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Is there a simple open source CRM for contact tracking?
Good afternoon!
I read toaster, but I did not find the answer to my question. I have a sluggish process associated with one online store. The process is to search the Internet for potential partners, send them a letter, wait for a response, enter into a dialogue.
The main problem is that when I look for potential companies on the Internet, I need to check whether I have already written to them and what the results were. Now I'm just looking at the outbox folder - I wrote before or not.
That is, you need a system to deploy on your server, in which 2-3 people can work. Process
1. Enter the name of the company, website, get a response if there has already been correspondence with it
2. Have a field for storing the text of the sent letter
3. Have fields for storing answers
4. Have search functions
5. Have a status field - forget, continue communication, etc.
vTiger, ShugarCRM - very difficult solutions, you need something as simple as possible.
Advise, huh?
PS: In the comments on CRM topics, I saw a lot of online or cloud CRM offers. Please do not advise them - I strictly adhere to the approach of deploying systems on my server.
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If I were you, I would take WordPress + bbPress + ACF and put together what I need.
Code in this case will need a minimum. But you need to know php + WordPress API.
We can help in this matter, because. We are writing this for ourselves right now.
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