SuiteCRM Features and Overview

SuiteCRM Basic Overview

100% Web Application

We can host it for you or we will help you self-host.

Modules included: We know this is a long list and more than you need, but any module can be turned off (to disappear) with a click of a button 

  • Accounts
  • Contacts
  • Bugs (Tracking of Software updates)
  • Calls
  • Calendar 
  • Campaigns (A Full Campaign Manager)
  • Cases (Help Desk Tickets with Knowledge base)
  • Contracts .  (Tracking of Sales Contracts pending)
  • Documents  (Global Document management for Internal Sales Info.  Info on others etc.)
  • Email System . (A full email client that supports iMap and Smtp)
  • Email Templates .  (Unlimited Mail Merge email Templates)
  • Events
  • Invoices
  • Basic Knowledge Base for Case Management
  • Leads
  • Line Items Display of accepted Quotes
  • Locations
  • Map Markers,Areas, Address Cache, etc with Google Maps
  • Meetings
  • Notes History (Of calls, emails, meetings, client attachments, Tasks, etc)
  • Opportunities
  • FTP Templates Manager . (For Quotes, Invoices, Quick Single Mail-Merge Letters)
  • Products . (Listings and Categories for Quotes etc)
  • Project Managment
    • Project Tasks
    • Project Templates
  • Quotes .  (line by Line quote with taxes etc)
  • Reports Manager
    • Reports Auto Schedule and deliver
  • Surveys Through the Web with Email Templates
    • Full management Survey . Questions and Answers and Responses
    • Unlimited Surveys
  • Group/Target Client lists
  • Tasks
  • User Management
    • Password Management
    • Role / Group Management
    • LDAP . etc
  • Languages 20+
  • Unlimited Custom Modules . (Home-Made)
  • Unlimited Professional Add On Modules  (Made for Suite)
  • Not included is a chargeable Mobile Add On  Apple/Andriod
  • Not Include is a chargeable Plugin for Thunderbird or Outlook to Tie Email, Contacts,Calendar together
  • The list can go on and on
  • All of the above included FREE in SuiteCRM

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