Why SuiteCRM Falls Short for Email Campaigns — and Why Mautic Is the Answer
Read more: Why SuiteCRM Falls Short for Email Campaigns — and Why Mautic Is the AnswerDon’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
Read more: Coming Soon: SuiteCRM WordPress Portal PluginComing 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…
Securing SuiteCRM: Security Best Practises
Read more: Securing SuiteCRM: Security Best PractisesIt’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…
Automate Lead Capture: SuiteCRM Business Card Scanner – Scan Business Cards Directly into SuiteCRM with n8n
Read more: Automate Lead Capture: SuiteCRM Business Card Scanner – Scan Business Cards Directly into SuiteCRM with n8nIf 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…
Supercharge Your Lead Follow-Ups: AI-Powered Lead Enrichment in SuiteCRM
Read more: Supercharge Your Lead Follow-Ups: AI-Powered Lead Enrichment in SuiteCRMSalespeople 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…
Integrating WordPress User Registration with SuiteCRM V8 API: Automatically Add New Subscribers as Leads
Read more: Integrating WordPress User Registration with SuiteCRM V8 API: Automatically Add New Subscribers as LeadsWouldn’t it be great if new WordPress user registrations automatically became leads in SuiteCRM? In this tutorial, we’ll show you how to achieve this using SuiteCRM V8 API and WordPress action hooks. By the end of this guide, you’ll be able to: ✅ Capture new WordPress users and push them to SuiteCRM as Leads ✅…
Integrating Gravity Forms with SuiteCRM API v4_1: A Comprehensive Guide
Read more: Integrating Gravity Forms with SuiteCRM API v4_1: A Comprehensive GuideHow to Integrate SuiteCRM, Gravity Forms and WordPress with API Ver. 4_1 In this blog post, you’ll learn how to use Gravity Forms with SuiteCRM API v4_1 to seamlessly push leads from WordPress into SuiteCRM. We’ll provide a free plugin download, detailed code examples, and a walkthrough video. This guide is perfect if you want…
Comprehensive Guide to SuiteCRM API: Using Version 4_1 API with Postman
Read more: Comprehensive Guide to SuiteCRM API: Using Version 4_1 API with PostmanPart 1: Introduction to SuiteCRM API Version 4_1 SuiteCRM provides several API versions to interact with its CRM functionalities. The Version 4_1 API, while older, remains widely used due to its simplicity and broad compatibility with existing systems. This article focuses on Version 4_1 to help you quickly get started with SuiteCRM integrations using Postman.…
Mastering the SuiteCRM Dashboard: A Guide for Sales Efficiency
Read more: Mastering the SuiteCRM Dashboard: A Guide for Sales EfficiencyThe dashboard is your central hub for managing daily tasks, tracking progress, and staying organized. Whether you’re a sales rep or manager, knowing how to customize it to fit your workflow can significantly enhance your productivity. Why the Dashboard Matters The SuiteCRM dashboard is designed to adapt to your specific needs. Unlike other platforms, SuiteCRM…
How to Create a Custom Print PDF Template for Any Module in SuiteCRM
Read more: How to Create a Custom Print PDF Template for Any Module in SuiteCRMOne of the powerful features of SuiteCRM is the ability to generate print-ready PDFs directly from the CRM interface. While standard modules like Accounts and Invoices include this feature out of the box, you may need to enable this functionality for custom modules—such as a “Products” module for generating product data sheets. In this guide,…
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Welcome to our SuiteCRM blog, where we share in-depth tutorials, expert advice, and actionable tips to help you get the most out of your SuiteCRM system. Whether you’re a beginner looking to streamline your customer management processes or an experienced user aiming to integrate SuiteCRM with tools like Mautic, our articles cover everything you need to know. Explore topics like CRM customization, automation workflows, integration best practices, and much more. Stay ahead with the latest updates and insights into maximizing your SuiteCRM for business growth.
