Thank you Paul !! Really nice playlist regarding SuiteCRM :) I will suggest you put part number on the title and organize the playlist from « noob » to « pro » Thank you again :)
Hey can you teach us how to add one more chart type with fetching data from data from data base and then create dashlet of that chart...like sales funnel chart...used for leads status...to show on dashboard.
TY for this video, very clear! is there a way to automaticlly record all emails sent in regard to a certain meeting. so that every meeting will have in it the history of corrisponding emails?
Yes, you'd have to create a relationship (many to many) between emails and meetings. Then you can associate an email with a meeting. You'll then have a sub panel of all the associated emails.
Have you tried the free version of HubSpot? I'm curious how people would rate SuiteCRM vs. free HubSpot for free CRM solutions, especially related to businesses with large databases (100k+ contacts).
I can help with quite a few modifications including custom fields, adding modules, etc. working within the SuiteCRM framework. Most things can be accomplished within the SuiteCRM framework. However, I'm not a developer, so if you need your own program written, I'm not the guy. If you have an issue you need customized, reach out to me I'd be glad to tell you if I can help.
What is a good opensource scheduling crm i have a company where i have to send assignments to various contractors and received updates can you reccommend one? Also i need clients to be able to upload assignments as well
SuiteCRM has a projects module where you can assign people (your subcontractors) tasks and monitor them through the Project Management module. You might want to explore that.
Nice Video Paul! Thanks for the overview.
Really good analysis my friend. I really appreciate it. I'm thinking of this product for my workshop. I like the customizable features it has.
thank you paul. you did a great job today. love and respect as my mentor.
Thanks! Great intro, hoping to use the software for a local community organisation
Great demo Paul. Thank you. If I need help setting things up, I'll reach out to you!
thks Paul. Excellent overview.
Thank you Paul !!
Really nice playlist regarding SuiteCRM :)
I will suggest you put part number on the title and organize the playlist from « noob » to « pro »
Thank you again :)
Great Idea, I'll work on that.
Hey can you teach us how to add one more chart type with fetching data from data from data base and then create dashlet of that chart...like sales funnel chart...used for leads status...to show on dashboard.
I have a video that shows how to create a opportunities by stage. You just have to graph the report.
thanks for your time !
Hay man. That is an awesome review. Thanks so much.
thank for the video!
TY for this video, very clear! is there a way to automaticlly record all emails sent in regard to a certain meeting. so that every meeting will have in it the history of corrisponding emails?
Yes, you'd have to create a relationship (many to many) between emails and meetings. Then you can associate an email with a meeting. You'll then have a sub panel of all the associated emails.
Have you tried the free version of HubSpot? I'm curious how people would rate SuiteCRM vs. free HubSpot for free CRM solutions, especially related to businesses with large databases (100k+ contacts).
Haven't tried Hubspot, but feedback I get from clients is that it gets expensive if you actually use it.
Have you looked at hosting this with Bitnami and the costs for that? It seems it would save a lot on setup and integration costs.
SuiteCRM is pretty resource intensive. You can set it up in a shared hosting environment, but a VPS is better.
hi dude nice video with nice presentation. i am waiting for more video. you deserve more subscribe
Hey, thanks
Excellent video! Are you able to recommend a good developer that can provide some support if needed and do more advanced modifications?
I can help with quite a few modifications including custom fields, adding modules, etc. working within the SuiteCRM framework. Most things can be accomplished within the SuiteCRM framework. However, I'm not a developer, so if you need your own program written, I'm not the guy. If you have an issue you need customized, reach out to me I'd be glad to tell you if I can help.
Is there a Mac version? Also how difficult is it to have leads from your FB and google ads be automatically admitted to this CRM?
This is web based software you need a webserver. You can hack your pc or mac to mimic a webserver with XAMP.
What is a good opensource scheduling crm i have a company where i have to send assignments to various contractors and received updates can you reccommend one? Also i need clients to be able to upload assignments as well
SuiteCRM has a projects module where you can assign people (your subcontractors) tasks and monitor them through the Project Management module. You might want to explore that.
Is this front end or back end development?
Both, but you can do a whole bunch of development on the front end.
Hi Paul.. Thanks for great video. How can i integrate PayPal with suiteCRM?
Zapier or Integromat.
www.integromat.com/en/integrations/invoiceninja/paypal/suitecrm7