Category: SuiteCRM

Automating recalls in SuiteCRM with workflow can be a huge time saver, ensuring you never miss a follow-up with your contacts. In this tutorial, we’ll walk you through setting up automated recalls while logging the current call, using calculated fields and workflows in SuiteCRM. This process will streamline your follow-up activities and enhance your efficiency.…

Are you navigating the complexities of setting up email in SuiteCRM? Whether you’re setting up your system for the first time or looking to optimize an existing configuration, our latest video tutorial is your go-to resource. Dive into our step-by-step guide to effortlessly integrate your inbound and outbound email in both SuiteCRM versions 7.14+ and…

In today’s fast-evolving and cost conscious business environment, many organizations are seeking more cost-effective and flexible CRM solutions. This shift has led to a growing interest in migrating from Salesforce to SuiteCRM. SuiteCRM, known for its open-source nature, offers unparalleled customization, control, and cost savings as compared to Salesforce and many other CRM’s. This guide…

SuiteCRM offers a robust platform for managing customer relationships, but its true power lies in its customization capabilities. One of the most versatile tools for customizing SuiteCRM is the Smarty templating engine. With Smarty, you can manipulate and format data in various ways to tailor your CRM to your specific needs. I’ve collected a bunch…

When using SuiteCRM for your organization, the efficiency and organization of email communication can significantly impact business operations. SuiteCRM, offers capabilities for importing emails directly into the system. This feature is pivotal for maintaining a seamless flow of communication between businesses and their clients. SuiteCRM allows group email accounts to automaticaly import all emails, as…

Walkthrough Tutorial on how to Upgrade SuiteCRM 8 Upgrading SuiteCRM 8 can be daunting task. Here is a step by step walkthrough tutorial on how to upgrade SuiteCRM to the latest version by command line. Before you start any upgrade make sure you backup both your file system and database. Disclaimer: This is for educational…

Bounced email management in SuiteCRM is not super well documented and what happens when emails bounce or how they get “bounced” is not very intuitive. Thankfully, I’ve explored this topic in detail so you don’t have to. All the questions you’ll probably have about email bounces in SuiteCRM will be answered in this complete walkthrough…

In the dynamic world of customer relationship management, SuiteCRM stands as a reliable, open-source solution that provides businesses with the tools they need to manage their customer relationships effectively. But what sets it apart from the rest of the CRM solutions out there? The answer lies in its flexibility and the ability to tailor it…