OroCRM is a highly flexible open source CRM that can and should be custom-tailored to meet the specific needs of your business. Our belief is that the software should yield to business needs and adapt to the way you handle your business — so all sales, marketing, support, and administrative activities appear familiar, convenient and as a result, efficient.
With OroCRM you can easily store and process all kinds of customer data; record and analyze your customer interactions; and manage your sales from a prospect to a close deal. OroCRM also possesses comprehensive marketing and support capabilities, and our extensive Magento integration provides unprecedented eCommerce CRM experience. Convenient user interface of OroCRM will ensure that all necessary details are always at hand when they are required.
This guide will provide you with the detailed overview of all capabilities, tools, and functions of OroCRM. It is divided in sections that gradually explain the system from the very basics of setting up a user profile and generic data management tasks to more advanced CRM concepts such as Contact and Account management and then further into specialized areas of handling sales, marketing, and support-specific duties. The final part of this guide is dedicated to system administration and configuration.
If you are reading it for the first time, we recommend that you begin with :ref:`Getting Started section <user-guide-getting-started>`, and then continue to :ref:`Data Management Basics <user-guide-data-management-basics>`. The :ref:`OroCRM Users and Their Benefits <oro-benefits>` page will help you find out which sections of this guide are most relevant for your work duties.
:doc:`/user_guide/sales_index`
:doc:`/user_guide/productivity_tools`
:doc:`/user_guide/activities_overview`
- :doc:`/user_guide/activities_send_email`
- :doc:`/user_guide/activities_log_call`
- :doc:`/user_guide/activities_add_assign_tasks`
- :doc:`/user_guide/activities_add_assign_calendar_events`
- :doc:`/user_guide/activities_add_note`
- :doc:`/user_guide/activities_create_contact_request`
- :doc:`/user_guide/activities_add_comment`
- :doc:`/user_guide/activities_add_attachment`
:doc:`/user_guide/workflow_management`
:doc:`/user_guide/admin_index`
:doc:`/user_guide/system_config`
:doc:`/user_guide/user_management_index`
- :doc:`/user_guide/user_management_overview`
- :doc:`/user_guide/user_management_users`
- :doc:`/user_guide/user_management_roles`
- :doc:`/user_guide/user_management_bu`
- :doc:`/user_guide/user_management_organization`
- :doc:`/user_guide/multiple_organizations_support`
- :doc:`/user_guide/user_management_groups`
:doc:`/user_guide/integrations_index`
- :doc:`/user_guide/integrations_overview`
- :doc:`/user_guide/google_single_sign_on`
- :doc:`/user_guide/magento_channel_integration`
- :doc:`/user_guide/ldap_integration`
- :doc:`/user_guide/mailchimp_integration`
- :doc:`/user_guide/dotmailer_integration`
- :doc:`/user_guide/ms_exchange_integration`
- :doc:`/user_guide/outlook_sync`
- :doc:`/user_guide/embedded_forms`
- :doc:`/user_guide/hangouts`
.. toctree::
:hidden:
intro
data_management
business_intelligence
common_features
sales_index
marketing_index
support_index
productivity_tools
admin_index
glossary