About the Project
- Technology Stack: Built as a modular WordPress plugin, seamlessly integrated into the WordPress admin environment to ensure flexibility, scalability, and ease of use across all themes and plugin ecosystems.
- Operations Management: Streamlines customer relationship workflows by offering tools to track interactions, manage tasks, and monitor client activity from a centralized, intuitive dashboard.
- Relationship Management: Supports structured customer engagement through features such as:
- Creation and management of detailed client profiles
- Activity logs for communications and follow-ups
- Custom status tracking for leads, opportunities, and clients
- Business Data Management: Efficiently handles essential CRM-related data, including:
- Unlimited client records and contact information
- Sales pipeline data and deal progress
- Notes, file attachments, and custom fields
- Interaction and performance history
- Admin Panel: Features a clean, user-friendly admin interface for:
- Accessing and managing all CRM modules
- Filtering and searching entries across modules
- Scheduling tasks and assigning follow-ups
- Modular Architecture: The CRM is built using a fully modular system, allowing unlimited entries within each module, including clients, tasks, deals, and custom components. No artificial restrictions are imposed on data volume or user access.
- Free and Easy to Use: Completely free to use with no sign-up or license required. Simply download the plugin, paste it into your WordPress project, activate it, and you're ready to start managing your customer relationships instantly.
