Mjara CRM

Mjara CRM is a modern, lightweight, and fully extensible Customer Relationship Management solution designed for SMEs and startups. Manage leads, deals, contacts, and organizations in one unified interface.

Overview

Mjara CRM provides everything you need to manage customer relationships:

Lead Management - Capture and qualify potential customers
Deal Tracking - Manage sales opportunities through your pipeline
Contact Management - Organize customer and prospect information
Communication - Track emails, calls, and interactions
Automation - Streamline repetitive tasks

Why Mjara CRM?

Feature	Benefit
Open Source	No per-user fees, full customization
Lightweight	Fast, intuitive interface
Extensible	Built on Mjara Framework
Integrated	Works with Mjara ERP

Key Features

Lead Management

Capture and nurture potential customers:

Lead capture from multiple sources
Lead qualification workflow
Automatic lead assignment
Lead scoring and prioritization
Conversion to deals

Deal Management

Track opportunities through your sales pipeline:

Customizable deal stages
Deal value and probability
Expected close dates
Win/loss tracking
Pipeline visualization

All-in-One Interface

Everything on one page:

Activities and timeline
Comments and notes
Tasks and reminders
Email history
Call logs

Custom Views

Organize data your way:

View Type	Description
Custom Views	Filter, sort, and column combinations
Pinned Views	Quick access to important items
Public Views	Shared across team
Saved Views	Personal view presets

Communication

Track all interactions:

Email Integration - Send/receive from CRM
Email Templates - Faster communication
Comments - Internal collaboration
Notifications - @mentions and alerts
Call Logs - Phone call tracking

Automation

Streamline your workflow:

Assignment Rules - Auto-assign based on criteria
SLA Tracking - Response time monitoring
Tasks - Automated task creation
Notifications - Alert triggers

Sales Pipeline

Visualize your sales process:

Lead → Qualified → Proposal → Negotiation → Closed Won/Lost

Pipeline Stages

Stage	Description
New Lead	Initial contact
Qualified	Confirmed potential
Proposal Sent	Quotation delivered
Negotiation	Discussing terms
Closed Won	Deal successful
Closed Lost	Deal unsuccessful

Integrations

Meta (Facebook/Instagram)

Automatically import leads from:

Facebook Lead Ads
Instagram Lead Forms
All lead details captured

Twilio

Built-in phone integration:

Click-to-call
Call recording
Call logs

Communicate via WhatsApp:

Send messages from CRM
Receive and track replies
Message templates

Mjara ERP

Extend CRM capabilities:

Customer sync
Quotation creation
Invoice generation
Payment tracking

Organizations & Contacts

Organizations

Track companies and businesses:

Company details
Associated contacts
Related deals
Activity history

Contacts

Manage individual people:

Personal information
Organization link
Communication preferences
Interaction history

Reports & Analytics

Track sales performance:

Report	Metrics
Pipeline Report	Deals by stage
Conversion Rate	Lead to deal ratio
Sales Forecast	Expected revenue
Activity Report	Team activities
Won/Lost Analysis	Deal outcomes

CRM Workflow

Lead Lifecycle

Capture → Qualify → Nurture → Convert → Customer

Deal Lifecycle

Create → Stage Updates → Activities → Proposal → Negotiation → Close

Mjara CRM can be used standalone or integrated with Mjara ERP for complete business management.

Mobile Access

Access CRM on the go:

Responsive design
Mobile-friendly views
Quick actions
Notification support

Best Practices

Respond to leads within 24 hours
Keep deal stages updated
Log all customer interactions
Use templates for common emails
Review pipeline weekly
Set realistic close dates

Getting Started

Configure CRM settings
Set up lead sources
Create deal pipeline stages
Import existing contacts
Set up email integration
Configure assignment rules

Mjara CRM

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