220 posts WordPress Ninjineer
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corsonr
says

Hi,

as some of you might i’m currently working on CRM (customer relationship management) project for WordPress.

It’s not the first time i work on such a project, but this time it will different. So, i’d like to know what kind of features you’d like to have in a CRM.

Quickly, current features are:

- estimate request made easy on the frontend - estimate request > estimate conversion - estimate > invoice conversion - invoice payment (full & partial payments) - reusable estimate / invoice items lines (product, service etc…) - custom email templates - client profile edition - tax management - multi currencies - PDF documents generation ... ans some more!

So, what feature would you like to see added to this list ?

74 posts
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  • Has sold $10,000+ on Envato Market
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Xstyler
says

When client submit his estimate request, plugin auto create new account and send him login information at the first time. It would be nice if admin and client could discuss with comments on each project, and client can upload files. Also you should add email notifications.

Widget with list of finished and unfinished projects.

5492 posts
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Australia
says

a non WP version !

220 posts WordPress Ninjineer
  • Elite Author: Sold more than $75,000 on Envato Market
  • Has sold $75,000+ on Envato Market and is now an Elite Author
  • Made it to the Authors' Hall of Fame
  • Won a Most Wanted contest
+6 more
corsonr
says

When client submit his estimate request, plugin auto create new account and send him login information at the first time. It would be nice if admin and client could discuss with comments on each project, and client can upload files. Also you should add email notifications. Widget with list of finished and unfinished projects.

hi, yes auto account creation is done, and email with credentials too. Yes comments are included too, so as email notifications.

220 posts WordPress Ninjineer
  • Elite Author: Sold more than $75,000 on Envato Market
  • Has sold $75,000+ on Envato Market and is now an Elite Author
  • Made it to the Authors' Hall of Fame
  • Won a Most Wanted contest
+6 more
corsonr
says

a non WP version !

Ha ha! I’m afraid i’m working on a WP version, but i created a codeigniter version a few months ago if you’re interested…

74 posts
  • Sells items exclusively on Envato Market
  • Won a competition
  • Has sold $10,000+ on Envato Market
  • Won a Most Wanted contest
+5 more
Xstyler
says


When client submit his estimate request, plugin auto create new account and send him login information at the first time. It would be nice if admin and client could discuss with comments on each project, and client can upload files. Also you should add email notifications. Widget with list of finished and unfinished projects.
hi, yes auto account creation is done, and email with credentials too. Yes comments are included too, so as email notifications.

Great!

I’m going to be your first customer! Do you know release date? :D

I have one more question about the form. Is it going to be customizable, with custom fields?

220 posts WordPress Ninjineer
  • Elite Author: Sold more than $75,000 on Envato Market
  • Has sold $75,000+ on Envato Market and is now an Elite Author
  • Made it to the Authors' Hall of Fame
  • Won a Most Wanted contest
+6 more
corsonr
says



When client submit his estimate request, plugin auto create new account and send him login information at the first time. It would be nice if admin and client could discuss with comments on each project, and client can upload files. Also you should add email notifications. Widget with list of finished and unfinished projects.
hi, yes auto account creation is done, and email with credentials too. Yes comments are included too, so as email notifications.

Great!

I’m going to be your first customer! Do you know release date? :D

I have one more question about the form. Is it going to be customizable, with custom fields?

Oh, i forgot to mention: it will be free.

Yes there are custom fields!

74 posts
  • Sells items exclusively on Envato Market
  • Won a competition
  • Has sold $10,000+ on Envato Market
  • Won a Most Wanted contest
+5 more
Xstyler
says

Oh, i forgot to mention: it will be free. Yes there are custom fields!

Wow, this sounds to good to be true! Now I just can’t wait to test it!

220 posts WordPress Ninjineer
  • Elite Author: Sold more than $75,000 on Envato Market
  • Has sold $75,000+ on Envato Market and is now an Elite Author
  • Made it to the Authors' Hall of Fame
  • Won a Most Wanted contest
+6 more
corsonr
says


Oh, i forgot to mention: it will be free. Yes there are custom fields!
Wow, this sounds to good to be true! Now I just can’t wait to test it!

Life is sweet sometimes! ;-)

74 posts
  • Sells items exclusively on Envato Market
  • Won a competition
  • Has sold $10,000+ on Envato Market
  • Won a Most Wanted contest
+5 more
Xstyler
says

Any news? :bashfulcute: When can we expect beta release?

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