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Overview

CRM For PrestaShop will bring in a modern, fully automated model of customer relationship management to your eCommerce platform. With leads and potentials arranged in transparent catalogs, you will be able to easily handle their statuses, accounts and many other essential facets.

The module will enable you to organize your marketing activities into campaigns and follow-ups geared toward selected contacts. The ability to create notifications, add notes, upload files and manage mailboxes will prove of immense convenience either. Additionally, with the use of custom fields, you will be allowed to shape the profiles of your prospective clients to collect all key details about them in one fell swoop!

For overview and comparison purposes, relevant information on leads and potentials will be depicted on statistical graphs and a calendar-based schedule located on the dashboard. What is more, the module will provide you with the option to backup the data or migrate them easily between two platforms.

Adopt a foolproof solution to manage customer relationships with exceptional ease yet impeccable efficiency. Order CRM For PrestaShop and grant your business the gift of booming sales and satisfied audience!

Features

  • Module
    • 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
  • Module Settings
    • View Module 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
    • Requires Ioncube Loaders V4.0 Or Later
    • Standalone Mode - Display CRM Outside Of PrestaShop
    • Display Any Page Or Panel In Full Screen Mode
    • Multi-Language Support
    • Supports PrestaShop 1.6.1.2 And Later
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Changelog

v1.0.3 Released Nov 15th, 2016
Bug Fix
  • Corrected process of changing administrator assigned to a contact
v1.0.2 Released Sep 6th, 2016
Bug Fix
  • Images are now visible in sent email messages
v1.0.1 Released Jun 23rd, 2016
Improvement
  • Interface refinements
v1.0.0 Released May 25th, 2016
Launch
  • Initial Release
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