SuiteCRM Development and Consulting in Chicago
Use a SuiteCRM customized for your business, to wow your clients and keep your business relationships active.
SuiteCRM Development and Consulting Services by skilled developers
You are most likely a busy business owner, trying to keep in touch with all your leads and keep your clients happy. Many clients’ documents and info are scattered, so it takes a long time to find relevant info and keep it organized. It’s just difficult to hit the mark every time.
You might still be using post-its and Excel sheets to keep track of your invoices and contracts – we know it can get really messy. Don’t have relevant stats on current clients, and your marketing is lacking? Something needs to change for you to grow your business.
Whether you’re a contractor, a manufacturing business, or have a nonprofit, our SuiteCRM Support can handle task management, marketing, and automate your business processes.
Here’s how we help you improve your business:
How our SuiteCRM Consultant can help
CASE STUDY: CHICAGO COMPUTER REPAIR
A small computer repair shop in Andersonville. It is vital for the shop to form a relationship with each potential client, keep track of each repair and provide fast diagnosis info. The shop also needs to keep a history of each repair in case a client returns.
For the client-side, we started with a basic intake form that generates a service order number, prints a signable PDF, and sends the client an email confirmation with the next steps.
The business-side includes a module that captures the client’s information, the device type, and the problem description. To start, the technician is assigned a task to diagnose the issue.
breaking down the process
We broke the repair process down to 22 easily trackable steps, added eBay integration, automatically sent estimates, and added the option to approve the quote online.
The integrations allow the technician to spend minimal time on ordering parts or working with payments, and they can instead focus on the promised fast and free diagnosis. Once a diagnosis is put in the system, the client receives a call and an automated email with their options.
We also integrated a payment system for online invoice payments and a system for email follow-ups, asking for feedback 3 days after each pick-up.
Business took off as clients loved the speed, personalization, and efficiency.
Because of “Sugar” (SuiteCRM’s module) and our dependable service, PRO became the most reputable computer repair shop in the Chicagoland area, completing more than 35,000 service orders.
EXPANDING THE BUSINESS
In 2013, PRO decided to turn towards business IT, and separate repairs as an isolated business – Chicago Computer Repair.
PRO started to install and maintain servers, configure networks, and migrate small businesses to the Cloud – back when Office 365 was just created.
TAKING MATTERS INTO OUR OWN HANDS
The same year, we realized we need systems to monitor, manage, and support small business IT infrastructures and deliver reliable remote or on-site support.
We started researching the market for an all-inclusive solution that would help PRO grow in the new direction. The available solutions were too costly for a small business and didn’t have the needed functionality. To top it off, no one cared about integrating our little “Sugar” module that helped us get here. So we did it ourselves.
Fast-forward to today; PRO has grown from a little corner repair shop to the place where hundreds of small businesses and nonprofits get their technology challenges resolved fast and reliably. The computer repair section is highly popular among Chicagoans and boasts a high client return rate.
We deliver exceptional quality services because the core of our business is efficient, automated, and streamlined — and so can yours.
Our clients have asked us, “How do you do it?” —
The answer lies in SuiteCRM Support. It has optimized and grown our business, and we have proved this by helping other small businesses do the same.
AVAILABLE SUITECRM INTEGRATIONS
The Calendly integration automatically creates a lead in SuiteCRM using the information in the appointment form (first and last name, date, time, etc.).
Having a comprehensive overview of your leads is a game-changer.
The QuickBooks Web Connector allows you to create two-way synchronization between SuiteCRM and QuickBooks software.
This includes accounts, vendors, line items, invoices, payments, purchase orders, and more. Use the time for something more valuable.
Add a “Pay Online” button to any quote or invoice PDF-template with Chase and set up a landing page to process credit card payments securely and quickly.
Taking payments and tracking them has never been this easy.
Generate and print UPS shipping labels with just a click from any module of your SuiteCRM and add the tracking number to any useful module in the CRM.
This simplifies the process of tracking items and ensuring nothing gets lost in transit.
Add a Google Maps detail view of any account in SuiteCRM and measure the distance in miles or kilometers from a predefined address.
This integration allows to automatically calculate if an address is out of your zone and simplifies keeping track of addresses.
Add a start/stop button to the detail view in the project or task module and allow employees to add time entries to an existing workspace in Toggl.
Time tracking gives you an excellent overview of where time is spent and what could be improved.
Search the up-to-date eBay database directly from your SuiteCRM, review the price, location, and seller feedback, then import products into SuiteCRM to be used in quotes and invoices.
Automation is the key to more time and efficiency in the workplace.
Looking for a different integration? If it’s on the Internet and you need it, we can make it happen.
Schedule a free, no strings attached consultation and we’ll see how we can make your life easier & your business operations simpler.
Never lose a lead again
Streamline your business
operations with a CRM
IT Support in Chicago