CRM transition to this CRM - functionality, data transition

We are using Zoho and would like to know the below

  1. store comments with each conversation
  2. Set cal backtime on lead / contact / account
  3. Can lead status be customized
  4. Tried changing leads to contact . and contact to opportunity, but did not work , whats the process
  5. based on customer payment history and trend , we want to tag accounts under different category , for example " 3 months not payment " 5 orders in 3 months "
    6, how can we build work flows
  6. Can any dialer be implemented here ? or is here a list , we are using Spark TG right now

Hello Pankul,

in my projects, I’m mostly using Zoho and SuiteCRM.
If you only look at the core CRM features, SuiteCRM is indeed not far behind Zoho CRM.
Zoho has way more bells and whistles (blueprints, Canvas, Zia, Deluge, …)
If you’re using Zoho One with multiple applications, you’re a couple of levels above.

But just with SuiteCRM, you can do a lot:

  1. store comments with each conversation

Yes, out of the box.
You’ve got a description field inside the Calls module and a related Notes module, that you can use.

  1. Set cal backtime on lead / contact / account

Yes, works as well. There is a reschedule feature on the calls.
Calls are related to any of lead / contact / account

  1. Can lead status be customized

Yes, it’s just a list of values which can be edited in the Admin via the Dropdown Editor.
(You can’t use field audit logic for preventing status values to be selected / before converting like in Zoho)

  1. Tried changing leads to contact . and contact to opportunity, but did not work , whats the process

Just like in Zoho CRM as well. One big difference is, the lead in SuiteCRM stays visible with a converted status. In Zoho it’s being removed from the UI / softdeleted.

  1. based on customer payment history and trend , we want to tag accounts under different category , for example " 3 months not payment " 5 orders in 3 months "
    6, how can we build work flows

Similar like in Zoho again.
You’d create those KPI fields in your account or inside a special KPI module.
Then you’d create those workflows. In Zoho you’ve got Deluge. In SuiteCRM “only” the calculated fields on the frontend of the admin area.

If you’d like it more technical, you can use logic hooks with the full might of PHP with SuiteCRM. But you’d need to get ‘under the hood’ and into the file system.

  1. Can any dialer be implemented here ? or is here a list , we are using Spark TG right now

It’s technically a bit more complecated here. You can check the store, there are multiple addons for telephony integration
https://store.suitecrm.com/search/1/telephony/
But I’d say, the integration is easier on the Zoho side - still, mostly a one time thing.