OroCRM Review

OroCRM is an open-source Customer Relationship Management solution that includes customer interaction tracking, marketing tools, dashboards, and more. Customer interactions—such as support tickets, email responses, and product views—are captured and monitored across multiple touchpoints, including B2B and B2C eCommerce stores, POS systems, email campaigns, and social channels.
Customer profiles are automatically synchronized and merged, eliminating data duplication. Users can manage contacts, accounts, leads, and opportunities, create targeted marketing campaigns, track performance through customizable dashboards, and generate detailed reports.

OROCRM – TUTORIAL

OROCRM – FEATURES

• Lead and opportunity management: Track leads from acquisition to conversion using customizable sales pipelines.
• Forecasting and performance tracking: Sales forecasts and KPI monitoring with customizable dashboards.
• Contact and account management: Centralized view of customer data and interactions.
• Field sales tools: Mobile PWA app for offline order capture, route tracking, and real-time data management.
• Quotes and order management: Create quotes, estimates, and manage orders, including B2B RFQ functionality.
• Customer segmentation: Group customers by attributes for targeted campaigns.
• Marketing automation: Automate workflows and triggered campaigns.
• Visitor behavior analytics: Understand website visitor activity to engage prospects.
• Reporting and analytics: Custom dashboards and reports for business insights.
• Email management: Email tracking and integration.
• Open-source and customizable: Built on Symfony, enabling deep customization for unique business processes.
• eCommerce integration: Connects with platforms like Magento and WooCommerce for unified customer data.
• 360-degree customer view: Consolidates data across all touchpoints.
• Workflow automation: Design custom workflows for sales, marketing, and support.
• Security: Includes CSRF protection, data auditing, and account locking.
• Task management: Kanban boards, task assignment, and progress tracking.
• Artificial intelligence (AI): Handles complex customer requests with reasoning capabilities.
• Document organization: Centralized document storage.