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

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 ...

Last Updates

v1.1.8.5 (20/12/2020)

New Features

• Allow / Disallow user group to invite users to their own teams [ACL] [My Team]

Improved

• Display only newsletter lists with same user group [Acymailing Integration]
• Executive user role should not be able to access myteam view [My team view]
• Ability to translate and change text portions position of question to support other languages than English that require different sentence structure [Edit Goal]
• Company Goals now use JLayout and Widgets system for better reuse [Goal view]
• Company Goals UI/UX Improved [Goals view]
• Associate Fields block now use 3 columns for for better UX [Import view]
• Getting file status info now use controller method instead of reading JSON file directly [Import view]
• Cancel button UI improved [Import view]
• Import feature now use parseCSV library [Frontend]

Fixed

• Select broken if company name has single quote [Company custom field]
• Select broken if person name has single quote [Person custom field]
• Import fails if field has quotes [Import view]
• PHP Warnings if selected field is not found [Import view]
• Columns mapping doesn't display in some cases [Import view]
• (Parsing ...) JText was missed [Import view] [Backend]
• JS error when data.error is null [Import view]
• import.analize task was added to task overrides list to prevent displaying maintoolbar in task output [Entry point] [Import controller]

v1.1.8 (16/11/2020)

New Features

• Support multiple AcyMailing versions 5 and 6

Improvements

• Change minus/plus icons to folder/folder-open [Document Tree]
• Display warning message if iconv php module not installed [Import View]
• Make sure iziModal always at the top, this fix zindex issue in some templates [CSS]
• Live method was deprecated and changed to "on" [jQuery] [JS]
• Get current time method improve [Date helper]
• New modern UI/UX when creating a new custom report [Reports]
• Display stage and status color [Reports]
• Manage lists table UI/UX improved [Mailing Lists tab]
• Display only warning message if item email not set [Mailing lists]
• Item headers UI/UX improved [Header layout of person, deal, company]

Fixed

• Newsletters switcher was not working [Mailing lists tab]
• Clicked links modal was not working [Mailing Lists tab]

v1.1.7 (21/08/2020)

New Features

• Manage documents in categories
• Ability to display documents grouped by categories or as data table [Deal, Company, Person View]
• Ability to filter by category [Documents view]

Improvements

• New dashboard UI/UX [Backend]
• New dashboard use Jlayout for better reuse [Backend]
• Version check removed, no more needed [Dashboard] [Backend]
• Sidebar menu improved [Dashboard] [Backend]

Fixed

• PHP warnings when creating a new category [Backend]
• Flickr and Youtube JText missed [Company view]
• Minify Widget icon doesn't change [Dashboard] [Frontend]

v1.1.6.1 (17/07/2020)

Improved

• Document dropdown now has icons for better UI [Documents view]
• Pagination now use JLayout for better reuse [Documents view]
• Delete package file if has the same version of current one [Build]

Fixed

• Currency JIP update doesn't work [Custom Fields]
• Picklist JIP update doesn't work [Person View]  [Custom Fields]

v1.1.6 (10/07/2020)

Improved

• Commission rate now support unsigned float number [User Profile]
• Delete package file if has the same version of current one [Build]

Fixed

• Fatal error when installing sample data [Backend]
• Custom field PickList doesn't save on check [Company view]

v1.1.5 (09/06/2020)

New Features

• Ability to customize social links prefix for company and person [Config]

Improved

• Tabs doesn't change when editing a company [Edit Company]
• Address modal content doesn't display [Address Layout]
• Executive user can't access to other users data [Company, Deal, People Model]

v1.1.4.2 (05/06/2020)

New Features

• Change header theme (Light, dark, primary) [Bootstrap]

Improved

• Contacts and notes icons instead of images in all list views
• Ability to set owner in backend only [Import]
• Latest activities widget now use JLayout for better reuse
• Now use CSVParse library to parse csv files [Import]

Fixed

• Contacts modal button was not working [Tasks & Events view]
• Person image doesn't display [People view]
• Selected element doesn't display "tasks for" button [Dashboard] [Tasks & Events Widget]
• Loading effect doesn't display when opening modal [All edit form modals]
• Some tabs doesn't show from dashboard view [All Modals Form]
• Import menu item type was not working correctly [Import]
• Some PHP warning in custom fields tab [Edit form]
• Import menu item type was not working correctly [Import]
• Missed JText of LinkedIn select column field [Import]
• Wrong text of select column field [Import]

v1.1.4 (02/06/2020)

New Features

• LinkedIn Username field [Company Form]

Improved

• Compatibility with PHP v7.4
• Ability to set owner in backend only [Import]
• All layouts now use JLayout for better reuse [Import]
• Social accounts usernames columns size changed to varchar 255 instead of text [SQL] [Company]
• UI/UX of social accounts [Company view]
• In place edit of social accounts was not working [Company view]
• Use template link and headings sizes [Bootstrap]
• Address information now use JLayout for better reuse [People view] [Company view]
• Tweets widget now use JLayout for better reuse [Company, Person view]
• Display missed google api key missed in modal [Address Layout]
• Add form and item use JLayout for better reuse [Notes feature]
• Item UI/UX improved [Notes feature]

Fixed

• Overflowed columns doesn't display correctly [List views]
• Missed remove button class and icon [Backend]
• Form float to left [Frontend] [Documents View]
• Duplicate item was not working [Import]
• Wrong import stats [Import]
• Duplicate item checker was not working well [Import]
• Import feature now the same as in frontend [Import] [Backend]
• Select preset should display only presets of current type [Import]
• JS warning if google maps api key not set [Company view] [People view]
• Remove class active added by bs2 from tab li item [Company, Deal and Person view]
• Spacing missed between inputs in address tab [Company form]
• Previous popover doesn't hide [JS]
• Home and work addresses now use JLayout for better reuse [Person view]
• Delete button was not working [Notes features]

v1.1.3.10 (21/05/2020)

Improved

• Adding note UI improved

Fixed

• Raw format not detected when SEF enabled [Notes view]
• Add button should be hidden by default [Notes view]
• Export button was not working [Deals, Companies, People views]
• List pagination layout doesn't load [Pagination helper]

v1.1.3.8 (15/05/2020)

Improved

• Ability to enable/disable tooltip, dropdown or popover fixers [Config]
• Improved UI of New dropdown button [Top Bar]
• Click to edit text changed to Edit [Deals View]
• No company specified text changed to Not specified and text muted [People View]

Fixed

• Pagination broken in UIkit based templates [Pagination Layout]
• Actual close date not centered [Deal details layout]
• Hide Associated With text if no company associated [Deal header layout]
• Custom field inline edit popup doesn't display [All Views]
• Duplicate current user option in "owned by" filter [Companies, Documents, Deals, People views]
• Companies filter by category was not working [Companies view]
• Me option filter should be always displayed for all users [Companies view]
• Wrong table names of import feature [SQL]
• Some inputs display in full width [Add Goal]
• Chosen select icon doesn't display [UI] [Fontawesome]

1.1.3.6 (04/05/2020)

New Features

• Allow users to create their own teams (SaaS Feature)
• Import now support fields mapping [Import view]
• Ability to search persons by email address [Search bar]
• Display people, deal or company informations as tabs or as cards list [Single view]
• Person custom field for company item [Custom fields]
• Company field for person item [Custom fields]
• Namespaced Bootstrap 4 support no more conflicts
• Ability to change time intervals in events
• Ability to Force template theme
• Ability to disable Bootstrapfix.js to avoid any conflicts
• Ability to change items number per page in companies / deals / people
• Ability to disable responsive mode
• New plugin events on single company , person and deal views

Improved

• UI/UX improved in many views
• JLayout feature was used on many views for better
• Joomla config system instead of the old system
• Support integration with Acymailing v6
• Added iziModal modal library to replace bootstrap modal
• dataTables library updated to last version
• Hide new goal link if goals menu item disabled
• Custom fields now use JLayouts for better reuse and overriding
• Now we use JPagination class instead of old custom pagination
• Fontawesome library namespaced, no more conflicts with old version.

Fixed

• Stats widget error if not data stats recorded [dashboard backend]
• Download ID input field always empty [dashboard backend]
• Removed some old code non used
• Some few issues with Date [Custom fields]
• Some issues with timezone [Calendar view]
• Google map embed api key was missed
• Text custom field input completely messed if has quote
• Documents info/preview modals was not working
• Was not able to preview image in documents
• Characters problem when importing non UTF CSV file [Import]
• Executive user can't see deal / person details if "Team access" option enabled in it's settings [Role]