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Overview

CRM For Magento 1.X has been created to introduce and automate the management of all prospective customers right inside your eCommerce platform. You will be able to compile transparent lists of leads and potentials, move contacts from one list to another and create accounts directly from within the extension panel.

All manner of advanced features remain at your disposal to soar the level of your business efficiency. With their help, you will be allowed to send notifications, add notes, organize campaigns, manage mailboxes as well as add custom fields to contacts' profiles to tailor their content to your very needs.

Key details on your leads and potentials will always be close at hand thanks to precise graphs and tables assembled on the dashboard. Along with these, you will find there a calendar that will aid you in keeping track of scheduled follow-ups. What is more, all these data can be easily imported/exported which will prove of great convenience if you need to make a backup or migrate information between Magento platforms.

Open up whole new realms for customer relationship management. Order CRM For Magento 1.X and look how your business is taking a turn for the better!

Features

  • Extension
    • Create Leads
    • Convert Contact Type
    • Send Mass Email To:
      • All Clients
      • Chosen Client Groups
      • Contacts From Chosen Campaigns
    • Convert Contact Types Between Lead And Potential
    • Assign Client Account To Contact
    • Assign Administrator To Contact
    • Quickly Edit Contact Details
    • Add And Manage Contact's Follow-ups
    • Add And Manage Contact's Notes
    • View Contact Orders
    • Create And Manage Email Templates
    • Send Email From Template Or Custom Message - Include Files
    • Create And Manage Outgoing Mailboxes
    • Upload And Manage Files From Contact Profile
    • View Announcements For Administrators
    • View Logs Concerning Contact
    • View Dashboard Containing Incoming Follow-ups
    • View Calendar With All Reminders Sorted By Type
    • View CRM Statistics And Graphs Concerning Contacts
    • Import Contacts In Chosen File Formats: CSV, XSL, XSLX and ODS
    • Export Contacts In Chosen File Formats: CSV, XSL, XSLX, ODS and PDF
    • Upon Removing, Contact Is Moved To Archive Where They Can Be Restored From If Needed
  • Follow-up
    • 3 Types Of Notifications: Now, On Follow-up Date, Before Follow-up Date - Both For Administrators And Clients
    • Follow-up Type - Easier Determination Of Follow-up Purpose
    • Administrator To Notify - Defines Included Administrators Per Notification Type
    • Notify Administrator via Email
    • Use Email Template Or Place Custom Message
  • Campaign
    • Create Campaign
    • Define Campaign Duration Time
    • Assign Leads To Campaign Using Filters
    • Manually Assign Campaign To Lead
    • Display Dashboard Per Campaign
    • Display Campaign Description Inside Of Assigned Lead Profile
  • Extension Settings
    • View Extension Status - Contains Status Of CRM Key Elements
    • Define Whether To Use Administrator Assignment
    • Define Follow-up Types And Default Notifications On Follow-up Reschedule
    • Define Temporary And Permanent Notifications For Administrators
    • Define If Notification Needs To Be Acknowledged By Administrators
    • Manage Custom Fields:
      • Create Fields Groups
      • Create Custom Fields - Text, Textarea, Checkbox, Radio And Select
      • Add Description To Custom Field
      • Add Validators To Custom Fields
    • Define Custom Contact Types:
      • Define Contact Type Color And Icon
      • Define Contact Type Visibility On Navigation
    • Configure Default View Of Leads And Potentials Lists - Visibility And Order In Columns
    • Define Permissions Per Administrator Role Group
    • Define Personal Settings:
      • Define Avatar
      • Define Visible Fields And Their Order For Leads, Potentials And Dashboard
    • Configure Default View Of Leads And Potentials Lists - Visibility And Order In Columns
    • Create CRM Email Templates
    • View Information About CRM Cron
  • General Info
    • Connect With CRM Using Its API
    • Standalone Mode - Display CRM Outside Of Magento
    • Display Any Page Or Panel In Full Screen Mode
    • Multi-Language Support
    • Supports Magento 1.7.0.2 Up To 1.9.3.9
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Changelog

v1.0.3 Released Nov 30th, 2018
Bug Fix
  • Eliminated "Unable to load Class: HelpersManageFiles" error that might occur on the attempt to upload a file - case #43
  • Fixed problem with creating a new resource type that might have occurred when adding new group fields or adding a new field to an existing group - case #44
v1.0.2 Released Aug 30th, 2017
New Feature
  • Support for Magento up to version 1.9.3.4
Bug Fix
  • Resolved problem with updating follow-up date that might lead to its removal
  • Adjusted display of follow-ups in the calendar view to prevent their clipping and overlapping
  • Solved issue with the lacking list of available merge fields and system variables for email templates
  • Minor module corrections
v1.0.1 Released Jun 23rd, 2016
Improvement
  • Interface refinements
v1.0.0 Released May 18th, 2016
Launch
  • Initial Release
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