About SuiteCRM

SuiteCRM is an open source, modular CRM that can be configured for sales, marketing, IT or service departments in any industry, in businesses of any size. With the aim of helping businesses to boost conversions, increase sales, streamline business workflows, and improve the customer experience, SuiteCRM provides users with actionable insight into customer behavior, leads, accounts, and more. The open source format of SuiteCRM means that users can scale the application and customize modules and features to meet their business needs.

For sales and marketing teams, SuiteCRM can be used to get a clear overview of leads and opportunities through customizable and categorizable leads lists from which users can access all relevant lead information. The lead management tools within SuiteCRM facilitate the tracking of visitor activity, opened and closed opportunities, and sales funnels, in order to ensure that no opportunities are missed. Actions such as emails, follow-ups, delivery of marketing content, lead assignment, and more can be automated by creating custom business logic workflows which determine if action needs to be taken based on customer action or inaction.

Service teams can benefit from SuiteCRM’s case management, communications, and self service tools, to create an enhanced customer support experience. The cases module can be used to manage customer support requests and queries and users can log all client interactions, view contact history, incorporate template responses, and more. SuiteCRM also facilitates the creation of a knowledge base and client portal for customer self-service, so that employees have more time to spend on other tasks.

Key benefits of SuiteCRM

  • Manage time using the calendar module which allows users to schedule meetings, calls, and tasks, and share their calendar with other team members so that everyone is on the same page.

  • Create, track, evaluate, and manage marketing campaigns using SuiteCRM. Users can create campaigns, send out email marketing content, automate marketing tasks, and analyze results with reports on open rate, conversions, and more.

  • Use templates to save time including email response templates for helpdesk staff to respond to common queries quicker, and web form templates to create forms for capturing leads by embedding into the company website.

  • Integrate with a wide range of third party applications including marketing solutions such as Mailchimp and Mautic, and email clients such as Outlook. The open source format and API allow users to add custom plugins with the tools they use.

  • Manage clients with a range of tools including case management, contract creation, document storage, invoice processing, lead nurturing, opportunity tracking, knowledge base creation, client self service, and much more.

  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

    Supported Languages

    Chinese, Dutch, English, French, German and 9 others, Indonesian, Italian, Polish, Portuguese, Russian, Spanish, Thai, Traditional Chinese, Turkish

    Images

    Customer support issues can be managed in the Cases module where staff can manage interactions, provide support, and manage tasks
    Leads can be viewed and managed within customizable lead lists
    Marketing material can be created using templates or from scratch with customized content
    Contact profiles contain information on leads, opportunities, and clients
    Users can create custom forms for gathering leads
    Lead lists and all other features can be accessed from mobile devices
    Accounts can be managed from within SuiteCRM with insight into activities, behavior, and more
    Generate new leads using the web form template wizard to create embeddable forms
    Real time reports can be generated to gain visibility into sales pipelines, opportunities, sources, and more
    View 10 more
    SuiteCRM video
    SuiteCRM screenshot: Customer support issues can be managed in the Cases module where staff can manage interactions, provide support, and manage tasks SuiteCRM screenshot: Leads can be viewed and managed within customizable lead lists SuiteCRM screenshot: Marketing material can be created using templates or from scratch with customized content SuiteCRM screenshot: Contact profiles contain information on leads, opportunities, and clients SuiteCRM screenshot: Users can create custom forms for gathering leads SuiteCRM screenshot: Lead lists and all other features can be accessed from mobile devices SuiteCRM screenshot: Accounts can be managed from within SuiteCRM with insight into activities, behavior, and more SuiteCRM screenshot: Generate new leads using the web form template wizard to create embeddable forms SuiteCRM screenshot: Real time reports can be generated to gain visibility into sales pipelines, opportunities, sources, and more

    Features

    Total features of SuiteCRM: 71

    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Tracking
    • Bug Tracking
    • Calendar Management
    • Calendar/Reminder System
    • Call Tracking
    • Case Management
    • Categorisation/Grouping
    • Client Portal
    • Collaboration Tools
    • Communication Management
    • Contact Database
    • Contact Management
    • Contract/License Management
    • Customer Accounts
    • Customer Experience Management
    • Customisable Reports
    • Customisable Templates
    • Customizable Fields
    • Dashboard Creation
    • Desktop Notifications
    • Document Storage
    • Email Management
    • Email Marketing
    • Email Templates
    • Event Management
    • Event Scheduling
    • Forecasting
    • Full Text Search
    • Interaction Tracking
    • Interaction Tracking
    • Internal Chat Integration
    • Invoice Management
    • Invoice Processing
    • Knowledge Base Management
    • Lead Management
    • Lead Nurturing
    • Lead Qualification
    • Marketing Automation
    • Microsoft Outlook Integration
    • Mobile Access
    • Opportunity Management
    • Pipeline Management
    • Product Catalogue
    • Project Management
    • Project Planning
    • Proposal Generation
    • Quotes/Estimates
    • Real Time Data
    • Real Time Reporting
    • Referral Tracking
    • Reporting/Analytics
    • Revenue Management
    • Role-Based Permissions
    • Sales Pipeline Management
    • Sales Reports
    • Search/Filter
    • Segmentation
    • Self Service Portal
    • Social Media Integration
    • Task Management
    • Task Planning
    • Territory Management
    • Third Party Integrations
    • To-Do List
    • User Management
    • Web Forms
    • Website Integration
    • Workflow Management

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    Reviews

    Overall rating

    4.3 /5
    (42)
    Value for Money
    4.8/5
    Features
    4.5/5
    Ease of Use
    4.2/5
    Customer Support
    3.5/5

    Already have SuiteCRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 42
    Carlo B.
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Simple and Effective

    Reviewed on 4/9/2019

    We work everyday with the CRM (I can't imagine to work without) all the departments: Sales -...

    We work everyday with the CRM (I can't imagine to work without) all the departments: Sales - Customer Care - Administration find their info and help to keep the data up to date.
    Collecting data a tacking activities help us to create a richer and richer database.

    Pros

    It's easy to use and to customize. We've adapted to some of our internal processes and at the same time we adapted some processes to the SuiteCRM way.
    Has a a lot of features and some new one are released frequently enough.
    As an Open Source project is easy to integrate with other platform.
    Ii love the "no license" approach because I can't think of a CRM solution not to be used by all the peopple in a company.

    Cons

    Community support is not always very quick, but is part of the game.
    Some integrations (Google calendar) are still not completely working well.

    Vernessa T.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: Self Employed
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Drop in Replacement for Similar CRMs with Both Open Source and SaaS Versions

    Reviewed on 13/12/2019

    Contact management, email marketing, calendaring, and integrated phone call followup.

    Contact management, email marketing, calendaring, and integrated phone call followup.

    Pros

    Without going feature by feature I think it's fair to say SuiteCRM is a drop-in replacement for popular open source and SaaS CRM (customer relationship management) applications. I use the open source community version on an in-house server for internal operations. I've also set it up for a young non-profit organization to manage constituent, board and funder relationships. The software is popular enough that it is included in the group of softwares that can be automatically installed on a hosting account. I'm happy that the developers update it on a regular schedule as well as pay close attention to bugs that crop up.

    Cons

    SuiteCRM is not as polished or aesthetically pleasing as some of the others in this space. Feature for feature it's a good alternative but many of the features either lack intuitiveness or depth or ease of use. They feel rushed and would do better with maturation.

    Verified Reviewer
    Overall rating
    • Industry: Public Safety
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    About What You'd Expect From A Free CRM

    Reviewed on 16/2/2019

    I am the admin of Suite CRM for my work place. Our sales team uses this platform to track leads,...

    I am the admin of Suite CRM for my work place. Our sales team uses this platform to track leads, opportunities, and to generate quotes and invoices. We have imported our part numbers from Excel. It has allowed us to add custom fields and also allowed us to create custom pdf templates for the quotes. We use Suite CRM every day. We like that it is free and that we can host it in house as opposed to in the cloud. Overall it is easy to use, but not a perfect solution. Only certain fields can be flex related to other fields in other modules, so sometimes certain custom fields do not auto-populate. It does have nice in depth reporting and searching functionality. It has a lot of flexibility to make it work for your own unique business needs. The biggest draw back is lack of support and a ton of bugs in the code of both Suite CRM and the optional modules. A lot of time is spent debugging the platform and we are not programmers so sometimes fixing one bug leads to other bugs or can quickly cripple the system leaving it down for hours while we try to solve the bugs. Because it is such an important part of each call our sales team takes, it is a big deal when the system goes down. Because my main job function is not maintaining the CRM, it also means taking time away from other projects. Overall though; what do you expect for free? We are still satisfied and have been using Suite for several years now because it is free and full of flexible functionalities.

    Pros

    It's Free
    Able To Host It On Your Own Server Instead of In The Cloud
    It's Simple To Use
    Ability To Create Your Own Modules
    Lots Of Other Modules Are Available For Free or Paid In The Community
    These Modules Allow You To Do Just About Anything With This CRM

    Cons

    Their Support Is Not Very Good - I Have Posted In Their Forums Seeking Support And Never Heard Back
    They Don't Provide Phone Support For The Free Version
    There Are A Lot Of Bugs In The Code
    Sometimes Updates Fix One Bug and Break Another
    You Have To Know Code To Fix All These Bugs
    If You Don't Know What You're Doing You Can Mess Up The Code and Cripple The System

    Eric M.
    Overall rating
    • Industry: Computer Software
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Excellent CRM at $0 cost

    Reviewed on 11/12/2020

    Pros

    SuiteCRM has all of the features that most SalesForce users actually use, and a good deal more to boot. Unlike Salesforce, SuiteCRM is free if you install it yourself and run it on your own server. There's no limit to the number of users you can have.

    Where SuiteCRM shines brightest is in its ability to manage Targets, Leads, Contacts, Accounts, and Opportunities. Customization is easy. You can add your own custom fields to existing Modules - Leads and Contacts are examples of "Modules". You can even create completely new custom Modules.

    You can create, run, and track campaigns, including automated email campaigns with SuiteCRM. Although setting up your first campaign can be a bit of a challenge, it works quite well.

    Reporting is another strong suit. You can configure your dashboard to get a quick high-level overview of your sales history and projections, and see what parts of your business are the most profitable.

    Besides the traditional CRM functionality, SuiteCRM is loaded with other features usually found in ERPs, like Quotes, Contracts, Projects, and much more.

    Cons

    SuiteCRM includes a Quote, Contract and Invoice feature. Depending on your business, it might be all you need. For my service business, writing custom software to automate businesses, it's cumbersome enough that I don't use it.

    Tom V.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 9.0 /10

    SuiteCRM flexible and dependable CRM

    Reviewed on 6/2/2020

    We use SuiteCRM as the central repository for Customer Care. We keep track of all contacts we have...

    We use SuiteCRM as the central repository for Customer Care. We keep track of all contacts we have with them, planned and complete. This is an essential hub for our team to make sure that any contacts with customers are well-informed, including the latest communications that have happened. Emails flow into and out of SuiteCRM, so those streams are included, along with the Calls, Tasks, Campaigns, etc. SuiteCRM also connects with our sales automation platform (Act-On) so that leads can be followed up on, making the Customer Journey visible within one place.

    Pros

    SuiteCRM allows us to add custom fields and change practically every screen and view, as well as data exports. This is critical as we refine our processes and change direction, we are able to reflect those changes in the CRM that we are using. Because of its Open Source foundation, we can change things pretty deeply, if we choose to.

    Cons

    There are sometimes slowdowns that make for a bit of "click and wait" syndrome. These have usually resolved themselves; in some cases we've had to have our sysadmin dig in and adjust some things to speed it back up.

    Showing 5 reviews of 42 Read all reviews

    SuiteCRM FAQs

    Below are some frequently asked questions for SuiteCRM.

    SuiteCRM offers the following pricing plans:

    • Pricing model: Free
    • Free Trial: Available

    SuiteCRM is an open source solution and is free to download.

    We do not have any information about SuiteCRM features

    SuiteCRM has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

    SuiteCRM supports the following languages:

    Chinese, Dutch, English, French, German, Indonesian, Italian, Polish, Portuguese, Russian, Spanish, Thai, Traditional Chinese, Turkish

    SuiteCRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    SuiteCRM integrates with the following applications:

    Google Maps, Joomla, Mailchimp, Microsoft Outlook, Salesforce Sales Cloud, WordPress

    SuiteCRM offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

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