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Magento Development Company

Integrated CRM Zoom

Integrated CRM

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MAIN FEATURES

CRM extension for Magento allows you to manage communication with your clients and organize customer service process.

WEB SITE WITH MODULE

$119.00
$119.00
HAVE ANY QUESTIONS? FEEDBACK@MAGENMAGIC.COM
Extension Details


    Integrated CRM extension for Magento is a powerful module for managing customers information. Every company has a specific approach to the customer care process, and it is always connected with specific customers attributes, assigning tasks and reminders to managers, working with statuses and controlling.

    Our CRM extension helps to deal with lots of data in an easy way.

    How does Integrated CRM extension for Magento work?

    Integrated CRM extension for Magento consists of three plugins:

     

    Together they solve a lot of problems connected with customers information managing:

    • create any customers attributes according to your needs;
    • customize customers grid to see the most important fields;
    • assign a manager to each customer;
    • the manager will receive personalized notifications for their customer's purchases;
    • create reminders for managers;
    • view hot reminders and customers, that need personal attention;
    • when time comes - receive your notification via popup or at customers grid.


    Integrated CRM extension features:

    • add any type of customers attributes: dropdown, date, yes/no, text and any other;
    • sort customers via attributes;
    • personalize customers grid;
    • add and assign managers and statuses to customers;
    • create smart notifications.

     

    Request Demo Access


    Help and Support:

    Additional service:

    • free skype manual;
    • free support;
    • free upgrades.

     

    Feature request.

    Do you think Integrated CRM extension for Magento could be enhanced with a certain feature? You are the reason we build extensions, and you make our extensions better.

    Please, feel free to email us any of your suggestions to feedback@magenmagic.com

manual

    This extension contains 3 modules:

    • customer attributes module;
    • notification module;
    • manager module.

     

    Customer attribute module

    After installation go to System > Configuration > Magen Magic extensions >MagenMagic Attribute and enable the extension. In the field Additional attribute code point name of the attribute (section Attribute code in Attribute information) that you want to be displayed in the grid.

    Creating of new customer attribute:

    1. Choose option Attribute in section Customer in your admin area;
    2. Press Add new attribute;
    3. Fill the fields in Attribute information interface.

     

    Creation of customer attribute step 1

     

    Pay attention to the field Catalog input type for the store owner. There are 8 types of attributes that you can create:

    • text field;
    • text area;
    • date;
    • yes/no;
    • multiple select;
    • dropdown;
    • price;
    • media image.

     

    In the section Manage labels/options point Title (name) of your attribute. Then point values. For example, if you want to create a favorite color attribute for a customer, point Title - Favorite color, in the section Manage options point green, blue, yellow etc. (press Add option to create new value).

     

    Creation of customer attribute step 2

     

    When you have created an attribute you will be able to see it in tab Additional attributes in Customer's profile.

    Notification Module

    This module creates notifications popup for admin. If you need to make a call to a customer or check smth in certain date this module is quite for this purposes.

    Go to System > Configuration > MagenMagic extensions > MagenMagic Notify.

    To receive popup notifications point YES at the field Add notification of customer to Admin Notifications. Also, point Title of Admin notification - it will be displayed in popup, and Target E-mails - the remainder will be sent to the addresses

    There is one more option Send notification E-mail to a customer. If you don't need this option just point No. If you want to remind the customer about smth point Yes and point needed text.

    Note! There is option Highlight Customer with notify. If you have processed customer and don't need him to be highlighted anymore - remove notification date from the profile. Highlighting option cannot be used with option Show notify info in the grid at a time.

    Creation of notification for certain customer

    Go to Customers > Manage customers in the admin area and open any customer. You will see there field Notify text and Notify Date. Fill them as you need.

     

    Notifications for customer

     

    Customer manager module

    Go to Customer > Managers in your admin area after installation . There you can add a customer to any manager. Choose option Manager customer at the section Manager Information.

    1. Point status "Any";
    2. Press "Search";
    3. Point needed customer;
    4. Press save.

     

    Go to System > Configuration >MagenMagic extensions > Managers and point template which should be used for notifications letters for the manager.

     

    Assign customer or product to manager

Ask About
    If you would like to customize this extension or if you will need any help, please, feel free to ask, no matter if you have bought it or not.
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