How To Create A Project In Suite CRM

In SuiteCRM the Projects module allows the User to arrange their organization’s projects by tracking the number of Tasks and allocating resources. Once set up, a project can be visualized in the form of a Gantt chart or using the project grid.

In SuiteCRM Cases are used to record interactions with customers when they ask for help or advice, for example in a Sales or Support function. A Case can be created, updated when a User is working on it, assigned to a colleague and closed when resolved. At each stage of the Case, the User can track and update the incoming and outgoing conversation thread so a clear record of what has occurred is registered in the CRM. Cases can be related to individual records such as Accounts, Contacts, and Bugs

SuiteCRM is a free and open-source customer relationship management (CRM) solution that gives users highly actionable insights on which to base critical business decisions, actions, and strategies.

Accounts module
Bugs module
Calendar module
Calls module
etc..

The Locations module is used to capture the venue/site information where events are held.