Users commonly build workflows to automate lead routing, quote approvals, escalations, and reminders. All workflows in SugarBPM follow a certain format, beginning with a start event then moving to an activity, a gateway, and end events. Use SugarBPM to create rule-based business processes, email templates, and automations for customer service, like call triaging. If you go with the Sugar Enterprise or Sugar Ultimate Editions, you can access SugarBPM, an automation tool that works using a visual drag-and-drop builder. You can still list a revenue line item in the opportunity description, but this detracts from the level of detail you can see in reports later on. SuiteCRM stores basic information about opportunities, such as account name, value, sales stage, and expected close date, but you can’t add a revenue line item from a list of products or services. csv file, but you can’t create opportunities by converting leads or quotes.
You can create opportunities from scratch or by importing them from another CRM or a. SuiteCRM handles opportunity management similarly, but it doesn’t allow the same degree of granularity as SugarCRM. Choose a product or service from your organization’s database, set an expected close date, estimate how much you think the opportunity is worth, and keep track of opportunity progress by selecting a sales stage.
Using SugarCRM, you can add revenue line items to each opportunity. You can create an opportunity from scratch from the Opportunities dropdown menu, or you can create an opportunity by converting a lead or a quote. SugarCRM lets you create opportunities in a number of ways. Opportunities allow sales teams to track individual sales, and they can be tied to a lead, quote, or account. Opportunity managementĮvery CRM should offer opportunity management. You can also map contacts, which lets you plot your contacts in Google Maps. Just like SugarCRM, SuiteCRM lets you edit contacts individually or en masse, delete, merge, add to target lists, print as PDF, and export as a. You can also create contacts from vCards and by converting leads. SuiteCRM lets you create contacts individually and by importing multiple contacts at once from a. For sharing contacts, export them individually or in groups, or share individual contacts via email as vCards. Additional functionality includes the ability to edit, merge, mass update, delete, and export contacts. You can convert leads to contacts and add contacts to different target lists for email marketing if you want to. Records are formatted like cards in an address book, and you can toggle subpanels on each record to see more or less information, such as recent activity. SugarCRM lets you create contact records individually or by importing a. Contact managementĬontact management is the most basic function a CRM performs, so it’s a good idea to see how these systems handle contacts before you buy. In many ways, SugarCRM and SuiteCRM are very similar, but upon closer look, you’ll notice there are subtle yet important differences. Many users see SuiteCRM as a high quality, less expensive alternative to popular CRM vendors like Salesforce, Microsoft Dynamics, Oracle, and SugarCRM.
Anyone can download and use SuiteCRM for free as a self-hosted solution, but you can also pay to have SugarCRM host the software for you. Organizations of all sizes use SuiteCRM, from enterprises to startups to non-profits. SuiteCRM is an open source CRM developed and maintained by SalesAgility, a CRM developer that also offers consulting, migration, and support services. Pricing plans vary by features, number of users, and level of customer support.Īlso read: Salesforce Alternatives: Top 5 CRMs What is SuiteCRM? Users can purchase SugarCRM’s solutions as standalone options or as a comprehensive package. Marketers and customer experience professionals also use SugarCRM. Previously an open source solution, SugarCRM is now a proprietary software used by businesses of all sizes. SugarCRM is one of the most popular customer relationship management (CRM) alternatives to Salesforce.