Iām in the process of migrating to SuiteCRM. Over the past six months I have evaluated TONS of CRM systemsā¦ Including the heavy hitters. Even if it wasnāt open source Suite would stand head and shoulders above everything else Iāve seen.
Currently Iām getting everything prepared before I start migrating. Currently Iām on Highrise (Ugh).
1.) Iām working on a Softaculous install. For whatever reason I was never able to get the permissions right with a manual install. My concern is what will happen when itās time to update.
Is it best to do the updates through Softaculous as well? Has anyone had problems with this method? Will I break anything if I do a manual update on a Softaculous install?
2.) I want to backup my data every night. Ideally Iād like to do a backup of my database and all SuiteCRM files and have them uploaded to my Dropbox account. Is there an extension that will allow this? (I have scheduler up an running just fine.)
3.) Iād like to set up an email dropbox for automatic email archiving. Iād rather not manually archive every email I send and receive. Does the old āEmail to Sugarā script still work with Suite? Does Suite have any auto-archiving functionality? Is any planned?
4.) I have relationship issuesā¦ (Yes, feel free to make a joke!)
I want to be able so assign Opportunities to leads. When those leads are converted to Contacts, they should still be associated with those same Opportunities. Every Lead and Contact should be able to be associated with multiple Opportunities. Every Opportunity should be able to be associated with multiple contacts.
I understand defining relationships in Studio. My concerns are:
First, making sure that when I convert leads to contacts that we donāt lose the opportunity relationshipsā¦
Second, making sure that any notes / emails associated with the opportunity are also associated with the appropriate lead / contact
Third, finding a way to auto-archive emails so theyāre associated with both the appropriate Opportunities and Leads / Contacts.
I know thatās a lot. Thanks in advance for your advice!
I do mostly B2C work. Most of my customers donāt need accounts attached to them. How can I convert a lead into a contact without requring an account?
Iāve been evaluating a lot of CRM system too and again recently after a year with SuiteCRM.
Iāve recently relocated SuiteCRM to the Google Cloud Platform via the Bitnami Launchpad. The performance gain is incredible so Iām happy to say that the time and investment was worth it. Still working out a couple kinks though.