JoomCRM v188.8.131.52 Joomla 3.x
JoomCRM is a Joomla CRM component (customer relationship management) that allows you to organize your sales and quickly develop your business
- Contact management
- Lead by management
- Deal management
- Company management
- Tasks and calendar-enabled events
- Goal management
- Standard and custom reports
- User panel
- Note management
- Document management
- Activity log
- Form builder
- Data import
- Suitable for mobile devices
- Mailbox integration
- Support for Joomla update system
- You can track all your deals and their progress, no longer wondering what stage a particular deal is at. By knowing exactly what stage a deal is in, you can close more of them.
- Create and manage stages of a deal to better visualize where each one currently exists as the deal progresses through the sales process.
- Use deal sources to understand which marketing methods are most beneficial for your business.
- Ability to create custom fields to track all the data you need to better manage and close deals.
- Add a title deal, summary and amount
- Ability to add additional information about the deal, such as company name, selection stage, status, expected close, source, main contact, likelihood.
- Quickly add, edit and delete deals with using AJAX technology
- Convenient management of notes and documents inside the transaction details
- Easily customize the columns of the transactions table
- Powerful transaction filter (by stage, by user, by closing time ....)
- Ability to import and export transactions with the ability to match fields
- Latest actions for each transaction
- Convenient management of tasks and events in a transaction
- Ability attract more people to the deal
- The ability to share, print and archive the deal
- Support for custom fields
- The ability to display deal details as cards or tabs
Personnel and leads management
- Leads are easy to add and can be quickly updated. Track and update status, track progress, and move leads through milestones.
- People can have notes, emails, conversations, files and all types of events and tasks associated with them.
-Filter influencer contacts people (by owner, status, keywords ...)
- Quickly add, edit and remove people using AJAX technology
- Easily customize the columns of the people table
- Ability to import and export people from the ability to display fields
- Recent activities for each person
- The ability to link a person to a deal
- Support for custom fields
- Upload a photo of a person
- The ability to link a person to a company and add her title
- Ability to display data about a person in the form of cards or tabs
- Automatically create a Joomla user when adding or importing a new person
- Le Company gko add and update quickly. Track won deals and the overall pipeline.
- Companies can have notes, deals, faces, events, documents, etc.
- Quickly add, edit and delete companies using AJAX technology
- Easily customize company table columns
- Ability to import and export companies with the ability to display fields
- Latest activity for each company
- Ability to display company information as cards or tabs
- Support custom fields
- Check information about all transactions that are currently active in the system. Easily see your company's total value.
- View a snapshot of your pipeline and all transactions organized by stage in one convenient place.
- Ability to create filtered pipeline reports for specific fields and related revenues.
- Allow Joomla users to create and manage their own teams, as well as send invitations to join their teams (SaaS feature)
- Ability to enable / disable team creation from frontend using Joomla ACL
- JoomCRM allows you to assign managers and control the team of other users, these managers have access to all information added by their team.
- Data entered by team members can be easily transferred between users. All details can be viewed and updated by other users to enhance collaboration.
- Teams are created as easily as