Introduction

Contacts & Feedback, Marketing, CRM, Contact Details

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
  • 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

v1.2.3 (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/
Functionality
It has a lot of features that give an good way of keeping track of customers and sales leads
Ease of use
Since the latest updates using BS4 it became very user friendly compared to previous versions
Support
Documentation
Value for money
Gives a lot of benefits for its price. I would definitely recommend others to use it
I used this to: We use this software to track our sales leads, customers and create mass mailing lists. It is a very powerful tool when used correctly.
Functionality
Great potential. Support was responsive but takes them some time days. It does not work well and needs constant support and still buggy.
Ease of use
Somewhat easy, but very buggy. You cannot see contact from the back-end.
Support
Takes a few days but they do respond. Not much gets resolved sometimes as they say we are looking at it.
Documentation
Unclear. Not very well written and easy to find answers. They need a better support extension.
Value for money
Not worth the price as of now.But potential. You can lose time and money trying to fix.
I used this to: Nonprofit and business website. I tried to find a simple alternative for clients.

Perfect CRM with good price



Posted on 04 October 2018
Functionality
many features, but still lack of integrations with some essential 3rd party extensions, support promised me to do in future
Ease of use
very good workflow
Support
good support
Documentation
complete
Value for money
very good price
I used this to: deals and clients management for a small company (intranet)
Functionality
many good features, specially companies management
Ease of use
easy to configure and to use
Support
helped me to fix problem with gantry5 template
Documentation
found everything i need
Value for money
good price for native CRM solution
I used this to: sales team management
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JoomCRM

Version:
1.2.3
Developer:
JoomBoost
Last updated:
Aug 24 2021
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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Uses Joomla! Update System

Score:


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