WordPress CRM is a simple customer management tool. It allows businesses who have a wordpress powered website to use the admin area to manage their clients, suppliers and opportunities. In this first release it has a two-fold role:
1. Act as a contact manager
2. Act as a reminder tool
After entering your client’s details you can then add a note and categorise that note (telephone, email, letter, visit) or add a reminder note. The reminder note will send an email to the blog administrator.
Over time the notes will grow to provide a relational reference.
The plugin will be released shortly on a GPL shortly but I firstly need to honour my commitment to my sponsors and give them first use. This will be true of future releases.
Future Development
My intention when I started developing this plugin was to provide a resource for small businesses and also to help my manage the hosting side of my business. In future developments this will start to evolve into a full customer relational tool.
And so our progress over time will be:
- Sort by client, supplier, opportunity
- Weighting of opportunities to allow chasing more productive sales
- Export of email addresses
- Email templates
- Emails sending to allow invoicing, reminders, etc
- Product management
- Accounting
I am sure that other elements will creep in but in terms of my own business my intention is to be able to set a date alongside a client. On arrival an invoice will be sent to both the client and myself asking them to pay hosting charges. Product management will allow me to set-up different values of cost.
Please feel free to join the debate on future developments.
It is the only one I’m aware of. The difficulty is creating something useful and manageable.