I run a Digital Marketing Agency and i am now at a phase where i have to organize my client base and all their details and also use suite crm for prospecting…
I have to organize details like
clients name, business name, amount, start date, work updates and etc. Now i have suite crm for prospecting and its amazing but i am confused how can i use suite crm to organize my client base and work progress with details. Please put some light. I shall be greatful for this act… Thank You.
Welcome to SuiteCRM!
You can use Accounts module to store information related to your clients. If you have multiple contacts for a client, then you can use contacts module to store them.
If you need more/customized fields in account module, you can add them using studio in the admin dashboard.
Admin → Studio → Accounts → Fields
@dg10 I too have a digital marketing agency and run the whole thing from SuiteCRM. Leads from the website push into SuiteCRM, I then sync them to Mautic for a series of automated drip emails based on what they request. I then use Mautic to score lead engagement with my content and when they hit a certain threshold (100 points) I push the point score back to SuiteCRM and use workflow to schedule a follow up call. If the lead has timeframe and budget, I consider then qualified and create an Opportunity. I then have an automated quote setup, I use ChatGPT (I’ve built a custom GTP for this purpose) to produce the proposal for me, send it via SuiteCRM and have Workflow send follow up email regarding the status of the proposal. If the client signs up, I mark the opportunity Won which I then create a Project with. I have project templates setup for various types of “jobs” and can manage projects and project tasks for various project work.
I use workflow and setup up recurring tasks for things like SSL renewals or other recurring tasks for clients.
For client on monthly retainers I use the contracts module to keep track of my contracts and when they are due for renewal.
I’ve used this system for over 10 years and it works great. I’ve got so many workflows going at this point, I just do whatever SuiteCRM tells me to do at this point.
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Thank you so much. This was very helpful.
Sir, This was exactly what i was looking for. I could not have expected a better answer. I am really grateful to you. I am going to do it right away and ask questions in the community if I have further confusions, but with your clarification, I guess I am all sorted for now.
I’ve been using Projects and Tasks to track client work, plus custom fields in Contacts for things like campaign goals and budgets. Studio makes it pretty easy to tweak stuff.
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That is true.
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SuiteCRM is a grea choice - especially since it’s open-source and super customizable. You can create custom modules or fields to track things like project status, start dates, payments, and even ongoing work updates. The key is to use the “Projects” module in combination with “Accounts” and “Contacts,” then customize as needed for your workflow. Also, if you’re handling digital campaigns, integrating lead tracking and SEO reporting is a smart move — tools like searchseo can complement SuiteCRM really well by giving you visibility into performance alongside client details. You’ve got a solid foundation — just needs a bit of tailoring.
That’s very good advice!
The companies using projects for the business processes / operations have great insights into their customers, data and processes in one system.
For the task management, its still possible to integrate something like Asana / DevOps / Jira / NextCloud and have only the meta data in SuiteCRM, in case you’re working heavily with task systems / project management.
I’ve heavily customized the subpanels to make projects more usable.
- I’ve added a filter to all project tasks by stage, so for example I can only see the open ones, by due date etc.
- I’ve created a completely separate subpanel for “open” tasks because mostly that’s whats important.
- Added some fields to help me sort tasks and how complete the are. For example “completed in dev” … completed in production… etc. to better suite web design and digital marketing projects.
- Build custom Project templates for “web design”, “Goolge Ads setup”, etc.
- Created a billable hours module and related to projects and project tasks so I can bill appropriately for hourly work on projects and project tasks.
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Could you please make a blog & video on it in the future?
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Yes please. Very excited to see that in action so I could learn myself.
Sir i watched your videos but I still find it hard to integrate suite crm with other tools like n8n. I know you have a video on integration but a few thing in that video didn’t cleared my few queries. I tried a lot integrating suitecrm with n8n but I must have been missing something. Your videos are great help sir.
Wish I could see some glimpse of the crm sir, if possible…
I’ve got this on my production server with my live data, so I can’t really make a video. I’ll see if I can move it over to my DEV server where I have test data and can make a video. You don’t need n8n to manage projects in SuiteCRM, but some customizations are helpful.
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