Simple and Effective
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.
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.
Community support is not always very quick, but is part of the game.
Some integrations (Google calendar) are still not completely working well.
Drop in Replacement for Similar CRMs with Both Open Source and SaaS Versions
Contact management, email marketing, calendaring, and integrated phone call followup.
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.
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.
Excellent CRM at $0 cost
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.
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.
About What You'd Expect From A Free CRM
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.
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
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
SuiteCRM flexible and dependable CRM
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.
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.
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.
Great open-source CRM till date...
My overall experience with SuitCRM is amazing. I am using it for more than three years and found it really effective and helpful CRM. I am using it to create campaigns, track emails, fetching reports and creating the dashboard for the information. After using this CRM now I ensure that my data and information is now secure.
I like SuitCRM's simple design and easy to use user interface. I like this very much because operating SuitCRM is very easy. SuitCRM is fast, reliable and secure CRM and this is something I like the most about this amazing CRM.
There is one thing that I want to highlight that I dislike about it which is sometimes when I wish to fetch large size reports from this CRM, it gets stuck sometimes but overall I am very happy with its performance.
SuiteCRM is the only way to go for full-blown CRM
Fantastic experience since the software was 'forked' from the SugarCRM Community Edition 3-4 years ago. Sales Agilty who are the driving force behind SuiteCRM have really taken it by the scruff of the neck and turned it into something that can compete head on with cloud-based or enterprise CRM systems.
1. open source
2. so no per user per month fees
3. customisable. Either using the Module Builder or via bespoke customisation
4. easy to integrate with other systems using tools like Zapier or by doing bespoke work
5. that I can take my time rolling it out across my business as there are no massive 'software investments' to make
Nothing. We love using it and use it EVERY SINGLE DAY. It is one of only three 'line of business' applications in my business.
Review of SuiteCRM
Using SuiteCRM has helped on tracking activities in places of work which I have customised for and even in its usage in the company
It's ease of usage and its customisability
There are some restrictions to it's customisability which limits design options
Don't break it!
I like it a lot. I made the mistake of rolling out a highly customized CRM and later had to add functions/features that essentially broke because of my customizations. Something to always consider when rolling out a custom tool.
This software comes with a lot of features out of the box and there are more you can add on. The Open Source community uses similar platforms that makes troubleshooting with Google much easier.
It is verry verry customizable. Make sure to take snapshots and notes, the way it interacts with itself on the back-end is extremely specific.
THE opensource CRM
So far so good, I strongly recommend SuiteCRM for small to medium-size companies
SuiteCRM is THE opensource CRM to choose from different options out there. I've been using it for a while now and like the capabilities that this CRM offers. I also like that there is a huge community that helps with feedback and sharing their experience
Sometimes you may feel that you need additional features and even though you'll find some add-ons from vendors you will need to pay for them or they are not what you need and/or you will need to find a developer to help you
I have been a heavy user and administrator of my SuiteCRM incidence for over 5 years.
And entire suite of CRM capabilities without being nickle-and-dimed for every user or add-on.
Out of the box it is a great program that replicates virtually all of the needed tasks of others CRMs that have monthly user subscriptions. It is also very easy to find programmers to add additional functionality, even if you personally do not know programming. I have been able to add an almost complete company workflow into the software as well as have it connected to other large datasets related to my business. And I own all of the customizations, code and data while not being overly locked into another company's proprietary system.
The email module is its weak spot and the UI could be improved - although it has come a long way over the past few years.
Customizable, Extensible, Self-hosted CRM
When self-hosting was a requirement for storing my customer details, SuiteCRM was a primary candidate. It was fairly easy to install and begin using. You can choose which modules to implement, everything from inventory and reports to Outlook plugins and project management. I just needed the basics, customers, contacts, appointments, notes. With the API I was able to integrate it with my time tracking app and save work done into the CRM customer notes.
I started with version 7, where the UI had just had a major revision. It was more responsive but much less efficient in terms of screen real estate. Because I had the source, I was able to tighten up specific styles so I could view more information per screen.
SuiteCRM is a huge application. There are a myriad of options, however they are well organized and I didn't find it difficult to locate what I needed.
Wonderful and Expandable CRM Solution
If you are comfortable working with your own website, I recommend trying out Suite CRM. It can end up saving you a ton of money. If you are tired of SalesForce and would like to try a different option, look no further. This is an excellent product.
I absolutely love that this CRM is fully opensource and if you are confident enough free to use. You can have a CRM as powerful as SalesForce for the opportunity cost of self installation. That being said, there is a network of people who can help you install and manage it. Plus there is an affordable paid version which in my opinion outshines that of SalesForce or Infusionsoft!
It is a little difficult to get this up and running if you are trying to install it on your own. Additionally, the idea of opensource software doesn't appeal to everybody and should be taken with a grain of salt since you can have others install for you.
We have been using this program for several years now - and it has been a valuable tool. We just recently upgraded the program to one of the newest releases, allowing us to do more - with less steps. The ability to create a workflow is invaluable. We run the program on a Mac server, and have not had one bit of problems with it. If you are looking for a smooth running CRM suite, check this app out.
The ability to use SuiteCRM and customize it to your needs is FANTASTIC. We needed a catering management tool, everything on the market was out of our price range, or did not provide what we wanted. With a few modifications and adding of fields, SuiteCRM was ready to go. It even have the ability to print PDF's and email them as well.
The lack of mail merging or publishing to a word document is about the only thing that is lacking in this system. There is an add on - but it is a little pricey.
SuiteCRM is also SWEET as SUGAR
The overall experience with SuiteCRM is that it addresses the challenges addressed by a full featured CRM, that is the maintenance of the customers database, engagement with customers, and everything in between that translates to the visibility and reproducibility of the entire CRM process stream.
What I liked about this software is that it is FREE and is already a FULL FEATURED CRM. I haven't found another Open source CRM software that can beat its functionalities, specially that you can build applications easily through its built-in process and forms engine. Sugar is the commercially supported version which is more stable but with the SAME features.
What I liked least about Open source software is the support which would be little to none at all. There is not much expertise with the software in our region, thus I most often go to commercial vendors for our company.
My former employer switched from SugarCRM to SuiteCRM. They are identical.
There was a lot of customization available that had not been available in SugarCRM. The trick is having an IT team that can devote time and resources to tweaking it to make it work best for your company.
Having used SugarCRM for a couple of years before, SuiteCRM is almost exactly the same. All of our client information transferred over to the new system easily. You can keep notes, cases, tasks, schedule calls, contact information, revenue, etc. all in one easy system.
There were a lot of bugs in the system when we switched over, particularly with reporting. Much of this was evidently due to information fields not quite being an exact match, as well as a completely different flow of logic in building reports than the way it had been in SugarCRM. We spent many man hours testing, screenshotting, and attempting to correct system bugs.
The best open source CRM for SMB
CRM systems for Telco and Travel industries
It has free version that is highly customizable to meet requirements for any industry. Even free, it has updates and security fixes on a regular basis
Lack of support and documentation for a free version. API needs to be renewed with a modern one.
There is no official app for a mobile phones.
Best Open Source Customer Relationship Management
SuiteCRM Integration features is the best part.
I want integrate Techesperto official SuiteCRM Twilio SMS Service plugin with my SuiteCRM Open Source, As a CRM expert. It is very easy to integrate Twilio bulk sms plugin to my SuiteCRM Platform. During use of Suite, I notice some major pros.
Easy to use
Easy to Integrate
I’m working with SuiteCRM since 3 month. So, I did not found any special type of cons with SuiteCRM Customization, Integration & Migration. Sometime have Implementation code error.
A pleasant surprise!
The product has all its modules available and ready at the point of install which means you have access to every feature and functionality straight away. As it is an enterprise product it has powerful capabilities and because it is open source it is all free to use no matter how many users you have. The system covers off everything I would need to track for my customers or prospects, its great having everything in all in the one place which helps drives my sales and marketing.
The admin panel allows you to customise the look and feel of the system, however to fully customise the software for your own needs you need to have some technical know-how in order to complete the some of the tasks.
A complete sales and marketing management system, easy to use
Suite CRM is the best self-hosted, open source and customizable CRM. In fact, this is one open source CRM that can face head on with any other enterprise or cloud based CRMs. Right from importing from traditional database or importing from excel, Suite CRM also allows to add custom fields.
-Allows you to create your own modules based on your needs
-Comes with freely available modules
-You can either customize using a modular builder or go for bespoke customization
-The best part is it does not ask for any expensive software add-ons unlike others
-Out of the box, functionalities makes troubleshooting a lot easier
- Too much of customization and hence make sure to take notes accordingly as every customized module interacts differently with the backend.
- All you need is a little tweak by the developers and you are good to go for using SuiteCRM as per your needs. A must use for start-ups who are looking for substantial growth in business.
If you want a CRM to use internally... it’s great! Something for your client to interact with and great customization options... run.
It does have many different modules and features to choose from. You have the ability to create your own and your own relationship tables. I like the amount of data it can collect and how you can potentially use the CRM
Out of the Box, it’s great if you just want to setup. I ran into errors installing it on two different server spaces (1 host gator & 1 GoDaddy). I needed developer to fix it. I am not a fan of how it looks. In comparison to other CRMs it’s not that appealing and customizing it is not a user friendly job... you will need a developer. Another aspect is that the client facing interface isn’t built in.... for it to be CRM thy should be pretty standard but no where can I see how to have a client sign in... only users. So to me you would have to make each client a user for them to have a view. Also the ability to hide the module and tweak the menu isn’t fun. I wanted the one bar standard menu and just to have it listed like a nav bar without the drop down... it automatically make you have to have drop downs even with only 1 option.
It's a great CRM but you need someone experienced to manage it
It's all open source which allows you to customize pretty much anything you want if you have some software development experience. However, simple adjustments like creating additional fields and workflows can be done through the Admin interface and is pretty straight forward.
It breaks easily. Moving servers or performing updates often requires trouble shooting. If you are not up for that you should use their hosted service.
Open Source, Yet Enterprise Ready
I've worked with SuiteCRM as a system administrator/user and as a software consultant implementing it for customers.
Feature packed, with a high degree of parity with commercial CRM systems, but with an open source development structure and LTS update cycle.
While I admire the commitment to open-source development, the zeal of the marketing emails and project leader sometimes feels a little extreme. I appreciate the passion, it's just a bit much sometimes. This doesn't seem to have a negative impact on the software, though.
Complete CRM Solution
Good open source CRM suite
SuiteCRM is based on SugarCRM. It has a lot of features (leads, opportunities, target lists, email templates, campaigns, web-to-lead form creation, etc). The new UI looks great.
Very little to not like given that it's free. I switched to another software since we wanted sales to be integrated with our ERP software and with SuiteCRM it was a standalone product. I wish it wasn't PHP-based, but that's just a matter of personal preference.