I am in the process of creating a feasibility reports based around our impending upgrade from Magento 1 to Magento 2 Open Source.
One of my tasks is to find suitable CRM and B2B solutions in addition to the upgrade.
I understand that Magento Commerce now includes B2B (not sure about CRM) and I am trying to figure the best way forward (bearing in the mind the price differences).
If any independent users of 'bolt on' CRM and B2B can offer advice, this would go a long way in helping me move forward.
A very big thank you in advance
I think CRM module for Magento 2 offered by Webkul will be helpful for you. With the help of this module, you can efficiently manage your lead and further convert them into opportunity.
Some features of Magento 2 CRM are:
Hi. We've recently faced a similar issue. Eventually, we chose Planfix as our main CRM. So, I hope this helps somebody here. Let's keep this thread updated.
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I see it's been a while, but I wanted to chime in. Finding the right CRM and B2B solutions can be challenging, but I'm sure you'll find some great options. As you mentioned, Magento Commerce does include B2B functionality, but if you're looking for additional options, plenty of third-party solutions are also available. I suggest checking out the Planfix work management system, which has everything you're looking for. Best of luck with your upgrade and finding the perfect solutions for your business!