Top 10 Uses of AI in Your CRM
Read more: Top 10 Uses of AI in Your CRMArtificial 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…
AI-Powered Features Now Live in the SuiteCRM WordPress Portal
Read more: AI-Powered Features Now Live in the SuiteCRM WordPress PortalWe’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…
Why Sales Teams Don’t Use CRM (and How to Fix It)
Read more: Why Sales Teams Don’t Use CRM (and How to Fix It)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…
Sneak Peek: Knowledge Base for the SuiteCRM WordPress Portal
Read more: Sneak Peek: Knowledge Base for the SuiteCRM WordPress PortalWe’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…
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 ✅…