My idea is:
Add sales automation functionality on top of current architecture so that Mautic can attract companies who need sales automation/CRM functionality (and be a reasonable substitute for Hubspot, ActiveCampaign etc).
Mautic has “stages”. A possible solution could be to:
implement a kanban board where each column represent a stage. (possibly using some open source project like this: https://github.com/atlassian/react-beautiful-dnd)
A “card” can be pulled between columns and the stage would be updated.
A stage “change” should be able to trigger an automation.
I think these groups of people would benefit from this idea:
Anyone looking for a viable CRM/Sales automation option for ActiveCampaign and Hubspot. Quite often Companies don’t want to mess with multiple tools (one CRM and one for Marketing automation) so it would be benefitial to have them both in the same tool.
Why I think they would benefit from this idea:
Marketing and Sales need to work together in most companies. The marketing funnel often end up in a sales contact and during the sales process, the representative need to continue to automate contact followup etc (sales automation). As I see it, Mautic has the architecture to be able to support sales automation with a few additional features.
(Note: at this point, stages are connected to people, which is probably just fine for now. At a later stage, a new entity for “deals” may be needed).
Any code or resources to support this idea:
Unfortunately not (except for the link to the DnD project above).
Are you willing to work on this idea?:
I would be happy to provide testing and functionality requests, but my programming skills are… well, let’s not go there .
What skills and resources do you need to explore this further?