SuiseCRM

SuiseCRM SaaS Documentation for Admins

1. Overview

2. Settings & Initial Setup

3. Finance

3.1 Invoices (Suise)

3.1.1 How to manage Invoice: 1. Invoices can be found under Finance in the main menu. 2. You can use the icon bar to search, sort, filter and add a new invoice. 3.1.2 Create Invoice: 1. To create a new invoice, click on the "plus" icon.   2. E n...

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By Sales SuiseSoft

September 7, 2021

3.1.1 Invoice Payments

3.1.1.1 Invoice Payments: 1. All the payments received towards this invoice are listed in the payments tab. 2. To add the new payments click on "+" . 3. Fill in all details and click on save.  4. You can see the payments balance on the details tab.

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By Oliwia

January 20, 2021

3.2 Deposits

3.2.1 How to manage a deposit? Deposits can be used to keep track of all the payments received by the business like a deposit made by a customer. Invoice payment is automatically displayed in the deposit area under the category internal. 1. Deposi...

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By Sales SuiseSoft

January 20, 2021

3.3 Expenses

3.3.1 How to manage Expenses? 1. Expenses can be found under Finance in the main menu.   2. Here all the expenses created are listed. You can search by clicking on the "Search" (1) icon. 3. By default, all the columns for the table are displayed....

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By Sales SuiseSoft

January 20, 2021

3.4 Accounts

3.4.1 Create Account: Accounts can be found under Finance in the main menu. 2. To add a new account, click on “New Accounts”. 3. For Cash Account:       Set the toggle button as shown to create a cash account. For Bank Account: Set the Toggle bu...

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By Sales SuiseSoft

January 20, 2021

4. Sales

5. Inventory Management

6. Track

7. Others

8. Purchases

9. Client Area

9.1 Client Projects

9.1.1 How to manage client projects? 1. You can Find Projects on the Left side of the page. Once clicked, you can  view  all the project details for the client. 2. Click the project you want to see. 2.1 Tab Summary  displayed all details of th...

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By Oliwia

January 20, 2021

9.2 Client Invoices

9.2.1 How to manage client invoices? 1. You can find Invoices on the Left  side of the page. 2. Once clicked, you can View all the details of the Invoice for the client. 3. Click on an  Invoice for further details . 4. You can download us...

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By Oliwia

January 20, 2021

9.3 Client Proposals

9.3.1 How to manage client Proposals? 1. You can find Quotations or Proposals on the Left side of the page:  2. All the existing proposals are listed here. 3. Once clicked, you can see all details of the Proposals here. 4. You can Accept or Dec...

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By Oliwia

January 20, 2021

9.4 Client Tickets

9.4.1 How to create/manage client tickets? 1. You can find Tickets on the  Left  side of the page. 2. All tickets are displayed here. To see the tickets in the kanban view click on the "Kanban View" (1) icon. 3. To Create a New Ticket, click on...

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By Oliwia

January 20, 2021

9.5 Client Quotations

9.5.1 How to manage client quotations? 1. You can find Quotations on the Left  side of the page: 2. Once clicked, you can View all the Quotations here. Click on the create icon to request a new quote. 3. Enter the details and click on the reque...

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By Oliwia

January 20, 2021

9.6 Client Appointments

9.6.1 Create a new appointment: 1. You can create a new appointment by clicking on the  "+" icon. 2. Select the staff you want to schedule a meeting with. 3. Choose the data and time, and click on " Confirm".

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By Oliwia

January 20, 2021

10. SiuseCRM Super Admin

10.1 Instalation and Overview

10.1.1 Installation : SuiseCRM System Requirements   PHP 5.6 and PHP 7.0, 7.1,7.2,7.3 (7.3 is recommended & 7.4 is not yet supported) MYSQL 5.1+ mod_rewrite Apache MBString Extension GD Extension MYSQLi Extension PDO Extension OpenSSL Extension Zi...

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By Sales SuiseSoft

January 20, 2021

10.2 Initial Setup & Main Settings

10.2.1 Inital Setup & Main Settings 10.2.1.1 How to manage Company Settings? 1. Company Settings Tab can be found here. Company Name: This is the company name that will be displayed on all the documents created. CRM Name: This will be the name dis...

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By Sales SuiseSoft

January 20, 2021

10.3 Packages & Customers

10.3.1 Products/Packages 10.3.1.1 Managing your Products/Packages: 1. Your products can be found under "Packages" in the main menu. 2. You can add a new product/package/plan by clicking the green "plus" icon. 3. You can edit by clicking the "penci...

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By Sales SuiseSoft

January 20, 2021

10.4 Leads & Tasks

10.4.1 Leads 10.4.1.1 What is "Leades": :1. Your "Leads" option can be found by clicking on "Leads" in the main menu. 2. "Leads" is managing your contacts via a contact/trial form on your main products page. 10.4.1.2 Managing your Leads: 1. To man...

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By Sales SuiseSoft

January 20, 2021

10.5. Custom Pages

10.5.1 Custom Pages 10.5.1.1 What is "Custom Pages" 1. You can create custom web pages that will show in the footer section of your main website. Its is useful for privacy policy, terms of services, contact details etc. 10.5.1.2 Ceating & managing...

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By Sales SuiseSoft

January 20, 2021

10.6 Custom Layout

10.6.1 Custom Layout 6.1.1 How to personalize the look of SuiseCRM 1. You can set individual colours of your SuiseCRM appearane by clicking on the "gear" icon in the bottom left corner.

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By Sales SuiseSoft

January 20, 2021