Nicole Schaller
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404 votes
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11 votesNicole Schaller
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74 votesNicole Schaller
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I think we should first consider the main purpose of a CRM: to get more customers, or to support us in serve the existing ones well and thus sell them more. I personally second the latter; otherwise the Wordpress database gets overloaded with non-customer data.
Opportunity tracking would require defining a get-keep-grow funnel first, as in Dave McClures Acquisition - Activation - Retention - Revenue - Referral, define specific actions the user should take on the website and then measure visitor behavior.
Rather, keep it simple, like Highrise: Contacts, notes, emails - in addition to the existing order statuses. Maybe Freshbooks invoices.
Tracking of appointments held from a bought contingent would be great. In combination with Bookings or Appointlet.
A possibility to combine online and offline marketing: like exporting a list of addresses for a mailing.