You’ll NEVER Use Salesforce EVER Again After Watching This Video! From $165 to $2.99/m

SuiteCRM requires a domain name and a web hosting provider.

✅ Use Hostinger for hosting, as it’s affordable, reliable, and scalable.
✅ Click the banner below to access the Hostinger SuiteCRM hosting page.
✅ Choose a hosting plan and register a domain name for your store.
✅ Complete the purchase and log in to your Hostinger account.

💡 Why Hostinger? It includes an auto-installer for SuiteCRM, allowing you to install it with one click.

Once you have hosting, you need to install SuiteCRM.

✅ In your Hostinger dashboard, go to Auto Installer.
✅ Select SuiteCRM from the list of available software.
✅ Choose your domain name and click Install.
✅ Set up your admin username and password (save these details).
✅ Once installed, log into your SuiteCRM admin panel (yourdomain.com/).

💡 Tip: The auto-installer handles everything, so you don’t need to upload files manually.

Salesforce automates sales tracking, and SuiteCRM can do the same using Workflows. Navigate to Admin → Workflow and create a workflow for auto lead assignment. Set the trigger to activate when a new lead is created, and configure the action to assign the lead to a sales representative based on industry or region. Next, set up an auto-follow-up workflow with a trigger that activates if no contact is made within two days, automatically sending an email reminder and setting a follow-up task. For AI-driven automation, consider using the SuiteCRM AI Plugin or integrating OpenAI for predictive analytics.

Sales teams rely on Salesforce dashboards, and SuiteCRM can replicate this functionality. Navigate to Home → Add Dashlets and add essential dashlets such as Sales Pipeline Overview, Lead Conversion Rate, Top Performing Sales Reps, and Recent Activities. Enable advanced reports by going to Reports → Create Report and generating insights such as monthly sales performance, win/loss ratios, and customer retention. For enhanced analytics, integrate Metabase or Google Data Studio.

Salesforce’s Customer 360° centralizes all interactions per client, and SuiteCRM can do the same. Go to Admin → Studio → Accounts and customize account fields to include Purchase History, Support Requests, and Payment Status. Enable related records to display Emails, Calls, Invoices, and Cases within the Account View.

SuiteCRM allows you to centralize all client interactions, just like Salesforce’s Customer 360°, by customizing the Accounts module. Follow these steps to create a complete history of interactions, transactions, and support cases.

Step 1: Access the Accounts Module Customization

Go to Admin → Studio → Accounts to start customizing your account records. Click on Fields to add new custom fields. Then, click on Layouts to modify how account details are displayed.

Step 2: Add Key Account Fields (Purchase History, Support Requests, Payment Status)

In Studio → Accounts → Fields, create the following custom fields:

• Purchase History (Type: TextArea or MultiSelect)
• Support Requests (Type: Relationship with the Cases module)
• Payment Status (Type: Dropdown with options: Paid, Pending, Overdue)

After adding these fields, click Save & Deploy to apply changes.

Step 3: Enable Related Records to Show Full Client Interaction History

Navigate to Admin → Studio → Accounts → Relationships and create relationships between Accounts and these modules:

• Emails (Track client communication)
• Calls (Log past calls)
• Invoices (Track billing history)
• Cases (Monitor support tickets)

Once relationships are created, go to Layouts → Detail View and add these related fields for quick access.

Step 4: Test the Customer 360° View

Go to the Accounts module and open any account. You should now see all relevant details, including Purchases, Payments, Support Cases, Emails, and Calls, within one view. Any new interactions (calls, emails, cases) will automatically associate with the account.

Next Steps

Test the setup by creating a new case or invoice, and ensure it appears in the Customer 360° view for the corresponding account. Your SuiteCRM setup now mirrors Salesforce’s Customer 360° functionality, giving you a full overview of every client interaction.

Salesforce Service Cloud allows support ticket management, which can also be done in SuiteCRM. Navigate to Admin → Studio → Cases and enable case assignment by setting up auto-assignment rules based on keyword detection. For enhanced functionality, integrate a support portal using the SuiteCRM Customer Portal, allowing customers to log in, create tickets, and track status.

How to Enable Case Auto-Assignment in SuiteCRM

SuiteCRM doesn’t provide keyword-based auto-assignment natively, but you can achieve similar functionality with Workflows.

Step 1: Set Up Auto-Assignment with Workflow

1. Go to Admin → Workflow
2. Click Create Workflow
3. Enter Details:
   • Name: Auto-Assign Cases
   • Target Module: Cases
   • Status: Active
   • Run: Always
4. Set Conditions (Trigger when a new case is created)
   • Condition: If Case Status is "New"
5. Set Action (Assign it to a User or Team)
   • Action: Modify Record → Assigned To → [Select User or Group]
6. Click Save & Deploy

Salesforce tracks deals, and SuiteCRM does this through the Opportunities module. Navigate to Opportunities → Create Opportunity and add sales stages such as Lead → Qualified → Proposal Sent → Negotiation → Won/Lost. Enable sales forecasting by going to Admin → Forecast Settings and assigning revenue goals to each sales representative.

Salesforce Billing tracks payments, and SuiteCRM can manage invoices with tracking capabilities. Navigate to Admin → Studio → Invoices and add payment status tracking. Enable payment reminders by setting up a workflow to send automated reminders for overdue invoices. For automated payments, integrate Stripe, PayPal, or Mollie API.

Salesforce automates email marketing, and SuiteCRM can match this functionality. Navigate to Admin → Campaigns and create a drip campaign. Set up sequential email automation, such as sending a welcome email upon lead creation, a follow-up email after three days of no response, and a case study PDF if the lead engages. For SMS marketing, integrate Twilio or Plivo to send automated text messages.

How to Automate Email Marketing in SuiteCRM (Like Salesforce Pardot)

SuiteCRM allows you to automate email marketing through Campaigns and Workflows, creating a fully automated drip email sequence to nurture leads and customers.

Step 1: Configure Email Settings

Before setting up automated campaigns, configure SuiteCRM to send emails.

1. Navigate to Admin → Email Settings.
2. Enter your SMTP details (Gmail, Outlook, or a custom SMTP server).
3. Enable Outbound Emails to allow automated sending.
4. Save the settings and send a test email to confirm it works.

Step 2: Create an Email Marketing Campaign

1. Go to Campaigns → Create Campaign.
2. Select Campaign Type: Email Marketing.
3. Name the campaign, e.g., “Lead Nurturing Sequence”.
4. Set the status to Active.
5. Click Save.

Step 3: Add a Target List

1. Click “Add Target List”.
2. Choose the list type: Leads, Contacts, or Accounts.
3. Import contacts or use a dynamic list (to automatically include new leads).
4. Save your target list.

Step 4: Set Up Drip Email Automation

You will now create a series of automated emails based on lead activity.

Step 4.1: Send a Welcome Email (Immediately After Lead Signup)

1. Go to Admin → Workflow.
2. Click Create New Workflow and name it Welcome Email.
3. Set Target Module: Leads.
4. Add a Condition:
   • Field: Status
   • Operator: Equal To
   • Value: New
5. Set an Action:
   • Action Type: Send Email
   • Select Welcome Email Template.
6. Click Save & Deploy.

Step 4.2: Send a Follow-Up Email (If No Response in 3 Days)

1. Create a new workflow named Follow-Up Email.
2. Target Module: Leads.
3. Add a Condition:
   • Field: Last Contact Date
   • Operator: Greater Than 3 Days Ago.
4. Action:
   • Send an email using the Follow-Up Template.
5. Save & Deploy.

Step 4.3: Send a Case Study PDF (If Lead Engages)

1. Create a new workflow named Send Case Study.
2. Target Module: Leads.
3. Add a Condition:
   • Field: Email Opened
   • Operator: Equal To Yes.
4. Action:
   • Send an email with the Case Study PDF attachment.
5. Save & Deploy.

Step 4.4: Send a Final Offer Email (If No Response After 7 Days)

1. Create a new workflow named Final Offer.
2. Target Module: Leads.
3. Add a Condition:
   • Field: Email Opened
   • Operator: Equal To No.
   • AND Field: Last Contact Date
   • Operator: Greater Than 7 Days Ago.
4. Action:
   • Send an email using the Discount Offer Template.
5. Save & Deploy.

Step 5: Enable SMS Reminders (Optional, Using Twilio or Plivo)

If a lead does not respond, SuiteCRM can send an SMS reminder.

1. Install the Twilio or Plivo SuiteCRM plugin (from SuiteCRM Store).
2. Go to Admin → Module Loader and upload the plugin.
3. Navigate to Admin → Twilio Settings and enter your API credentials.
4. Create a new workflow:
   • Target Module: Leads.
   • Condition: No email response after 5 days.
   • Action: Send SMS Reminder.
5. Save & Deploy.

Final Result: A Fully Automated Lead Nurturing System

✅ SuiteCRM will send emails automatically to new leads. ✅ Leads that do not engage receive follow-up emails. ✅ Engaged leads receive a case study or offer. ✅ SMS reminders are sent to non-responsive leads (if enabled).

With this setup, SuiteCRM provides Salesforce-level automation—without extra costs! 🚀