SuiteCRM Overview ver. 7.8.8 LTS


SuiteCRM Home Site     A good quick overview of SuiteCRM (from SuiteCRM consultants)

Core Modules

  1. Accounts

  2. Contacts

  3. Opportunities

    -An Opportunity is a qualified Sales prospect
    -have entered into the buying cycle

  4. Leads

  5. Calendar

    -to manage your time by scheduling Meetings, Calls and Tasks
    -Users may share their Calendar so they can allow others to view their upcoming activities
    -These activities will be displayed in the Calendar module given that the User concerned is a participant or the task has been assigned to them.

  6. Calls

    -allows Users to schedule and log a record of inbound and outbound calls that they may be a participant of

  7. Meetings

    -allows Users to create a record of any Meeting that they have been involved in
    -allows a User to invite attendees, email invitees, set reminders, reschedule and relate to other modules including an Account, Contact, Project and many other Objects.
    -as many more helpful functions that assist the User to plan and organise their Meetings

  8. Emails

  9. Tasks

    - assist Users with productivity, offering a way to record, relate and assign Tasks and to-do items that require action.

  10. Notes

    -used to keep a record of any comments, observations or explanations that a User may have relating internally to their organisation or relating to another SuiteCRM record such as an Account, Contact, Lead or many more
    -Notes are also used to keep record of interactions with Customers regarding Cases and Bugs.

  11. Documents

    -used as a repository for Customer issued or internal files
    -This content can be uploaded, revised and viewed in addition to relating to individual records

  12. Targets

    -typically Targets are used as the recipients of a Marketing Campaign
    -you know very little about these individuals
    -they may be re-used for new Campaigns or deleted without any impact to the business
    -you will spend little resources on Targets and will usually be contacted en masse
    -Targets can be acquired from purchased email lists or gathered from trade shows
    -the Targets module used to store and manage information about these individuals.
    -a simple form of a Lead - no website, no lead source, no status - can be marked as Opted Out, Invalid. Do Not Call
    -Targets can be imported

  13. Target Lists

    - used to separate Targets into groups
    -these can be groups of individuals:

    - a list can consist of:

  14. Campaigns

    -can be a very powerful marketing and advertising tool
    -create and track Newsletter, Email and non-email Campaigns to prospective or existing customers
    -With the tracking tools built into the Campaign module you can monitor the response you receive from your Campaign in real time, allowing you to view the return on investment (ROI) and many other useful metrics
    -This in turn helps plan strategic marketing and advertising activities effectively by visualising which Campaigns work and which do not.
    More Detail

  15. Cases

    -used to record interactions with Customers when they ask for help or advice: ie. Sales or Support
    -A Case can be created, updated when a User is working on it, assigned to a colleague and closed when resolved
    -At each stage of the Case the User can track and update the incoming and outgoing conversation thread so a clear record of what has occurred is registered in the CRM.
    -Cases can be related to individual records such as Accounts, Contacts and Bugs.
    More Detail

  16. Projects

    -allows the User to arrange their organisation's projects by tracking a number of Tasks and allocating resources
    -Once set up, a project can be visualised in the form of a Gantt chart or using the project grid.
    More Detail

Advanced Modules

enhance Sales Force Automation Capabilities and improve business processes

  1. Advanced Open Sales (AOS)

    - these modules allow management of the Post-Opportunity Sales processes:

    - the modules that make this functionality available are:

  2. Advanced Open Workflow (AOW)

    -allows users to create custom workflow processes
    -allows users to trigger various system actions based on conditions from any SuiteCRM module.

  3. Advanced Open Cases with Portal (AOP)

    - an enhancement to the case management module in SuiteCRM
    -there is a Joomla component
    -AOP extends the core cases functionality and enhances mechanisms for contacts to update cases -allows contacts held within SuiteCRM to:

    -AOP Joomla component connects a Joomla site to the SuiteCRM instance
    -this allows SuiteCRM Contacts to:

  4. Advanced Open Events (AOE)


  5. Advanced Open Reports (AOR)

    -the reporting module within SuiteCRM
    -allows users to report on CRM data from any module and has many features to display key information quickly

  6. Reschedule

Security Suite(Groups)

-third party module

JJW Maps

-provides mapping functionality for SuiteCRM
-JJW Maps is a third party module