OroCRM Documentation

OroCRMBundle is the core bundle responsible for coordinating the interaction between OroPlatform and OroCRM features. It manages several critical integration tasks:

• Backward Compatibility: Provides installation migrations to maintain compatibility for OroCRM class namespaces.
• Translation Management: Enables OroPlatform translation management features for OroCRM translation packages.
• Lifecycle Management: Facilitates the deprecation and removal of obsolete features in new releases.

The OroCalendarCRMBridgeBundle is a bridge designed to integrate OroCalendarBundle features into OroCRM applications.

It provides two primary capabilities:

1. Activity Integration: It enables Calendar Events to appear as activities within the Activity stream for specific OroCRM entities: Contact, Case, Account, Lead, Opportunity, and B2bCustomer.
2. Contextual Event Creation: It allows users to create Calendar Events directly from the pages of these entities, automatically prefilling the event context with relevant entity information.

OroSalesBundle provides the core entities and UI required for sales representative activities within Oro applications. It introduces two primary entities:

1. Sales Leads: For managing potential customers.
2. Sales Opportunities: For managing active sales processes.

Administrators can enable or disable these sales functionalities via the system configuration UI.

OroContactUsBundle integrates a 'Contact Us' embedded form into Oro applications. It provides the following capabilities:

• Embedded Form: Adds a contact form using the EmbeddedFormBundle functionality.
• Configuration UI: Allows administrators to configure the available contact reasons that appear in the form.
• Request Management: Provides a user interface for administrators to view and manage customer requests collected through the form.

OroCRM is an open-source Client Relationship Management (CRM) application built on the Symfony framework and OroPlatform. It is designed to provide a 360° view of customers across multiple channels. Key features include:

• Sales Management: Organize sales pipelines and manage account/contact information.
• Customer Engagement: Communicate with customers and run marketing campaigns.
• Analytics: Track campaign performance and customer data.

The application is highly customizable and suitable for industries such as eCommerce, Retail, and Financial Services.

The OroTaskCRMBridgeBundle integrates task activities with specific CRM entities. It allows users to create Tasks directly from the view pages of various entities, ensuring that the task is created with the correct prefilled context (linking the task to the specific entity being viewed).

Supported entities include:

• Account
• Contact
• Sales Lead
• Sales Opportunity
• Sales B2BCustomer
• Case