Getting Started
SuiteCRM is an open source Customer Relationship Management (CRM) platform built on top of SugarCRM. It provides contact management, sales pipeline tracking, email campaigns, project management, and reporting — all in one self-hosted package. Available as an open web service in Eyevinn Open Source Cloud.
Prerequisites
Step 1: Create the SuiteCRM instance
Navigate to the SuiteCRM service page and click Create suitecrm. Enter a name for your instance (alphanumeric, no spaces) and click Create.
Wait for the instance status indicator to turn green — first startup takes a minute or two while the database initialises.
Step 2: Complete the web installer
Click the instance URL to open the SuiteCRM web installer in your browser.
- Accept the license agreement.
- Review the system requirements check — all items should be green.
- Enter your database details. SuiteCRM bundles a database automatically, so accept the default values.
- Create your admin account:
- Username: choose an admin username
- Password: choose a strong password
- Complete the installer and wait for the "Installation Complete" screen.
Step 3: Log in
Navigate to the instance URL and log in with the admin username and password you set during installation.
The SuiteCRM dashboard loads with modules for Accounts, Contacts, Leads, Opportunities, Cases, and more in the top navigation bar.
Key modules
| Module | What it does |
|---|---|
| Accounts | Companies and organisations you do business with |
| Contacts | Individual people linked to accounts |
| Leads | Prospective customers not yet converted |
| Opportunities | Deals in progress with stage and close date |
| Cases | Support tickets linked to accounts |
| Campaigns | Email and newsletter campaigns |
| Reports | Custom dashboards and data exports |
CLI usage
osc create salesagility-suitecrm mycrm