JoomCRM - Customer Relationship Management

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 ...