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  1. bwp
    Member
    Posted 2 years ago #

    Hi Andy. I tripped over this plugin in a Google search. It seems quite promising. It seems very forms-driven, which may or may not suit our immediate needs. We are a charity and have "clients" who seek out our services, usually by phone or in person, and only sometimes by e-mail or web site contact form.

    So most of the data entry is done by the human checking voice mail or answering the phone. Does WP-CRM work for that "use case"?

    Also I wonder how this might integrate with client-side traditional CRM products, from Outlook to SugarCRM etc.?

    How do you handle offline functionality? Just the CSV importing from a temporary spreadsheet created by the user?

    Also, I see you're planning premium mailing modules -- does this imply that you would be LESS likely to support integration with other mail-oriented plugins?

    Please let me know, and thanks....

    http://wordpress.org/extend/plugins/wp-crm/

  2. bwp
    Member
    Posted 2 years ago #

    Oh, and is there any integration with calendaring or meeting scheduling or e-mail notifications?

  3. bwp
    Member
    Posted 2 years ago #

    3 months, and no answer at all unless, apparently, I'm willing to pay them first. Nice. And their own forums are similarly ignored. I understand that the paying customers get top priority, but how does one decide to become a customer if one can't find out anything about the product? Oh well, moving on.

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