SuiteCRM Consulting

Contacts

Contact management module

Manage all the contacts of your commercial department in a unified way. Add opportunities and leads and turn them into business.

In SuiteCRM there are 3 types of contacts:

• Leads, person or business included who have never been sold to before
• Contact, individual person belonging to an account or company
• Account, Company or organization

Calendar

Time management module

The calendar allows you to see in a unified way all the commercial actions that are carried out in your company day by day.

Each employee of your company will have their own calendar that will allow them to keep track of meetings and calls every day.

Through the calendar you can also plan meetings, tasks and calls, allowing you to invite as many recipients as you want.

Bills

Manage your business finances

SuiteCRM allows you to manage the finances of each account, allows you to create and send budgets and invoices.

Create and send estimates, assign invoices to your clients. Allow your company to postpay and keep track of pending payment invoices, as well as their expiration date.

Marketing

Make Email Campaigns

SuiteCRM allows you to carry out marketing campaigns through Email. Create recipient lists, design, personalize and send emails in minutes.

SuiteCRM also allows you to manage any type of marketing campaign, allowing you to assign a budget and track results (Know the opportunities created, calculate the return on investment, etc.)

You will also be able to create surveys and send them to your clients, in this way you will be able to know the satisfaction with your company, events carried out or any other aspect of your company or service.

Document Management

Organize all your information

SuiteCRM allows you to manage all the information of your commercial department in a centralized way.

Manage your knowledge base, adding articles to your library with information on different procedures or relevant information for your sales team or company.

Create notes on any SuiteCRM entity (Contacts, Accounts, Opportunities, Leads, Invoices, etc.)

Projects

Manage your company's projects

SuiteCRM allows you to create projects and track them. Create tasks and allocate the necessary time or effort.

Create Gantt charts and organize your tasks by importance or dependency.

Assign Contacts, Resources, Quotes, Invoices or any other entity to projects.

Meetings & Calls

Commercial actions module

Manage your meetings and calls with contacts from other companies or keep track of each employee.

Create new meetings or calls easily and quickly, and send notifications to your invitees.

Easily make or reschedule your calls, keep track of retries and reschedules of your calls or meetings.