SuiteCRM Modules

Manage your projects professionally with vProjects.

1. Use the graphical GANTT editor to create and manage projects.
2. Start working on a working copy, before promoting that to the active version.
3. Support two roles: “Manager” and “Participant”.
4. Supports “baselines”, which retains a copy of a project in a certain status.
5. Multiple “baselines” represent the project history.
6. Export to MS Project.
7. User friendly dashboard for each project.
8. Add notes and/or comments to any project.

Use the Workflow Manager to graphically compile your automated processen.

1. Automate tasks in SuiteCRM by defining your own work flows.
2. Use a graphical tool: click, drag and drop elements in your work flow.
3. Execute work flows “synchronously” or “asynchronously”, depending on your needs.
4. Use external databases (not the CRM database).
5. Manage the status of a work flow and execute triggers based on manipulating data.

Save and manage al kinds of topics with vCases.

1. Never forget executing your activities in time.
2. Relate the vCases to the right customer and contacts.
3. Use it as a basic case managemen system for your internal helpdesk.
4. Combine vCases with work flows to create automated interactions.
5. The dashboard shows you all essential information.
6. Add comments to any vCase, so no comment gets lost.

Add note and comment functionality to any module with vNotes.

1. Add this functionality to one or more modules. Use Studio to place it anywhere on the page.
2. Add vNotes to Opportunities, to keep all relevant discussions in one place.
3. The administrator can manage the contents of these vNotes.
4. Manage visibility of the vNotes by working woth roles and selecting Internal/External.

Use MyRole HomePage to centrally manage the dashboards within your CRM. As this is the default starting page for your employees, it’s important to have those configured to the organization’s needs.

1. The administrator defines one or more dasboards. Each targeted at a specific role within the organization.
2. Apply these dashboards based to a role, which then replaces the dashbard on any user with this same role.
3. By applying a weight to the roles, you can still apply the right dashboard if users have more than one role.

Use Email-to-Suite to import e-mails from any e-mail client. Without plug-ins or other installable applications or code.

1. Keep the customer file complete and import all relevant e-mails in SuiteCRM.
2. Archive outgoing e-mails by adding a certain e-mail address to the BCC-field.
3. Archive incoming e-mails by forwarding it to the same e-mail address in the TO-field.
4. Manage the archiving-process by regularly checing the report of unarchivable e-mail, which allows you to correct the situation.

The Exact Online integration makes it possible to connect your CRM to Exact Online and exchange information.

1. Synchronizes: Accounts, Contacts, Article groups, Products and Invoices between SuiteCRM and Exact Online.
2. Create records in Exact Online and these will sync to SuiteCRM, and the other way around.
3. Use the best of two applications by combining an comprehensive CRM with comprehensive bookkeeping software.

Just one click checks if the EU VAT nummer is valid, with the BTW-geldigheids-check.

1. Check with one click if the VAT-number of a customer is active within the EU.
2. Click on the white checkmark to start the check.
3. Shortly after, you get a notification of the results with some extra background info.
4. This information is then saved with the customer for future reference.

Quickly get up-to-date business info from the KvK-search function.

1. Quickly get KvK-information of Organizations by searching for their name, KvK-nr of postal code.
2. If you click in the list with results, all relevant KvK information is filled in the customer fields you are adding/editing.
3. In one quick check, you see if the company is still active and what kind of organization it is.
4. After saving the customer, the KvK information is permanently saved.