Client Relations Management (CRM)

[bkbiz (BK)]

Hello, Trytonites,

Apologies - my search didn’t come up with much about CRMs. I am hoping to create a CRM for my Real Estate business, and also for my Music business.

CRM stands for Client Relations Management.

The main advertising page for Tryton (Home Page) shows CRM as a feature, but I’m having trouble finding out more. Can someone show me how to get started with that?

Any help is much appreciated. Thank you!

[ced (Cédric Krier)]

Well CRM is kind of undetermined beast. Tryton has some tools that you can link to CRM:

• Contact book with the party module
• Relation between parties with the party_relationship module
• Leads and opportunities with the sale_opportunity module
• Customer complaint with the sale_complaint module
• Notification with the notification module

Of course it covers only a subset of all the features that could be under CRM.
There are already new modules coming that will complete the list:

• Marketing email
• Marketing Automation
• Party Related Activities
• Convert opportunity to multiple modules
• Sale Opportunity Contact Blueprint

[bkbiz (BK)]

Thank you for your reply, Ced. I’ll investigate these modules and see what I can figure out.

I think there must be many people who might want the same functionality that I do.

[fmorato (Felipe Morato)]

@bkbiz

I think there must be many people who might want the same functionality that I do.

The new modules are adding important features.

Indeed some more crm functionalities might good, such as scheduling to contact a client.

The Tryton community is often expanding the feature set available, as you can see from ced’s reply, many new modules regarding CRM will be published soon. You can suggest what features are missing for your use case.

[bkbiz (BK)]

You people are awesome. Thank you so much!