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.
Upload and archive documents in SuiteCRM, Link documents to the relevant record and easily manage version control.
Advanced Open Reporter
Simple to use, AOR allows you to create unlimited reports across multiple modules and display the data in various ways.
Display in Graphs and Charts and add reports to users homepage. Schedule reports to be emailed daily, weekly, monthly or annually.
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.
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.