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CRM E-mail - Customer Service Tool

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CRM E-mail integrates your email inbox with Magento and automatically loads emails
Compatible with:
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Overview

CRM E-mail - Customer Service Tool

Centralize your email inbox within Magento

When a customer sends an email to your Customer Service department, CRM E-mail automatically creates a ticket in Magento. This gives your Customer Service team easy access to the tickets requiring a response and their replies are sent directly to the customer via email.

The customer can respond directly to your Customer Service team’s reply, and their response will be added to the ticket.

Service tickets can be organized with status labels such as, “Waiting for customer response,” “Waiting for administrator response,” or, “Closed.”

CRM E-mail is compatible with POP and IMAP email servers.

CRM E-mail adapts easily to your organization

Every company has a different approach to customer service. CRM E-mail was developed to adapt to each individual business’s needs. You can define your own categories (departments), status tags, priorities, and administrators and create your own method for treating each new ticket according to your settings.

CRM E-mail is a singular solution to streamline your Customer Service department:

  • Automatically assigns service tickets to an employee for treatment
  • Streamlines communication by directing messages (email, contact form) to a central inbox within Magento
  • Enhances employee efficiency by including all information needed to respond to the customer (customer profile, orders, etc.) This feature prevents the loss off important details that can result from the transfer of information between several sources and inboxes.
  • Also includes a personalized tag management system to organize your tickets.

Provide high-quality customer support

CRM E-mail centralizes all important service ticket details on one page (customer information, past communications, order information, previous orders) so you do not have to navigate throughout Magento to find the information you need.

With one click, you have access to the customer’s order history, including payment and shipping status, as well as all written exchanges with the customer.

On top of this, CRM E-mail’s customizable auto-responses, account signatures, and WYSIWYG text editor allows you to provide efficient and high-quality customer support.

CRM E-mail is also compatible with our RMA and DEVIS extensions

Track your Customer Service staff’s progress and efficiency

You can track your staff’s progress with the built-in report system, organized by status code or administrator.

Features

    Configuration
  • Compatible with IMAP and POP (including SSL)
  • Supports multiple email accounts
  • Configurable ticket categories
  • Customizable auto-responses and signatures
  • Priority management
  • Status, administrator, category, and priority definition
  • Customizable email format
  • Integrated SPAM filter
    For the customer
  • Integrated contact form with criteria selection (category, priority)
  • Service ticket history available in customer profile
  • Management of attachments
    For the administrator
  • Tickets can be filtered by administrator, status, or tags
  • Easy to reassign tickets and send an auto-response email
  • Ticket list on customer account pages
  • WYSIWYG editor
  • Search page for tickets by customer name or order number
  • Customer account page provides overview of all related information (orders, quotes, RMA)
  • Management of attachments, easy to download and view
  • Customizable auto-responses
  • Customizable tag management
  • Download invoices and shipping receipts directly from the ticket

Need more information ?

Watch the video on youtube : CRM E-mail video

Download CRM E-mail User Manual

Go on our demo website : Boost My Shop Demo Website

Go on our website : Boost My Shop

Release Notes

Improve Your Customer Satisfaction & Save Money With CRM E-mail !

2015-08-13 08:39:41
  • Version number: 1.3.8
  • Stability: Stable
  • Compatibility: 1.4, 1.4.1.1, 1.4.2, 1.5, 1.6, 1.6.1, 1.6.2.0, 1.7, 1.8, 1.8.1, 1.9
Manage your e-mails easily on Magento !
Works with any email account
Flexible to fit your organization
Integrated spam shield
Centralize all customer information for an efficient Customer Service


Some releases :

USER INTERFACE :
New backoffice ticket answer interface
New Tag system to identify tickets easily
Auto refreshing Ticket grid

SECURITY :
Add front Captcha system
Improve anti spam Rules

TICKET INDENTIFICATION :
Add many Email routing rules
Auto detection of Order Numbers, Quote and RMA in ticket message
Native integration with Boostmyshop RMA and Quotation

PERFORMANCE :
Improve grid, email download and ticket edition performances
Safer and smarter management of big emails
Reduce database usage for the tickets and emails

COMPATIBILITY :
Multistore improvement (category and template translation by store)
Add NL translation

STABILITY :
Fix more that 100 bugs and improvements

CRM E-Mail for Magento is available

2015-06-26 14:17:09
  • Version number: 1.3.6
  • Stability: Stable
  • Compatibility: 1.4, 1.4.1.1, 1.4.2, 1.5, 1.6, 1.6.1, 1.6.2.0, 1.7, 1.7.0.0, 1.7.1.0, 1.8, 1.8.0.0, 1.8.1, 1.9, 1.9.0.0, 1.9.1.0, 1.9.2.0, 1.10, 1.11, 1.11.1, 1.12, 1.13, 1.13.1, 1.14

USER INTERFACE :
New backoffice ticket answer interface
New Tag system to identify tickets easily
Auto refreshing Ticket grid

SECURITY :
Add front Captcha system
Improve anti spam Rules

TICKET INDENTIFICATION :
Add many Email routing rules
Auto detection of Order Numbers, Quote and RMA in ticket message
Native integration with Boostmyshop RMA and Quotation

PERFORMANCE :
Improve grid, email download and ticket edition performances
Safer and smarter management of big emails
Reduce database usage for the tickets and emails

COMPATIBILITY :
Multistore improvement (category and template translation by store)
Add NL translation
Reviews

About the Developer

This extension was developed by and is supported by BoostMyShop

CRM E-mail - Customer Service Tool 5 5 2 2
Extremely Reliable/ Works as advertised | Highly Recommend It If you are looking for a CRM, this is it. Prior to this we tried the Helpdesk extension from another developer and we could never get it working. After that failure we went back to managing our customer service tickets using Outlook which was not scalable at all. I would say that one of the best features is that it groups all tickets from one customer. You are also able to import your historical emails (and the CRM extension will group those tickets the appropriate customers). We use a few other extensions from Boost My Shop -- these guys are the best. They will solve any issue that comes up and they really understand Magento. Their are a lot of agencies out there that claim to know Magento, I can say from experience that Olivier and his team at Boostmyshop really know their stuff, no bs. Ivan Rincon theorchidboutique.com Miami, FL July 18, 2013
Fast and Complete CRM extension. Our business finally found a CRM that handle perfectly our customers cares. Had few problems while installing but Technical Support helped me in few minutes to get everything well set. Nice product, Nice Solution. BoostMyShop+++ July 12, 2013
  • 2015-08-26T09:56:59.123-05:00
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  • co_hasreviews, tv_2, tr_2
  • loc_en_US, sid_17032, prod, sort_default
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Q&A
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