How can we improve the WP-CRM plugin?

Sales Funnel Integration with Online / Offline / Smartphone Auto Synchronization

Enables more effective & efficient prospect/customer management through the sales process. Prompts and perhaps even automate some targeting / reminder tasks as well as provide instant status feedback by prospect, product / service, individual and overall plan progress as compared to budget, execution and historical metrics. A very "LITE" simple and easier to use version of programs like SugarCRM or Salesforce.

151 votes
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    CostcoRecommendedCostcoRecommended shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    9 comments

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      • MariaAdminMaria (Admin, Usability Dynamics, Inc.) commented  ·   ·  Flag as inappropriate

        We need detailed specification for each feature which should be added. This idea is rather vague and very open-ended with a lot of requested options. So if you can write more particular request it will be easier to understand what should be added and estimate the work.

      • JezzerisinJezzerisin commented  ·   ·  Flag as inappropriate

        Maria, the NOTES functionality is exactly what I can't find!
        I knew I saw it, is it possible to turn it off, or maybe some javascript is hiding it?
        Any advice would be gladly appreciated!

      • JezzerisinJezzerisin commented  ·   ·  Flag as inappropriate

        We'll I'd certainly like a quote!
        However I think it's also fair to mention that I think it could prove to be a very popular plug-in with 151 votes!

      • JezzerisinJezzerisin commented  ·   ·  Flag as inappropriate

        I'm interested in using your CRM as a small "sales" tool - prior to users full registering on our website. We have a sales team that need to make contacts, with all the usual information.
        They then need to make contact notes, with dates and times that can be seen at a glance and finally they would need to be able to change the status of their prospects in the sales flow from cold to hot prospects.
        It would be good to visualise number in each catagoy
        I can do lots of the things suggested, but I can't find out how to make a note keeping system?
        thanks

      • MariaAdminMaria (Admin, Usability Dynamics, Inc.) commented  ·   ·  Flag as inappropriate

        Hello,Anonymous.

        Please provide more details for your request. Describe each options which should be added, especially about the automated targeting and instant status feedback. Ideally we need specific workflows you'd like.

        Regards.

      • JezzerisinJezzerisin commented  ·   ·  Flag as inappropriate

        This is EXACTLY what I'm looking for, have you implemented this, what would it cost to build if you haven't yet done this please?

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