SuiteCRM Implementation & Integration

Your Business, Fully Connected with SuiteCRM

We implement, customize, and integrate SuiteCRM into your business — connecting your website, automating workflows, and giving you a complete 360-degree view of every customer relationship.

Open-source powerhouse

What Is SuiteCRM?

SuiteCRM is the world's leading open-source Customer Relationship Management platform — a complete sales, marketing, and customer service system that you own, control, and customize without expensive per-user licensing fees.

Why SuiteCRM Over Salesforce or HubSpot?

  • No per-user fees — unlimited users at no extra cost
  • Fully customizable — adapt the system to your exact workflow
  • You own your data — self-hosted or cloud, you control everything
  • Enterprise features — sales automation, marketing campaigns, case management, reporting
  • Open API — integrates with your website, accounting, email, phone systems
  • No vendor lock-in — never be held hostage by subscription price increases

Who Uses SuiteCRM?

Organizations worldwide across every industry trust SuiteCRM to manage customer relationships:

Manufacturing Finance Healthcare Technology Public Sector Professional Services Real Estate Education

From small businesses to enterprises, SuiteCRM scales with your growth without the enterprise price tag.

Core capabilities

Everything You Need to Grow, Retain & Delight Customers

SuiteCRM gives you a complete 360-degree view of every customer interaction across sales, marketing, and service — all in one unified system.

Sales

Sales Force Automation

Manage leads, opportunities, accounts, and contacts. Track deals through custom pipelines, forecast revenue, automate follow-ups, and close more business faster.

  • Lead capture & qualification
  • Opportunity pipeline tracking
  • Activity & task automation
  • Revenue forecasting
Marketing

Marketing Campaign Management

Create targeted email campaigns, track engagement, score leads, and measure ROI on every marketing dollar spent. Nurture prospects from first touch to closed deal.

  • Email campaign builder
  • Lead scoring & nurturing
  • Campaign ROI tracking
  • Audience segmentation
Service

Customer Service & Case Management

Track support tickets, manage customer issues from open to resolution, measure response times, and deliver exceptional service that builds loyalty.

  • Case tracking & assignment
  • Knowledge base integration
  • SLA monitoring
  • Customer self-service portal
Reporting

Real-Time Business Intelligence

Custom dashboards, advanced reporting, and analytics that give you instant visibility into sales performance, marketing effectiveness, and customer health.

  • Customizable dashboards
  • Advanced report builder
  • Real-time metrics
  • Export & scheduling
Automation

Workflow & Process Automation

Eliminate manual data entry and administrative tasks. Automate lead assignment, follow-up reminders, status updates, and repetitive workflows so your team focuses on selling.

  • Custom workflow rules
  • Automated email sequences
  • Task & reminder automation
  • Lead routing & assignment
Customization

Fully Customizable Without Code

Tailor fields, modules, layouts, and processes to match your exact business needs. Create custom modules, add fields, design workflows — no developer required.

  • Custom fields & modules
  • Drag-and-drop layout editor
  • Role-based permissions
  • Multi-language support
Seamless connection

How We Connect SuiteCRM to Your Website

A CRM sitting in isolation doesn't help your business. We integrate SuiteCRM directly into your website so every lead, form submission, and customer interaction flows automatically into your system.

1

Web Forms Sync

Contact forms, quote requests, demo bookings — all feed directly into SuiteCRM as leads with zero manual entry

2

Lead Scoring

Track visitor behavior, page views, and engagement to automatically score and prioritize hot leads

3

Automated Follow-Up

Trigger email sequences, assign tasks, and notify sales reps the moment a high-value lead submits a form

4

Analytics & Tracking

See which marketing channels drive the most leads, track conversion rates, and optimize your funnel

Live Chat & Chatbot Integration

We integrate AI-powered chatbots and live chat directly with SuiteCRM. Every conversation is logged, contacts are created automatically, and your team has complete context before they engage.

E-commerce & Payment Integration

Connect your online store or payment processor to SuiteCRM. Track purchases, automate invoicing, manage subscriptions, and trigger post-purchase workflows automatically.

Calendar & Scheduling Integration

Embed booking calendars on your website that sync directly with SuiteCRM. When a prospect books a call, the meeting appears in your CRM with all relevant context and history.

Analytics & Conversion Tracking

We connect SuiteCRM with Google Analytics, Facebook Pixel, and other tracking tools so you can measure ROI from first click to closed deal.

Connect everything

SuiteCRM Integrations That Power Your Business

We integrate SuiteCRM with the tools you already use so data flows seamlessly across your entire tech stack.

Accounting Systems

Sync SuiteCRM with QuickBooks or Xero for automated invoicing, payment tracking, and real-time financial reporting.

QuickBooks Xero

Email & Calendar

Connect Gmail, Outlook, and Office 365 to log emails, sync calendars, and track all communication in one place.

Gmail Outlook Office 365

Phone Systems

Integrate VoIP and phone systems to log calls, trigger workflows, and give your team instant context on every conversation.

VoIP Twilio

Marketing Tools

Connect email marketing platforms, social media, and advertising channels to track campaign performance end-to-end.

Mailchimp LinkedIn Facebook Ads

Document Management

Integrate with Google Drive, Dropbox, or SharePoint to store, share, and manage documents directly within SuiteCRM.

Google Drive Dropbox SharePoint

Custom APIs

Need something unique? We build custom API integrations to connect SuiteCRM with any system or database your business uses.

REST API Webhooks Custom
How we work

Our SuiteCRM Implementation Process

We don't just install software — we architect a complete CRM solution that fits your business like a glove.

🎯

Discovery & Requirements

We map your sales process, identify bottlenecks, and define exactly what your CRM needs to do to drive growth.

⚙️

Custom Configuration

We configure modules, custom fields, pipelines, workflows, and permissions to match your exact business processes.

🔗

Website & System Integration

We connect your website forms, email, accounting, phone systems, and other tools so data flows automatically.

📊

Data Migration

We migrate your existing customer data from spreadsheets, old CRMs, or databases into SuiteCRM cleanly and accurately.

🎓

Training & Onboarding

We train your team on how to use SuiteCRM effectively, create documentation, and ensure everyone is confident.

🚀

Launch & Support

We launch your CRM, monitor adoption, troubleshoot issues, and provide ongoing support as your business grows.

Why JDove Consulting

We're Not Just CRM Installers — We're Systems Architects

25+ Years of Enterprise Systems Experience

We've implemented CRM, data systems, and business process automation for banks, investment firms, and enterprises managing millions of customer records. Now we bring that expertise to small and mid-sized businesses.

  • Enterprise-grade architecture without enterprise prices
  • Deep understanding of sales, finance, and operational workflows
  • Halifax-based, serving Canadian businesses
  • 72-hour support response commitment
  • Owner-led delivery — you work directly with experienced professionals

What You Get

  • SuiteCRM configured to your exact business processes
  • Full website and system integration
  • Custom workflows, automations, and reporting
  • Data migration from your existing systems
  • Team training and comprehensive documentation
  • Ongoing support and optimization
Get Started with SuiteCRM
Real-world applications

How Businesses Use SuiteCRM

Mortgage Brokers

Lead-to-Approval Pipeline

Website forms capture pre-approval requests, automatically create leads in SuiteCRM, trigger email sequences, assign to loan officers, and track deals from first contact to funded mortgage.

Law Firms

Client Intake & Case Management

Consultation requests flow from your website into SuiteCRM as cases, automatically trigger intake workflows, manage documents, track billable hours, and integrate with accounting for seamless invoicing.

Accounting Firms

Client Onboarding & Tax Management

New client forms create accounts in SuiteCRM, trigger onboarding checklists, manage tax deadlines, store documents securely, and sync with QuickBooks for billing and payment tracking.

Executive Coaches

Discovery Calls & Client Journey

Website visitors book discovery calls via embedded calendar, SuiteCRM logs the meeting, tracks client progress through coaching programs, manages contracts, and automates follow-up sequences.

Professional Services

Proposal & Contract Management

Generate proposals directly from SuiteCRM, track status (sent, viewed, signed), automate follow-ups, and convert signed contracts into active projects with tasks and milestones.

B2B Sales Teams

Multi-Touch Sales Cycles

Track complex B2B deals through custom pipelines, log every email and call, coordinate team selling, forecast revenue, and analyze win/loss data to improve close rates.

Ready to Implement SuiteCRM?

We'll assess your current systems, map your ideal workflow, and show you exactly how SuiteCRM can transform your business operations. Free consultation — no obligations.

Book Your Free CRM Assessment View Pricing