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Overview

CRM For Magento 2 has been designed to introduce customer relationship management into your eCommerce platform and let you handle your contacts and follow-ups in an automated fashion. In a matter of seconds you will be able to add new leads and potentials, alter their statuses or even create accounts once you decide to convert them into clients.

The extension runs the whole gamut of components to drum up your business agility. Automated notifications, campaigns, notes, files and mailboxes management - everything you would expect to fully utilize the value of prospective customers. And in case you wish to obtain any extra information on leads and potentials, you will be allowed to add your own custom fields to their profiles!

Whenever you need to do a quick overview or compare details of gathered contacts, an extensive presentation on the dashboard comprised of statistical graphs and a calendar-based schedule of follow-ups will come in highly useful. Moreover, all the precious data on leads and potentials can be imported/exported so you will be able to migrate them easily between Magento platforms or create a backup version.

Keep up the brisk pace of your business with our CRM For Magento 2. Order the extension now and set about a very new chapter of customer relationship management!

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 2.0.0 Up To 2.1.7
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Changelog

v1.0.2 Released Aug 30th, 2017
New Feature
  • Support for Magento up to version 2.1.7
Bug Fix
  • Adjusted display of follow-ups in the calendar view to prevent their clipping and overlapping
  • Surmounted display of empty pages after removing all available items from the list
  • After adding a new follow-up, its fields will be no longer highlighted in red wrongly indicating an error
  • Corrected scrolling issues on particular pages
  • Solved problems with adding a bigger number of new contact types to the navigation menu
  • Minor code alterations
v1.0.1 Released Jun 23rd, 2016
Improvement
  • Interface refinements
v1.0.0 Released May 18th, 2016
Launch
  • Initial Release
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