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….
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