SuricataCRM

PRICING AND FEATURES DOWNLOAD BROCHURE

SuricataCRM for Services was built from the ground up to simplify the daily operation of service companies. Built as an end to end tool to cover all operation, SuricataCRM for Services will help you manage leads, opportunities, budgets, contracts, invoicing, documents, project management, timesheets, tickets and many other aspects related to your business processes.

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Hot Features

CUSTOMER RELATIONSHIP MANAGEMENT

- Create and manage opportunities
- Manage sales activity, meetings, schedule and support business management process
- Create contracts to establish business relationship basis
- Distinguish proposals according to the best sales and partnership strategy
- Define personal and team dashboards with custom information like sale pipelines, graphics, opportunities, events
- Customize your own widgets
- Obtain and share up to date digital product catalogs
- Integrate with ERP to obtain invoicing information and manage collection via CRM
- Create SLA batch notifications for opportunities to keep them in mind
- Integrate CRM with online store and manage sales activity in and integrated way

PROJECT MANAGEMENT

- Plan project tasks while consulting resources availability chart
- Track projects and obtain detailed timesheets, progression and rentability margins reports in few clicks
- Register times: Real Time Tracking (Stop and Play)
- Help Desk: integrate customer service tickets via website or e-mail, manage them and create service ticket dashboards
- Obtain schedules and share calendar with your team
- Integrate with time clock and create assiduity dashboards
- Manage vacations and absences
- Multi-instance solution for different departments

DOCUMENT MANAGEMENT

- Store documents on Suricata data bunker
- Create folder’s hierarchical system
- Create permissions groups and attribute
- Create workflow document archive and define document templates
- Create custom templates for meta information

TOP 5 REASONS TO HAVE
SuricataCRM for Services

ALL-IN-ONE
Concentrate Sales, projects, documents and financial management in a single solution. Management and operational modules allow a full from customer to business approach.

RELIABLE
Although new in the market as a product, SuricataCRM for Services is running in many companies (with different business areas and dimensions) and is the result of a 10 year development process based on the real daily needs and challenges of service companies – including us.

DEVELOPMENT FOCUS
We’re a development-focused company right from the top – our Head of Business is also a senior developer - meaning we are all about providing high-quality, useful, purpose-driven software.

RESPONSIVE
Your feedback counts! Software enhancements and new features are developed in direct response to your needs.

Get started and discover how SuricataCRM for SERVICES can help accelerate your business growth.

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“SuricataCRM is my guardian angel. In few clicks I can access budgets, opportunities, sales pipeline, timesheets, project reporting and save hours and hours looking for essential information to run my business. It also has very important alarmistic data and dashboard on essencial KPIs. A must-have for all project and service companies.”

Francisco Cardoso Expertmode, 3D & Design

Be smart, increase sales.

CRM Cloud for small and medium business.

SuricataCRM is a suite of applications assembled in packs in order to respond to specific industry needs. Nevertheless, you can build your own solution feature by feature and individualize the CRM that responds to your business specificities.

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