WorkflowMax Design of SuiteCRM

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1

Hi everyone.

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.

2

Hi @shwareal

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:

  1. Invoicing
  2. Lead management
  3. Quoting
  4. Scheduling
  5. Reporting
  6. Document Management
  7. Email Campaign
  8. Mobile version
  9. PDF templates
  10. Custom Modules and Fields
  11. 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.