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  • Is there one WP plugin that will run my whole business!?
    There are three main areas
    -Sales back-end for managing prospects (Think Salesforce)
    -CRM database on the website. (this is the tricky bit – customers sign-up, have their own mini site where they can edit their profile- but also my 100’s of consultants can monitor the 1000’s of customers, interact with them, sell them things, provide them with advice. The Consultants also need to be able to access their bookings in a diary, and keep their own timesheets on the Diary system too. Finally we need for the bosses to have a dashboard overview of all of this!
    – Accounting package that tracks the consultant time, and the clients purchases, and with all of this does the invoicing and accounts!

    So not asking much then!?

    I’m hoping that the website will be fully interactive and that the admin processes will all be automated.

    example, a client uses an online tool from the website, is recommended to purchase various products, and to have a counseling session with one of our team. This creates a job that is emailed to a consultant, who contacts them – also it generates an invoice, and it all streams into the accounts package.

    We are happy to purchase plug-ins etc, not looking to do this on the cheap! (But also have a budget naturally!)

    I fully expect to have monthly costs, but hope to avoid the likes of Salesforce or SugarCRM who suggest that every consultant will have to pay $50 for Salesforce, $30 for SugarCRM, $20 for an accounts package – i.e $100 per seat per month!

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