Sales & Leads – work your prospects, book appointments, turn them into customers

About the Extension

Your sales team works where your customers and orders already are

Between “somebody enquired” and “somebody ordered” most shops keep a spreadsheet, a notepad, or a CRM that knows nothing about Shopware. That is exactly where prospects are lost: the callback is forgotten, the offer never followed up, and nobody can say why a deal did not happen.

Sales & Leads closes that gap inside the Shopware administration. A lead is a proper entity with its own number range, state machine and history – not a custom field on a customer. One click turns it into a real Shopware customer and a real order, with everything Shopware attaches to that: customer group, sales channel, prices, taxes, documents.

Why this plugin?

• No switching systems: call, note, offer, appointment, order – all in the administration your team already uses.
• Working, not searching: the panel builds a queue and walks your team through it lead by lead, from the keyboard, without leaving the list.
• Nothing falls through: every lead has a follow-up date; overdue ones are shown in red on the Shopware dashboard before anyone goes looking.
• Real Shopware building blocks: state machine, Flow Builder, mail templates, rules, ACL, import/export – none of it reinvented.
• Built to survive updates: runs on Shopware 6.6 and 6.7 without touching the core.

Working the queue

• Work panel: slides over the list with contact data, history and next step, and walks you through the selection with a progress indicator.
• Five outcomes per pass – reached, not reached, call again, send offer, not interested – each with the fields that outcome needs.
• Keyboard driven: 1–5 for the outcome, Ctrl+Enter to save and continue, Ctrl+arrow to skip. Somebody on the phone does not reach for the mouse.
• The queue lives in the URL: a reload, a closed tab or a different machine continues at the same position.
• The mail is already written: pick a template and the editor holds the finished letter with this lead’s data in it – “Dear Ms Gruber” instead of {{ lead.lastName }}. Editing it changes this one mail only; layout and footer stay untouched.
• Signature builder with 20 layouts: set it on the left, see it on the right. Font size and weight per role, free colours, portrait and logo from the media manager – or one finished image –, as many social profiles as you like with their own icons and freely named networks. The result is table markup that survives Outlook, VML fallback included so round pictures stay round there too. Everybody keeps their own signature; the shop's own one stands in for whoever has none.
• Click to dial via tel: or your own dial scheme.

Signatures nobody has to hand-build

• 20 ready layouts from a classic portrait to a business card – set it on the left, see the result on the right straight away.
• Everything adjustable: font size and weight per role (name, position, contact details, wordmark, secondary text), colours, portrait and logo from the media manager – or one finished image –, as many social profiles as you like with their own icons and freely named networks.
• Built to survive Outlook: table layout, inline styles, fixed image dimensions – and a VML fallback so round pictures stay round where there is no border-radius.
• Per person, with a fallback: everybody has their own signature; whoever has none gets the shop's. Without either, the templates keep signing with the shop name.
• Preview inside a real mail: one click shows the signature under a letter on a grey background – the way the recipient sees it.

Appointments that land in the right calendar

• Slots from real working hours: maintained per employee, with absences, a buffer around appointments and an earliest bookable time.
• Microsoft 365 / Outlook (optional): busy times come from the employee’s calendar, the appointment is created there, the prospect gets the invitation – optionally as a Teams meeting with a join link.
• Just as usable without Outlook: the working hours kept in the plugin apply, and the confirmation goes out through the Shopware mailer with a calendar file attached.
• Its own calendar menu item with a day and week view of your appointments.
• Reminder before the appointment with a configurable lead time – off by default, so nobody receives a second mail they did not ask for.
• Cancelling cleans up: the Outlook event is deleted and the prospect receives a cancellation that removes the entry from their calendar too.
• The invitation has a template of its own – per project: without Outlook it is the mail, with Outlook its text becomes the body of the calendar entry Microsoft sends. A trailer appointment may read differently from a spare-parts one.

From prospect to order

• One click to a Shopware customer: salutation, address, customer group, sales channel and language are carried over, and the customer is a full Shopware customer immediately.
• Cart right in the panel: search products, adjust quantity and price, create the order – without leaving the panel.
• Payment request for the created order, with a deadline and an automatic reminder.
• Orders stay visible on the lead, including payment status – also for orders created through Shopware’s own order creation.

Seeing where things stand

• On the Shopware dashboard: overdue and today’s follow-ups, the next appointments and your own goal progress.
• Analytics: state distribution, conversion rate, average days to close, revenue from lead orders, performance per employee, loss reasons – filterable by period and sales channel.
• Monthly goals per employee for leads, conversions and revenue, with progress bars.
• Log: every mail, every Outlook call, every automatic run with time, user and reason – plus the appointment reminders still due.
• Loss reasons as a list instead of free text, so “why do we lose” becomes a question with an answer.

Figures that show the development

• A statistics page of its own – also reachable straight from the Shopware dashboard – with intake, conversions and the orders and revenue that came out of leads, as daily curves. Period selectable from two weeks up to a year.
• Development per state: a daily snapshot records how the pipeline stood. It is the only way to say later whether the stock of open offers is growing or shrinking – a lead itself only ever knows its state today.
• Sales team overview: everybody allowed to work leads, with leads worked, conversions, revenue, appointments and the progress against their monthly goal.

Keeping the pipeline tidy

• Projects group leads across the list, with their own mail templates per project.
• States and priorities are yours: rename them, add new ones, remove what you do not need – no release required.
• Merge duplicates including history, appointments, orders and tags.
• A "Sales" tab on the customer: whether they are being worked right now, who is responsible, every lead record of theirs and the orders that came out of leads – on the customer page itself.
• Business card import from a .vcf file; known addresses are skipped rather than quietly merged.
• Import and export through Shopware's own import/export: "Leads" is an object type of its own there, and a ready-made profile is created on installation. 35 columns from company to project; only company, email and phone are required, everything else is present but optional. Duplicates are recognised by email address and updated instead of created twice; rows missing a required value land in the error file with the reason, the rest imports normally.
• GDPR access request under Art. 15 at the press of a button: everything about one email address as a file.

Leads that appear on their own – if you want them to

• From the contact form, newsletter sign-up, guest order and orders by existing customers.
• All four are off by default. A plugin should not start collecting personal data just because it was installed.
• Retention for closed leads is configurable – anonymise or delete.

Permissions and teamwork

• Fine-grained permissions: view, create, edit, delete – plus one privilege per view (calendar, sales team, statistics, analytics, states & reasons, data subject request, log). Without it the menu entry is not there at all. On top of that: working the queue, converting, creating orders, managing projects, maintaining monthly goals and other people's working hours, importing business cards, and managing settings.
• Ownership per lead, with an internal notification to selected colleagues using its own mail template.
• Configurable per sales channel, including a dedicated customer group for newly created customers.