(4) Reviews

CRM

Features
  1. Set up reminders and notes
  2. Create groups of users and assigned tasks to them
  3. Send notifications when creating or editing a task.
  4. See all reminders in the CRM grid
  5. CRM tab for orders and customers
Get 10% when you buy 2 or more extensions
Price: $49
5 based on 4 ratings
Description

Webinse CRM

Webinse СRM for Magento (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 extension 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.

Webinse CRM Extension for Magento 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 status

  1. - 'Pending' - If you set start date the bigger than current date, status will be automatically set to pending
  2. - 'Running' - It is set to reminder if the start date less than current date and the due date is absent or is bigger than current
  3. - 'Complete' - If you click on the link or button 'Complete' in the CRM grid or in Reminders on the top of the pages
  4. - 'Failed' - All uncompleted reminders with due date which are less than current date automatically set to failed

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 outputted.

Note: Pay attention that if you want to use the WYSIWYG editor, please make sure that the

System->Configuration->General->Content Management ->Use Static URLs for Media Content in WYSIWYG for Catalog field set to 'Yes'. And after this, please clean cache.

Administration & Configuration

All features and user interface are fully configurable, installation is fast, and all module settings can be controlled from the Magento Administration Panel.

Version and Compatibility

Webinse CRM Extension version 2.1.2 is compatible with Magento Community Edition version 1.7-1.9.3

NOTE: This extension is guaranteed to work with Magento Default Theme. We don’t say that it won’t work with customization at all, but due to the the great majority of Custom themes we cannot guarantee the proper work of the extension with all of them.

Magento 2 version

Reviews
Great Product and Great Support

We have created 770 reminders so far and it is working exactly as described. Our team of 4 utilizes it every day and it is a pleasure to work with. This would be an extension worth paying for... the fact that it is free makes it that much more impressive.
The support is definitely well above and beyond for a free extension. Much better than the support I've received on paid extensions from some of the biggest names on Magento Connect.

akcreek
Great Support and Great Extention

Great extension. It will most certainly improve my customer relationship ! I did have some problem on installation but I believe it was my mistake. When I contact the developer Support, I was warmly welcomed and they solved my problem.
I´m not only recommending this extension. I´m recommending this Developer!
Thanks

ordonhes
GREAT SUPPORT! Fast response!

GREAT SUPPORT! After installing this extension, we couldn't find the notifications we created.
We contacted the support team and they responded within an hour or so.
After they've checked out the issue in our store, they created a new version of the extension, which allows the admin to choose whether to display the notifications in the dashboard only or on all admin pages.
Again, great support!

NLnearshore
Great Extension

Great extension, allows admin users to leave them selves reminders for customers and orders for follow up. Asked developer if the dashboard would show only the logged in users tasks and then if the user logged in was the default person selected when creating a task, they immediately added this to the standard product. Thanks

ProSwim Web
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