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

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 (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]

Last Updates

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]
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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JoomRSS
Paid download

JoomRSS

By JoomBoost
RSS Syndicate
JoomRSS is the best Joomla RSS Feed Syndicate Extension - not only create ultimate RSS Feed for Joomla Content Articles but for any 3rd-party Joomla Extensions such as K2, ZOO, FLEXIcontent, VirtueMart, DocMan, JEvents. Other killer feature is creating Joomla RSS Feed in many formats: RSS, ATOM, JSON, HTML or Google XML Sitemap. This Joomla RSS Feed Creator Extension is the best solution to manag...
JoomIdentity
Paid download

JoomIdentity

By JoomBoost
User Management
JoomIdentity is a Joomla component that allows website owners to verify their users identity by submitted files (pdf, images, documents..) or social accounts of registered users, files are automatically encrypted and only visible by the administrators. Main Features: Allow users to upload documents, images ... which admin has to verify and review All uploaded files will be encrypted for high se...
Easy Services Booking
Paid download

Easy Services Booking

By JoomBoost
Booking & Reservations
Easy Services Booking is an online services booking solution for Joomla CMS, This component can be used for day spas, massage therapists, hair salons, and PTs .... and more, and allow owners to manage their diaries and give clients the ability to book appointments online. Main Features Unlimited resources Unlimited Services Back end appointment management Set custom trading hours Block holiday...
JoomFunding
Paid download

JoomFunding

By JoomBoost
Donations
JoomFunding is the best Joomla component that let you build a crowdfunding platform website that provides functionalities for building and managing Joomla websites for collective fundraising. Main Features Users can create and publish projects easily from frontend with step by step process Payment system with step by step process Create, edit and approve campaigns Monitor, capture and cancel tr...
JoomEvents
Paid download

JoomEvents

By JoomBoost
Events
JoomEvents is a powerful, features rich, easy to use Joomla events and calendars management extension with events registration capability. Events Management Events management from backend Power backend filter to find events easily and quickly Ability to delete, edit, add, archive, unpublish, export, duplicate .. easily from backend Support all day and meeting event type You can set event date a...
Easy Chat Room
Paid download

Easy Chat Room

By JoomBoost
Chat
Easy Chat Room is a simple Joomla component and fully integrated business solution for bringing employees from around the globe or around the room together in a single room. Our goal is effective team discussions that simplify business chats by consolidating and simplifying the process of online meetings. No special software. No third party websites or data storages. No limits on rooms, chats, fil...

JoomCRM

Version:
1.1.8
Developer:
JoomBoost
Last updated:
Nov 16 2020
1 week ago
Date added:
Jun 20 2018
License:
GPLv2 or later
Type:
Paid download
Includes:
c m p
Compatibility:
J3
Download

Uses Joomla! Update System

Score:


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