- Developer
- JoomBoost
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
- Joomla update system support
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 & 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
