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Joo

JoomCRM

UPDATED Demo  

JoomCRM  v.5.2

Version 5.2
Compatibility J3 & J4 & J5
Developer site JoomBoost external
Views 1,846
Dev Price $ 79
Price € 5
1 Year Free Updates

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JoomCRM is a Joomla CRM (Customer Relationship Management) component that lets you organize your sales and grow your business quickly and easily.

 

✔️ Main Features

  • Contacts management

  • Leads management

  • Deals management

  • Companies management

  • Tasks and events with calendar support

  • Goals management

  • Predefined and custom reports

  • User dashboard

  • Notes management

  • Documents management

  • Activities log

  • Forms builder

  • Data import

  • Mobile friendly

  • Email inbox integration

 

? Deals Management

  • You can track all of your deals and their progress, no more wondering what stage a particular deal is in, by knowing exactly what stage a deal is you can close more of them.

  • Create and manage deal stages to better represent where each currently exists as you move the deal through your sales process

  • Use deal sources to understand which marketing methods are most profitable for your business

  • Ability to create custom fields to track all the data you require to better manage and win your deals

  • Add deal name, summary and amount

  • Ability to add more details to deal like company name, select stage, status , expected close, source, primary contact, probability

  • Fast adding, editing and deleting deals using AJAX technology

  • Easy notes and documents management inside deal details

  • Customize deals table columns easily

  • Powerful deals filter (by stage, by user, by closing time ....)

  • Ability to import and export deals with fields mapping capability

  • Latest activities on each deal

  • Easy tasks and events management in the deal

  • Ability to associate more persons to a deal

  • Ability to share, print and archive a deal

  • Custom fields support

  • Ability to display deal details as cards or tabs

 

? Persons and Leads Management

  • Leads are easy to add and can be quickly updated. Track and update status, monitor progress, and move leads through stages.

  • Persons can have notes, emails, conversations, files, and all types of events and tasks associated with them.

  • Powerful persons contacts filter (by owner, status, keywords ...)

  • Fast adding, editing and deleting persons using AJAX technology

  • Customize persons table columns easily

  • Ability to import and export persons with fields mapping capability

  • Latest activities on each person

  • Ability to associate person to a deal

  • Custom fields support

  • Upload person picture

  • Ability to associate person to a company and add it's position

  • Ability to display person details as cards or tabs

  • Auto Joomla user creation when adding or importing a new person

 

? Companies Management

  • Companies are easy to add and can be quickly updated. Track won deals, and total pipeline.

  • Companies can have notes, deals, persons, events, documents, and more ..

  • Fast adding, editing and deleting companies using AJAX technology

  • Customize companies table columns easily

  • Ability to import and export companies with fields mapping capability

  • Latest activities on each company

  • Ability to display company details as cards or tabs

  • Custom fields support

 

? Pipeline Management

  • Check information of all deals currently in an active state within the system. Easily see your total company value.

  • Check a snapshot of your pipeline and all the deals organized by their stage in a single convenient location.

  • Ability to create filtered pipeline reports for specific fields and associated revenues.

 

? Teams Management

  • Allow Joomla users to create and manage their own team and send invitations to join their teams (SaaS feature)

  • Ability to allow / disallow team creation from frontend using Joomla ACL

  • JoomCRM allows managers to be appointed and oversee a team of other users, these managers have access to all information added by their team.

  • Data entered by team members can be easily shared between users. All details can be viewed and updated by others increasing collaboration.

  • Teams are created as easily as assigning them to the same manager from backend. You can name teams or use the manager as the team name.

 

? Users Access

  • Integrated with Joomla users

  • Easily manage teams of users and executive level accounts

  • Ability to share leads, contacts, and deals between users. You can selectively allow the sharing of specific items with others

 

? Custom Reports

  • Create a new report easily, you only have to drag and drop the fields you want to use and name your new report. Save it and run whenever

  • JoomCRM has several common reports already added which can be run with a single click. Save your own custom reports for easy reuse.

  • Drag and drop existing fields to use in dynamic calculations. You can create various formulas you need which are unique to your business.

 

? Custom Forms

  • Form Wizard to create the lead and contact forms for your CRM. Select the fields you want included and the form will be created for you.

  • Shortcode plugin to display form anywhere in your Joomla website

  • Collect information from anywhere. Simply place the provided HTML code where you want the form and the submissions will be captured.

 

? Newsletter Integration

  • JoomCRM integrates with the widespread Joomla component AcyMailing to offer email newsletter functionality and list management.

  • Ability to see email opens and link clicks that have occurred within the newsletter extension directly within your CRM person view.

 

✉️ Email Inbox Integration

  • JoomCRM will attempt to automatically determine the lead or contact referenced by your email and associate the email as a note on their account.

  • If the system cannot automatically make the association the emails appear privately on your dashboard to give you the option to manually associate them

  • You can send email to the CRM from multiple email addresses. Register all your accounts to have the system recognize your emails automatically.

 

✅ Goals Management

  • Create an unlimited number of goals in a variety of types based on the metrics you wish to capture. Create Sales, progress, communication goals and more.

  • Create goals for specific individuals as well as team and company wide goals. These goals help everyone see expected goals and progress.

  • Encourage friendly competition between team members through the use of leader boards configured to showcase who is performing the best.

 

➕ More Features

  • Joomla extension update integration

  • Namespaced Bootstrap 4, no more conflicts with old templates

  • Ability to display CRM in full screen mode

  • and more ...

 
 
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28.12.22
Your review
A good extension, and if the developers implemented a connection with the store, Virtuemart would be superb in general.
  • Rating
    5.0/5
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14.03.22
Your review
very easy to edit, successful!
  • Rating
    5.0/5
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