SuiteCRM
SuiteCRM · CRM
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What is SuiteCRM?
SuiteCRM covers the core of what a sales, marketing and service team does every day: records for leads, accounts and contacts, a deal pipeline, quotes and invoices, email campaigns and support cases. It grew out of SugarCRM Community Edition and is maintained by SuiteCRM Ltd with a large community, under a licence that keeps every module free to self-host.
SuiteCRM is an open-source customer relationship management application for sales, marketing and service teams. It keeps accounts, contacts, leads and opportunities in one place, produces quotes, invoices and contracts, runs email campaigns and handles support cases, with workflows and reports on top. It runs on a standard PHP and MySQL server.
Core capabilities
- Manage leads, accounts, opportunities, quotes, invoices and contracts in one CRM.
- Automate follow-ups with workflows that create records, update fields or send emails.
- Handle support cases with a knowledge base, and report on any module with scheduled reports.
Sales, marketing and service in one system
Sales teams work with leads, accounts, contacts and opportunities, then create quotes, invoices and contracts from a product catalogue using PDF templates. Marketing has campaigns, target lists, email templates, confirmed opt-in and lawful basis fields, surveys and events. Service teams log cases, link them to a knowledge base and track bugs. Calendar, calls, meetings, tasks, projects and document management sit alongside, and email accounts can be connected to send and read mail inside the CRM.
- Sales pipeline
- Quotes and invoices
- Campaigns
- Cases
Workflows, reports and your own fields
Workflows act on any module: they trigger on save or on a schedule, check conditions such as field values or date offsets, and then create records, update fields, calculate values or send emails. Reports with charts can be placed on dashboards or emailed on a schedule. Administrators add fields, layouts and relationships in Studio, control access with roles and security groups, and connect other systems through the REST API.
- Workflow
- Reports
- Studio
- REST API
Running it yourself and the licence
This repository holds SuiteCRM 7, which needs Apache or IIS, PHP 8.1 to 8.4 and MySQL, MariaDB or SQL Server. You upload the release, run the web installer and add one cron job for workflows, email and schedulers. The 7.15 ESR line has active support until December 2027. SuiteCRM 8, a rebuild with a new interface, is developed in a separate repository and can migrate a 7 install. All code is AGPL-3.0 with no paid modules; SuiteCRM Ltd sells hosting and support separately.
- Self-hosted
- PHP
- MySQL
- AGPL-3.0
Where it fits
Use cases
- 01
Run the sales pipeline from lead to invoice
Capture a lead, convert it into an account, contact and opportunity, then build a quote from your product catalogue and send it as a PDF. When the deal closes, turn the quote into an invoice or contract in the same record.
- 02
Automate routine follow-ups
Create a workflow on the Opportunities or Cases module, set conditions such as a status or a date offset, and choose actions like sending an email or creating a task. The scheduler runs it on save or on a timer and logs every record it processed.
- 03
Send a campaign and measure the replies
Build a target list from contacts or leads, write an email template and launch a campaign with confirmed opt-in tracking. Responses, new leads and follow-up activity show up in the campaign log and in reports.