One CRM.
More possibilities.

Report designer

Build reports for any CRM module in a few clicks: select, filter, group and sort fields, including relationships (company → contacts → opportunities) and custom fields.

Charts & pivot tables

Bar, line, pie and funnel charts, cohorts and cross-tabulations directly from reports; time axes by day, week, month or quarter.

Dashboards

Arrange and share reports and metrics on one canvas and use it as your home page; map widget for leads and companies.

Template library

Import and customise 38 ready-made reports and 6 dashboards for sales, service, marketing and data quality with one click.

Export & delivery

Export to CSV, Excel and PDF; schedules send reports automatically by email; KPI alerts flag thresholds.

Insights & coaching

Pipeline metrics, stalled-deal alerts and coaching tasks in one overview; weekly pipeline digest by email.

Revenue splits

Allocate an opportunity's value across several team members directly on the record and analyse the allocation in reports.

External dashboards

Embed Power BI, Looker Studio and Apache Superset dashboards, optionally using a signed URL.

Custom data sources

Make additional tables or views available as report sources (administrators only).

Ask instead of clicking

Describe an analysis in natural language and receive a report.

Start signing from the CRM

Select a quote, contract, company or contact; upload a PDF, place signers and fields, review and send.

Guided signing page

Signers need no CRM account: read the document, complete fields, draw or type a signature, review the confirmation text and confirm the signature, including on mobile.

Signing order & multiple signers

Request signatures sequentially or in parallel and notify CC recipients.

Reminders & deadlines

Automatic reminders, expiry dates and rejection with a reason; expired requests are closed.

Evidence package

Final PDF, audit report, hash-chained event log and checksums; export as a ZIP and reproduce identical bytes.

Policies

Centrally define deadlines, reminder intervals, confirmation text and senders; operating modes include pause and completion only.

Templates

Send recurring documents with predefined fields and roles in seconds.

Provider packages

Docusign and Adobe Acrobat Sign as optional providers alongside native signing.

Invoices & credit notes

Create from a quote or contract, review and send; manage number sequences, payment terms and templates centrally.

Recurring billing

Automatically bill contracts and subscriptions while tracking terms and adjustments.

Receivables & payments

Match payments, track overdue receivables and manage dunning stages.

Stages & process guidance

Sales and service processes as a progress bar on each record: drag-and-drop stages, colours, live preview and activation per module.

Stage guidance

Instructions, checklists and required information beside the progress bar help employees understand the next step.

Pipeline board

Move, filter and open opportunities by stage; cards flag missing customer contact and overdue close dates.

Change history

See who changed which field and when, directly on the record; administrators choose which modules are tracked.

Automations

Build rules and workflows without coding: triggers, conditions and actions; create, test and monitor visually.

Templates

Maintain email and document templates centrally; employees select them when composing or creating content.

App launcher

A nine-dot menu in the header opens a searchable overlay with tiles for SuiteCRM modules and Ultimate features, visible according to role.

Setup search

Ctrl/⌘+K finds settings across Ultimate areas, pages, tabs, individual options and SuiteCRM administration.

Connections hub

Salesforce, HubSpot, Zoho CRM, SugarAI, Slack, Mailchimp, WordPress, Matomo, GA4, CTI and Docusign: connector status, configuration in a drawer and masked secrets.

Mautic Automation Bridge

Connect contacts and leads to Mautic, view marketing activity in the CRM, use audiences as segments and review conflicts.

Mailchimp Audience Bridge

Leads and contacts as audience members, tags and campaign activity in the CRM; master data stays in the CRM.

Closed-loop marketing analytics

Automatically report won opportunities to Google Analytics 4 and Matomo so marketing can see which campaigns generate revenue.

Sync monitor

All connection runs, errors and retries in one place.

Webhooks

Send events such as “lead created” to external systems with queuing, retries, signed requests and replay.

API & Zapier/Make

Centrally administer API keys, webhook triggers and connectors for Zapier and Make.

Login page

Branded login pages with templates (Clean White, Split, Editorial, Image of the Day), logo, background, glass card, DE/EN text and colours.

Backend design

Coordinated colour profiles for navigation, tables, buttons and Ultimate, applied as an overlay without changing the core.

Custom corporate design

Enter a primary colour to generate shades and contrasts automatically; WCAG contrast checks with suggestions and one-click activation.

Email signatures

Company profile, template catalogue with role-based visibility, a “My email signature” wizard, vCard download and central updates.

Control Center

All modules at a glance: status, metrics and setup steps; enable or disable modules per installation.

Health Center

System diagnostics with health score, findings and recommended actions, environment and permissions, database and storage, and email alerts.

Users & permissions

Users with last login, effective permissions per user and a change history for roles and groups.

Email delivery (SuiteSMTP)

Sending connections with TLS checks, authorised senders, a queue with safe retries, delivery logs, rules and alerts.

Files & storage (SuiteOffload)

Move documents and attachments to S3-compatible object storage (AWS, Hetzner, DigitalOcean) with guided setup and checksums.

Maintenance

Scheduled maintenance tasks, log retention rules and execution history.

Connection management

Manage all technical connections centrally with a log of every change.

Approvals

Approval steps for stage transitions and critical changes.

Configuration transfer

Transfer settings between staging and production.

Data & migration

Migrate from Pipedrive, HubSpot, Zoho, Salesforce and Dynamics: inventory, field mapping, test run and import with checkpoints.

Licence & updates

Monitor licence status, unlock modules according to your package and use one ZIP for all features.

Record backup

Back up selected CRM records and restore them to the original instance with a wizard, verified packages and a clear preview. For SuiteCRM administrators.