SuiteCRM - Customer Relationship Management
SuiteCRM is an open-source comprehensive, adaptable CRM system that allows you to take control of your client data, workflows, reporting and more. The package comprises of the SuiteCRM application, hosting, maintenance and standard support with optional setup, migration and extended support.
Features
- Customisable modules and datasets
- No limits on the number of users
- Workflows for automation
- Plugins allow for additional functionality
- User roles and Security Groups allow tailored user permissions
- Full comprehensive reporting
Benefits
- Central repository for all your customer data
- Enhance and nurture your business relationships
- Seamless integration with external systems
- Open source reduces total cost of ownership
- Guarantee GDPR compliant data capture and management
- Accessible on any device allowing on-site data capture and submission
Pricing
Service documents
Request an accessible format
Framework
G-Cloud 15
Service ID
3 6 3 4 6 5 7 1 5 0 7 4 4 3 8
Contact
FREE REIN LTD
Alex Addison
Telephone: 01473 810002
Email: info@free-rein.net
About your service
- Service categories
-
Applications
Customer relationship management
- Marketing campaign management
- Digital commerce
- Sales force productivity and management
- Customer service
- Contact centre
- Multi cloud support
- No
Service scope
- Software add-on or extension
- No
- Cloud deployment model
- Public cloud
- Service constraints
- No
- System requirements
- Modern internet browser
User support
- Email or online ticketing support
- Yes
- Support response times
-
Working hours: Within 2 hours
(Monday to Friday excluding bank holidays from 9:00am to 5:00pm)
Out of hours: Within 6 hours
(24/7 support is available at an additional cost and critical issues can be escalated via telephone) - User can manage status and priority of support tickets
- Yes
- Online ticketing support accessibility
- WCAG 2.2 AA
- Phone support
- Yes
- Phone support availability
- 9 to 5 (UK time), Monday to Friday
- Web chat support
- No
- Onsite support
- No
- Support levels
-
Our standard office hours support (Monday to Friday excluding bank holidays from 9:00am to 5:00pm) is included. An additional 24/7 out-of-hours support service is available for a fixed monthly fee,
An account manager is assigned to every client who will maintain the account and address any concerns you that may have. - Support available to third parties
- No
Onboarding and offboarding
- Getting started
-
Online training is available and users will have access to support channels to answer any questions throughout the duration of the service.
Full documentation is also available online. - Service documentation
- Yes
- Documentation formats
- HTML
- End-of-contract data extraction
- Full data extraction can be performed at any time directly from the system.
- End-of-contract process
-
Users can export any required data from the system prior to the end of the contract.
The entire system is then deleted. - Documentation accessibility standard
- WCAG 2.2 AA
Using the service
- Web browser interface
- Yes
- Supported browsers
-
- Microsoft Edge
- Firefox
- Chrome
- Safari
- Opera
- Application to install
- No
- Designed for use on mobile devices
- Yes
- Differences between the mobile and desktop service
- The design is responsive and changes according to the device used. There is no difference in functionality.
- Service interface
- Yes
- User support accessibility
- WCAG 2.2 AA
- Description of service interface
- An administration interface provides the controls to manage business accounts, contacts, run reports and much more.
- Accessibility standards
- WCAG 2.2 AA
- Accessibility testing
- N/A
- API
- Yes
- What users can and can't do using the API
- The REST API allows authorised users to create, update, and delete records across the systems modules.
- API documentation
- Yes
- API documentation formats
- HTML
- API sandbox or test environment
- No
- Customisation available
- No
Scaling
- Independence of resources
- As virtualisation is utilised, additional resources can be allocated as required to meet the demand.
Analytics
- Service usage metrics
- No
Resellers
- Supplier type
- Not a reseller
Staff security
- Staff security clearance
- Other security clearance
- Government security clearance
- Baseline Personnel Security Standard (BPSS)
Asset protection
- Knowledge of data storage and processing locations
- Yes
- Data storage and processing locations
- United Kingdom
- User control over data storage and processing locations
- No
- Datacentre security standards
- Managed by a third party
- Penetration testing frequency
- Never
- Protecting data at rest
- Physical access control, complying with another standard
- Data sanitisation process
- Yes
- Equipment disposal approach
- In-house destruction process
- Data sanitisation type
- Data Erasure
Data importing and exporting
- Data export approach
- Users can access a series of different reports and downloads available via the administration interface.
- Data export formats
-
- CSV
- Other
- Other data export formats
- Data import formats
- CSV
Data-in-transit protection
- Data protection between buyer and supplier networks
- TLS (version 1.2 or above)
- Data protection within supplier network
- TLS (version 1.2 or above)
Availability and resilience
- Guaranteed availability
-
We offer 99% uptime on all products with the aim of 100%.
Refunds are provided for unscheduled service disruptions. - Approach to resilience
- Available on request.
- Outage reporting
- Any unscheduled outages are sent via email alerts.
Identity and authentication
- User authentication needed
- Yes
- User authentication
-
- Multi-Factor Authentication (MFA)
- Username or password
- Access restrictions in management interfaces and support channels
- We restrict access to management interfaces and support channels through a combination of strong authentication mechanisms, role-based access control (RBAC), and least privilege principles. Access is granted based on job function, with a clear separation of duties ensuring that individuals only have the necessary permissions to perform their roles.
- Access restriction testing frequency
- At least every 6 months
- Management access authentication
-
- Multi-Factor Authentication (MFA)
- Username or password
Audit information for users
- Access to user activity audit information
- Users have access to real-time audit information
- How long user audit data is stored for
- User-defined
- Access to supplier activity audit information
- Users have access to real-time audit information
- How long supplier audit data is stored for
- User-defined
- How long system logs are stored for
- Less than 1 month
Security governance
- Named board-level person responsible for service security
- Yes
- Security governance certified
- No
- Security governance approach
- Available on request.
- Information security policies and processes
- Available on request.
- Software Security Code of Practice
- Yes
Operational security
- Configuration and change management standard
- Supplier-defined controls
- Configuration and change management approach
- Available on request.
- Vulnerability management type
- Undisclosed
- Vulnerability management approach
- Available on request.
- Protective monitoring type
- Undisclosed
- Protective monitoring approach
- Available on request.
- Incident management type
- Undisclosed
- Incident management approach
- Available on request.
- Post-quantum cryptography secure
- No
Secure development
- Approach to secure software development best practice
- Supplier-defined process
Public sector networks
- Connection to public sector networks
- No
Pricing
- Discount for educational organisations
- No
- Free trial available
- No
Discount percentage by annual call-off contract value (excluding VAT)
- Less than £250,000
- 0%
- Between £250,000 and £500,000
- 0%
- Between £500,001 and £1,000,000
- 0%
- Between £1,000,001 and £2,500,000
- 0%
- Between £2,500,001 and £5,000,000
- 0%
- Over £5,000,001
- 0%
Non-mandatory Standards and certifications
- ISO/IEC 27001 certification
- No
- ISO 28000:2022 certification
- No
- ISO 9001 certification
- No
- Quality management systems (QMS)
- No
- CSA STAR certification
- No
- PCI certification
- No
- Cyber essentials
- Yes
- Please provide your Cyber Essentials Certificate Number
- 07383c3a-87e6-46f3-b804-0cce5fda6e30
- Cyber essentials plus
- Yes
- Please provide your Cyber Essentials Plus Certificate Number
- C2d69883-e231-4ff4-828b-8d6ae1f8bba5
- Other security certifications
- No
Social value
- Section B - Commitment for Future: Delivery
-
-
Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.
Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority
- New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
- Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
- Plans to engage the contract workforce in deciding the most important workplace issues to address
- Ensuring new workers are informed of their right to join a trade union
- Monitoring of employee engagement rates (by protected characteristic) and, where necessary, the development of actions to ensure all voices are heard across the diversity of the workforce
- Employment contracts that reflect actual hours worked; steps taken to ensure employees understand their contracts and have the ability to review and adjust them if actual hours regularly exceed contracted hours
- Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
- Monitoring and reporting of gender and ethnicity pay gaps and plans to address them where necessary
- Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
- Understanding of in-work progression issues affecting the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
- Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
- Support for the contract workforce by providing career advice, and providing opportunities for staff working on the contract with in-work progression career development into known skills shortages or high growth areas
- Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
- Volunteering opportunities for staff
- Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors
- Outline policies and practices to be applied to or put in place for the contract to mitigate and manage modern slavery risks, including: Pre-employment checks, recruitment practices. Workplace conditions, safeguarding plans and processes in place and regular monitoring with relevant groups considered, which may include sampling
- How to ensure business decisions re: price/cost, short lead times, payment timescales do not create modern slavery risks in the supply chain
- Means of influencing staff, suppliers, customers, communities and/or any other appropriate stakeholders with respect to modern slavery risks relating to the contract
-
Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.
Policy Outcome 2: Skills for growth: Supporting growth sectors and addressing skills gaps.
- Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
- Delivery of apprenticeships, supported internships and T Level industry placement opportunities (Level 2, 3 and 4+) in relation to the contract
-
Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.
Policy Outcome 3: Resilient, innovative and flexible supply chains: Support economic growth through enabling resilient businesses, opportunities for small businesses and voluntary, community and social enterprises
- Understanding of the types of businesses in the market and the level of participation by new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
- Activities to identify opportunities to open up sub-contracts under the prime contract to a diverse range of businesses, including new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
- Plans for engaging a diverse range of businesses in engagement activities prior to appointing subcontractors (including activities prior to award of the main contract and during the contract term)
- Activities that demonstrate a collaborative way to work with a diverse range of businesses as part of the supply chain
- Structuring of the supply chain selection process to ensure fairness (e.g. anti-corruption) and encourages participation by a diverse range of businesses, including with regard to new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutual
- Understanding of local demographics, needs and opportunities for the co-design of the goods, services and works to be delivered under the contract
- Methods for engaging with different parts of the community (including the education system and charities representing the community) and how communities come together to inform decisions, strategy and projects to leave a positive legacy for future generations
- Measures to involve local stakeholders and/or users in design (e.g. in the design of services, systems, products or buildings)
- Plans for positive actions with community groups.
- Measures to engage users and communities and build relationships to increase community integration build trust and influence how the contract is delivered
- Plans to respond flexibly and adapt approaches to community engagement and initiatives
-
Mission: Make Britain a clean energy superpower: To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero
Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.
- Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
- Understanding of how to influence staff, suppliers, customers, communities and/or any other appropriate stakeholders through the delivery of the contract to support climate and nature protection and improvement
-
Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain
Policy Outcome 6: Employment and training: For those who face barriers to employment
- Understanding of employment and skills issues, and of the skills and employment shortages of high growth sectors relating to the contract
- Understanding of the issues affecting the representation of disabled people in the workforce in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
- Inclusive and accessible recruitment practices, and retention-focused activities, including those provided in the Guide for line managers on recruiting, managing and developing people with a disability or health condition
- Offering a range of quality opportunities with routes of progression if appropriate, e.g. T Level industry placements, students supported into higher level apprenticeships.
- Working conditions which promote an inclusive working environment and promote retention and progression
- Understanding of the issues affecting inequality in employment, skills and pay in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors. Measures to tackle inequality in employment, skills and pay in the contract workforce
- Inclusive and accessible development practices, including guidance for line managers on recruiting, managing and developing people with a disability or health condition
-
Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain
Policy Outcome 7: Creating a pipeline of opportunities: For the contract workforce, reducing barriers to entry for under-represented groups.
- Understanding of the issues affecting the development of new skills by target cohort
- Understanding of the underlying factors affecting improvements to reduce barriers to entry and training schemes for the target cohort(s) related to the contract workforce
- Other measures to offer development opportunities for the target cohort(s) in the contract workforce
- Understanding of issues relating to entering the contract workforce
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Mission: Build an NHS fit for the future: That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.
Policy Outcome 8: Increasing productivity through physical and mental wellbeing: In the supply chain and communities in the relevant area.
- Understanding of issues relating to health and wellbeing, including physical and mental health, in the contract workforce
- Understanding barriers to access to health and social care services or employment opportunities e.g. digital inclusion
- Inclusive and accessible recruitment practices, development practices and retention policies that support-focused activities including those provided in the Guide for line managers on recruiting, managing and developing which support people with a disability or health condition
- Actions to invest in the physical and mental health and wellbeing of the contract workforce
-