics Innovative Solutions uses SuiteCRM to increase visibility, consistency and collaboration.

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Explore all of our software features.

The Accounts module in SuiteCRM will store all information specific to a company that your organisation has a relationship with. Single or multiple contacts can be associated to an account and can help to keep track of important company insights.

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. It also gives a detailed view of all marketing campaigns an individual customer has been a part of, such as email marketing campaigns.

The Cases module can be used to record and manage interactions with customers who have requested help or advice with the products or service purchased from your company. Every case record may relate to other records such as calls, bugs and also contacts making it easy for users to get the full picture of the customers experience.

The Contacts module within SuiteCRM will store details of all people that your business has had communications with. Contacts are usually associated with an Account and Opportunity and some contacts may belong to different departments within a company as well as subsidiaries of parent organisations. SuiteCRM contacts are typically converted from qualified leads or added once a relationship with the contact has been established.

The Emails module in SuiteCRM allows users to view, store, compose, send and receive emails from their own email account or shared inbox, for example a Support or Sales inbox. Emails can be imported and associated with a related SuiteCRM record, for example a Contact or an Account.

Events can be used to capture information an particular events and send out invites to delegates, track who attended and become part of a Target List or Leads for users to engage with further.

A Lead is an unqualified sales prospect whose information is held within SuiteCRM. Leads can be considered the digital business cars of the prospects you are wanting to engage with. Leads can come from a variety of sources and channels including meet-ups, conferences, press releases and marketing campaigns, contact forms. When a lead is entered into the CRM, it can be automatically assigned to specific users to ensure the are qualified as part of your organisation’s sales funnel.

SuiteCRM’s Reports module allows users to build, generate, and manage reports on modules in the CRM, for example reports on the current opportunities your sales users are working on and where they are in your sales funnel in order to produce sales forecasts. Reporting is a valuable tool as it allows users to gather data from various different modules to generate vital information for their business in real-time.

Typically Targets are used as the recipients of a Marketing Campaign, your organisation knows very little about these individuals and they may be re-used for new Campaigns or deleted without any impact to the business.

The Target Lists module within SuiteCRM works in conjunction with the Campaign module to assign individual or multiple target lists to a certain campaign, such as email marketing campaigns.

The Workflow module in SuiteCRM allows the automation of actions based on certain conditions set within the CRM data. This allows you as a business, to eliminate the need for laborious, manual tasks to be performed by your team, freeing up their time for what matters most.

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