SutiCRM is a cloud-based CRM Software used to automate the processes of marketing, sales, support, and contracts. Generate leads through effective campaigns. Gain insights and monitor your pipeline and revenue metrics. Small, Medium and Large companies make use of the software.
|Support||Business Hours Online||Customer Type||Large Enterprises Medium Business Small Business|
|API||NA||Contact||Los Altos, CA - 94022 / (888) 272-4385|
|Deployment||SaaS/Web/Cloud Mobile - Android Installed - Windows||Category||CRM Software Marketing Automation Software|
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Disclaimer: The pricing details were last updated on 11/03/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Pros: Great for small business. Above all else, it is super customizable which is important for me. It can be customized by the admin without contacting Suti, or you can contact Suti support for help. The simple user interface makes it easy to learn and navigate. Email campaigns & tracking are top notch for the pricing. Really easy to see a high level view of an entire team's pipeline, as well as drill down to the detailed reports.
Cons: Does not currently have all API integrations that some bigger CRM providers offer, but I believe Outlook and QuickBooks integration are coming by Q1 2019.
Overall: I've tried a couple different CRM's and none are as simple and straightforward as SutiCRM. Also not having to compromise on pricing but still getting robust CRM functionality is awesome. Highly recommend.
The most useful tool is being able to save all customer info, including contact info, business details, emails and calls, addresses, and notes.
Also being able to send emails directly thru the CRM saves so much time, especially when using templates that have been previously created. Just a few clicks and I am able to follow up with a prospect.
Creating tasks really helps a lot to make sure no leads or potential business gets neglected. I especially like the ability to assign tasks to other people on my sales team.
I've not used the campaign feature yet, as I still a relatively new CRM user, but I think it looks like a worthwhile tool
If you are looking for an affordable yet high quality CRM, this one works great... especially great for SMB
My team is so much more organized and is always able to be on the same page.
Before SutiCRM, it was hard to manage leads in the pipeline, especially when one SDR needed to take over for another, but now with CRM we are easily able to see all notes about a contact and the team can work together much easier.
Pros: The software is configurable and allows me to manage leads and opportunities with ease. It's import and export capabilities are simple to use. Easy to update notes and follow tasks and allow me to proactively follow up with leads
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