Frequently asked questions
M2 CRM | Magento CRM Integration

All necessary data such as customer account information, product categories, product catalog and order information is automatically synchronized between Magento Store and Vtiger CRM System.
Yes. It is. It is easy to integrate this into any Magento versions.
Yes, it does. This extension can support all kinds of languages. However, you need to translate it into your wished languages by yourself. Our Dev team will support and guide you how to make it.
There are 2 syncing methods: “Auto Synching” and “Manual Syncing”
Yes, you can. You just need to select data that need to import or export, then click on “Start Syncing” button to synchronize data.
Yes, it is. There are 2 packages in this extension: one for magento 1, another for magento 2. You can choose the package suitable with your Magento.
You can always download the purchased items for life time as it still for sales status on the Cmsmart Marketplace. Please come to the Download section to immediately download the products right after payment.
However it is important to remember that when an item is removed from the Market sites, it will be removed from your Downloads page as well. We offer the download page as a convenience for buyers, but we can make no guarantees as to the ongoing availability of the files you have purchased.
Yes, you should know that PayPal supports including all major types of Credit cards. Visit PayPal for more information. So you still can pay via PayPal with your credit card or E-check. We also support Credit Card payment via and Skrill.
Yes. You can modify the product at your discretion for your own web-sites. However, you can’t resell or place the modified extensions (as whole) for downloads on your websites.
The downloadable link is always automatically sent to your payment email within 5 minutes after the payment is done. Please check your inbox, open your confirmation email and there is your own product download link. You can also check the Download menu in your Profile C-Panel on Cmsmart to see the download link
After you purchase our product successfully, you have 6 months to download and upgrade product
-Auto Renewal Payment: with this package, you 12 months to receive our support, download and upgrade FREE. But, after 12 months, you only pay a small recurring fee for each 12 months, you DON'T need to buy the product again.
- Standard Payment: You only pay ONCE for this payment, you will receive our support, download and upgrade free in 12 months. But after 12 months, if you want to upgrade, download or support, you HAVE to buy again.

In the age of E-Commerce and Omnichannel retail, merchants always focus on improving customer experience in both brick-and-mortar stores and Magento stores, which is considered as a competitive advantage. The mission requires coherence of store designs, advertising assets, websites, social networks with friendly interactions such as product showcase, checkout process, payments, order fulfillment, etc. However, the contribution from all these front-end features is accounted for only 50% of customer engagement. In order to provide an excellent customer experience, merchants need to find the remaining 50% from smooth back-end operation, which requires a powerful Magento CRM system to manage detailed database and execute the right activities to the right customers. 

Nowadays, customer behaviors are changing from searching about a wide range of retailers to engaging with the brands who give them good shopping experience. Therefore, customer lifetime value and customer retentions are crucial measurements for merchants. These factors can be improved by learning from insights such as: average number of orders, average order value, most recent order, etc. or some numbers about cart abandonment, order cancelation, etc.

A strong Magento CRM should tell merchants all these information that can be filtered by date, time period, store locations, products, customer IDs, or other segments. In additions, there are many other important features, which are related to sales and marketing management, for example:

  • Contacts management
  • Sales cycle management
  • Marketing automation configuration
  • Stores and websites reports / analytics
  • Social media channels management
  • Email marketing integration

And of course, one of the most important feature for a CRM system is to be integrated perfectly with Magento, as well as other sales and marketing systems.

A CRM system essentially provides a central place where businesses can store customer and prospect data, track customer interactions, and share this information with colleagues. It allows businesses to manage relationships with customers, helping the business to grow.

With a CRM system in place, every question, every service request, every preference and every past contact detail about every customer is instantly available, which means that every new interaction with them should always be personalised, relevant and up to date.

As well as tracking every phone call, email sent, meeting held and presentation delivered, CRM systems can also be used to add notes, schedule follow-ups and organise the next steps that need to be taken. This ensures that opportunities to close deals or grow customer accounts won’t be missed.

By understanding customers better, cross-selling and up-selling opportunities become clearer too, giving organisations a much better chance to win new business from existing customers.

A CRM system helps businesses keep customer contact details up to date, track every customer interaction, and manage customer accounts. It is designed to help businesses improve customer relationships and also Customer Lifetime Value (CLV). This is vital because of the vast amount of such data businesses generate daily.

The issue of customer data raises a challenge which CRM systems exist to address. Every time someone picks up the phone and talks to a customer, goes out to meet a new sales prospect, or follows up a promising lead, they learn something new and potentially valuable. Traditionally, all this data went into analogue or unconnected media such as notebooks or laptops, or even just stayed in people’s heads.

With no CRM...

These methods make it all too easy for details to get lost or forgotten, or for a meeting or phone conversation not to be followed up on as promised. Choosing which leads or prospects to focus on can be a matter of guesswork rather than a rigorous exercise based on fact. Worse still, if an individual holding access to key customer information were to leave, then all their knowledge could walk out of the door with them.

A CRM helps ensure accuracy and efficiency

A customer relationship management system aims to address challenges like these. It takes customer data and turns it into useful, actionable insight that can transform a business. It helps everyone in a business to easily update records and to get access to the latest information. If the system is cloud-based, they can do this wherever they are, on any connected device.


What is eCommerce CRM?

E-commerce CRM (ECRM for short) is a customer relationship management system designed specifically to help eCommerce businesses manage customer contact information, purchasing behavior, and other analytics data.

Does eCommerce need CRM?

Utilising a CRM for an eCommerce company can be incredibly powerful. As there is no face-to-face contact with customers a CRM strategy is a great way to keep in touch with customers, notifying them of relevant sales, personalized discount codes or loyalty bonuses.

What are the types of CRM?

There are three main types of CRM: Operational, Analytical, and Collaborative. Operational CRMs use sales, marketing, and service automation to streamline business growth. Analytical CRMs focus on gathering and analyzing customer data to improve their experience. Collaborative CRMs facilitate information sharing between various business units, such as the sales, marketing, technical and support teams.


Recently, we discovered how client loving working with us by their 5 star recommedation

Good Firm