Hire A SuiteCRM Consultant
Fix Visibility, Follow-Up, and Adoption Issues in SuiteCRM.
I help growing teams turn SuiteCRM into a system management actually uses to drive sales— not just logs calls.
I help leadership teams regain visibility, consistency, and trust in their sales data.
Book a Consultation
Most SuiteCRM Problems Aren’t Software Problems
SuiteCRM is powerful — but most implementations fail for predictable reasons:
- The sales process was never clearly defined
- Dashboards don’t reflect how management runs meetings
- Users don’t know what “done” looks like
- Data is entered, but never trusted
- Customizations solve symptoms, not causes
These failures aren’t fixed with more features — they’re fixed with process-first design.
This is where most SuiteCRM consultants stop and where my work begins.
Make SuiteCRM Work the Way Your Business Actually Operates
SuiteCRM is flexible enough to model almost any sales process — which is exactly why so many implementations fail without guidance.
In case you’re not familiar, SuiteCRM is a CRM (Customer Relationship Management) System. It allows business to collect contacts, market to those contacts and manage their sales process more effectively and efficiently. Plus, SuiteCRM is Open Source so, you can download it, install it and customize it as you like. There are no user fees or expensive maintenance fees like some of the other comparable CRM products on the market. iGo Sales and Marketing are SuiteCRM Consultants offering SuiteCRM consulting services to help you implement SuiteCRM the right way. We’ll analyze your sales process, key metrics and ensure SuiteCRM drives your business.
Working with Paul and iGo Sales and Marketing has completely changed how we manage sales at FHC. He not only helped get our SuiteCRM up and running for our team, but also helped us design a true closed-loop selling process. Today, leads are tracked and followed up on time, quotes are presented and resolved, and […]
T. DePalma -FHC
Why can’t I give Paul Stevens / IGo Sales and Marketing at least 6 stars? The website Paul built for Endurica LLC is well organized, beautifully designed and very effective. Lead generation results have surprised us in both quantity and quality — and they inquiries are integrated direcly into our CRM. I highly recommend Paul […]
P. Glaza, Endurica
We tried 4 or 5 other CRMs previous to switching to SuiteCRM. While setting SCRM up we discovered the excellent SCRM training videos on YouTube from iGo. Thinking iGo might offer some consulting we called iGo and found them to be a great partner for the past 4+ years. iGo is the missing support piece […]
Christopher Swainhart
SuiteCRM Consultant Services
iGo Sales and Marketing is experienced in sales process management and integration with SuiteCRM. As a SuiteCRM consultant service, iGo Sales and Marketing helps clients make SuiteCRM work for them.
Installations
You need a clean foundation — not technical debt on day one. We’ll ensure its installed right to prevent problems down the road.
Migrations
Your data is fragmented, inconsistent, or stuck in spreadsheets, or your using an expensive paid alternative. We’ll migrate your data to SuiteCRM usually for a fraction of the cost of your annual subscription fee!
Customizations
Your team doesn’t work the way generic CRM fields assume. We can help you with SuiteCRM customization by adding new fields and/or modules that better fit your business process.
Sales Process Consulting
Your pipeline exists, but nobody agrees what each stage means. We can help you design, implement and manage an effective sales process through the use of SuiteCRM. Never miss a deal again!
Training
Users don’t know what’s expected — so they stop using it. Whether you need help with sales training or SuiteCRM training we can help you and your team get the most out of your installation.
Hosting Services
CRM uptime, backups, and security shouldn’t distract your team. We’ll help you set up a cloud server for your SuiteCRM installation so you and your team will be able to access it on the web from anywhere!
SuiteCRM Reality Check (30 Minutes)
We’ll review how you’re currently using SuiteCRM, identify where visibility breaks down, and determine whether configuration, process, or training is the real bottleneck.
You’ll gain valuable insights into how SuiteCRM is currently being used by your team and how it could be used to save time, control your sales process, and manage your pipeline. We’d love to talk to you about your implementation. Schedule a call with us.In 30 minutes, we’ll look at:
- How your sales process is currently modeled
- Where visibility or follow-up breaks down
- Whether configuration, process, or training is the real bottleneck
Core SuiteCRM Capabilities
SuiteCRM is comparable to the best paid CRM systems on the market, except, it’s open source and available for free download. Our SuiteCRM consultants will help you install, implement, upgrade and train in SuiteCRM. We’ll also help you define and automate your Sales Process. Some of the features of SuiteCRM that come included for free when you download SuiteCRM are:
Targets, Leads, Contacts & Accounts
Easily manage all your customer contact information and contact history in the SuiteCRM database.
EMail Marketing Campaigns
Effectively market to all of your leads contacts and clients with SuitCRM’s built in email campaign manager.
Sales Opportunity Management
Never lose track of an opportunity again with SuiteCRM’s sales funnel and opportunity management system.
Case Management
Supercharge your customer service. Keep track of and respond to client support requests with SuiteCRM’s case module.
Lead Automation
Integrates with your website contact form to send automated emails to leads.
Manage Quotes and Invoices
Produce and track quotes right in SuiteCRM. Makes them easier to manage and automate follow up.
If you don’t see a service you need listed, don’t worry. Give us a call and we’ll help you. Depending on your needs we also do custom development and API integrations.
Buy Consulting Time
Hire us today and we’ll get to work on your project
We’re available for coaching time or any SuiteCRM task you’d like to hire us to day. We have convenient hourly packages.
Best suited for targeted fixes, second opinions, or ongoing advisory support.
Our Sales Consulting Process
We meet with you and your team to evaluate your marketing and sales process needs. We help you document and qualify your lead generation, selling and on boarding process. This is key in developing an implementation plan.
Based on the Discovery Workshop we’ll recommend the best implementation plan for your business including custom fields, automation, training and customizations required.
We’ll implement the over design of your sales and marketing system from website lead collection all the way to on boarding of new clients and after service support. We’ll help you integrate your current data into your new CRM and ensure you leverage as much automation as possible to save you time and increase effectiveness. Plus, we’ll make sure you and your staff are properly trained on how to use the entire system.
After installations, migrations and training, clients often have follow up questions and future process improvements they’d like to see. We’ve been here for 15 years and we’ll be here to help you use SuiteCRM and support its use in your organization.
