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What is SuiteCRM?

SuiteCRM Ltd, the innovative team behind SuiteCRM, offers an acclaimed Customer Relationship Management solution that has garnered numerous awards. This software is designed to be scalable and adaptable for businesses of any size, ensuring it can grow alongside evolving organizational needs. Furthermore, its extensive customization options allow companies to tailor the application to their specific operational requirements both now and in the future. A significant advantage is that it is Open Source, making it accessible at no cost to all users.

What is ActionTracker?

Customers have the flexibility to shop either online or in-person, converse via phone or use online chat, while field technicians perform services at client locations and complete a questionnaire afterward. In a similar vein, students take part in classes, and both customers and staff can fill out surveys through digital means, paper forms, or mobile applications. When these responses are submitted, they are immediately updated in the ActionTrackerâ„¢, which adapts according to the newly received data, assigns a designated manager, and notifies pertinent parties via email alerts. The ActionTrackerâ„¢ is meticulously engineered to keep track of all interactions with employees and customers, document resolution attempts, including emails and attached files, and even schedule meetings through its integration with Microsoft Outlook. Furthermore, you can set up status codes to keep track of the progress of action items effectively. It is crucial to regularly review your open action items until they are fully resolved; however, once they are marked complete, modifications cannot be made. Each activity is recorded with precise date and time stamps from the user, ensuring a thorough audit trail that enhances transparency and accountability throughout the entire process. This thorough tracking system guarantees that no detail is overlooked and that every action item is appropriately addressed and managed. By employing such a detailed system, organizations can significantly enhance their efficiency and responsiveness, ultimately leading to improved customer satisfaction.

Media

Media

Integrations Supported

Microsoft Outlook
AWS Marketplace
Aline
BillRun
COZYROC SSIS+ Suite
Calltouch
Formstack Documents
Infince
Intalk.io
Latenode
Leadfwd
Lyftrondata
Make
NetThunder
ONLYOFFICE Docs
Peaka
Salesforce Data 360
StarfishETL
Tech Cloud ERP
vtenext

Integrations Supported

Microsoft Outlook

API Availability

Has API

API Availability

Pricing Information

Free
SuiteCRM Hosted starts at £130.00 per month for unlimited users and comes with 5GB of storage, hourly scheduled tasks and 10 hours of dedicated support.

Business and Premium packages are also available for more extensive support and hosting requirements.
Free Version
Free Trial Offered?

Pricing Information

$195 per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

SuiteCRM

Date Founded

2009

Company Location

United Kingdom

Company Website

suitecrm.com

Company Facts

Organization Name

SurveySquare.com

Date Founded

2004

Company Location

United States

Company Website

www.surveysquare.com

Categories and Features

Archiving

Data Deduplication
Document Management
Email Archiving

Campaign Management

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Cloud Management

SLA Management
Workflow Approval

Complaint Management

Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Issue Tracking
Routing
Self Service Portal
Survey Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Engagement

Analytics
Communication Management
Feedback Collection

Customer Experience

Analytics
Customer Segmentation
Dashboard
Feedback Management
Survey Management

Customer Loyalty

CRM
Customer Activity Tracking
Member Portal

Customer Satisfaction

360 Degree Feedback
Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management

Customer Service

Alerts / Escalation
Appointment Management
Email Management
Knowledge Base
Performance Metrics
Queue Management
Self Service Portal
Surveys & Feedback
Workflow Management

Email Marketing

Auto-Responders
Customer Surveys
Event Triggered Email
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
Incident Management
Knowledge Base
Known Issue Management
Multi-Channel Communication
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

IT Management

Event Logs
Scheduling
User Activity Monitoring

Lead Capture

Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Personalization

Campaign Segmentation
Customer Profiles

Productivity

Collaboration
Database Creation
Document Creation
Notes Management
Project Management
Task Management
Team Chat

Remote Support

Real-time Chat
Surveys & Feedback

Sales

Not specified

Categories and Features

Complaint Management

Complaint Classification
Customer Complaint Tracking
Issue Tracking
Routing

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Survey Management
Trend Analysis

Issue Tracking

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Project Management
Scheduling
Task Management

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