WordPress 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 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.

Download the CRM

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.