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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