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Vladimir Mikhalik2014-11-11 11:25:59
CRM
Vladimir Mikhalik, 2014-11-11 11:25:59

How to organize CRM on Wordpress?

It so happened that I am running a corporate portal within the local network on wordpress, and a request was received from the management to create a small CRM system based on the portal.
Requirements of the "customer" to the system are minimal:

  • entering data about customers and their requests;
  • fixing the time of conclusion of contracts;
  • fixing the stages of connection to information systems;
  • viewing and editing the entered data;
  • uploading data for the purpose of analysis and reporting.

Searching for the "CRM" tag in the wordpress plugins directory was not successful, as the solutions found do not meet the requirements.
I tried to implement it using the Ninja forms contact form plugin, but it does not have the ability to view and edit the entered data, only export.
Has anyone encountered a similar problem or knows alternative solutions?
I will be grateful for any help.

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2 answer(s)
A
Alexander Sydorenko, 2014-11-11
@vladiq88

And did you watch it? https://wordpress.org/plugins/wp-crm/
How about https://wordpress.org/plugins/tags/crm ?
And nothing worked? Then maybe this Wordpress under CRM can cut it, since it’s not for this? and write (take) a suitable tool?
www.sugarcrm.com
www.opencrx.org

W
WordPress WooCommerce, 2015-04-03
@maxxannik

This is how we did systemo.biz/casepress

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