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SuiteCRM: The Best Open Source Free CRM for all Business Types

SuiteCRM is an Open Source CRM software for businesses. Further, Customer Relationship Management is also known as CRM. It manages interaction with customers in a single repository. CRM collects customer data from a variety of platforms and manages them. So you can get a complete 360 degree view of customer's data. It helps salespeople to nurture more customers for the business. And also to grow their relationships with customers, and satisfy their needs.

The term open source CRM defines that the CRM software is absolutely open to use. The CRM software source code is open to change or modify from its original state. Anyone can further develop the software for the organization's needs. ​There are now a dime dozen of open source CRM software available in the market. So, choosing the right software for your business is an annoying task. Here we have discussed one of the best open source free CRM software, SuiteCRM. This article will help you to find out what you need to know about it.

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A quick brief about SuiteCRM Open Source Free

SuiteCRM is the most commonly known Open Source CRM software. Moreover, it is developed from its fork and most popular SugarCRM. This CRM provides everything to close sales for your business faster. It fits all business types likely from small businesses to large organizations. It provides enterprise class features that make it a robust CRM.

SuiteCRM gives no limit for users to access the free CRM software. You can get an eagle eye view of customers' data inside your crm. It gathers customer information from varied sources. It offers a wide range of functionality for all areas of business. They are sales, marketing, and support that makes easy collaboration between teams. It also offers many integrations and extensions. It extends its core functionality with less effort.

Some key features of SuiteCRM

  • 1. Customizable
  • 2. Collaboration
  • 3. Community
  • 4. Automation of Business
  • 5. Third Party Integrations
  • Customizable: It is fully accessible to customize your CRM experience. No need for changing or writing a single line of code. You can create custom modules, fields, and more.
  • Collaboration: CRM enables various teams in a company to collaborate. Also, it shares any information about customers.
  • Community: There are many ways to connect with its open source projects. For example, connecting from Forum, and Github. You can interact with the form and get help from other SuiteCRM active users.
  • Automation of Business: Automation of your business is easy with self-driven workflows. It allows triggering various system actions. Trigers based on any conditions from any modules in SuiteCRM.
  • Third Party Integrations: Offers many third party software integrations that you use daily. Some of its integrations are with Mailchimp, Xero, QuickBooks, Facebook and more. We also developed many extensions for SuiteCRM that integrate with other software. They are Xero, QuickBooks, Mailchimp and etc., You can find out by visiting the link here.

How to Install?

Before you install SuiteCRM on your server, check the following system specifications. Firstly, install required libraries and given PHP extensions to install SuiteCRM:

  • JSON
  • XML Parser
  • MB Strings module extension
  • PHP Memory limit (at least 128M)
  • ZLIB Compression module
  • ZIP Handling module
  • PCRE Library
  • IMAP module
  • Client libraries
  • CURL Module
  • Upload file size(minimum 10 MB)

Step by step Installation procedure for SuiteCRM

Follow the detailed installation instructions given below:

  • Initially download SuiteCRM from here.
  • Unzip the downloaded file and copy the extracted file to the server root folder.
  • Change the ownership of the suitecrm directory to apache user and group.
  • Then give the following permissions for suitecrm directory (linux commands):

Firstly, type
sudo chown -R www-data:www-data

Secondly, give
sudo chmod -R 755

Then, give this command
sudo chmod -R 775 cache custom modules themes data upload

Lastly, type
sudo chmod 775 config_override.php 2>/dev/null

  • Open suitecrm in your browser, you will redirect to the login and installation page.
  • Accept the license and click ‘Next’.
  • In addition, run the prerequisites checked by suitecrm which appears on the next page.
  • If you find red highlighted text, make the appropriate changes. This will resolve the errors, so that you will continue the installation steps.
  • Next you will land on the configuration page. During that time, you need to give configure the database. Then, setup SMTP server, configure security settings and site configuration etc.,
  • Finally, the installation will begin. Once it completes, it redirects you to the login page. There you can login simply by providing a username and password for your CRM.

Wrapping Up

SuiteCRM is the best choice of free Open Source crm. It helps to deliver a seamless customer experience and boost your business sales. Just give it a try for now to see the best business outcomes. It is the modern CRM which is cost free, high quality and trustworthy. Many customers use it all over the world. We have developed many integration extensions for this CRM. Many SuiteCRM users used and loved it. Check out our SuiteCRM Integrations here. If you need any questions or enquiries, please write to us [email protected]

The Complete Beginner's Guide of SuiteCRM

SuiteCRM Open Source is a free Customer Relationship Management application. In addition, it comes with extendable features at minimal cost. Moreover, it provides a comprehensive view of your business. Most importantly, a view of how your customers helping for the growth of your company. Further, SuiteCRM is also one of the most popular forks of SugarCRM. Above all, it is still maintaining its source code open for the developers. To clarify, anyone can change the codes for updating the application.

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Business getting rid of traditional paper documents evolved the industry to another step. In other words, they started to switch from excel sheets to an open-source suitecrm. Henceforth, Open Source CRM is the widely used customer relationship management system. Further, its flexible nature made people to practice throughout the world. Moreover, this article is a complete beginners guide of free open source SuiteCRM. In fact, know its broad strategies for conversions, sales and additional key characteristics.

SuiteCRM is the best free open source crm choice for every business level. Additionally, you get a full perspective of your customer data. First, know the detailed information about open source SuiteCRM. In fact, it includes its origin, unlimited access for free users. Moreover, multiple sources of customer information. Thereafter, integration of various teams in a single roof CRM, etc,. Besides, some of its prime features are further customized and collaborated. In addition, they are also automated and extended qualities of third-party integrations. Truly, it's installation procedure is easy unlike other software or applications. That is to say, you can install with minimum system requirements and PHP extensions. Of course, install and configure SuiteCRM by following the tested procedures.

The open source SuiteCRM application provides many customer-centric free and paid features. Indeed, one of the significant advantages is the automation of email marketing tools. SuiteCRM Mailchimp Integration automates your email marketing campaign. Therefore, you can improve your conversion rates and raise your business sales. Moreover, integrate this user-friendly extension by just a drag and drop. To clarify, this CRM options are really easy to use.

1.2.1. Mailchimp Integration

Mailchimp Integration on your SuiteCRM application saves a lot of your time. Additionally, it saves your efforts of the marketing and sales team. Further, synchronizing your Subscribers and mailing list in SuiteCRM is possible. Moreover, it helps to manage your campaigns in an effective way. Besides, sending targeted emails for a specific campaign is also possible. Further, marketing and sales managers can track the leads to be followed. Truly, track the number of opportunities available in the sales funnel. Thereafter, track the tailor-made conversations with customers. Equally important, analyze your customers behavior and generate reports of campaign performance. In face, these are the most essential features that are always in demand.

SuiteCRM open source embeds with many plugins for extending its characteristics. Additionally, its calibrated plugins are always in claim among the CRM user. To clarify, that is in demand for its flexibility and advanced improvement. Moreover, some of the feature updated extensions SuiteCRM open source are:

1.3.1. QuickBooks Integration

The workplace is an integral part of every team. Most importantly, it is vital irrespective of their job role and level of employment. Besides, same kind of tasks doing repeatedly in the same manner on each day is a worn-out duty for any individual. Truly, Quick Books Integration on SuiteCRM helps to automate your repeated task. Further you can concentrate on other crucial work. Additionally, free yourself from uninteresting regular tasks in just a few clicks away.

Communication plays a vital role in all the organization. Truly, it is important regardless of the type of industry you are in or serve. Besides, avoid any simple communication gap or back-and-forth messages. Further, wrong statements may impact your productivity or service affecting your business growth. Above all, SuiteCRM QuickBooks Integration is a connection tool. To clarify, it links your Quickbooks account information with SuiteCRM software. Additionally, it gives an integrated view of account information and customer details. Furthermore, such view in a single platform enhances the performance of your business.

1.3.1.1. Grow Your Business Competence with New Additions

QuickBooks Integration with your SuiteCRM system allows auto-bidirectional updates for product information. Further, periodical synchronization is possible in a pre-defined form at a scheduled time. Moreover, this helps to reduce duplicate entries and avoid clerical errors. To clarify, it create, maintain and update the data in any one of the locations. Furthermore, bidirectional synchronization of accounts and product category information is possible.

Synchronize your existing information bidirectionally by just switching into tabs. Indeed, frequent updates are possible as per your CRON time. To clarify update with auto-synchronization of products category and accounts. Then, synchronizing SuiteCRM products and services to QuickBooks is effortless from specific sections. Additionally, QuickBooks API version 3 transfers products. In addition, transfers contacts, invoices and quotes bidirectionally in a secured way.

1.3.2. SuiteCRM Duplicate Checker

Duplications in CRM occurs often while dealing with a high volume of data. In addition, sometimes on information about customers and services. Therefore, finding and removing duplications of SuiteCRM is easier. To clarify, it is possible with this SuiteCRM Duplicate Checker plugin. Moreover, none of the single customers must be present in two different systems. Additionally they are not duplicated under two categories. Earlier, such double or duplicated customers will get treated diversely. That is to say, it will impact your customer satisfaction and retention. Therefore, Duplicate Checker for SuiteCRM is an important extension for every SuiteCRM user. Consequently, knowing the needs of customers and fulfilling their requirements made easy.

1.3.2.1. Data Accuracy - a Fundamental Business Need

Maintaining customer data with appropriate information is essential to make a profitable business. Indeed, it stores the dates, behavior, interests, conversations, transactions and remarks. Further, interlinking customer data with many departments of an organization is possible. Additionally, various teams manage those information. Moreover, dealing a set of data by different people at the same or varied time drives to incorrect data. As a result, it consumes more resources and increase spams. Besides, it also takes more time and provide wrong reports.

Delete duplications of data with SuiteCRM Duplicate Checker. That is to say, increase your productivity and customer satisfaction with no duplication. Moreover, unique fields option pulls out the duplicate entry from a specific field. Additionally, enable or disable choices allows describing your duplicate check mode. Further, it notifies the duplicates every time while entering new data or record. Besides, it helps to keep up your data accurately without any troubles. Most importantly, duplicate free SuiteCRM is workable by this plugin.

Ending Up

Hope you got to know all about the best free open Source SuiteCRM. Moreover, make a brisk up-and-down walk-through of this guide. To clarify, it helps to understand SuiteCRM open source free CRM. Additionally, know about it along with its resourceful features. Indeed, just get into Chapter 1.2 to increase your business growth and boost up your conversion rates.

Why Your Business needs SuiteCRM

A CRM automates and centralizes the storing of all customer data. With SuiteCRM software, you can streamline your sales process and make your customers satisfied, retain them and lead to grow your business. You can acquire and retain new and profitable customers with CRM software, which improves your customer data quality.

SuiteCRM is a popular open source Customer Relationship Management tool. The CRM has a set of tools to assist marketing campaigns, custom rule creation, and a built-in email module. One of the more popular open-source tools currently available in the market. A free download and installation method makes it easy to use and has the advantage of being a free tool.

The SuiteCRM platform is highly customizable and you can integrate it with many products through its API. CRM Extensions are also available that allow users to enhance their experience with the platform. SuiteCRM also includes a finance module, which manages all customer transactions and tracks invoices, both from a receivables and payables perspective.

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Reasons Why Your Business Needs SuiteCRM

Produces greater productivity

By using Workflows, SuiteCRM can automate time-consuming and manual tasks in the simplest and most effective way. It can automatically perform actions by scheduling, based on a certain condition, or by monitoring user and customer activity. By using this SuiteCRM Software, salespeople can drive sales with all the information at their fingertips.

Automating administrative activities will lead to efficient business processes. In this way, the Sales team will not be wasting time completing admin tasks. Additionally, third-party ERP applications can be integrated into the system.

Boost your Sales with SuiteCRM

Utilize and identify new technologies to boost your sales. This will allow you to reach more audiences and convert them into customers. It will generate more revenue for you. Enhance your sales process with some features of SuiteCRM.

Implementing Chatbots

Providing real-time responses to customer queries is the most important aspect. This gives you an edge in customer service and is a valuable resource for your sales team. By using Chatbots, you can automatically respond to customer inquiries. With this your visitors can then be directed to information that matches their inquiries.

Connect through video

In the process of purchasing a new product or service, many buyers want to speak with the sales representative. By enabling or allowing video chat with your customers, you bring your company closer to them. It is easier to discuss products and get a clear impression when you use video chatting.

Using Social Selling Techniques

Everyone must use the online mode to get what they need during the lockdown. Social media has become a common tool used by businesses to reach out to customers. The technique of social selling involves interacting with prospective customers directly through social media such as Facebook, Instagram and LinkedIn. By doing so, people may know about your product and show some interest in your product. This gives you an opportunity to sell your product and get revenue from it.

SuiteCRM provides Better Customer Service

With SuiteCRM, make your customers happy by providing quality support and a personalized experience.

Fast and High-quality Support

Customer service representatives need to respond to queries quickly, and doing so manually is difficult. Using SuiteCRM, you can also automate the process of responding to your customers. Your support team plays an integral part in the growth of your business by quickly responding to customers. SuiteCRM helps you to take your business to the next level by offering integrations with third-parties.

Using Automated Processes

By automating your process and keeping things under control, you are able to increase your productivity and satisfy your customers. It is crucial to keep your business on track by retaining customers and making sure they are satisfied. Provide your customers with a personalized experience and make sure they are happy with your services by automating your email campaigns.

Customizable Open Source CRM

Since SuiteCRM is an Open Source CRM, it can be highly customized, configurable, and tailored to meet the unique needs of your business. By customizing SuiteCRM, you can make it even more powerful. Furthermore, SuiteCRM can be integrated with your favorite third-party applications, which can increase productivity and eliminate the need to switch between multiple applications.

Wrap Up

Choose SuiteCRM for your business process that provides a cost-effective and time-saving solution. Due to its high customizability and adaptability, it helps different businesses adapt according to their needs. Visit our website to learn more about SuiteCRM Extensions. If you have any queries contact us at [email protected].

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