Hi All
I have added a new function to the CRM plugin – a contact form. This is probably the last update I will do for a time because of the cost of developing this further. I am hoping to find a client who will sponsor taking the project forward. As soon as I can I [...]
by Rich on November 3, 2009
in CRM
On installation navigate to settings – crm. You will then be asked whether you require the plugin to be at top level or not. If you choose top level a link will be placed below settings.
This first image shows the initial image page you will be shown.
From the image you can see the link to [...]
by Rich on November 3, 2009
in CRM
Customer relationship management (CRM) consists of the processes a company uses to track and organize its contacts with its current and prospective customers. CRM software is used to support these processes; information about customers and customer interactions can be entered, stored and accessed by employees in different company departments. Typical CRM goals are to improve [...]
by Rich on July 26, 2009
in CRM
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 [...]
I have finally got around to updating and developing the Wordpress CRM that was released a while ago. It is a much simpler affair with reduced capabilities but which might grow with time.
You might be thinking, “Why?” Many of my clients have websites built using Wordpress and to give them a full blown crm would [...]