Mississauga Digital Agency Blog

Easily Integrate SuiteCRM and Contact Form 7 I came across a great plugin the other day while trying to integrate SuiteCRM and Contact Form 7 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.  Contact Form 7 is a great contact form builder for WordPress that’s been around for years.  While there’s a bit of a learning curve with it, it does the job. Here’s how to integrate Contact Form 7 with SuiteCRM. Step 1:  Install the Plugins….

CRM Software can be expensive. Many commercial CRM’s bill by the user and have large add on fees for additional features. I helped my client save $40,000 in fees to their CRM software provider by migrating their CRM from Salesforce to a free Open Source CRM called SuiteCRM. Background My client has about a dozen or so users, plus they use quite a number of custom fields and workflows. The problem is that every time they wanted an additional field added it bumped them to a higher cost tier. Their monthly fees grew to the point of $40,000 per year!…

Here’s a basic walk-through of how to set up your products in SuiteCRM, plus set up your custom SuiteCRM quote form PDF, as well as, how to add a quote.  Great tips to make your quotations easy to enter and send to clients. was last modified: March 11th, 2018 by Paul Stevens

Here’s a basic overview of how targets, leads, opportunities and contacts work in SuiteCRM.  It’s an easy walk through that shows you how easy it is to convert leads in SuiteCRM. was last modified: November 11th, 2017 by Paul Stevens