SutiSoft Announces SutiCRM 4.0, a Cloud Computing CRM Solution that Provides a Real-time View of All Customer Data and Activities

SutiSoft Inc., a trusted provider of hosted and enterprise solutions today announced the release of SutiCRM 4.0, an online CRM solution that manages Sales, Marketing, Inventory Forecast and Customer Service activities.

SutiCRM eliminates the use of paper documents and significantly reduces the time required for creating and tracking Leads, Opportunities, Quotes, Invoices, etc. The solution provides a unified view of sales teams, enables lead generation from multiple sources, and improves collaboration internally within the sales team, including sales support representatives. This hosted solution provides a secure repository for storing data from Prospects, Cases, Reminders, and Documents to Emails. The keyword based search allows users to simultaneously search across multiple records.

Import wizards eliminate manual entry of data and make the importing of existing data into SutiCRM easier. Prospects, Campaigns, Leads, Accounts and Tasks can be quickly created by simply filling in basic details. Various email Campaigns can be rolled-out for capturing new Leads from Prospect Lists. Tracking of Products, related POs, Issues, and Receipts can be easily managed by using the built-in Inventory module. Contract creation; case reporting and resolution are also made simple by using the Service module.

Key Features Include

  • Manage Prospect lists & Email Campaigns
  • Convert Prospects to Leads, Accounts, and Contacts
  • Track Leads, Accounts, Contacts and Opportunities
  • Create & Send Quotations, Invoices to potential Customers
  • Generate Sales Orders for POs received
  • Accept/reject order by Sales on the spot
  • Keeps track of excess inventory
  • Keeps track of backlog .vs. WIP
  • Reduces significantly the cost of inventory
  • Add Forecasts for Opportunities
  • Waterfall chart of planned & actual sales
  • Manage Tasks, Notes, Documents, Call Logs, Events and Emails associated with a Contact
  • Analytics to generate various reports
  • Create & Send Purchase Orders for approval
  • Manage Receipts, Issues for Items in Inventory
  • Create Service Contracts for Customers
  • Customers can create Support Cases
  • Built-in knowledge base of frequently asked questions
  • Publish suggested solutions to the knowledge base

How it Works

The Marketing Automation module of SutiCRM allows users to plan and execute various Marketing Campaigns. Email Marketing can be done within SutiCRM from loaded prospect lists. Email templates can be created, maintained and re-used in SutiCRM.

The Sales Force Automation module of SutiCRM helps users streamline their sales pipeline and lets the sales team focus on the selling process. The module allows easy tracking of Leads, Accounts, Contacts, Opportunities and Quotes to help close deals faster.

The Inventory module of SutiCRM helps users monitor the status of Inventory. Users can create and manage Suppliers, Purchase Orders, Receipts and Issues. Receipts and Misc. Issues. Managers can view Reports detailing On-Hand Quantities in Inventory, including the details of backlog on Inventory items.

Excess inventory transparency helps Sales teams to accept or reject a potential order instantaneously.

The Service module of SutiCRM helps users create & track Contracts for Customers and provides solutions for Cases reported by Customers. Customers can create a Support Case when they have a question regarding the product / service they are using.

The Workspace module of SutiCRM helps capture details of all forms of communications you may have with a customer. Tasks, ,events, call logs, notes, and sent Emails are maintained.

The Reports module of SutiCRM gives insight into the information in your SutiCRM account. Dashboards give real-time status of Campaigns, Leads, Accounts, Opportunities, and, Quotes. These Reports are fully customizable. Managers define who can see what, so that each user gets the most relevant information.

SutiCRM is available in multiple versions: Free, Professional, Corporate, Enterprise and Unlimited. Pricing starts at $9.95 per user, per month up to 30 users. Visit SutiCRM for more info.

About SutiSoft

SutiSoft develops a comprehensive suite of cloud-based business platforms and solutions for companies of all sizes. Our four SaaS platforms - Spend, HR, eSignature and CRM Platforms include scalable and easy-to-use solutions such as Travel & Expense, Accounts Payables, Accounts Receivables, Procurement, Supplier Relationship Management, HR, CRM, Document Management, Electronic Signature, Contract Lifecycle Management, and more. Our solutions enable SMBs, mid-market, and enterprises to cut costs, save time, and help in making smart business decisions. Headquartered in Sunnyvale, California, SutiSoft also has regional offices in Germany, India, and Japan. For more information, please visit our website

SutiSoft releases SutiCRM, a SaaS solution that allows users to manage their Marketing, Sales, Inventory and Service related activities from a single interface.

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