Magento CRM by Webinse
Webinse СRM (Customer Relationship Management) allows you to create reminders for orders and customers. That would be rather handy for your store administration. Our extension will help you to split tasks and reminders among different employees and groups of your Magento store. It also can help you not to forget about client or order.
You can’t track all of your clients and their associated tasks and events. You can simply forget about your client, and such situation can be a blow to your reputation. With Webinse CRM you can store and manage hundreds of clients and let a computer system sent you reminders.
To create reminder you just need to go in CRM tab in appropriate order tab or customer profile, and click on the button “Add New Reminder”. CRM also maintain attachments that are not reminders indeed.
All reminders are related with start and due date and all reminders are visible on the top of back-end pages all the time before their accomplishment.
Extension also allows you to create groups of employees (e.g., sellers or account managers) in System->Permissions->Groups, and create task not only for a particular employee, but for all department. The system also sends notifications to the group, if task has been assigned or changed.
More details about reminder’s statuses
Administration & Configuration
All features and user interfaces are fully configurable, installation requires little time and can be controlled from the Magento Administration Panel.
Also you may customize reminders by using configuration in the System -> Configuration -> Webinse -> CRM tab.
Note: In the top of the pages only reminders which have status ‘Running’ or ‘Failed’ will be outputed.Note:Pay attention that if you want to use the WYSIWYG editor, please make sure that the System->Configuration->General->Content Mangement ->Use Static URLs for Media Content in WYSIWYG for Catalog field set to ‘Yes’. And after this, please clean cache.
Version and Compatibility
Webinse CRM Extension version 2.0.2 is compatible with Magento Community Edition version 1.7-1.9.
Click here to see the Documentation
Jul 03 2015 – Version 2.0.2 - Fixed email notification logic - Added new columns to CRM grid - Added link to reminder edit page - Added new filed to crm_reminders - Applied new reminders fields - Reformatted code with Webinse style - Possibility to upload .html and .html files
Aug 15 2014 – Version 1.9.0 - Added email notifications - Created user groups - Added logic to user notifications from group - Minor bug fixes
Jul 16 2014 – Version 1.8.0 - Minor bug fixes
Jun 18 2014 – Version 1.7.5 - Fix issue for GMT dates
May 28 2014 – Version 1.7.4 - Minor bug fixes
May 28 2014 – Version 1.7.3 - Add reminders to all pages in admin panel
May 28 2014 – Version 1.7.2 - Added a new field 'Content' with WYSIWYG editor that gives possibility to have additional information regarding to the specific reminder - Added pop-up with additional info about reminder (field 'Content') - Minor bug fixes
May 23 2014 – Version 1.7.1 - Fixed bug in sorting for the reminder's grid - Added filtration to the reminder grid - Added statuses to the reminders - Minor bug fixes
May 16 2014 – Version 1.6.8 - Fixed bug in sorting for the reminder's grid - Added filtration to the reminder grid - Added statuses to the reminders - Minor bug fixes
May 14 2014 – Version 1.6.5 - Minor bug fixes.
May 06 2014 – Version 1.6.4 - Show reminders only for assigned users - Minor bugfixes
Apr 15 2014 – Version 1.6.3 - Bug fixes - Significant architecture improvements
Apr 04 2014 – Version 1.6.1 - Ability to set up reminders and comments - Possibility to have attachments to orders and customers - Possibility to see reminders on the dashboard - Ability to see all reminders in the CRM tab - CRM tab for orders - CRM tab for customerSOURCE URL