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Customer Relationship Management

CRM-DIAGRAM

What is it?

Customer relationship management (CRM) is a means of managing company relationships and interactions with customers and potential customers. The software’s objective – to create efficiencies, improve relationships, streamline processes and increase profitability.  It’s for your sales team, customer service, business development, marketing and recruiting.  It’s the best way of managing interactions and relationships for success.

SuiteCRM & SugarCRM

SuiteCRM and Sugar CRM were once the same program.  In October 2013, SugarCRM software forked (copied) the source code and started independent development under SugarCRM.  SuiteCRM continued, is a greatly extended version of SugarCRM containing many additional security fixes not available in SugarCRM (click for source).  SuiteCRM won the BOSSIE Award 2015 and BOSSIE Award 2016 for the world’s best Open Source CRM, an award once won by SugarCRM during previous years.

SuiteCRM & Computer IT Solutions

A quality CRM is a sophisticated program with many capabilities. It’s a program you want to grow into, not out of.  SuiteCRM is just that, but without the support of IT you may be worse off than you started with wasted time and additional expense.  That’s where we come in, IT technicians who’ve been supporting small businesses in South Florida for nearly 20 years now.  As with other support our customers are accustom to, WE DO IT FOR YOU.   We help you setup your programs, your data, your campaigns, we put the program to work for you, so you don’t work for it.  Don’t be another statistic.  Companies pay thousands of dollars for CRM’s that sit on a shelf and never get used.  

About a few

Contact Management

Records are formatted like cards in an address book.  Toggle subpanels within each record to see more or less information.  Leads can be converted to contacts, and contacts added to target lists for email marketing and other purposes.   Additional functionality for editing, merging, mass updates, deleting, importing and exporting contacts.  Share contacts individually or in groups, by email as vCards.  Import contacts individually from Outlook, Google Contacts, Vcards, any .csv .txt or other database file.

Opportunity Management

Allows tracking of individual sales.  Can be tied to leads, quotes, accounts,  Quickbooks accounts.  Create opportunities from scratch or by importing from .csv or other file types.  Also create opportunities by converting leads or quotes.  Set information such as account name, value, sales stage and expected close date.  

Workflow Automation

Use to automate lead routing, quote approvals, escalations and reminders.  Rule based processes for a wide variety of functionality to perform actions automating reminders, emails, quote approvals and more. 

CRM FEATURE COMPARISON

SuiteCRM-Logo
Sugar-crm

Feature

SuiteCRM

SugarCRM

Works Best For

any sized business

any sized business

Contact Management

green-check

green-check

Lead Segmentation

green-check

green-check

Pipeline Management

green-check

green-check

Lead Scoring

green-check

green-check

Gmail Integration

green-check

green-check

Outlook Integration

$50 annual / user

extra cost

Task Management

green-check

green-check

Territory Management Management

green-check

green-check

Workflow Automation

green-check

green-check

Social Media Integration

green-check

green-check

Document Storage

green-check

green-check

Cloud Based

green-check

green-check

iOS App

green-check

green-check

Android App

green-check

green-check

QuickBooks Desktop integration

green-check

extra cost

CRM COST COMPARISON

Comparison is of SugarCRM’s lowest cost of 5 plans – Enterprise, Serve, Sell, Market & Professional

Description

Computer IT Solutions

SugarCRM

Plans Compared

SuiteCRM

Sugar Professional

Support

Comprehensive

Standard, extra cost for “technical account manager”

Cost Each User

$20 each

Starting at $80 each

Minimum User Purchase

10

10

Billing Schedule

Monthly

Annually

Annual Commitment

No

Yes

Startup Cost

$199.00 cancel anytime

$9,600.00

*** SugarCRM prices as posted on sugarcrm.com June 14th, 2020

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CRM FEATURE COMPARISON