CRM forSERVICES 
FOCUS ON DELIVERY. SuricataCRM WILL TAKE CARE OF THE REST

Overview

ESSENTIALS | 30€ user / month
CRM  |  Opportunities  |  Entities  |  Budgets 

SuricataCRM

Create and manage opportunities

Manage sales activity, meetings and schedule

Support business management process

Create and manage contracts

Define personal and team dashboards with custom information

Set sale pipelines, graphics and opportunities widgets

Customize your own widgets

Obtain and share up to date digital product catalogs

Integrate with ERP to obtain invoicing information and manage collection

Create SLA batch notifications for opportunities

Integrate CRM with online store and manage sales activity

Savana - Platform Core Essentials

Set notifications

Install and customize microapps

Navigate through tabs

Configure business rules

Manage screens and field

Extra Module

PROJECT MANAGEMENT  | +10€ user / month
Manage  |  Project Tracking  |  Time register  |  Project reporting | Help desk  

PM - Project Management

Plan project tasks

Consult resources availability chart

Track projects

Obtain detailed timesheets and rentability and margins reports

Register times: Real Time Tracking (Stop and Play)

Help Desk: integrate customer service tickets via website or e-mail

Create service ticket dashboards

Obtain schedules and share calendar with your team

Integrate with time clock and create assiduity dashboards

Manage vacations and absences

Extra Module

DOCUMENT MANAGEMENT | +20€ user / month
Workflow  |  Meta information

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

Watch SuricataCRM in action

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, invoincing, documents, project management, timesheets, tickets and many other aspects related to your business processes.

Services
SuricataCRM forSERVICES

Standard Support

Telephone and email support
Daily Back-ups
API Enabled
API Support

Free
(included on monthly license)

Premium Support 

Remote support 
All software
Consulting services pack 

Ask for a quote

Extra services

On Premises installation
Third-party software full integration service
New feature development 

Ask for a quote