Just curious if anyone is doing anything with AI to integrate with SuiteCRM and do stuff like analyze sales, funnel, won deals/lost deals, etc. and probably lots of stuff I havenāt thought of?
Kind of a general discussion question.
Just curious if anyone is doing anything with AI to integrate with SuiteCRM and do stuff like analyze sales, funnel, won deals/lost deals, etc. and probably lots of stuff I havenāt thought of?
Kind of a general discussion question.
It would be great feature if we do āSuiteCRM powered by AIā ![]()
Iāve been asking a friend who knows AI about possibilities of running local AI (not ChatGPT, but an AI engine running locally on the server).
I would prefer that sort of thing, which make the AI less knowledgeable of the outside world, but you could give it your entire company DB without worries. You could train it on your employeeās past actions to facilitate future actions.
It should be possible, there are some hardware demands but they are not too crazy. Any way, I am not working on it currently, I canāt do it by myself, but itās an avenue Iād like to pursue one day, it would fit my low-code add-ons perfectly, I think.
You could just type what you want in a field, in english, and have it replaced. Or get AI-prefilled email responses, with specific knowledge of your system, your habits.
@pgr thatās along the lines of what I was thinking too. It would be useful to populate email responses and/or email templates. I do a lot of work in WordPress too and that seems to be the trend. Pretty much every field in most popular plugins has an āaiā button that generates content, meta descriptions, page titles, etc.
Iām aware of another fork of Sugar open source, VTiger, that has a āCalculus AIā feature basically Chat GPT, on their paid cloud subscription. Someone needs to add it to Suite v8. Overview video from 2020:
Iām using it to create logic hook code to go beyond what workflows can do in terms of coding (Iām not a programmer) with some good results so far (still relatively basic). Itās not very good at troubleshooting so far, albeit better than without it.
I intend to use an API with either Llama or another solution to do what youāre suggesting, ie auto replies and or help with drafting emails. Iām about six months away from starting that project, happy to collaborate with others to reach any productivity gain objective.
Everyone could post their progress of an AI model
on the 15th and 30th of each month .
I just launched ai powered cold emails writer
Looks like developer deleted it and not active on store now.
Yes, probably. ![]()
I was just curious since he posted it here and wondered why. It seemed like a good idea.
Hi @pstevens , after more than a year and half, weāre pretty ready to launch on the global market CRM + AI = TalkerCRM
We havenāt an available for the world demo yet, but itās gonna be released soon, so stay tuned.
This is anyway an Italian post of ours, speaking of it:
It is exciting product.
canāt wait to see final software.
Just made it live again
There wasnāt enough traction, a few trials and even fewer conversions.
let me know if you need anythin
Iām glad to announce that weāre almost ready for launching TalkerCRM: the first full SuiteCRM+AI product.
It will include a free tier up to 4 Users.
Itās equipped with:
Stay tuned
Nice to see a lot of people doing work on AI for SuiteCRM. We have an update to share, as we have developed an add-on which -
So you can checkout the store page - FynRahbar - GenAI Email Sense | SuiteCRM Module
Or plugin page - https://www.fynsis.com/genai-suitecrm-emails-automation/
We are excited to announce the launch of our AI-integrated solution for SuiteCRM, designed to enhance productivity and streamline communication directly within your CRM environment.
Key features include:
Custom AI Prompts: Generate intelligent responses based on your CRM data using customizable prompts.
Email Insights: Generate context-aware responses directly from the current email body, including positive, negative, professional, or friendly replies. Instantly send seasonal greetings, translate messages into multiple languages, and shorten, expand, or adjust the tone of your content to match your brand voiceāall without leaving SuiteCRM.
Business Insights: Access AI-powered insights for key modules including Accounts, Contacts, Leads, Opportunities, and Cases.
You can explore more about the solution through the video demonstration and website links below.
Weāre comingā¦
Most practical use Iāve seen is keeping AI out of the core write path and using it for draft work first. In SuiteCRM that usually means summarizing account history, drafting follow-up emails from the latest call notes, or flagging opportunities where next step/date has gone stale.
If I were wiring it in, Iād start with 3 narrow jobs:
1. Generate a short account or opportunity summary from recent notes, emails, and activity history.
2. Prefill reply drafts for emails, but keep the human approval step before send.
3. Score deals for risk based on missing next activity, stalled stage duration, or sentiment in recent notes.
The big thing is grounding prompts in exact Suite fields instead of free text only, and writing the AI output to a separate draft/recommendation field first. That gives you something useful without letting the model mutate live records blindly.
I agree with your approach to keeping AI out of the core write path and using it for tasks like summarizing account histories, drafting follow-up emails. Interestingly, this is exactly what our addon, SuiteAI Insights , does as well.
With SuiteAI Insights, we focus on providing AI-powered insights inside SuiteCRM.
Generating summaries of accounts and opportunities based on recent notes, activities, and email history, much like the approach you mentioned.
Drafting replies for emails and allowing for human review before sending, ensuring quality control while still saving time.
We also take the same approach you suggested of grounding AI prompts in specific SuiteCRM fields, rather than free text, and writing AI outputs to draft/recommendation fields firstāensuring that the live records are never altered blindly.
Itās great to see weāre on the same page with AI integrationāour goal is to enhance SuiteCRM without disrupting core processes.