“SpiceCRM has filled the gaps that other CRMs were not able to.”

Users should focus on their competences and do what they do best to generate business and not waste time on entering data in their CRM. Responsive design, role based layouts, specific views to capture progress instantly: these are the core thoughts behind the interface concept.

We see the CRM as the core application which integrates with the variety of systems that a company may have to run their business processes on. SpiceCRM stands for one simple interface to be used and interacts with more highly complex systems like ERP, CMS, Email marketing, CTI or any system equipped with an open API.

Based on reliable technology and built with intelligent architecture, SpiceCRM can be implemented for any kind of business. It accommodates for a small amount of data or for huge amounts of data as well as for small or large companies. The out-of-the-box solution can also be configured and extended to any additional features.

Effortless Text Search

It is simply great to be able to find records by typing in just a few words in a search field. Users will get the same feeling as when searching for content in Google, when they search for information in the CRM. SpiceCRM trusts the powerful ElasticSearch engine to obtain results quickly and efficiently: contact names, addresses, email addresses, phone numbers, record duplicates, calendar entries. The search can be conducted across the whole CRM and deliver results immediately. Results can be then aggregated and filtered to match to readable results.

Google Maps Integration

To create an account in only 5 seconds? – with SpiceCRM –YES!

Integrated Google Search and Google Maps support users in creating new accounts or leads. By typing the company name the integrated autocomplete will propose some matches based on the Google Search. Once the match is selected, the data will be completed with the address data, website, phone number and the proper name. Proximity search and integrated Google Maps make finding the way to customers in the vicinity a piece of cake. Other features and plugins enable an easy visualisation on a map and support easy routing of planned visits.

Kanban board

Concentrating on the important things during negotiations with your customers without the fear of overlooking or missing something, is very important – SpiceCRM makes this possible.

The flexible KANBAN view allows users to always keep track of all running opportunities as well as to manage them quickly and easily with the built-in drag & drop feature.

Process Flow

Convert an order into an invoice? SpiceCRM makes this possible with just one click.

Adapted to the company’s sales management logic, any previously saved sales documents can be quickly and easily converted into any requested document type. Sales Managers, in the meantime, can keep track of the sales document flow.

Full visibility in the Activity Stream

Whether it is calls, meetings, tasks or simple notes – in SpiceCRM everything can be added to any record. You can add activities to accounts, contacts, opportunities, service tickets and keep track of any interactions with your customers. This saves time and keeps all relevant information linked, seeing as the built-in flow displays both future and past activities.

With that in mind, all activity entries will automatically appear in the calendar.

Reporting

Reporting is undeniably the path to success and business expansion. Gathering data is one thing but being able to visualize results creates all the difference when making strategic business decisions. SpiceCRM KReporter allows for the creation of meaningful reports extracted from a simple list into a pivot table, integrating a variety of charts,  from the classic column charts to the more complex trend charts. Compare data over time or amongst items, see the repartition of revenues and optimize your business processes. Reports can also be a powerful support for marketing with regards to creating specific target lists for a dedicated campaign.

The program allows free configuration and composition of stored data – either the data sets from one module or selected values from different modules are to be compared. Even a chart design is selectable and easily configurable.

Service Ticket to Service Planner

Your service teams aim at answering questions, providing support and solving problems. Depending on your type of business you will be able to work with queues, categorize customer requests and react as fast as possible to your customers’ requirements. In SpiceCRM you can design your own service flow, trigger actions depending on the ticket type, plan on-site resolution with the service order and finally keep track of all your customer interactions in the ticket cockpit view.

Detailed service orders can be created for any kind of “on site activities” containing the relevant tasks to perform i.e. the ‘spare parts to use’ or ‘ the user guides to support implementation’. Google Maps integration will help you to optimize the routes. Starting from your first customer contact up to the final solution, every step can be logged and visualized. An NPS Survey capability will also round up your service quality check. This can be done in just a few clicks which means that the service team will save time by not having to review unnecessary documentation and will, instead, concentrate their efforts on carrying out their customer’s requests.

REST API documentation

SpiceCRM is delivered with an open REST API making it possible for any other system to communicate with the CRM as per REST requests. The API is directly documented in the CRM itself. The strict definition of the request parameters that can be sent to the CRM, matches the security requirements. Developers can try out the requests within the Inspector and check the results without having to use any other tool.

Page Builder – easy way to design content

Page Builder allows SpiceCRM users to design corporate newsletters and any kind of mailing template. Also PDFs are very simply and quickly created by utilizing the Drag & Drop tool.

Email – Integration

Automated handling of incoming emails can be managed by SpiceCRM. The classic service ticket process is delivered out-of-the-box and incoming email is analyzed, allocated to the appropriate contact records and a service ticket is created. Mass email campaigns can also be triggered directly from CRM.

Since groupware solutions are commonly used by companies, SpiceCRM makes it possible to send emails directly from the CRM via your personal mailbox regardless of whether you are using GMail, MS Exchange or Outlook365. As an additional feature for the enablement of groupware solutions, SpiceCRM supports the synchronization of calendar events and the archiving of emails.

Microsoft 365 integration

Are you used to working with Microsoft products? Synchronize your calendar events, your tasks and your address book with SpiceCRM. With the Microsoft 365 integration you can send e-mails from the CRM using your personal mailbox. You can also use the Single Sign Capability and login into SpiceCRM by using your Microsoft credentials. Watch this short demo to see how this is done.

Account Hierarchy & Relationships

Mapping of account rankings or any kind of business relationships in SpiceCRM creates a clear overview of business networks.

Computer Telephony Integration

Call and receive all incoming calls directly in SpiceCRM? – with the built-in Computer Telephony this is possible. SpiceCRM will detect incoming calls and recognize associated contacts. Log the information during the call and save. The activity will be linked to the contact.

The same feature is available for outbound. Look up the contact in the CRM, click on the phone icon, the phone number will be dialed automatically and the outbound call window will popup. Log results and save. Watch this short demo to see how this is done.

Notifications

All the relevant communications are received immediately at a glance – by activating SpiceCRM notifications you will never miss any new tasks that are assigned to you. You will also be informed immediately about all the updates on the records you have subscribed to.

Product Management

SpiceCRM is designed to be process and customer oriented. This allows the users flexibility to define company specific products, product groups and product variants, but also allows for changes/modifications at any point in time. Store your full product catalogue and access products related to any possible scenario i.e. working on an opportunity, creating a quote, writing an invoice and so on.

Responsive interface

SpiceCRM adapts to any display size and can be accessed and used on any device. No need to download and install an additional app on your phone or on your tablet. SpiceCRM can be opened in any browser and is fully responsive.