SuiteCRM Setup, Custom Fields, and Workflow Automation

I help companies streamline operations, improve customer management, and automate repetitive tasks using a fully optimized SuiteCRM environment.

With extensive expertise in SuiteCRM configuration, module customization, workflow design, automation logic, API integrations, role-based permissions, and CRM optimization, I ensure your system is clean, fast, and built for growth.

What I Offer:
Complete SuiteCRM Setup & Configuration
– Installation on Linux/Windows/Cloud
– User roles, access permissions, layouts
– Module configuration (Leads, Accounts, Contacts, Cases, Projects, etc.)

Custom Fields & Module Customization
– Adding custom fields, dropdowns, relationships
– Custom modules for unique business workflows
– UI enhancements for faster user navigation

Workflow Automation
– Lead assignment automation
– Email triggers & notifications
– Task creation workflows
– Status updates & approval flows
– Scheduled jobs for background tasks

Data Import & Cleanup
– Import Leads, Contacts, Accounts, Opportunities
– CSV/XLS mapping
– Duplicate removal & data standardization

SuiteCRM Integrations
– APIs, Webhooks
– VOIP, WhatsApp, Email, SMS, Websites, Payment systems
– Third-party system synchronization

Dashboard & Reporting Setup
– KPI dashboards
– Sales, marketing & support reports
– Custom analytic views

Start optimizing your business with SuiteCRM today..!