opentaps CRM2 Plugin

Gain full visibility to all your customer and vendor communications across all your emails, discuss tasks around your orders, and create and manage tasks right in Magento - without implementing another CRM system.

opentaps CRM2 brings together all your company's communications and tasks as they happen, so your team could work smarter in a natural way. By synchronizing directly with Gmail, it archives all the incoming and outgoing communications of your company with vendors and customers. opentaps CRM2 then uses big data search technology to link your communications with your orders, so you and your team can have full visibility to your customer's interactions. You can also discuss customer issues, create, assign, and manage tasks, and upload and manage files.

This Magento extension embeds opentaps CRM2 right into your order screen, so there's no need for working with a separate CRM system. Everything happens as part of your Magento order admin. On any Sales Order view in the magento backend, an opentaps CRM2 widget will show up at the bottom of the page. This widget allows you to discuss the sales order with your team members and link all communications, including emails, with the order.

To configure the widget, sign up for an account at opentaps.com Login to opentaps CRM2, click on the configuration wheel in the upper right hand corner, and select "My Account" to see your client domain and auth token.