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CRM integration question

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  6. Tuesday, 03 November 2020
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Hi
We are interested in finding a CRM solution that will integrate well into our existing website. We are currently using Membership Pro to sign up clients (Joomla user Group) and we are using Easy profile to allow Consultants (higher level Joomla user group) to access user profiles and update their own client group details. We have hit a wall using this solution as we need Consultants to be able to create client related notes/tasks and be able to access send files or file links to clients. We also allow clients to purchase products via Hikashop shopping cart and we need a way to integrate this with the client profile - eg the Consultant needs to see purchases for each client. If you think this your CRM could work for us even with some customisation at your end we would be interested to talk further. It is probably important that it integrates well with Joomla ACL as this dictates access to content on the website.
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bao bui Accepted Answer Pending Moderation
  1. Sunday, 06 December 2020
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Hi, sorry for this late reply!
Thanks so much for contacting us!
I think we need to make some customizations to make CleverCRM compatible with Easy Profile extension and allow Consultants to see purchases for each client. Please contact us at support@templaza.com, we will discuss further.
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