Articles

CRM Systems

October 8, 2019

A CRM system is an essential piece of software for tracking and measuring sales performance and activity, as well as managing the relationships between yourself and your clients. A well configured CRM system will give your staff fingertip access to everything you ever need to know about your clients, and because it’s a ‘cloud’ solution updating and maintaining client records can be done in real time during, or immediately after sales calls.

Let’s briefly cover our three main CRM offerings, Communigator, SuiteCRM, and SugarCRM.

Communigator


A locally designed and built CRM, Communigator was designed for New Zealand businesses and provides you with the functionality of a full CRM plus additional modules for invoicing, job management, billing, and it’s already integrated with Xero.

Additional modules for are available for Holiday Park Monitoring, Asset Register, Projects, Staff, and Task Management.

Suite CRM

With over 4.5 million users SuiteCRM is one of the world’s most popular open source CRM systems, and winning the 2015 and 2016 BOSSIE Award for Open Source CRM is certainly testimony to that.


Packed with user-friendly, and very configurable modules, SuiteCRM is positioned as a great fit for businesses wanting a highly functional CRM solution that will grow with the business without the high cost of a paid subscription model.


In addition to the standard CRM modules, SuiteCRM includes:



  • Products

  • Quotes

  • Contracts

  • Invoices

  • PDF Templates

  • Workflow

  • Reporting

  • Search

  • Events

  • Google Maps

  • Teams Security

  • Portal

  • Responsive Theme

  • Surveys



SuiteCRM is suitable for medium to large organizations.

Sugar CRM

Another award-winning CRM, SugarCRM is an ideal solution when you need a solution that can integrate with your existing systems.

A simple to use interface, intuitive customization platform, and industry-leading customer experience sets SugarCRM aside from many others.

Flexible and simple, this CRM provides your sales team with every tool they’ll need to efficiently manage their time and clients whether on the road or in the office.


SugarCRM is suitable for medium to large organizations.


 

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