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Add-ons manager feature

Advanced Search feature

Languages feature

Knowledge Base module

Emails module

Calls module

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Accounts module

Accounts in JoJoCRM will hold all information specific to a company that your organisation will have a relationship with. This module allows you to manage all accounts.

Calendar module

Manage your time by scheduling Meetings, Calls and Tasks, and optionally share your Calendar so to allow others to view your upcoming activities.

Campaigns module

To track, evaluate and manage campaigns including the sending of email marketing campaigns and surveys.

Cases module

Cases are used to record interactions with Customers when they ask for help or advice, for example in a Sales or Support function.

Notes module

Used to keep a record of any comments, observations or explanations to build the customer profile.

Contacts module

Contact is an individual who is typically associated with an Account and Opportunity. This module allows you to manage all contacts.

Contracts module

Used to manage Contracts and renewal dates.

Bugs module

To records and track bugs in the products that you offer.

Calls module

Schedule and log a record of inbound and outbound calls.

Documents module

The Documents module can be used as a repository for Customer issued or internal files.

Emails module

Record emails sent to and from customers.

Events module

Manage information of an particular event and send out invites to delegates.

Invoices module

Used to create, track and issue Invoices to customers

Knowledge Base module

Template responses to be used with the Cases module.

Meetings module

Schedule and record meetings with your customers and leads.

PDF Templates module

To create templates that can be used for Quotes, Invoices and Contracts.

Products module

A product catalogue where users can select from when preparing Quotes.

Projects module

Projects module allows the User to arrange their organisation’s projects by tracking a number of Tasks and allocating resources.

Quotes module

Used to create, track and issue Quotations to customers

Reports module

Real-time reporting using CRM data.

Target Lists module

Distribution Lists used when sending email marketing campaigns.

Opportunities module

An Opportunity is a qualified Sales prospect. This module allows you to track your Opportunities throughout the Sales Pipeline until the deal is ‘Closed Lost or ‘Closed Won’.

Targets module

Typically Targets are used as the recipients of a Marketing Campaign, your organisation knows very little about these individuals and they may be re-used for new Campaigns or deleted without any impact to the business.

Leads module

View leads (unqualified sales prospects) in customizable list, and manage them. Once a Lead is qualified and converted it will turn in to; a Contact once you have established ‘Who’ it is, an Account when you know ‘Where’ they work and an Opportunity once it is known ‘What’ they might buy.

Tasks module

JoJoCRM can assist Users with productivity, offering a way to record, relate and assign Tasks and to-do items that require action.

Workflow module

Automated actions based on conditions within the CRM data.

Responsive layout feature

View the CRM on any device.

Languages feature

Translations for over 69 languages, 25 of them over 90% complete.

Customizable frontpage feature

Customize your front page with dashlets that contain lead info, custom charts, reports and more, in one or multiple tabs.

Customizable menu feature

Customize your menu to gain quick access to the modules that are important for you.

Developer Tools feature

Customize module fields, layouts and relationships with Studio, create and edit modules and module layouts, and configure tabs.

Desktop Notifications feature

Receive desktop notifications, such as upcoming meetings and newly assigned leads

Advanced Search feature

Many CRM’s will have large data sets so JoJoCRM allows you to preform advanced searches on all modules. The optional full text global search feature enables enhanced functionality of searching text in documents and other files.

User Management feature

Manage JoJoCRM users. Set employee information, role, locale settings and more.

Role Management feature

Manage role membership and properties, limiting or granting access to access, delete, edit, export, import, list, mass update and view each module.

Password Management feature

Manage password requirements and expiration, enable LDAP Support, and SAML Authentication.

Security JoJo Group Management feature

Configure Security JoJo settings such as group inheritance, additive security, etc. Control what your users can access. Lock down sensitive data to specific groups or teams.

System settings feature

Configure the system-wide settings, such as theme, currencies, languages, activity streams, etc. according to the specifications of your organization. Users can override some of the default locale settings within their user settings page.

Rest API feature

Integrate JoJoCRM with other applications, like ERPs, Marketing tools, and more.

Add-ons manager feature

Install and manage JoJoCRM add-ons, creating new functionality in your CRM. Over 100 add-ons are available in the add-on store.