I’m new in SuiteCRM. I just installed and I looking for a consultant about my needs.
I hope I don’t wrong category post.
So please help a potential new user.
I already install and translate SuiteCRM, my old CRM it’s PerfexCRM.
I like perfex but missing important feature to track my leads.
So this is what I’m looking for in SuiteCRM and I’m avaible to buy addons
- web form sync in wordpress
- in lead panel I need to track email between me and lead trough gmail/gsuite, email need to be track so I need if lead open or not. Those email are not newsletter or campaing.
- generate proposal and user can accept proposal and i trasform in invoice
- do recurring invoice
- extra is livechat and record phone call
Suitecrm do this? fit for my busiess?
Thank you for your help
You can do it all in SuiteCRM. Some of this functions include into SuiteCRM by default (support integration with email and proposals and transform in invoice) but other you can do manually or find ready solution.
really? this is amazing news!
can I hire someone to trainging?
web form sync in wordpress
Web To Lead forms available
in lead panel I need to track email between me and lead trough gmail/gsuite, email need to be track so I need if lead open or not. Those email are not newsletter or campaign.
A gsuite plugin or if you want to integrate mautic, that has great features for tracking/scoring.
generate proposal and user can accept proposal and i transform in invoice
Yes Quotes Module, send to users as Email body or PDF attachment. have custom actions to accept/decline.
do recurring invoice
Via Workflow or Scheduler Jobs.
extra is livechat and record phone call
This would need plugin as it is not available out of the box.
If you are still on the lookout for some help I would be glad to help you out, as I have in the past worked on some complex projects built using Suite CRM.
You can reach me on email@example.com
Cheers and Have a great day ahead,