This Customer Relationship Management plugin utilizes custom post types and taxonomies. Seeing that there are only a few CRM plugins and none of them were suitable for what we were looking for – simple, user friendly and easy to modify, we decided to create our own. We used mostly core WordPress functions to achieve simplicity and take advantage of WordPress’ awesome framework.
This plugin is only in beta stage and available as is; we haven’t added the ability to add/remove fields on the admin yet but it is easy for a developer to modify the plugin files to suit one’s needs.
- All of the features of a regular WordPress post/page.
- Attach files/images on a customer.
- Add company name, notes, birthday, gender.
- Add contact information.
- Export/Import customers
- Frontend View
- More flexible admin interface