Edito
In this article, we highlight the open-source CRM SuiteCRM (formerly SugarCRM), showcasing its core features as well as the additional benefits and positive externalities it offers when combined with our TextingHouse professional SMS solution.
Our browser extension eliminates the need to develop an additional plugin, saving you development costs while enabling efficient SMS campaigns. The TextingHouse web extension enhances usability with your SaaS CRM through its revolutionary CLICKME2TEXT feature.
This functionality places an icon in front of every phone contact appearing on the web pages you visit. With a single click, the TextingHouse professional SMS solution sends an SMS to that number.
As a result, users can integrate SMS communication across all their web applications without any development, simply by installing the TextingHouse browser extension.
CRM and TextingHouse sms pro solution
Customer relationship management
Core Features Included in SUITECRM (ex SugarCRM)
SuiteCRM (formerly SugarCRM) is an open-source CRM system with features developed by partners and shared with the community. Here’s a brief overview of its core modules:
Leads, Prospects, and Customers
This module allows easy management of contacts, with detailed records including the history of incoming and outgoing communications, sales, and follow-up actions.
Contracts
Track annual orders and other sales agreements with your clients over time.
Contract Renewal
Receive alerts to anticipate the renewal of your commercial commitments with clients.
Templates
Create PDF or email templates easily with this basic extension.
Projects
Break down projects into coordinated actions and tasks, allowing management across different teams or departments.
Campaigns
Manage the history and impact of your mass communications, such as email campaigns. This is the primary tool to measure your ROI (Return on Investment) from marketing efforts.
Sales Pipeline Management
Set up processes to track contacts based on their status. For example: what actions should be taken for leads or monthly-order clients? When should you reach out to a prospect? After 5 visits? More?
Support & Tickets
Manage technical support efficiently, essential for hotlines and FAQs to improve first- and second-level technical support performance.
Maps
Geolocate leads, prospects, and customers for better planning and field operations.
Assignment
Tasks and actions can be assigned individually or by default to employees, teams, or departments.
Price Policy Control
Coordinate pricing across your product range according to consumer studies, promotions, competitor analysis, and sector trends—a key part of a 360° marketing vision.
Performance Reports
Set up and customize KPIs to measure marketing and sales performance, adapting strategies based on campaign impact.
Automation of Repetitive Tasks
Automate marketing tasks such as emails and inbound interactions, integrating them into the customer journey for leads and prospects.
By providing a 360° view of your customers, a CRM enables objective decision-making based on real interactions and data collected from your clients. SuiteCRM (formerly SugarCRM) is the open-source version of SugarCRM, which also offers several paid editions, including Professional, Enterprise, and Ultimate.
With SuiteCRM, businesses can centralize customer information, track every interaction, and make informed decisions that improve service quality, sales effectiveness, and long-term customer satisfaction.
The base version of SuiteCRM, like most CRMs on the market, can be installed on an intranet, extranet, or accessed via SaaS. It includes multiple modules that allow you to build a centralized contact database and track interactions throughout the entire customer lifecycle.
SuiteCRM helps streamline and optimize your sales processes, assisting in managing relationships with leads and clients. By collecting and organizing customer information, it enables you to group clients based on relevant data, ensuring that the services you provide align with their expectations.
All these functionalities are designed to anticipate, plan, and coordinate the various actions your teams need to take across departments, providing a structured approach to managing customer interactions and improving overall business efficiency.
Core Features Included in SuiteCRM (ex SugarCRM)
SuiteCRM (ex SugarCRM) is an open-source CRM system with features developed by partners and shared with the community. Here’s a brief overview of the core modules included in the platform:
- Leads, Prospects, and Customers
This module allows easy management of contacts, with detailed records including the history of incoming and outgoing communications, sales, and follow-up actions.
- Contracts
Track annual orders and other sales agreements with your clients over time.
- Contract Renewal
Receive alerts to anticipate the renewal of your commercial commitments with clients.
- Templates
Create PDF or email templates easily with this basic extension.
- Projects
Break down projects into coordinated actions and tasks, allowing management across different teams or departments.
- Campaigns
A module that lets you manage the history and impact of your mass mailing communications. It’s the main tool you need to measure your return oncommunication investment(ROI).
- Sales Pipeline Management
Set up processes to track contacts based on their status. For example: what actions should be taken for leads or monthly-order clients? When should you reach out to a prospect? After 5 visits? More?
- Support & Tickets
Manage technical support efficiently, essential for hotlines and FAQs to improve first- and second-level technical support performance.
- Maps
Geolocate leads, prospects, and customers for better planning and field operations.
- Assignment
Tasks and actions can be assigned individually or by default to employees, teams, or departments.
- Price Policy Control
This functionality is an important element of the 360° vision we mentioned in the introduction. It is an element of the marketing mix, and enables the coordination of prices within a range, based on consumer research, promotional actions, the competitive environment and the sectoral analysis of the industry in which you operate.
- Performance Reports
Set up and customize KPIs to measure marketing and sales performance, adapting strategies based on campaign impact.
- Automation of Repetitive Tasks
Automate marketing tasks such as emails and inbound interactions, integrating them into the customer journey for leads and prospects.
These modules provide a strong foundation for a CRM. However, SuiteCRM does not include built-in tools for mass emailing or SMS campaigns, which are critical for a full 360° customer engagement strategy. To add such functionalities, you need additional modules called plugins, which can be developed internally or purchased from third-party providers.
Advantages of Plugins
Some industries or businesses require customized modules to fit their workflows. SuiteCRM allows this flexibility, and plugin development is often a revenue model for providers adapting APIs to specific business needs.
Disadvantages
The main drawbacks are cost and dependency: development can be expensive, and ongoing updates to SuiteCRM may require further support from the plugin developer.
.
TextingHouse simplifies enterprise SMS communication while avoiding development costs. Since SuiteCRM is web-based, our browser extension removes dependency on developers and eliminates update concerns.
As mentioned at the beginning of this article, the TextingHouse professional SMS solution eliminates these development costs without compromising the performance of your customer relationship management. SuiteCRM (ex SugarCRM) is a framework-based system accessible directly through your web browser.
That’s why we developed a browser extension that frees you from dependency on a developer. No more concerns about monitoring updates—your SMS campaigns are ready to go instantly.
Once you install TextingHouse, an icon appears at the top of your browser. Need to send a single SMS or a campaign of thousands of messages? With just one click, your TextingHouse professional SMS solution is ready, all while keeping your SuiteCRM (ex SugarCRM) fully active and operational.
You can assign the SMS credits you purchase to each of your team members based on their needs and sending habits. The enterprise mode allows you to create individual profiles with logins and passwords, displaying the credits you have pre-allocated to their personal accounts. This is an effective way to control communication costs while managing your SMS campaigns efficiently.
ClickMe2Text: Instant SMS Integration Without Development via TextingHouse Professional SMS Solution
Developing our software as a browser extension is not the only benefit of using the TextingHouse professional SMS solution. It also allows you to send one-to-one SMS messages to any contact appearing on your web pages.
The ClickMe2Text feature automatically places a TextingHouse icon in front of every phone number detected on the pages you visit. With a single click on the icon, an SMS is sent instantly to that number.
This means that SMS integration across all your web applications is achieved simply by installing the TextingHouse browser extension, without any development required, while keeping your SuiteCRM (ex SugarCRM) fully operational.
Find out more about our extension and all its features on our TextingHouse website, and make our sms pro solution your CRM ally for sms marketing!
Editor : Dominique DESPERT