Install SuiteCRM 7.7.9 on windows 10 localhost ( XAMPP 7.1.7 ) – open source PHP CRM

Video Tutorial – Install SuiteCRM 7.7.9 on windows 10 x64 localhost ( XAMPP 7.1.7 ) – open source PHP customer relationship management ( CRM ) system
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SuiteCRM is a software fork of the popular customer relationship management (CRM) system SugarCRM. It became popular when SugarCRM decided to stop development of its open source version. It is a free and open source alternative application, and is based on the last open-source release, but ships with additional modules.
SuiteCRM won the BOSSIE Award 2015 for the world’s best Open Source CRM. Inforworld, the curators of the BOSSIE awards stated that “In little more than a year, SuiteCRM has inspired the community and emerged as a new leader in open source CRM.” The award had been won by SugarCRM for the previous 8 years

SuiteCRM Official Site –

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CRM Create an email template and email client through CRM

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Running your business in the digital age, chances are that you speak with your contacts largely by email. This makes a lot of sense, since – barring the initial consultation – mortgage broker customers much prefer this channel to other forms of communication during the loan application process. Given this, you’d want to make sure your emails look consistent each time and every time, whether you’re sending one message or mass communications. Setting up email templates in your CRM makes this an easy and efficient process. Learn how to create savvy email communications that will free up your time in this short video!

Prefer to read? Turn to pages 24-26 in your Podium CRM Essentials User Guide.

You can also view the following via the ‘Help’ tab in Podium:

a. Podium User Guide – CRM – CRM Setup – Creating & Managing Email Templates
b. Podium How to Videos & Guides – Podium Management – Podium CRM –…

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