• SuiteCRM Nextcloud Integration

    SuiteCRM Nextcloud Integration

    Getting the SuiteCRM and Nextcloud integration to work together can be challenging. I spent a whole weekend trying to get it to work. So, thought I’d share and add the procedure I went through to get the SuiteCRM and Nextcloud integration to work. This only works for SuiteCRM version 7. Version 8 is not compatible […]

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  • SuiteCRM 8 Quote Follow Up Automation

    SuiteCRM 8 Quote Follow Up Automation

    Setting up workflows in SuiteCRM 8 is easy if you know how. Plus they save so much time and make sure nothing falls through the cracks. This is complete walk-through tutorial on how to create your own quote follow up automation in SuiteCRM 8 using the workflow module. Below is the workflow we are going […]

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  • How to Install SuiteCRM 8 Walkthrough Tutorial

    How to Install SuiteCRM 8 Walkthrough Tutorial

    Recommended Hosting Environment for SuiteCRM 8 I have the best luck installing SuiteCRM 8 on a WHM/Cpanel hosting environment. I have installed it on shared hosting environments with decent results, but really recommend installing it on a VPS host. Prerequisites Some things not covered in this tutorial, but should be done before proceeding with this […]

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  • WordPress Twenty Twenty Two Block Theme Project

    WordPress Twenty Twenty Two Block Theme Project

    With the release of Twenty Twenty Two theme, I challenged myself to build a 100% block theme for my website. If you’ve built a website even a year or two ago, it’s time to realize that Twenty Twenty Two has changed the game. It’s very difficult to get a site built with a page builder […]

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  • How to Implement CASL in Your CRM

    How to Implement CASL in Your CRM

    A Guide To Implementing CASL In Your CRM With the economy cooling and people looking for new ways to generate business, I’m getting a lot of inquiries from clients wanting to send out emails to a list of people they either got from a directory or some other source.  Sending business emails out to people […]

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  • How to Integrate SuiteCRM and Gravity Forms

    How to Integrate SuiteCRM and Gravity Forms

    Easily Integrate SuiteCRM and Gravity Forms I came across a great plugin the other day while trying to integrate SuiteCRM and Gravity Forms for a client.  The normal SuiteCRM Web to Lead form is great for simple lead capture.  However, if you want something a little more advanced or custom, you’ll need something different. Gravity […]

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  • Google Analytics is Being Retired

    Google Analytics is Being Retired

    Google Analytics (Universal Analytics) is coming to an end. Google has just announced that as of July 1st, 2023, it will stop working (won’t receive any more data from your website). This is unfortunate because it had a lot to offer over its replacement – GA4.  Previously, I had been advising clients to stick with […]

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  • SuiteCRM Create Follow Up Calls from Campaigns via Workflow

    SuiteCRM Create Follow Up Calls from Campaigns via Workflow

    A common request I get from clients is to create follow up calls from either an email campaign or regular snail mail mailing campaign.  This can be done fairly easily in SuiteCRM and save time on coordinating and tracking follow up calls. However, the sales manager in me says “Why are you calling to follow […]

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  • SuiteCRM Email Marketing Deep Dive

    SuiteCRM Email Marketing Deep Dive

    SuiteCRM Email Marketing Overview SuiteCRM email marketing offers many different options and features for sending and managing email campaigns.  They are fairly well documented individually in the SuiteCRM documentation.  However, they are not all together in one comprehensive document that a marketer can use to plan a SuiteCRM email marking campaign. Since SuiteCRM is such […]

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  • Free Recruiting Opportunities for Trucking Companies

    Free Recruiting Opportunities for Trucking Companies

    Many trucking companies are missing out on free recruiting opportunities.  Finding and recruiting drivers is a key strategic direction for any trucking company right now and for the foreseeable future.  Google is one of first places many people go to find a job, or anything else for that matter.  I see many companies have job […]

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