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CRM Solutions (3 posts)

  1. nickandrea19
    Member
    Posted 1 year ago #

    Hi there,

    I have a client who needs a site to sell products and have people signup and pay for retreats. They will also need to be able to create accounts, in which they can see their orders and their retreat reservations.

    I need a secure CRM solution to store customer information, including secure payment information, that is easily managed by my client.

    Anybody know of any such solutions?

  2. Have you looked at the WooCommerce plugin?

  3. nickandrea19
    Member
    Posted 1 year ago #

    Hmm so I did check that out. It seems it doesn't work well with WP 3.5, at least not yet. Moreover, I didn't see any way to manage retreat signups.

    I need some kind of database management system that my client can manage for events and retreats. He should be able to generate reports from it. It might not even be WordPress based, just integrate with WordPress. Any ideas?

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