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