SuiteCRM

Sales

Improve sales and grow your pipeline with our sales automation modules. Model your sales process using our tools to increase lead conversion rates, send personalised quotes and prioritise which opportunities you should be pursuing next.

Marketing

Use our CRM to grow your brand awareness. Use custom fields to model your personas and successfully segment your data using our Target Lists module. Create engaging campaigns to send marketing content and automate marketing tasks.

Reports

Our Reports module allows users to build, generate and manage reports based on real time data. Teams can gather data from any module within your CRM to generate reports that will display vital information for your business in real-time.

Dashboard

Monitor the business data that is important to you at a glance, with personalised real-time dashboards for you and your users.

Customer

Get a 360-degree view of your customer base at any given time. Use insights to build strong and lasting relationships.

Workflow

Automate key actions based on previously set conditions within the CRM and free your teams of time-consuming admin tasks.

Activity Management

Record and automate key touchpoints with your customers with our Calls, Meetings, Tasks and Notes modules. Our personal and shared calendars allow your users to keep track of their day to day and never miss a client appointment!

Case Management

Our Case Management modules & self service portal allows users to successfully manage customer issues. Manage all correspondence within the case, use workflow to track resolution times and monitor case categories to understand the problems your customers face.

Configuration Studio

Our solution comes equipped with a range of System Admin tools which allows you to make your CRM your own, without development! Add new fields, customise layouts and even create whole new modules is just a taste of what you can achieve!