Category Archives: SuiteCRM

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.

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.

Is your CRM costing you too much money, or do you wish you had a CRM like the big guys but can’t afford it?  Here’s a demo of a free and open sourced SuiteCRM software. Need help to install it? If you need help to install and/or configure it, iGo Sales and Marketing has the experience and the know how to help you get SuiteCRM up and running on your web server.  Plus, we can help you design and implement a winning sales process that’s fully auto mated in SuiteCRM! Contact Us for More Details

Can I really get a FREE CRM? Yes! If you’ve never heard of SuiteCRM, it’s an open source CRM that is very comparable to Salesforce or Microsoft Dynamics, Zoho or any other high end CRM, except that it’s free. What is SuiteCRM? SuiteCRM is an open source CRM that is based on SugarCRM CE and has been around for years.   Users find it very similar to products like Salesforce, SugarCRM, Zoho and other CRM solutions.  SuiteCRM is currently being developed by SalesAgility as an open source community built CRM that is free to install and use. Is it really…