SuiteCRM is a Customer Relationship Management (CRM) web application, used by a company to store and organize information relating to customers and potential customers in a shared trusted environment. A CRM application may be stand-alone, or may integrate with other enterprise applications, such as an Enterprise Resource Planning (ERP) system (CRM may also be a module within an ERP system).
Please visit the SuiteCRM demo on dalescott.net (login as “auditor” with password “guest”).
SuiteCRM was created by forking Sugar CE v6.5. The company SugarCRM provided several editions of its Sugar CRM application, including the open-source Sugar CE (for Community Edition), as well as several proprietary-licensed commercial editions. In 2013, SugarCRM released Sugar v7 to commercial clients but reported it would not be providing the new features in community edition release. SalesAgility, a UK-based CRM consultancy with expertise developing client solutions based on Sugar CE, responded by creating SuiteCRM using the Sugar CE v6.5 codebase. The first release of SuiteCRM was v7.0 in October 2013, and in 2014 SugarCRM announced that it would not be releasing any further feature releases of Sugar CE. Since then, SuiteCRM has since gone on to become an award winning and world leading CRM application.
I will be installing SuiteCRM v7.7.9 on FreeBSD 10.3-RELEASE, using Apache 2.4 and MariaDb 10.0.
- Download a SuiteCRM zip distribution archive and extract to /usr/local/www/suitecrm-6.5.2.
- Change owner of the SuiteCRM directory tree to www:www
- Create a soft link from /usr/local/www/suitecrm to /usr/local/www/suitecrm-7.7.9
- Configure Apache virtual host suitecrm.dalescott.net
- Create “suitecrm” database and database user with full permissions to the database. Use these credentials in the install screen.
- Run installer (http://suitecrm.dalescott.net)
The first thing the installer does is to confirm your acceptance of the AGPL license used by SuiteCRM.
The installer then presents an overview of your system configuration, and identifies any issues preventing installation. In my case, I’m good to proceed.
Next, enter your database credentials and other configuration data.
- Select install demo data.
- Enter admin user password and email.
- Accept default visible modules.
- Enter SMTP server credentials required for SuiteCRM to send email.
The installer will setup the database and then let you login as the admin user.
The last setup item is to create a cron task used by SuiteCRM to run periodic internal tasks.
TODO show cron job
Login using the admin user and password. After authentication the SuiteCRM dashboard will be displayed.
SuiteCRM is a mature powerful CRM application. Watch for a basic walkthrough tutorial based the Swift Construction Company’s “using SuiteCRM”, but a large number of on-line video tutorials already exist.