Sales module and import data using URL

📦 Install & Upgrade Help
1

Hi guys,

We are moving away from an old CRM we are using and I would like to use SuiteCRM. I have installed it on a server.

All I want it to do is track our sales and installations.

Is there a sales module or would I have to create this? We were originally using Filemaker so I am used to relationships, layouts and such so I should be able to pick that up fairly easily.

Also is there a way to craft custom URL’s to import data? I ask because we use a cloud dialler system to capture the data and I have the ability to craft custom URL’s with the captured data. I’d like to use these to import the data instead of manually inputting it into the CRM.

Example: suitecrm.com/import.php?name=bob&number=07788990011

Thnaks

2

You can make an entry-point that receives those variables from the URL and writes to SuiteCRM using objects which are called “beans”. It’s a simple PHP job, the objects are quite easy to use.

You can check out the developer guide here:
https://suitecrm.com/wiki/index.php/Developer_Guide

About the available modules, there are Products and Invoices modules that you can explore to see if they fit your needs. You can then go into Studio and customize them (add fields, change layouts, etc).