All the features of our CRM suite

Optimize your business with all the features of our Djaboo CRM suite. Develop your turnover by selling more and better thanks to our sales tools. Save time on your invoices and payments with our invoicing module. Simply manage your cash flow for effective financial management. Boost your marketing strategy by generating leads and engaging your prospects and customers. And so much more.

Sales

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Map view

Visualize your clients on a map to make it easier to organize your appointments.

MAKE AN APPOINTMENT

Simply send an appointment link to your calendar.

Advanced segments

Create dynamic multi-criteria segments to finely target your prospecting campaigns.

Product catalogue

Easily create your catalog of products and services, as well as your sales prices.

Contact enrichment

Boost your customer knowledge with enriched data (email, telephone, photo, LinkedIn link, etc.).

SIRENE Directory

Enrich your customer files with legal and financial information live from the SIRENE database.

Reporting

Track key business metrics and make strategic decisions with our reports.

Dashboard

Evaluate and improve your organization's performance in real time.

Custom Fields / SmartTags

Create your own criteria to even better qualify and segment your customer file.

Shared calendar

Connect your calendars and work more effectively as a team.

Task management

Create and share tasks within your team so you don't forget anything.

Advanced privilege management

Precisely control access rights for your employees or groups of employees.

Opportunity management

Dynamically manage, automate and monitor your prospecting with the pipeline view.

Creation of personalized quotes

Create and send personalized business proposals.

Document Creation

Commercial proposals, contracts, agreements, mission letters... Create all types of documents in your image.

Electronic signature

Accelerate and secure the validation of your offers.

Zapier integration

Easily collect your leads from most lead generation applications on the market.

WordPress plugin

Easily integrate a Djaboo contact form into your WordPress site.

Telephony integration

Connect Twillio to Djaboo to access a full web service natively connected to your CRM.

Powerful API

Easily access your data and connect Djaboo to your favorite tools.

Email & SMS Marketing Campaigns

Create attractive, personalized and responsive campaigns in just a few clicks.

Forms, landing pages and surveys

Generate leads from your website.

Management of marketing sources

Carefully monitor the performance of your different marketing channels.

My account

Give your customers access to an interface for viewing their documents.

Document tracking

Track the actions of your prospects, and contact them at the best time.

Mobile app

Take your CRM everywhere with you thanks to our application available for iOS and Android.

Email Synchronization

Connect your email box and find your exchanges (and those of your team) for each contact.

Activity monitoring

Manage the activities of your sales team: appointments, calls, tasks, etc.

Data import/export

Easily import and export your data from an Excel or csv file.

File management

Benefit from dedicated storage space for each of your customers.

Telephony integration

Connect Twillio to Djaboo to access a full web service natively connected to your CRM.

Powerful API

Easily access your data and connect Djaboo to your favorite tools.

Invoices

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Creation of all types of documents

Manage your invoicing with purchase orders, delivery notes and proforma invoices.

Transform quotes into invoices in one click

Save time, invoice better and faster!

Automatic restart

Set up email reminder plans for your invoices and quotes.

SIRENE Directory

Enrich your customer files with legal and financial information live from the SIRENE database.

Accounting journals

Prepare your various accounting journals.

Customization of the chart of accounts

Adapt the chart of accounts to your business (or leave it to your accountant).

SEPA export

Download your SEPA files for your customer invoices and your supplier invoices.

FEC export

Export your accounting entries in FEC (Accounting Entries File) format.

Multi-currency

Prepare your sales and purchase documents in any currency.

Multi-languages

Prepare your sales and purchase documents in any language.

Promotion management

Apply your promotional operations to your products and services.

Management of shipping and packaging costs

Manage your carriers and their prices as well as your packaging costs.

Product catalogue

Easily create your catalog of products and services, as well as your sales prices.

Subscriptions

Create recurring invoices simply and quickly.

Purchases and margins

Simply manage your expenses and monitor your margin in real time.

Public payment page

Give your customers the opportunity to view and pay their invoices online.

Asset management

For simple and clean invoicing, create credit notes in one click.

Reminder by mail

Send your reminders by mail directly from Djaboo.

E-commerce connection

Connect your e-commerce site to Djaboo to automate the creation of your documents.

Traceability of actions

View all actions taken by your colleagues on sales and purchasing documents.

Accountant access

Give free Djaboo access to your accountant for the management and verification of your invoicing.

Treasury

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Real-time banking synchronization

Consolidate all your bank accounts onto a single, clear interface.

Analytical monitoring of cash flow

View your cash flow graphically or in your summary table by category.

Uploading supporting documents for transactions

Facilitate exchanges with your accountant by adding proof to each transaction.

Data export

Export your cash flow data in 1 click to complete your tracking files.

Marketing

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Personalized Email & SMS campaigns

Personalize each of your messages using variables (first name, company, etc.)

Simple and intuitive editor

Drag and drop blocks, easily configure your colors, typographies and different styles.

Responsive management

Obtain optimized display of your emails on all devices (computer, mobile, tablet).

Email scheduling

Plan your campaigns in advance to communicate at the right time.

Advanced targeting

Send your campaigns to the right people using contact segmentation.

Forms, landing pages and surveys

Collect qualified contacts to feed and enrich your database.

Predefined templates

Find dozens of email templates, landing pages and forms to inspire you and save time.

Synchronization with Djaboo Sale

Find the main data from your CRM, enrich it and benefit from a global vision of interactions.

Marketing Automation

Create automated scenarios to target contacts at key moments in their user journey.

A/B testing and multivariate testing

Optimize the results of your campaigns thanks to A/B tests on the subjects or content of your emails.

Reports and statistics

Analyze the performance of your campaigns and identify areas for improvement.

Deliverability reports

Analyze the deliverability performance of your campaigns by domain.