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 add a contact, with a search function below that, a complete list of all your contacts and finally at the bottom the ability to add a contact. Alongside the ‘Add a Contact’ link is the link to the reminder list and at the end of each contact line is a further link to add notes relating to each contact. See below for further screenshots.
Select/edit a Contact:
Notes View:
Showing the calendar function in notes:
Showing the keyword selection in notes:
Reminders:
Reminders with date function showing:
If you want to test run the plugin I have set a site up but you will need to email me for the login details. I can be contacted on lists at cregy dot com.
The plugin has been upgraded and additional elements are now available:
1. Additional Contact Information
You can now add additional client info for companies.
2. Sort by Client, Supplier, Opportunity
3. When using opportunity, additional field created called sales ranking.
4. When sorting by opportunity sales ranking is now displayed.
{ 15 comments… read them below or add one }
I see from the examples that it stores information, but (at least this page) isn’t very clear about how it handles other CRM functions: Does it create a prospect (data capture) form for the WP site? How does it handle the contacting of clients? Does it bulk email? Does it individual email? Handle attachments? Does it track where prospects are in the sales pipeline?
Thanks,
Lance
I’m interested in using your plugin for WordPress to capture potential clients, but I can’t figure out how to integrate a form that website visitors fill out with your application. I want the data in the form to automatically update your database. Any ideas?
great idea and potentially quite useful. if you could add the monetary value of each opportunity and its probability – 10% for first contact, 50% at quote stage, etc – then this tool can also manage a sales pipeline, not only the contacts. in my view, small enhancement – big impact.
Does this plugin integrate with any mailing software to allow one to send emails to either individuals, groups or all contacts on the list?
It would be very useful if it could?
There is also other code that allows for mailing list integration at registration. It would be good if any users subscribing to the blog were given the option to add themselves to WP-CRM.
Thanks.
… perhaps also to give different levels of access/permissions to different WP-users, e.g. edit to admin and editor, read only to users.
Hello,
Nice work. I just wanted to ask if the plugin shows which user added the note?
Thank you,
Marcin
I had an error a “invalid header”, any help?
Can you have a client added via a script? Say from a contact form?
Great job, really liked the plugin. I wonder if there is a way to export customer data.
Is it possible to intigrate the CRM tool behind my public website in such a way that my employees can log in to it from home or any other place and we can use it as an CRM/intranet?
Great effort but it really does need one or two things to make it a great CRM.
- Send emails -essential
- Email templates – desired
Of course there are other things that would be nice but the ability to send emails and retain the information you have sent is a real winner. I currently use Zoho CRM but it is complex and built to fill every requirement.
Once again, thank you and well done
Cregy,
I have installed and gone to CRM in Settings. When I select yes for “Give CRM its own top-level menu item?”, and go to update, I get this error. “Error! Options page not found.”
Any Ideas?
Great application however, is there a way to import clients and such from excel or csv?
what is the short code for creating the form?
It is < then ! followed by --add-contact-- and then finished with the >