PrestaShop Account Manager | Sales Representative & Dealers | CRM

Assign dedicated account managers to specific customers for tailored service and improved relationship management, streamlining your business workflow and boosting customer satisfaction effectively.

Empower sales representatives with tools to manage their assigned customers efficiently, ensuring prompt responses, personalized service, and better engagement across all channels and touchpoints.

Enhance the customer journey by providing an option to select preferred managers during registration, making interactions smoother, more personal, and trust-based from the beginning.

Strengthen team accountability by setting individual sales goals and performance metrics for account managers, ensuring measurable contributions and increased sales productivity across departments.

Easily monitor and reassign customer-manager pairings from the admin panel as needed, keeping relationships agile and responsive to evolving customer needs and team capacities.

Automatically notify customers and managers when changes occur in their assignments, ensuring transparency and seamless communication between stakeholders at all times.

Provide account managers with real-time access to assigned customer profiles, order history, and messaging, allowing them to offer timely and personalized solutions.

Offer a full CRM-style interface that enhances how your team tracks leads, engages with customers, and records sales and communication activities systematically.

Use visual dashboards to assess manager performance by tracking customer engagement, order volume, and fulfillment efficiency over time for data-driven business decisions.

Ensure a consistent and multilingual user experience across global markets by supporting multi-language and multi-currency formats in all customer-facing features.

Admins can approve or reject customer-initiated manager change requests, maintaining operational control while giving customers flexibility and choice in their service relationships.

Equip managers with filtering tools to quickly segment customer data, orders, and interactions, improving response time and prioritization of high-value clients.

Strengthen customer confidence by displaying manager names, contact info, and photos directly in their account dashboard for a personal and trustworthy experience.

Implement automated email updates on assignment changes, inquiries, or ticket resolutions to maintain proactive communication and reduce support delays significantly.

Manage customer service more efficiently with a built-in ticketing system that organizes issues, assigns responsibility, and keeps communication transparent between customers and staff.

Assign individual sales managers to specific customers and track all communications and orders handled by each manager using centralized dashboards and filters.

Let customers choose their preferred sales representative at account creation to establish immediate trust and familiarity with your brand’s human side.

Admin dashboard provides a complete overview of customer-manager relationships, ticket statuses, and manager performance metrics to support proactive decision-making.

Sales targets can be defined per manager to motivate team members and track progress against business goals directly within the PrestaShop back office.

Managers get permission-based access to detailed customer information, including order history, preferences, messages, and more, based on their assigned customer base.

Customers can request manager changes with reasons, which admins can review and act upon, promoting flexibility without compromising administrative control.

Instant email notifications are sent to customers and managers during assignment, reassignment, or updates, ensuring all parties stay informed in real-time.

Smart filters let managers isolate customers based on last order, activity level, or communication history, improving their ability to prioritize daily actions.

Ticketing system allows customers to submit inquiries linked to their manager, ensuring prompt and relevant responses while keeping interactions organized.

Admins can define predefined responses to common customer questions, allowing managers to resolve frequent issues faster and with consistent messaging.

Full multilingual and multicurrency compatibility ensures a seamless experience for customers and managers across different regions, languages, and business currencies.

Orders placed by assigned customers are automatically attributed to their managers, allowing accurate commission tracking or performance evaluations.

Customers can view manager profiles from their account dashboard, including name, picture, and contact information, creating a strong personal connection.

Manager activity reports include order count, ticket closures, and customer response rates to help leadership identify high performers and training needs.

Registration form includes a dynamic manager selector dropdown so customers can choose based on names, photos, or region, adding personal agency to onboarding.

Customers feel more connected and valued when working consistently with a specific manager, leading to improved brand trust and longer-lasting customer relationships.

Sales managers become more efficient when focused on their own customer portfolio, driving better conversion rates and higher average order values.

Clear assignment and tracking reduce confusion over responsibilities, improving response times and enhancing customer satisfaction across support and sales channels.

Automated communications minimize manual work and ensure timely updates, which improves reliability and trust in your brand's responsiveness and professionalism.

Allowing customers to choose their account manager increases engagement and gives them control over their experience, boosting retention and loyalty.

Access to customer history helps managers offer more personalized service, increasing the chances of upselling and cross-selling opportunities.

Tracking sales targets per manager motivates individuals and helps leadership assess performance clearly, enabling merit-based incentives and career development.

Organized ticketing ensures all customer issues are logged, prioritized, and resolved systematically without losing track of any open case.

Manager profiles with contact details foster trust and transparency, reassuring customers that real people are handling their needs.

Multilingual and multicurrency support opens up your CRM system to international customers and ensures inclusivity for non-native speakers.

Customers requesting manager changes create more dynamic service relationships, helping ensure they always feel supported by someone aligned with their preferences.

Built-in filters help managers handle more customers efficiently by quickly segmenting and organizing their workload based on various criteria.

Admins can always monitor the quality of manager-customer interactions and reassign if needed, ensuring consistently high service standards.

Managers with CRM-like tools spend less time navigating the system and more time engaging meaningfully with customers.

Customers benefit from faster responses, more knowledgeable representatives, and a more tailored shopping experience that feels truly supported and attentive.

Download the module ZIP file from your account or source and ensure it is compatible with your PrestaShop version before proceeding with installation.

Log in to your PrestaShop back office using an administrator account to access the module upload functionality.

Navigate to Modules > Module Manager and click on the Upload a module button at the top right corner of the screen.

Drag and drop the ZIP file into the uploader or manually select the file from your computer to start the upload process.

Wait for the system to automatically extract and install the module; a success message will appear upon completion.

Go to Modules > Module Manager again and search for the installed module using its name or keywords.

Click the Configure button next to the module listing to access the module’s settings and start the configuration process.

Assign available managers to customers manually or enable customer self-selection during registration based on your business preference.

Customize notification templates, manager profile settings, permissions, and sales target rules as per your business requirements.

Test the module by registering a new customer and assigning a manager to ensure functionality is working correctly across front and back office.