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Description
SutiCRM is a cloud-based customer relationship management platform designed to enhance your marketing and sales operations. It enables you to execute campaigns, oversee leads, manage opportunities, and predict sales outcomes while effectively targeting your audience. This user-friendly and mobile-accessible software centralizes insights into all marketing and sales functions, aiding in closing deals more efficiently. By simplifying various marketing activities, SutiCRM allows you to connect with your desired audience through impactful campaigns, lead generation, targeted email outreach, and assigning tasks to the appropriate sales team members. The Sales Force Automation (SFA) feature of SutiCRM automates essential business processes, from lead generation to forecasting sales results. With modules dedicated to lead, contact, opportunity, and territory management, SutiCRM fosters teamwork and integration, empowering you to meet and exceed your sales objectives while adapting to market demands.
Description
SutiDMS is a cloud-based document management software that facilitates the organization, management, sharing, and communication of vital business information. This comprehensive system is designed to cater to organizations of all sizes, offering a variety of modules that enhance team collaboration, streamline workflow management, and ensure efficient approval processes. Because it operates entirely online, users can access SutiDMS from anywhere at any time without the need for downloads or installations. It automates the entire cycle of document and file management, empowering businesses to handle documents, maintain version control, and oversee workflows, records, and folders from a single, centralized platform. Additionally, the software integrates seamlessly with the SutiSign eSignature solution, making the approval process more straightforward. With features dedicated to team collaboration and file management, SutiDMS also helps organizations effectively manage retention schedules and the disposition of their files and records. Overall, SutiDMS is an essential tool for businesses seeking to enhance their document management capabilities and improve operational efficiency.
API Access
Has API
API Access
Has API
Integrations
Apple Business Chat
Facebook
FreshBooks
Google Calendar
Microsoft 365
Microsoft Dynamics 365
NetSuite
Optimum HR
Oracle Cloud Infrastructure
OrgChart
Integrations
Apple Business Chat
Facebook
FreshBooks
Google Calendar
Microsoft 365
Microsoft Dynamics 365
NetSuite
Optimum HR
Oracle Cloud Infrastructure
OrgChart
Pricing Details
$5.95 per month
Free Trial
Free Version
Pricing Details
$18 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
SutiSoft
Country
United States
Website
www.suticrm.com
Vendor Details
Company Name
SutiDMS
Founded
2009
Country
United States
Website
www.sutisoft.com/sutidms/
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Content Collaboration
Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
