SuiteCRM Review

suite_crm_logo SuiteCRM is at the top of the list of free and open source CRM software able to automate and streamline business operations. It is an easy-to-use and out-of-the-box CRM solution. Despite the fact that it is open source, SuiteCRM packs everything that a company needs to track and record the customers, get insights into the powerful data, increase sales and boost conversions.

SuiteCRM Features

SuiteCRM can be installed on premises or can be used as a cloud-based solution. It works on all major desktop (Windows, Linux, MacOS) and mobile (iOS, Android, Windows) platforms and include the following features:

  • Account management
  • Contact management
  • Leads management
  • Opportunities
  • Quotes
  • Calendar
  • Case management
  • Email Marketing
  • Email Templates
  • Web to Lead Form Creation
  • Marketing and Sales Campaign Management
  • Task Management
  • Quick Notes
  • Product Record and Categories
  • Contract management
  • Knowledge Base
  • Report Generator
  • Invoice Generator
  • Maps
  • Event Management
  • Project and Workflow Management
  • Outlook Integration
  • Deep Customizations and Personalization (paid and done by team of suiteCRM developers)

SuiteCRM Pricing

SuiteCRM is a powerful alternative to the most modern and best CRM software platforms. It is designed as an open-source software project. The entire platform with all of its features is free to use. There are no subscription plans or one-time purchases.

Although the basic platform is completely free, any customization done by the SuiteCRM team of developers has a price tag. So if you are in it for the long run, get ready to spend a buck. Additionally premade plugins, or modules, that you can install and use immediately also have a price.

For instance, if you would like to get your hands on powerful Process Manager 4.5 Plans, you will have to pay a $149 monthly or $1499 yearly subscription. These modules are customizations done by SuiteCRM developers or 3rd party firms. They are pretty useful and designed to extend the functionality of the basic platform, but they will cost you. If you want to check what they have in their store, you can easily find it on the official website.

SuiteCRM Review

Ease of Use

Regardless of whether you want to install it in-house or use it as a cloud-based solution, with SuiteCRM it is quite easy. The process is really straightforward and it doesn’t require users to have an extensive technical background.

The user interface is built with the end user in mind. It is easy to navigate and beyond intuitive. The main bar is located in the upper section of the screen, where users also have the option to search through their active account. The left section of the screen is reserved for the options which extend the functionality of the SuiteCRM.

Functionality

SuiteCRM comes with dozens of modules that you can start using the moment you install it or log into it. Users have access to features that are otherwise only accessible if they buy premium versions of paid CRM tools.

Simple customizations are very straightforward. If you want to create custom workflows and add additional fields, it can be done by accessing the Admin interface. The process is regulated by a wizard and guides you to the very end of it.

suitecrm_features

Customer Support

As a open-source process, SuiteCRM didn’t disappoint when it comes to customer support. The community behind it is huge. You can access the forums and read about any problem that you want to resolve. The documentation provided by the SuiteCRM support team is very well-written and quite informative.

If you aren’t able to find a solution on forums or in official docs, you can contact the support team directly. Their ticket resolve time is very short, considering that they are an open source project, and you will get notified when it get resolved. You can also request  on-site or remote training from software consultants if you get in trouble.

Integrations

SuiteCRM was build to be easily integrated with any third party software. It is comes ready to be integrated with Sage Line 50, WordPress, Pentaho, Xero, CheckFront, Google, Joomla, Outlook and more.

Since it has an open API, your team of in-house developers can integrate it with any software that you are already using.

SuiteCRM Modules

SuiteCRM is modular software. This means that you can download and use each module independently from the entire platform. If your business needs and goals require it, you can download and start using the entire platform any time you want.

SuiteCRM doesn’t fall behind Salesforce, Oracle or Microsoft Dynamics in terms of functionality and features. It is built to support CRM efforts of small- and medium-sized businesses as well as big corporations.

SuiteCRM Workflow – This specific module is a tool businesses can use to automate and streamline tasks related to CRM efforts, especially those in the sales department. Businesses can use this efficient and flexible tool to design actions on their own and schedule them to run whenever they want.

SuiteCRM Sales – This module is developed to help businesses to model and manage sales pipelines. In addition it will help you to cut down administration time and expenses, and enable sales representatives to focus on more important things at hand.

SuiteCRM Portal – The Portal module will help your organization to open another channel for customers, a self-service center. In addition, this module can be used by customers to open tickets and get notified when they are resolved. The Portal module is a valuable customer service team ally.

suitecrm-interface

Pros

  • The freemium model doesn’t reduce the number of features and overall functionality.
  • It is easy to use.
  • Supports both cloud-based and on-premises use.
  • It has a variety of features.
  • There is a great and large community.
  • You have access to several customer support options.
  • The UI is intuitive and simple.
  • It is free to use no matter how many users you have.

Cons

  • It works best with their hosted service. Changing servers or doing updates on your own often results in errors.
  • More complicated customizations must be done by a web developer with experience in this specific field.
  • If you purchase some module and the platform gets updated, there is a high chance that you won’t be able to use that module until it gets updated.

Summary

SuiteCRM is among the best open source CRM platforms out there. It includes all the features a business needs to develop a CRM strategy and put it to action. Furthermore, it comes with project management and business process management features, for free. SuiteCRM is a completely viable option for businesses that don’t want to invest into pricy CRM software.

Conclusion

SuiteCRM is a free and open source CRM software. The community behind it is huge and really helpful. SalesAgility, the authors and maintainers of this software, provide excellent support too. In addition they offer extensive training to their software users. If you want a powerful CRM software, and don’t want to heavily invest in one, we recommend that you to go with SuiteCRM.

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