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OroCRM bundles provide customer relationship management features on top of OroPlatform. They live in the oroinc/crm GitHub repository.

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All CRM Bundles

ActivityContactBundle

Tracks customer contact attempts (calls, emails) and calculates contact statistics per entity.

AnalyticsBundle

RFM analytics framework with configurable metrics, score intervals, and recalculation commands.

ChannelBundle

Channel entity representing customer data sources; defines channel types, features, and lifetime sales value.

SalesBundle

Sales leads and opportunities entities with UI management and customer association support.

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Bundle Details

OroActivityContactBundle enables tracking of customer contact attempts in OroCRM. It registers activities (calls and emails) as contact activities, computes contact statistics (incoming/outgoing counts, last contact dates), and displays the results in the Record Activities block.Key capabilities:
  • Register any activity type as a contact activity via a tagged DirectionProviderInterface service
  • Track incoming vs. outgoing activity direction
  • Automatically recalculate statistics via the oro:activity-contact:recalculate command
  • Stored statistics are exposed as regular custom fields usable in reports and segments
OroAnalyticsBundle provides an analytical metrics framework for Oro applications, with a built-in implementation of RFM (Recency, Frequency, Monetary) customer segmentation.Key capabilities:
  • Configure RFM score intervals per sales channel
  • View RFM metrics on account and customer pages
  • Build reports and segments based on RFM scores
  • Extend with custom metric builders via AnalyticsBuilderInterface
  • Recalculate metrics using the oro:cron:analytic:calculate cron command
OroChannelBundle introduces the Channel entity representing the source of customer data. Developers define channel types and their associated features in channels.yml configuration files. Admin users create and manage channels through the UI.Key capabilities:
  • Define channel types with associated entities and integration types
  • Control navigation item visibility per channel
  • Track lifetime sales value per customer and channel
  • Access lifetime data via the oro_channel.provider.lifetime.amount_provider service and oro_channel_account_lifetime Twig function
OroSalesBundle adds sales Lead and Opportunity entities to Oro applications, enabling sales representative workflows. Back-office administrators can enable or disable the functionality via system configuration.Key capabilities:
  • Manage leads and opportunities with full CRUD UI
  • Associate leads and opportunities with any customer entity type
  • Customize the customer icon via CustomerIconProviderInterface
  • Extend customer associations using the CustomerExtension migration extension

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