Posts tagged as:

plugin

CRM – What next?

by Rich on June 24, 2010

in CRM

We currently have several ideas of where to take this next: A contact form that auto adds details to the crm. User level and content viewing. Basically we allocate a user a level when they get an account. WordPress has 4 user levels – subscriber, editor, contributor and administrator. What I would like to do [...]

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Cregy CRM

by Rich on June 23, 2010

in CRM

Looks like we might be through the beta and shortly will be releasing the new version. It is substantially different to the first and will take getting used to. Some people will like it and some people won’t! But first a quick user guide. I’ll create a screenshot shortly to show it in action. 1. [...]

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Starting the Rebuild of the CRM

by Rich on April 21, 2010

in CRM,Wordpress

I am ready to start the rebuild of the CRM. It will take a new course of action. The first thing we will be doing is to change the way the user element of WordPress works. That’s to say we will be adding features. When the plugin is activated it will create new fields: Company [...]

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IntenseDebate

by Rich on April 1, 2010

in Wordpress

IntenseDebate has this as it’s strapline… Imagine better comments Intrigued I duly signed up. But for the minute that is as far as I got. I contacted tech support because I couldn’t get the plugin to work – I received an email the same day offering some solutions to try. (I wish I could get [...]

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WordPress CRM

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 [...]

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CRM

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 [...]

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Initial Download

by Rich on August 4, 2009

in CRM

The initial download is now available from CRM Basic Package. The crm will be available in three different options, basic, standard and premium. Currently we are asking for a donation for the standard package.

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WordPress CRM

by Rich on July 21, 2009

in CRM,Wordpress

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 [...]

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