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.