WordPress CRM is a simple customer management tool. It allows businesses who have a wordpress powered website to use the admin area to manage their clients, suppliers and opportunities. In this first release it has a two-fold role:
1. Act as a contact manager
2. Act as a reminder tool

After entering your client’s details you can then add a note and categorise that note (telephone, email, letter, visit) or add a reminder note. The reminder note will send an email to the blog administrator.
Over time the notes will grow to provide a relational reference.

The plugin will be released shortly on a GPL shortly but I firstly need to honour my commitment to my sponsors and give them first use. This will be true of future releases.

Future Development

My intention when I started developing this plugin was to provide a resource for small businesses and also to help my manage the hosting side of my business. In future developments this will start to evolve into a full customer relational tool.

And so our progress over time will be:

• Sort by client, supplier, opportunity
• Weighting of opportunities to allow chasing more productive sales
• Export of email addresses
• Email templates
• Emails sending to allow invoicing, reminders, etc
• Product management
• Accounting

I am sure that other elements will creep in but in terms of my own business my intention is to be able to set a date alongside a client. On arrival an invoice will be sent to both the client and myself asking them to pay hosting charges. Product management will allow me to set-up different values of cost.

Please feel free to join the debate on future developments.