From first lead to lifetime service, one platform.
Suki CRM is an end-to-end customer relationship platform built for B2B and industrial sales teams, covering leads, quotations, price negotiations, orders, and after-sales service in one connected system.
Lead to order, all linked
The complete sales lifecycle in one connected system, so every quote, negotiation and order traces back to the lead it came from.
- Leads, accounts, contacts and opportunities
- Pipeline, tasks, activities and follow-ups
- RFQ with costing, then quotation
Smart negotiations, one Approval Center
Discount thresholds decide when a manager must sign off, and every approval lands in one place.
- Negotiations with discount thresholds
- Manager approvals driven by an approval matrix
- One Approval Center for discounts, quotes, negotiations and POs
Know where the field team is
Plan customer visits, check in and out on site, and get alerted when a visit is missed.
- Visit planning
- Field check-in and check-out
- Missed-visit alerts
A versioned document repository
Every document a deal needs, versioned and attached to the right record.
- Drawings and NDAs
- Quotes and agreements
- Version history on every document
Four variants. Pick the one that fits today.
Modules unlock per plan. Each variant includes everything in the one before it, so you only pay for what your team uses today.
Suki CRM Professional selected. Complete sales CRM.
Everything you need, nothing you don't.
Suki CRM shares one database with the rest of the SUKI suite, so every entry is made once and used everywhere.
Complete sales lifecycle
Lead to quote to negotiation to order, all linked.
Smart negotiations
Discount thresholds and manager approvals keep pricing under control.
One Approval Center
Discounts, quotes, negotiations and POs approved in one place.
Field sales
Visit planning, check-in and check-out, and missed-visit alerts.
Versioned documents
Drawings, NDAs, quotes and agreements in one repository.
Post-sale service
Tickets, complaints, warranty and AMC tracking.
18 features in the full list, if you want the detail.
Nine stages. One connected record.
Every stage hands over to the next without re-entry, so a quotation always knows the lead it came from and a service ticket knows the order behind it.
Sell
Leads, accounts and opportunities move through the pipeline to an RFQ and a costed quotation.
Close
Negotiate within discount thresholds, get approvals, then take the purchase order through to sales order and proforma invoice.
Serve
After the sale: service requests, complaints, installations, warranty and AMC against the same customer.
Connected to how your customers reach you.
Enquiries arrive by email and WhatsApp, across more than one site. Suki CRM brings them into one place.
Email auto-fetch leads
Your sales inbox is read and classified automatically, and new enquiries become leads without anyone typing them in.
WhatsApp is integrated, so conversations and alerts stay with the customer record.
Multiple sites
Run several companies, plants or branches in one CRM, each with its own data.
ERP integration
Connects with SUKI ERP so a won deal carries through to the order.
PDF and Excel
Quotations and reports export to PDF and Excel.
AI assistance
AI features help with email classification and day-to-day sales work.
After-sales service, in the same system.
The sale is the start of the relationship. The service suite keeps every request, visit and contract against the customer you already know.
The right access for every role.
Each person sees and does what their role allows, and every change is recorded.
- Role-based access control
- Full audit trail with status history on every record
- Multi-company, with each company's data kept separate
- Modular plans: modules unlock as you move up
Four steps, start to finish.
Capture
Leads arrive by email, WhatsApp or the field team and land in one pipeline.
Quote
RFQs are costed and turned into quotations your customer can act on.
Negotiate and approve
Discounts follow thresholds and approvals run through one Approval Center.
Order and serve
The PO becomes a sales order, and service takes over for the life of the product.
B2B and industrial sales teams. It covers leads, quotations, price negotiations, orders and after-sales service in one connected system.
