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Shop Services | Login-My Account | CartMost sales plans look the same. Leadership sets a big target — “Grow sales by $1 million.” Then, instead of a plan, they carve it up like a pie: “We’ve got three reps, so that’s $333,333 each. Go get ’em team!” Or worse, they ask each rep for a “forecast,” add up the numbers, then…
Artificial Intelligence is no longer just a buzzword. When connected to your CRM, it can become a practical tool that helps you close more deals, provide better service, and run your business more efficiently. Here are ten ways you can start using AI inside SuiteCRM right now. 1. Lead Scoring and Prioritization AI can automatically…
We’ve been working hard on making the SuiteCRM WordPress Portal smarter—and today we’re excited to announce the first release of our AI-powered features. These new tools are designed to save your support team time, improve customer satisfaction, and make your portal more efficient than ever. What’s New: These new features bring intelligent automation right into…
A CRM should be the heartbeat of your sales team. It should tell you exactly what’s going on in your pipeline, what needs to be followed up, and where the deals are getting stuck. The reality? In a lot of companies the CRM is sitting there but nobody’s really using it. Reps keep their own…
We’ve been heads-down building a fast, modern Knowledge Base that pulls live articles from SuiteCRM and renders them beautifully in WordPress—no copy/paste, no double entry. If you’re already using our Cases portal, this slots right in. What’s inside Categories grid (4-up cards) A clean landing view that lists your SuiteCRM KB categories A→Z. Each card…
Don’t get me wrong: I love SuiteCRM. It’s a fantastic open-source CRM for managing accounts, opportunities, and customer relationships. But when it comes to email marketing campaigns, SuiteCRM shows its age. If you’ve ever tried to run campaigns directly inside SuiteCRM, you’ve probably experienced the same frustrations I have: SuiteCRM simply wasn’t designed for modern,…
Coming Soon: SuiteCRM WordPress Portal Plugin We’re excited to announce that a brand-new WordPress-native portal for SuiteCRM is in development! 🎉 For years, the only option was the Joomla portal, tied to the old SuiteCRM 7.x legacy API. That meant limited flexibility, messy upgrades, and the need for SuiteCRM-side customizations. Not anymore. Our new SuiteCRM…
It’s always been difficult to find a compendium of SuiteCRM security practices and a list of things to do to secure SuiteCRM. Over the years I’ve come across many ideas and here are some of the things you can do to make sure your SuiteCRM is secure. Before we get into specific details, more security…
If you’ve ever come back from a trade show or networking event with a stack of business cards, and wish you had a SuiteCRM Business Card Scanner? You know the pain: manually entering every lead into your CRM. It’s time-consuming. It’s error-prone. And let’s face it—no one actually wants to do it. That’s why I…
Salespeople waste a lot of time researching new leads just finding out what the company does, who the contact is, what their role is, and how best to approach the first call. But what if all of that background research could be done automatically? In my latest YouTube video, I show how I connected SuiteCRM…