✔️ 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
• Bootstrap 5 support
• Ability to display CRM in full screen mode
• and more ...

🔄 Latest Updates

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/