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CRM for Magento 2

Want to draw extra consideration to your merchandise? Then CRM is for you!

Webinse СRM (Customer Relationship Management) lets you create reminders for orders and clients. That could be reasonably useful for your retailer administration. Our extension will enable you to separate tquestions and reminders amongst totally different workers of your Magento retailer. It additionally can assist you to not overlook about shopper or order.

You can’t observe your entire purchasers and their related tquestions and occasions. You can merely overlook about your shopper, and such a scenario generally is a blow to your fame. With Webinse CRM you may retailer and handle a whole bunch of purchasers.

To create a reminder, you simply have to go in a Reminders grid and click on on the button “Add New for Customer” or “Add New for Order”. All reminders are associated with begin and due date and all reminders are seen on the highest of the dashboard pages on a regular basis earlier than their accomplishment.

Note: This extension is assured to work with Magento Default Theme. We don’t say that it gained’t work with customization in any respect, however because of the nice majority of Custom themes we can not assure the correct work of the extension with all of them.

Features

Ability to arrange reminders and notes
Ability to create tquestions assigned to customers
Ability to create teams of workers (customers)
Ability to create tquestions assigned to teams
Ability to add attachments to tquestions
Ability to ship notifications when creating or enhancing (reminder itself or computerized change of reminder’s standing) a tquestion
Possibility to have attachments to reminder tquestion
Ability to set reminder’s content material by utilizing WYSIWYG editor
Possibility to see reminders on the highest of the dashboard
Ability to see all reminders within the CRM Reminders grid
Convenient administration of the reminders by utilizing statuses similar to ‘Pending’, ‘Running’, ‘Complete’ or ‘Failed’
CRM tab for buyer
CRM tab for orders
Comment historical past
Creating recurring occasions

More particulars about reminders statuses

‘Pending’ – If you set begin date immenseger than present date, standing shall be mechanically set to pending
‘Running’ – It is about to remind if the beginning date lower than the present date and the due date is absent or is immenseger than present
‘Complete’ – If you click on on the hyperlink or button ‘Complete’ within the CRM grid or in Reminders on the highest of the pages
‘Failed’ – All uncompleted reminders with due date that are lower than present date mechanically set to failed

How to Install the Extension

Follow to our Magento 2 Extension Installation Guide

Administration & Configuration

All options and person interfaces are absolutely configurable, require little time to put in and will be managed from the Magento Administration Panel.

Version and Compatibility

CRM Extension model 1.1.zero is suitable with Magento 2.1 – 2.2 and assured to work with Magento default theme.

Click here to see the Documentation