How to turn Umbraco into a CRM

umbraco

Every business should have a Customer Relationship Management system (CRM) to help with the organisation of the companies relationships and interactions with customers.

The guys over at GrowCreate have developed a fantastic add-on package for Umbraco, that creates a fully fledged CRM system within the back-office. Perfect for tracking business opportunities and helps teams collaborate with timelines and tasks.


The main features include:

  • Opportunities board
  • Task list
  • Organisations book
  • Contacts book
  • Custom properties
  • Customisable workflow
  • Integration helpers and events

For a full list of features, licensing information and the download link please see the release page.

Installation Guide

  1.  Login to your umbraco admin dashboard at yourdomain.co.uk/umbraco.
  2. pipelinecrm-1

  3. Click the Developer icon in the left hand side menu, click Packages and select the Umbraco package repository.
  4. pipelinecrm-2

  5. In the search bar type CRM, PipeLine CRM should be the only result, Click the P icon.
  6. pipelinecrm-3

  7. Click the orange Install Package Button, agree to the install buy clicking OK.
  8. Accept the license the and click the green install package button.
  9. pipelinecrm-4

  10. The Umbraco page will refresh and you will have an option to view the installed package.
  11. pipelinecrm-5

  12. That’s it, you now have a fully fledged CRM within your Umbraco back-office. Get adding your clients and notes.
  13. pipelinecrm-6

As always if you have any issues with the installation, have questions or comments then please let us know below.


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