7

Product support

Get help in the plugin support forum.

Categories

If you have never used a Customer Relations Manager (CRM) or if you have become frustrated with other CRM's, this is the CRM for you! Try the ONLINE DEMO. The demo resets every hour, on the hour. Questions or feedback? Just send me a message!

One CRM aphorism is that every successful CRM solution is customized in some way. Because of that, it's important that the solution you choose is customizable and flexible - like October is.

Design goals

A Customer Relationship Management (CRM) system allows you to collect, analyze, and retrieve all of the vital information associated with your customer base.

Many CRM solutions boasts their bells and whistles in an effort to attract customers but in reality there are only a few core features that have most of the impact on your business. This CRM focuses on those and does it for a one-time fee on the hosting plan you are already paying for and within the CMS you are already using.

View the history of a customer. Check the date of your last contact. Be notified when a deal is behind schedule. This plugin aims to create a "base" CRM that is thoroughly supported and that you can easily extend and customize according to your own needs. Please feel free to request core functionality that you think is missing but things like Invoicing, Webmail and Workflows are not considered core functionality and are handled by some of my free plugins. This plugin focuses on customer relations and closing deals (as should you).

Online demo

Try the ONLINE DEMO. The demo resets every hour, on the hour. Questions or feedback? Just send me a message!

I have begun also using this demo to preview and field-test upcoming releases using Katalon. This means that you may stumble upon an occasional error but that this error will likely be fixed before a new release or be fixed with the next release.

Features

General features

I want you to get excited about this CRM and I understand that that will only happen if you can really make it your own.

STATUS FEATURE
YES THOROUGHLY SUPPORTED
YES CONCISE DOCUMENTATION
YES MULTILINGUAL
YES PERMISSIONS
YES EXTENDABLE (USING EVENTS)
YES SUPPORT FOR MY FREE PAGEGUIDE PLUGIN
YES SUPPORT FOR MY FREE MAIL PLUGIN
YES SUPPORT FOR MY CONVERT PLUGIN
YES SUPPORT FOR MY FREE PAY PLUGIN
YES SUPPORT FOR MY FREE WORKFLOW PLUGIN

Contacts Manager

This CRM uses and extends the RainLab.User and RainLab.UserPlus plugins. This allows you to easily create a user portal for your customers.

STATUS FEATURE
YES EXTENDS THE USER PROFILE WITH TASKS (if a user with the given email address exists)
YES EXTENDS THE USER PROFILE WITH A SALES PIPELINE STAGE (e.g. lead, contacted, pre-sale, customer)
YES ALLOWS YOU TO CREATE TASKS FROM THE USER PROFILE
YES EXTENDS THE USER LIST WITH A SALES PIPELINE STAGE (e.g. lead, contacted, pre-sale, customer)
YES EXTENDS THE USER LIST WITH OPEN TASKS PER USER
YES EXTENDS THE USER LIST WITH THE DATE OF THE LAST CONTACT
YES ADD CUSTOM FIELDS TO USER

The User Plus Plugin from RainLab has a bug that adds form fields to the repeater that is used to add custom fields to the user. Please see my forum post to resolve.

Tasks Manager

The Tasks Manager makes it easy to keep track of things that you need to do but also allows you to log information to a contact.

STATUS FEATURE
YES CUSTOM TASK TYPES (e.g. todo, phonecall, note, meeting, email)
YES CUSTOM COLOR-CODED TASK LABELS (e.g. bug, question)
YES FILTER ON UNCOMPLETED TASKS
YES FILTER ON ASSIGNED BACKEND USER
YES FILTER ON TASK TYPE (e.g. todo, phonecall, note, meeting, email)
YES FILTER ON DATE (after and before)
YES (BULK) POSTPONE TASKS (day, week, month, year)
YES (BULK) COMPLETE TASKS
YES EXTENDS THE USER PROFILE WITH TASKS (if a user with the given email address exists)
YES ALLOWS YOU TO CREATE TASKS FROM THE USER PROFILE
YES LINK TASKS TO ONE OR MORE DEALS (like labels)
YES ADD CUSTOM FIELDS

Deals Manager

The Deals Manager makes it easy to keep track of the deals you are working on.

STATUS FEATURE
YES ASSIGN SALES PIPELINE STAGES TO DEALS (e.g. lead, contacted, pre-sale, customer)
YES CREATE AND TRACK DEALS (e.g. notify when behind schedule)
YES QUALIFY AND VALUE DEALS (probability and estimated value fields)
YES OVERVIEW PAGE FOR DEALS (tasks, activity)
YES ADD CUSTOM FIELDS

Custom pipeline

Every business is different so you can configure your own pipeline.

STATUS FEATURE
YES CUSTOM SALES PIPELINE (e.g. lead, contacted, pre-sale, customer)
YES SPECIFY THE PROBABILITY OF A WIN PER STAGE
YES SPECIFY THE AVERAGE DURATION PER STAGE

Analytics

You can keep track of everything that is going on.

STATUS FEATURE
YES ACTIVITY LOG FOR MANAGERS (new task, completed task, postponed task, user progression through pipeline, new deal, won deal, deal progression through pipeline)

Dashboard widgets

Dashboard Widgets allow you to customise your dashboard and optimise your workflow.

STATUS FEATURE
YES DASHBOARD WIDGET SHOWING YOUR SALES FUNNEL
YES DASHBOARD WIDGET SHOWING YOUR TASKS FOR COMING DAYS
YES DASHBOARD WIDGET SHOWING CRM ACTIVITY
YES DASHBOARD WIDGET SHOWING DEALS YOU ARE WORKING ON
PARTIAL DASHBOARD WIDGET SHOWING A KANBAN BOARD FOR DEALS [NEW]

You can complement and extend this plugin with various other (free and paid) plugins. See the documentation tab for more information.

Support

Please use the Support Forum (on the left side of the page for any theme or plugin) or send me a message. I also offer design and development services. You can visit my website for more information. Do not use reviews to ask for support.

Like this plugin?

Did you know that only about 30% of my plugins are paid (70% of my plugins are free) and that 30% of your purchase goes to help fund the October Project? If you purchase this plugin, you can help me to develop it further, provide support for it or make new plugins.

My other plugins include:

Tasks

Hello, I am Wiego Bergsma. Please start by reading the whole documentation! If you have any questions, find a bug or experience difficulties getting the plugin to work please use the Support Forum. Only leave a Review if you are happy with the plugin or are still unhappy with the plugin after reaching out to me in the Support Forum. Thank you! Wiego

Table of contents

Installation

You need an account on octobercms.com to install this plugin.

  1. Sign in and click on the Add to Project button on the product page for the plugin in the marketplace.
  2. Select the project you wish to add the plugin to (or create one).
  3. Make sure you install any 3rd-party plugins this plugin depends on
  4. Make sure you have attached this project to your website in the backend of your website in order to pull in the new plugin (Settings > Updates & Plugins). Don't worry, attaching or detaching your website to a project will never delete anything!
  5. Make sure you allow short_open_tag

Getting started

Please note that RainLab.User, RainLab.UserPlus, RainLab.Translate are required for this plugin and that the RainLab.UserPlus plugin now requires RainLab.Location and RainLab.Notify

  1. Add Briddle.Crm to a project and attach it to your website (This plugin requires RainLab.User, RainLab.UserPlus, and RainLab.Translate and the User Plus Plugin requires RainLab.Location and RainLab.Notify so add those first)
  2. Optionally install Briddle.Pageguide (This will help you get to know the CRM)
  3. Make sure you allow short_open_tag
  4. Go to CRM > Configure pipeline and add the steps of your pipeline (e.g. Lead, Contacted, Pre-sale, Customer, Post-sale, Upsell)
  5. Go to CRM > Task types and add the task types you want to work with (e.g. todo, phonecall, note, meeting, email)
  6. Go to CRM > Task labels and add the labels you want to work with (e.g. question, bug, ...)

Searching information about a contact

  1. Go to Users
  2. Open the tab Tasks you will see a history of logged interactions
  3. Click on the button View to view details about an interaction

See when you have last contacted a user

The list view of the User plugin has been extended to include pipeline stage, number of open tasks and last contact fields.

Assigning tasks to staff

  1. Go to Users and select any user
  2. Open the tab Tasks
  3. Click on the button Create and fill in the form

Alternatively, you can also go to CRM > tasks

Searching tasks

  1. Go to CRM
  2. Either use the search field or adjust the filter options
  3. Click on any task to view details

There is also a dashboard widget available for your open tasks

Screenshot

Closing tasks

  1. Go to CRM
  2. Select the tasks you want to close
  3. Click on the button With selected... and select the option Complete

Alternatively, you can also change the status when editing a task

Postponing tasks

  1. Go to CRM
  2. Select the tasks you want to postpone
  3. Click on the button With selected... and select the desired timeframe (day, week, month, year)

Alternatively, you can also change the date when editing a task

Changing the pipeline stage for a contact

  1. Go to Users
  2. Click on the button Update details
  3. Select the desired pipeline stage
  4. Click on the button Save

There is also a dashboard widget available that shows the distribution of your customers across your sales pipeline

View activity in the CRM

You can view all activity in the CRM:

  • Creating tasks
  • Postponing tasks
  • Changing the status of tasks
  • Changing the pipeline stage for a contact
  • Creating deals
  • Changing the status of deals
  • Changing the pipeline stage for a deal

There is also a dashboard widget available for this

Track deals

You can create and track deals through the sales pipeline:

  • See when a deal is behind schedule
  • See what stage a deal is in
  • See the value of the deal
  • See the deadline
  • See what tasks are open
  • See the probability of a win

There is also a dashboard widget available for this

Screenshot

How does the CRM Pro plugin warn you that a deal is behind schedule?

The CRM Pro plugin warns you if a deal is behind schedule, this helps prevent deals falling through because of a lack of communication or action.

So how does this work?

  1. Every deal has a deadline
  2. Every deal is in a certain stage of your custom pipeline.
  3. Every stage of your custom pipeline has an estimated number of days it should take for a deal to advance to the next stage
  4. We also know how many days we have left in the current stage of your custom pipeline because the CRM logs it when a deal advances to a new stage

Available events

The following events are available to extend the functionality of this plugin:

STATUS EVENT
YES briddle.crm.pipelinestagechanged
YES briddle.crm.won
YES briddle.crm.dealstatus
YES briddle.crm.completed
YES briddle.crm.postponed
YES eloquent.creating: Briddle\Crm\Models\Task
YES eloquent.created: Briddle\Crm\Models\Task
YES eloquent.saving: Briddle\Crm\Models\Task
YES eloquent.saved: Briddle\Crm\Models\Task
YES eloquent.updating: Briddle\Crm\Models\Task
YES eloquent.updated: Briddle\Crm\Models\Task
YES eloquent.deleting: Briddle\Crm\Models\Task
YES eloquent.deleted: Briddle\Crm\Models\Task
YES eloquent.creating: RainLab\User\Models\User
YES eloquent.created: RainLab\User\Models\User
YES eloquent.saving: RainLab\User\Models\User
YES eloquent.saved: RainLab\User\Models\User
YES eloquent.updating: RainLab\User\Models\User
YES eloquent.updated: RainLab\User\Models\User
YES eloquent.deleting: RainLab\User\Models\User
YES eloquent.deleted: RainLab\User\Models\User

It is also possible to autofill the contact field when creating new tasks using the querystring parameter contact:

backend/briddle/crm/tasks/create?contact=jonas@briddle.nl

Available permissions

As always you can set permissions for this plugin in Settings > Administrators > CRM

  • Manage logs
  • Manage tasks
  • Manage task types
  • Manage task labels
  • Manage pipeline stages
  • Manage deals
  • Delegate (Authorized to edit and delete tasks and deals of other staff members)

Available languages

This plugin can be translated in any language

This plugin supports the following languages out of the box:

  • english
  • german
  • dutch

Adding webmail

You can optionally add my free Briddle.Mail plugin to integrate webmail.

Adding workflows

You can optionally extend this plugin with workflows using my free plugin Briddle.Workflow.

Adding invoicing

You can optionally extend this plugin with invoices using the free plugin Responsiv.Pay in combination with my extension Briddle.Pay (or use SaaS solutions like Moneybird or open-source solutions like Invoice Ninja).

Adding email marketing

You can optionally extend this plugin with mail campaigns using the paid plugin Responsiv.Campaign (or use SaaS solutions like Mailchimp).

You can also use my free plugin Briddle.Convert to collect leads.

Support

Please use the Support Forum (on the left side of the page for any theme or plugin) or send me a message. I also offer design and development services. You can visit my website for more information. Do not use reviews to ask for support.

2.0.5

Bugfix staff should be selected from backend_user table and not user table

Aug 04, 2019

2.0.4

Support component dropdowns for task type and user

Aug 04, 2019

2.0.3

Support component rework

Aug 02, 2019

2.0.2

Introducing the auto-complete field for customer email in tasks and deals

Mar 14, 2019

2.0.1

Bugfix task labels belongsToMany

Mar 14, 2019

2.0.0

New validation rules and testing

Mar 14, 2019

1.9.11

Updated table briddle_crm_tasks

Mar 14, 2019

1.9.10

Updated table briddle_crm_log

Mar 14, 2019

1.9.9

Updated table briddle_crm_log

Mar 14, 2019

1.9.8

Cleanup preview views for tasks and deals

Mar 13, 2019

1.9.7

Bugfix deals preview when no user for email is found

Mar 13, 2019

1.9.6

Cleanup of deals preview

Mar 12, 2019

1.9.5

Bugfix translation of Dashboard widgets

Mar 12, 2019

1.9.4

Cleanup, documentation, translations

Mar 12, 2019

1.9.3

Bugfix in behind schedule warnings (deal previews and kanban dashboard widget

Mar 10, 2019

1.9.2

Added a delegate permission that is needed to edit or delete tasks or deals of other staff members

Mar 10, 2019

1.9.1

Switch to a brighter blue for the dashboard widgets

Mar 09, 2019

1.9.0

Type change for custom fields in deals table

Mar 07, 2019

1.8.9

Type change for custom fields in tasks table

Mar 07, 2019

1.8.8

Type change for custom fields in users table

Mar 07, 2019

1.8.7

Kanbas board widget only shows open deals (duh)

Mar 06, 2019

1.8.6

Some UI improvements and the introduction of a kanban dashboard widget!

Mar 06, 2019

1.8.5

Beautiful new task overview page

Mar 05, 2019

1.8.4

tel and mailto links in deal overview

Mar 05, 2019

1.8.3

CRM Branding and bugfix in deals preview

Mar 05, 2019

1.8.2

Bugfix in German translation (thank you Sam)

Mar 04, 2019

1.8.1

Cleanup

Mar 04, 2019

1.8.0

Maintenance update

Mar 02, 2019

1.7.9

Maintenance update

Mar 02, 2019

1.7.8

Bugfix for Dashboard Widgets in PostgreSQL

Feb 28, 2019

1.7.7

Bugfix for filters (tasks and deals) in PostgreSQL

Feb 28, 2019

1.7.6

Bugfix PostgreSQL

Feb 28, 2019

1.7.5

Bugfix

Feb 27, 2019

1.7.4

Added validation for the custom fields of users

Feb 21, 2019

1.7.3

Included requirements for Notify and Location plugin as they are required by the User Plus plugin

Feb 20, 2019

1.7.2

user_add_more_fields.php

Feb 20, 2019

1.7.1

Added custom fields to users

Feb 20, 2019

1.7.0

user_add_fields_2.php

Feb 20, 2019

1.6.9

Added Custom Fields to Deal Preview

Feb 20, 2019

1.6.8

Moved custom fields to separate tab and added validation

Feb 20, 2019

1.6.7

Added custom fields to deals and tasks

Feb 19, 2019

1.6.6

Updated table briddle_crm_deals

Feb 19, 2019

1.6.5

Updated table briddle_crm_tasks

Feb 19, 2019

1.6.4

Translations, UI changes, validation

Dec 31, 2018

1.6.3

Updated table briddle_crm_tasks

Dec 31, 2018

1.6.2

Added some validation and UI changes

Dec 31, 2018

1.6.1

Added some fields to overview of open tasks for the deal

Dec 30, 2018

1.6.0

UI changes to deal overview page and overview of open tasks for the deal

Dec 30, 2018

1.5.9

Fixed bug in task search

Dec 30, 2018

1.5.8

Cleanup, translation

Dec 29, 2018

1.5.7

Fixed bug in custom labels, fixed bug in non-existing user

Dec 29, 2018

1.5.6

Added support for Pageguide Lite site tour for the backend pages

Dec 29, 2018

1.5.5

Added some translated strings

Dec 13, 2018

1.5.4

Added support for Briddle.Mail plugin

Dec 11, 2018

1.5.3

Added german translation

Dec 11, 2018

1.5.2

Update probability according to pipeline stage

Nov 21, 2018

1.5.1

UI changes to deal overview page

Nov 21, 2018

1.5.0

Link tasks to one or more deals (like labels)

Nov 05, 2018

1.4.10

Updated table briddle_crm_tasks

Nov 05, 2018

1.4.9

Created table briddle_crm_deal_task

Nov 05, 2018

1.4.8

Move Pipelene submenu, added translations and fixed display of sort orders

Nov 01, 2018

1.4.7

Translations, minor bug-fixes and layout improvements

Oct 31, 2018

1.4.6

Added deal_id and pipeline_id to log, added colors to labels, added activity stats

Oct 31, 2018

1.4.5

Updated table briddle_crm_log

Oct 31, 2018

1.4.4

Updated table briddle_crm_log

Oct 31, 2018

1.4.3

Updated table briddle_crm_task_label

Oct 31, 2018

1.4.2

Added contacts to submenu and help tabs to tasks, deals, activity and pipeline sections

Oct 30, 2018

1.4.1

Beautiful new deal overview page

Oct 30, 2018

1.4.0

Qualify deals, assign probability and estimated duration to pipeline stages, deal dashboard

Oct 30, 2018

1.3.9

Updated table briddle_crm_pipeline

Oct 30, 2018

1.3.8

Updated table briddle_crm_deals

Oct 30, 2018

1.3.7

Fixed error in length of string fields

Oct 29, 2018

1.3.6

Updated table briddle_crm_tasks

Oct 29, 2018

1.3.5

Updated table briddle_crm_task_type

Oct 29, 2018

1.3.4

Added event briddle.crm.won and logging of deals

Oct 26, 2018

1.3.3

Added deal tracking and deals dashboard widget

Oct 26, 2018

1.3.2

Updated table briddle_crm_deals

Oct 26, 2018

1.3.1

Created table briddle_crm_deals

Oct 26, 2018

1.3.0

Added activity dashboard widget and some translations

Oct 26, 2018

1.2.9

Added filters for today dashboard widget

Oct 25, 2018

1.2.8

Added today dashboard widget with your tasks for the day

Oct 25, 2018

1.2.7

Added analytics dashboard widget with salesfunnel

Oct 23, 2018

1.2.6

Added translations

Oct 22, 2018

1.2.5

Added activity log for managers

Oct 22, 2018

1.2.4

Updated table briddle_crm_log

Oct 22, 2018

1.2.3

Updated table briddle_crm_log

Oct 22, 2018

1.2.2

Created table briddle_crm_log

Oct 22, 2018

1.2.1

Added events briddle.crm.pipelinestagechanged and briddle.crm.completed

Oct 20, 2018

1.2.0

Renamed and combined buttons, hidden and combined columns to improve usability on smartphones

Oct 20, 2018

1.1.9

Added events

Oct 20, 2018

1.1.8

Added support for sales pipeline/salesfunnel.

Oct 19, 2018

1.1.7

user_add_fields.php

Oct 19, 2018

1.1.6

Updated table briddle_crm_tasks

Oct 19, 2018

1.1.5

Updated table briddle_crm_tasks

Oct 19, 2018

1.1.4

Created table briddle_crm_pipeline

Oct 19, 2018

1.1.3

Fixed some validation bugs.

Oct 19, 2018

1.1.2

Removed confirm for postponing tasks and added create task button to RainLab.User plugin. Also added some missing translations.

Oct 19, 2018

1.1.1

Fixed spelling error

Oct 18, 2018

1.1.0

Cleanup

Oct 18, 2018

1.0.13

Created table briddle_crm_label_task

Oct 18, 2018

1.0.12

Created table briddle_crm_task_label

Oct 18, 2018

1.0.11

Updated table briddle_crm_tasks

Oct 18, 2018

1.0.10

Updated table briddle_crm_task_type

Oct 18, 2018

1.0.9

Updated table briddle_crm_tasks

Oct 18, 2018

1.0.8

Updated table briddle_crm_tasks

Oct 18, 2018

1.0.7

Updated table briddle_crm_tasks

Oct 18, 2018

1.0.6

Updated table briddle_crm_tasks

Oct 18, 2018

1.0.5

Updated table briddle_crm_tasks

Oct 18, 2018

1.0.4

Created table briddle_crm_task_type

Oct 18, 2018

1.0.3

Updated table briddle_crm_tasks

Oct 18, 2018

1.0.2

Created table briddle_crm_tasks

Oct 18, 2018

1.0.1

Initialize plugin.

Oct 18, 2018