Digital Catalyst recommends the open source SuiteCRM.
It is an award-winning Customer Relationship Management (CRM) application. It is functionally equivalent to the major product suites like Salesforce, Oracle, SAP and Microsoft Dynamics. It is and always will be a completely open source product.
Just like every product we deliver to our customers, we use SuiteCRM ourselves.
SuiteCRM's workflow module is an efficient, powerful, and flexible tool that delivers advanced capability to streamline and automate repetitive tasks freeing users to focus on selling and servicing customers.
Users can model business processes and design flexibly automated actions that are triggered to run at any time.
Some of the potent features a CRM can provide for your business:
- Centralise all client data, points of contact, and conversation into a single application
- Provide access via browser and native mobile apps
- Lock down access to the right staff based on roles (read, write, import/export, delete)
- Model your sales pipeline quickly and easily and free your salespeople to be on the road
- Make sure that every lead is followed up quickly and professionally
- Individual and company wide reminders
- Task management and delegation
- Filing emails against a client or vendor
- Filing contract documents against a client or vendor
- Produce beautifully templated quotations
- Control your pricing strategies
- Ensure your contract renewals are always serviced
- Automate sales and account management tasks
- Build customised reports
- Customised workflows
- Integrate with third party applications (e.g. Xero, Exchange, website forms)