Category Archives: SuiteCRM

Easily Integrate SuiteCRM and Gravity Forms I came across a great plugin the other day while trying to integrate SuiteCRM and Gravity Forms 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. Gravity Forms 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 very well and has many add on features, including using invisible Google Recaptcha to prevent spam from…

In this tutorial we’ll walk through how to setup a basic workflow in SuiteCRM and automate scheduling a follow up call for new leads.  This is a real time saver and prevents leads from falling through the cracks.  Every new lead gets a follow up call!  Plus, you won’t forget, the call is added to your dashboard. Watch the Video for a Complete SuiteCRM Walkthrough Tutorial     SuiteCRM Workflow Tutorial Configuration Summary:     If you need help setting up this workflow or others, I do this for a living.  Please reach out to me.  I provide SuiteCRM Consulting…

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!…