Introduction
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
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]
JoomCRM
- Version:
- 1.1.8.5
- Developer:
- JoomBoost
- Last updated:
-
Dec 20 2020
3 weeks ago - Date added:
- Jun 20 2018
- License:
- GPLv2 or later
- Type:
- Paid download
- Includes:
- c m p
- Compatibility:
- J3
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