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WordPress CRM / Reporting ideas? (2 posts)

  1. gary
    Member
    Posted 2 years ago #

    Good morning, I have been looking for weeks to find a suitable simply WordPress CRM tool, does anyone know of any or indeed any separate plugins that will allow me to build a site myself?

    I have 10 users who would have to login to a homepage, they could then add client data which would be stored in a database against their name. I would then like to be able to report on this data daily to check business levels. This would be collated data from all 10 users that would show business levels.

    I am unsure if WordPress is really the tool for this, I cant find any plugins or themes that offer this type of website, particularly the reporting side which is most important.

    Any advice much appreciated.

  2. TCBarrett
    Member
    Posted 2 years ago #

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