For account managers
“Before every call I hunt through five screens for the story.”
One account view: contacts, open deals, open cases, last touch.
Three things to say to it on day one
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“Give me everything on Vertex Analytics before my call.”
suitecrm_canvas · Account 360 · 1 contact · 2 deals · 1 open case
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“Log the call with Omar: 22 minutes, they want the renewal quote by Friday.”
suitecrm_log_call · linked to the account
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“Set a reminder to send the quote Thursday.”
suitecrm_add_task · due Thursday · assigned to you
In their words
What SuiteCRM users say in public reviews and on the community forum. Attributed, dated, unedited.
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“It takes up to 20 seconds to load a list or the homepage.”
SuiteCRM 8.7 administrator. SuiteCRM community forum, December 2024.
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“Data entry is cumbersome especially on the accounts screens.”
Principal consultant. Capterra review, April 2018.
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“A completely different flow of logic in building reports.”
Account manager. Capterra review, February 2018.
Say it.
Done.
Every CRM your team already has, now something they will use.