We currently use workflowmax as our crm and project management system as we can quote and manage our jobs through the system. We want something a bit more customisable though and I was wondering if anyone used SuiteCRM in a similar way and how you have customised it or set it up?
Thanks so much.
I reviewed the functionalities of the software you mentioned.
To be honest, SuiteCRM can easily do way more than this. It has built-in features like:
- Lead management
- Document Management
- Email Campaign
- Mobile version
- PDF templates
- Custom Modules and Fields
- Multiple users with different teams and roles
You can check out features here: SuiteCRM's list of features - SuiteCRM
These are just a few functions we mentioned for which you won’t need to pay anything. All of this is FREE. To achieve high-level functionalities like synchronization and integration, you can always use plugins Both (Free and Paid).
As you know SuiteCRM is an Open-source project, the customizing abilities are limitless.