How to handle sales agent?

💬 General Discussion
1

Hello,
I’m looking for a CRM to handle sales agent.

My sales agent do:

  • add lead and client
  • send proposal
  • send automatic reminder by sms and email
  • every month tell me how much I need to pay to sales agent
  • setup time of subscription of service

How can I do on suite crm?

2

You can do everything but the second last one. You will need some customization to calculate commissions. If it’s super simple like 10% of the invoice value and all invoices are produced from SuiteCRM, then you could create a workflow to calculate the commission amount for each invoice and then just sum it up in a report.

If you need something more elaborate, a developer can customize some kind fo calculated commission report for you.

Oh and SMS will require some addtional plugins and/or development.

3

Thank you @pstevens!
Ok no problem for additional plugin I check!

4

I found my solution with this addons Sales Commissions | SuiteCRM Module