Support » Fixing WordPress » Looking for a CRM type plugin

  • Hello,

    I’m starting a local business for security and I need certain features inside of a CRM or any other plugin so that I can manage my customers and everything through my website. the features I need are:

    1. Invoicing, option for a scheduled auto invoice on a monthly basis.
    2. Ability to add customers profile to include their name, address, service im providing to them and other basic fields
    3. Ability to assign contract start/end time and for it to notify me via email or other forms when the contract is near end etc..

    • This topic was modified 1 year, 1 month ago by  Steve Stern.
Viewing 2 replies - 1 through 2 (of 2 total)
Viewing 2 replies - 1 through 2 (of 2 total)
  • The topic ‘Looking for a CRM type plugin’ is closed to new replies.