✔️ 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

🤝 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 and 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

🔧 Pipeline Management

• Check information of all deals currently in an active state within the system. Easily see your total company value.
• Check a snapshot of your pipeline and all the deals organized by their stage in a single convenient location.
• Ability to create filtered pipeline reports for specific fields and associated revenues.

👥 Teams Management

• Allow Joomla users to create and manage their own team and send invitations to join their teams (SaaS feature)
• Ability to allow / disallow team creation from frontend using Joomla ACL
• JoomCRM allows managers to be appointed and oversee a team of other users, these managers have access to all information added by their team.
• Data entered by team members can be easily shared between users. All details can be viewed and updated by others increasing collaboration.
• Teams are created as easily as assigning them to the same manager from backend. You can name teams or use the manager as the team name.

🔐 Users Access

• Integrated with Joomla users
• Easily manage teams of users and executive level accounts
• Ability to share leads, contacts, and deals between users. You can selectively allow the sharing of specific items with others

📊 Custom Reports

• Create a new report easily, you only have to drag and drop the fields you want to use and name your new report. Save it and run whenever
• JoomCRM has several common reports already added which can be run with a single click. Save your own custom reports for easy reuse.
• Drag and drop existing fields to use in dynamic calculations. You can create various formulas you need which are unique to your business.

🔘 Custom Forms

• Form Wizard to create the lead and contact forms for your CRM. Select the fields you want included and the form will be created for you.
• Shortcode plugin to display form anywhere in your Joomla website
• Collect information from anywhere. Simply place the provided HTML code where you want the form and the submissions will be captured.

📨 Newsletter Integration

• JoomCRM integrates with the widespread Joomla component AcyMailing to offer email newsletter functionality and list management.
• Ability to see email opens and link clicks that have occurred within the newsletter extension directly within your CRM person view.

✉️ Email Inbox Integration

• JoomCRM will attempt to automatically determine the lead or contact referenced by your email and associate the email as a note on their account.
• If the system cannot automatically make the association the emails appear privately on your dashboard to give you the option to manually associate them
• You can send email to the CRM from multiple email addresses. Register all your accounts to have the system recognize your emails automatically.

✅ Goals Management

• Create an unlimited number of goals in a variety of types based on the metrics you wish to capture. Create Sales, progress, communication goals and more.
• Create goals for specific individuals as well as team and company wide goals. These goals help everyone see expected goals and progress.
• Encourage friendly competition between team members through the use of leader boards configured to showcase who is performing the best.

➕ More Features

• Joomla extension update integration
• Namespaced Bootstrap 4, no more conflicts with old templates
• Ability to display CRM in full screen mode
• and more ...

🔄 Latest Updates

v1.4.0 (09/05/2022)

New Feature

• Ability to display auto-generated or custom form [Form]
• now wizard form use JLayout for better reuse [Form]
• BS4 support on form [Form]

Fixed

• recaptcha was not working [Form]
• missed languages constants [Edit form]
• some js errors [Edit form]
• fatal error in picklist customfield [PHP 8 compatibility]
• fatal error if more than option selected [PickList field]

v1.3.3 (28/04/2022)

New Feature

• Ability to add custom CSS code in frontend

v1.3.2 (05/04/2022)

New Feature

• Ability to change datatable page length

v1.3.1 (24/03/2022)

Fixed

• some tables doesn't use UTF8 [SQL]
• deals pagination not working correctly [Person View]

v1.3.0 (26/02/2022)

New Features

• new custom field type textarea in deals, persons and companies [Custom fields]

Fixed

• hide recently graph if no data found [Dashboard]

v1.2.6 (25/11/2021)

Improved

• Compatibility with PHP 8
• remove non used code [Install script]
• build outside of phpstorm project for better speed

Fixed

• Pagination was not working correctly for datatables
• php warnings [Getting started widget]
• php warnings on installation
• Fatal error on installation on PHP 8
• Remove parent event if in excludes dates
• UTF8 issue with newsletter subject [AcyMailing Integration]

v1.2.4 (12/10/2021)

Improved

• Compatibility with last Acymailing v7.6+

Fixed

• removed some non used files

v1.2.3 (24/08/2021)

New Feature

• Ability to set default note category when converting email from inbox to note

Improved

• Edit not now use iziModal instead of old modal [Edit Note]
• Convert to note UI/UX improved
• Auto refresh inbox on every page load [Dashboard]

Fixed

• page should not refresh when we click on convert button [Email Message]
• modal not completely removed when convert to note process finished [Email Message]
• user not created automatically when convert to note initiated [Email Message]
• Some non used files removed

v1.2.2 (08/07/2021)

Improved

• Prevent double click on save button [Task/Event Modal]
• Support multi selection for picklist field on Importing

Fixed

• Some missed Language constants on dropdown filter

v1.2.0 (27/05/2021)

Improved

• Prevent double click on save button [All modals]
• 'Associate with person' text changed to 'Add person' [Language]
• Menu collapse should be displayed after buttons group [Main navigation layout]

Fixed

• Fatal error when adding deal if event type chosen [Add Deal]
• Contacts modal was not working [Deals list]
• Contacts link now use icon instead of image [Deals list]
• Adding events & tasks true company, deal or person was not working [Event Model]
• Save button removed from manage lists modal [Newsletter Integration]
• Cancel button renamed to close button in manage lists modal [Newsletter Integration]
• Some old files that use jQuery.mobile

v1.1.13 (09/04/2021)

New Features

• Allow / disallow send emails on user auto creation [Auto user creation plugin]

Improved

• Version tag is changed automatically from Phing [Build]

Fixed

• Updating people if duplicated was not working correctly [Import People]
• Company custom fields saving stopped working after the last update [Company Model]

v1.1.10 (18/03/2021)

New Features

• Ability to Show/hide widgets from config [Dashboard] [Frontend] [Config]
• Ability to import note in deals, people, companies [Import]
• Ability to import company categories [Import Companies]

Improved

• Acymailing Version select "v6" changed to "Last version" [Config]

Fixed

• Deleted some old files not used [Event View]
• Some non used code was deleted [Dashboard] [Frontend]
• Update companies was not working correctly [Import Companies]
• Import mode detection was not working correctly [Import]
• Fatal error if offset is set to 0

Full changelog: https://www.joomboost.com/components-changelogs/146-joomcrm-changelog.html

More Infos

• Community Forum: https://www.joomboost.com/support/forums/categories/29-joomcrm.html
• Roadmap in Trello: https://trello.com/joomcrmroadmap
• Help in translation: https://translate.joomboost.com/