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products:ict:erp-crm-scm:crm_features [2022/12/28 19:09] – created wikiadminproducts:ict:erp-crm-scm:crm_features [2022/12/28 19:12] (current) – wikiadmin
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-SuiteCRM’s list of features+====== CRM’s list of features ======
  
-SuiteCRM is the world’s most popular open source CRM for a reason: it’s packed with features and the flexibility and robustness makes it perfect for enterprises. Check out the list below to see the modules and main features of SuiteCRM, and learn why this CRM has over 800.000 downloads and more than 4 million users worldwide.+This CRM has over 800.000 downloads and more than 4 million users worldwide.
  
-    Accounts module +Accounts module 
-    Accounts in SuiteCRM will hold all information specific to a company that your organisation will have a relationship with. This module allows you to manage all accounts.+ 
 +    Accounts in the CRM will hold all information specific to a company that your organisation will have a relationship with. This module allows you to manage all accounts. 
 +    
     Bugs module     Bugs module
 +    
     To records and track bugs in the products that you offer.     To records and track bugs in the products that you offer.
 +    
     Calendar module     Calendar module
 +    
     Manage your time by scheduling Meetings, Calls and Tasks, and optionally share your Calendar so to allow others to view your upcoming activities.     Manage your time by scheduling Meetings, Calls and Tasks, and optionally share your Calendar so to allow others to view your upcoming activities.
 +    
     Calls module     Calls module
 +    
     Schedule and log a record of inbound and outbound calls.     Schedule and log a record of inbound and outbound calls.
 +    
     Campaigns module     Campaigns module
 +    
     To track, evaluate and manage campaigns including the sending of email marketing campaigns and surveys.     To track, evaluate and manage campaigns including the sending of email marketing campaigns and surveys.
 +    
     Cases module     Cases module
 +    
     Cases are used to record interactions with Customers when they ask for help or advice, for example in a Sales or Support function.     Cases are used to record interactions with Customers when they ask for help or advice, for example in a Sales or Support function.
 +    
     Contacts module     Contacts module
 +    
     Contact is an individual who is typically associated with an Account and Opportunity. This module allows you to manage all contacts.     Contact is an individual who is typically associated with an Account and Opportunity. This module allows you to manage all contacts.
 +    
     Contracts module     Contracts module
 +    
     Used to manage Contracts and renewal dates.     Used to manage Contracts and renewal dates.
 +    
     Documents module     Documents module
 +    
     The Documents module can be used as a repository for Customer issued or internal files.     The Documents module can be used as a repository for Customer issued or internal files.
 +    
     Emails module     Emails module
 +    
     Record emails sent to and from customers.     Record emails sent to and from customers.
 +    
     Events module     Events module
 +    
     Manage information of an particular event and send out invites to delegates.     Manage information of an particular event and send out invites to delegates.
 +    
     Invoices module     Invoices module
 +    
     Used to create, track and issue Invoices to customers     Used to create, track and issue Invoices to customers
 +    
     Knowledge Base module     Knowledge Base module
 +    
     Template responses to be used with the Cases module.     Template responses to be used with the Cases module.
 +    
     Leads module     Leads module
 +    
     View leads (unqualified sales prospects) in customizable list, and manage them. Once a Lead is qualified and converted it will turn in to; a Contact once you have established ‘Who’ it is, an Account when you know ‘Where’ they work and an Opportunity once it is known ‘What’ they might buy.     View leads (unqualified sales prospects) in customizable list, and manage them. Once a Lead is qualified and converted it will turn in to; a Contact once you have established ‘Who’ it is, an Account when you know ‘Where’ they work and an Opportunity once it is known ‘What’ they might buy.
 +    
     Meetings module     Meetings module
 +    
     Schedule and record meetings with your customers and leads.     Schedule and record meetings with your customers and leads.
 +    
     Notes module     Notes module
 +    
     Used to keep a record of any comments, observations or explanations to build the customer profile.     Used to keep a record of any comments, observations or explanations to build the customer profile.
     Opportunities module     Opportunities module
 +    
     An Opportunity is a qualified Sales prospect. This module allows you to track your Opportunities throughout the Sales Pipeline until the deal is ‘Closed Lost or ‘Closed Won’.     An Opportunity is a qualified Sales prospect. This module allows you to track your Opportunities throughout the Sales Pipeline until the deal is ‘Closed Lost or ‘Closed Won’.
 +    
     PDF Templates module     PDF Templates module
 +    
     To create templates that can be used for Quotes, Invoices and Contracts.     To create templates that can be used for Quotes, Invoices and Contracts.
 +    
     Products module     Products module
 +    
     A product catalogue where users can select from when preparing Quotes.     A product catalogue where users can select from when preparing Quotes.
 +    
     Projects module     Projects module
 +    
     Projects module allows the User to arrange their organisation’s projects by tracking a number of Tasks and allocating resources.     Projects module allows the User to arrange their organisation’s projects by tracking a number of Tasks and allocating resources.
 +    
     Quotes module     Quotes module
 +    
     Used to create, track and issue Quotations to customers     Used to create, track and issue Quotations to customers
 +    
     Reports module     Reports module
 +    
     Real-time reporting using CRM data.     Real-time reporting using CRM data.
 +    
     Targets module     Targets module
 +    
     Typically Targets are used as the recipients of a Marketing Campaign, your organisation knows very little about these individuals and they may be re-used for new Campaigns or deleted without any impact to the business.     Typically Targets are used as the recipients of a Marketing Campaign, your organisation knows very little about these individuals and they may be re-used for new Campaigns or deleted without any impact to the business.
 +    
     Target Lists module     Target Lists module
 +    
     Distribution Lists used when sending email marketing campaigns.     Distribution Lists used when sending email marketing campaigns.
 +    
     Tasks module     Tasks module
-    SuiteCRM can assist Users with productivity, offering a way to record, relate and assign Tasks and to-do items that require action.+     
 +    The CRM can assist Users with productivity, offering a way to record, relate and assign Tasks and to-do items that require action. 
 +    
     Workflow module     Workflow module
 +    
     Automated actions based on conditions within the CRM data.     Automated actions based on conditions within the CRM data.
 +    
     Responsive layout feature     Responsive layout feature
 +    
     View the CRM on any device.     View the CRM on any device.
 +    
     Languages feature     Languages feature
 +    
     Translations for over 69 languages, 25 of them over 90% complete.     Translations for over 69 languages, 25 of them over 90% complete.
 +    
     Customizable frontpage feature     Customizable frontpage feature
 +    
     Customize your front page with dashlets that contain lead info, custom charts, reports and more, in one or multiple tabs.     Customize your front page with dashlets that contain lead info, custom charts, reports and more, in one or multiple tabs.
 +    
     Customizable menu feature     Customizable menu feature
 +    
     Customize your menu to gain quick access to the modules that are important for you.     Customize your menu to gain quick access to the modules that are important for you.
 +    
     Developer Tools feature     Developer Tools feature
 +    
     Customize module fields, layouts and relationships with Studio, create and edit modules and module layouts, and configure tabs.     Customize module fields, layouts and relationships with Studio, create and edit modules and module layouts, and configure tabs.
 +    
     Desktop Notifications feature     Desktop Notifications feature
 +    
     Receive desktop notifications, such as upcoming meetings and newy assigned leads     Receive desktop notifications, such as upcoming meetings and newy assigned leads
 +    
     Advanced Search feature     Advanced Search feature
-    Many CRM’s will have large data sets so SuiteCRM allows you to preform advanced searches on all modules. The optional full text global search feature enables enhanced functionality of searching text in documents and other files.+     
 +    Many CRM’s will have large data sets so this CRM allows you to preform advanced searches on all modules. The optional full text global search feature enables enhanced functionality of searching text in documents and other files. 
     User Management feature     User Management feature
-    Manage SuiteCRM users. Set employee information, role, locale settings and more.+ 
 +    Manage the CRM's users. Set employee information, role, locale settings and more. 
     Role Management feature     Role Management feature
 +
     Manage role membership and properties, limiting or granting access to access, delete, edit, export, import, list, mass update and view each module.     Manage role membership and properties, limiting or granting access to access, delete, edit, export, import, list, mass update and view each module.
 +
     Password Management feature     Password Management feature
 +
     Manage password requirements and expiration, enable LDAP Support, and SAML Authentication.     Manage password requirements and expiration, enable LDAP Support, and SAML Authentication.
 +
     Security Suite Group Management feature     Security Suite Group Management feature
 +
     Configure Security Suite settings such as group inheritance, additive security, etc. Control what your users can access. Lock down sensitive data to specific groups or teams.     Configure Security Suite settings such as group inheritance, additive security, etc. Control what your users can access. Lock down sensitive data to specific groups or teams.
 +
     System settings feature     System settings feature
 +
     Configure the system-wide settings, such as theme, currencies, languages, activity streams, etc. according to the specifications of your organization. Users can override some of the default locale settings within their user settings page.     Configure the system-wide settings, such as theme, currencies, languages, activity streams, etc. according to the specifications of your organization. Users can override some of the default locale settings within their user settings page.
 +
     Rest API feature     Rest API feature
-    Integrate SuiteCRM with other applications, like ERPs, Marketing tools, and more.+ 
 +    Integrate the CRM with other applications, like ERPs, Marketing tools, and more. 
     Add-ons manager feature     Add-ons manager feature
-    Install and manage SuiteCRM add-ons, creating new functionality in your CRM. Over 100 add-ons are available in the add-on store.+ 
 +    Install and manage the CRM's add-ons, creating new functionality in your CRM. Over 100 add-ons are available in the add-on store. 
 + 
  
products/ict/erp-crm-scm/crm_features.1672236564.txt.gz · Last modified: 2022/12/28 19:09 by wikiadmin