JunariCRM for OpenERP

We have used our extensive experience and our background as individuals and as a team to create several modules to simplify and extend OpenERP CRM. As a system it provides:

• Significantly improved Customer Relationship Management
• Sales targets and pipeline reports
• Customer service contracts and support case
• Simple project management

JunariCRM is a complete online license-free customer relationship management (CRM) solution that can help solve many of the problems in your business and help you deliver increased leads, sales, improved customer service and therefore profits. A completely usable solution out of the box but also highly customisable to suit your business processes.

This is why we believe JunariCRM should be your system of choice

• Functionality, the system is already feature-rich to meet your needs
• Price, there are no licensing or third party supplier costs, and ongoing costs post-implementation are only for support of the system and any enhancements required to match your evolving business
• Extensibility, the system is highly customisable, providing essential future-proofing capabilities that would not be possible with a system where the source code was inaccessible
• Accessibility, a web-based system, it can be viewed anywhere in the world, including a good number of mobile phones with data capability
• Flexibility, as an online simple to use system enables holiday cover and the sharing of information with other parties
• Reliability, the underlying platform already serves many thousands of customers in more than 45 countries

Companies & Contacts

This entity within the system holds all of the primary contact information and contains the following features:

• All Company & contact details with notes and all relevant information
  

  Company Summary Screen
  (Click item to open full screen)

• Contacts can be stored individually, or linked to one or more companies
• Company Categories, such as electricians or plumbers
• Company Structure (parent / subsidiaries)
• Market Segment
• Capture sourceto store where the lead was generated from, i.e. ‘Word of Mouth’ or ‘Yell.com’
•  Basic or Advanced Search modes to quickly find Companies or Contacts
•  Displays all related information such as Opportunities and Scheduled Activities
•  Quickly create related information, such as a new Opportunity or a Calendar item
•  Capable of holding multiple addresses per company and multiple contacts per address
•  Contact Import / Export from Excel for example
•  Print Address Labels for physical mail shots
•  Send e-mail

Shared Calendar

The calendar entity provides a view on your own schedule and that of your teams, it can be integrated with Thunderbird, Outlook and iCal for the Mac and contains the following additional features:

• Drag & Drop of appointments
• Participants can be Contacts held within the system or your Users of the system
• All items have a Participant Status (Awaiting Response, Accepted, etc)
• User-customisable Task & Event Types
• Displays Project Tasks added within the Project Management Module
• Integrates with MS Outlook via the Outlook Plugin

 

Document Management

This module is used for storing relevant documents for any part of the system, for example contract or agreement documentation. It is possible to link document uploads to any of the modules described, and also supports the following:

• Supports version control so that you can keep previous versions of your documents
• Keyword search on attachments

Project Management

Simple project management module.

• Projects can have a workflow status (In Planning, In Progress, Cancelled, Complete etc)
• Projects can incorporate Phases, Milestones and Tasks
• Projects linked to Companies, Project Manager users and Task Assignees
• Supports billing at Phase, Milestone and Task level
• Project Tasks have Estimated and Actual time logged against them
• Capture project issues and status
• Capture actual time through time logging

 

 

Customer Service Module

The cases module can be used against contracts or agreements to capture incidences where work needs to be done. For instance, if managing a property and there are issues in scope of the area being managed, for instance where a plumber is called out to fix a tap, this enables you to obtain a picture of where time is being spent to allow revisions in pricing for certain properties.

• Cases are linked to Company, Contact and Assigned User
• User-definable Case Types for easy classification by Type, Product, etc
• Simple Open -> (on hold) -> Closed workflow – can be extended to any requirements so it is possible to see at a glance when there are outstanding issues
• Estimated / Actual time tracking and Billable Cases support so that someone can be billed for work undertaken with prompts to enable this

Time Logs

Simple, extensible Time Logging module

• Log entries can be classified by type of work (user-definable)

• By default, linked to Companies, Cases, Contracts and/or Project Tasks
• Built-in ‘Timer’ facility for easily tracking time

 

 

Email Module

JunariCRM includes a module that can be used for sending email on behalf of your organisation to your customers either individually or en masse. These e-mails can automatically include information from CRM such as the customer’s details and contract expiry date, etc. E-mails sent are also automatically saved in the customer’s history. It is also invaluable for sending templated mail-shots to all or a sub-section of your contacts. This functionality also includes:

• Plain text or HTML formatted e-mail capability
• Data-integrated e-mail templates (can pull data fields and tables of data from any CRM entity) capability
• Email queuing for later, scheduled delivery (e.g. to spread out mail-shots over time)
• Supports E-mail filing from Outlook and Thunderbird into the customer’s contact history

 

Target Lists Module

Provides the ability to manage lists of Companies and/or Contacts for email mailshots, export, and any other marketing activities.

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  JunariCRM Target List Screen
  (Click item to view full screen)

  Can batch-add companies and/or contacts from the standard Company/Contact search screens

• Can view the Lists a company/contact is on from their Lists tab
• Can manually add individual companies/contacts to a list using the Lists tab
• Add companies/contacts using a filter. Refresh list using a filter
• Send e-mail to all contacts on a target list using a template
• Schedule an activity, such as a follow-up call, to all contacts on a target list
• Export all contacts on a target list

Sales Opportunities

This module provides the ability to capture sales opportunities so that you can ensure you can follow-up on every aspect of a potential sale.

• Opportunities are linked to Company, Contact and Sales User
• Simple New -> Assigned -> Negotiating -> Won/Lost workflow (which is customisable to match your sales process)
• Forecast Value and Expected close date captured, for display on Pipeline graphs
• Opportunity Statistics graph shows expected revenue by month