I am working on developing a referral based site where any visitor can select from various categories of professional partners and view a short profile of the services they offer. Once the user makes a selection of the professional they wish to use they can click on a button, fill out a form and a unique coupon code will be generated and emailed to them for use with that selected professional. Each code needs to be unique and trackable. It would be highly desirable if the form could populate or integrate with a CRM system or, at the very least, export out as a CSV or similar file type.
I have yet to find a plugin or theme which offers this functionality or something that could be customized to do this. The closest I’ve come to what I’m thinking of is the AgentPress child theme using StudioPress’s Genesis framework. Any ideas on how I could accomplish the above would be most helpful.
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