CRM / Customer Relation Management Integration / Module with Jamroom

Does anybody has any kind of experience building or using a CRM platform with Jamroom?
updated by @emg-powered: 05/11/19 07:03:45PM

It depends on how extensive you need your CRM to be. Here on Jamroom.net we use our support tickets module for everything. It features a lot of "CRM light" features that may work for you:

- you can assign different mailboxes for different roles
- it's easy to create email templates for emails and outreach
- You can mark tickets for "Notify to Followup" so you are reminded to follow up on a lead, etc.
- You can mark tickets "In Progress" which assigns an owner to a ticket - i.e. for different sales users, etc.

You JR user base becomes your "customer list". So while it doesn't have all the bells and whistles a full CRM solution would have, it gets you the most important tools for contacting, reminding and following up.

Use it in conjunction with the Newsletter module and you can segment as well.

Let me know if that helps.


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Brian Johnson
Founder and Lead Developer - Jamroom
https://www.jamroom.net

Thanks Brian. can you clarify how to use the newsletter module in conjunction with the support ticket module?

It just allows you to target by quota_id or other profile/user_id info -you can then target only users that have support ticket access (i.e. premium customers).


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Brian Johnson
Founder and Lead Developer - Jamroom
https://www.jamroom.net