Hi!
Just wanted to inquire if SuiteCRM has Sales Pipeline Management features?Thanks!
Hello Rob,
yes it does have it.
You’ve got leads, accounts, contacts and opportunities like in most CRM systems.
Additionally, there are quotes and invoices, in case you want to use those in your processes. (there is a feature to create an opportunity directly from a quotation - but you can do so from a lead conversion directly as well and disregard the quotations entirely).
Check out my video on the sales introduction:
One feature is missing though: Kanban view.
The quick filters work fairly well, so the functionality to focus on sales stages is there - the visual representation on top would be a nice to have.
Are you looking for anything specific?
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