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.
Manage your time by scheduling Meetings, Calls and Tasks, and optionally share your Calendar so to allow others to view your upcoming activities.
To track, evaluate and manage campaigns including the sending of email marketing campaigns and surveys.
Cases are used to record interactions with Customers when they ask for help or advice, for example in a Sales or Support function.
Used to keep a record of any comments, observations or explanations to build the customer profile.
Contact is an individual who is typically associated with an Account and Opportunity. This module allows you to manage all contacts.
Used to manage Contracts and renewal dates.
To records and track bugs in the products that you offer.
Schedule and log a record of inbound and outbound calls.
The Documents module can be used as a repository for Customer issued or internal files.
Record emails sent to and from customers.
Manage information of an particular event and send out invites to delegates.
Used to create, track and issue Invoices to customers
Template responses to be used with the Cases module.
Schedule and record meetings with your customers and leads.
To create templates that can be used for Quotes, Invoices and Contracts.
A product catalogue where users can select from when preparing Quotes.
Projects module allows the User to arrange their organisation’s projects by tracking a number of Tasks and allocating resources.
Used to create, track and issue Quotations to customers
Real-time reporting using CRM data.
Distribution Lists used when sending email marketing campaigns.
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’.
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.
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.
JoJoCRM can assist Users with productivity, offering a way to record, relate and assign Tasks and to-do items that require action.
Automated actions based on conditions within the CRM data.
View the CRM on any device.
Translations for over 69 languages, 25 of them over 90% complete.
Customize your front page with dashlets that contain lead info, custom charts, reports and more, in one or multiple tabs.
Customize your menu to gain quick access to the modules that are important for you.
Customize module fields, layouts and relationships with Studio, create and edit modules and module layouts, and configure tabs.
Receive desktop notifications, such as upcoming meetings and newly assigned leads
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.
Manage JoJoCRM users. Set employee information, role, locale settings and more.
Manage role membership and properties, limiting or granting access to access, delete, edit, export, import, list, mass update and view each module.
Manage password requirements and expiration, enable LDAP Support, and SAML Authentication.
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.
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.
Integrate JoJoCRM with other applications, like ERPs, Marketing tools, and more.
Install and manage JoJoCRM add-ons, creating new functionality in your CRM. Over 100 add-ons are available in the add-on store.