WordPress is amazing! I’ve said it before and I’ll say it again, but WordPress is absolutely amazing. The ability to create custom solutions with ease is unparalleled, and not only that but the fact that there are hundreds upon thousands of developers working with the platform at any one time, developing ready made solutions for common problems is a major game changer. Gone are the days where you would have to expect to pay a custom dev a small fortune to get something as simple as a payment gateway added to your site.
But as wonderful as this all sounds, it doesn’t mean that a premade solution exists for every potential problem. Sometimes you’ll still need a custom developer to work their magic, whether it’s just a small tweak here and there to how something premade works for whether it’s creating something from scratch. In this article we’re going to look at creating your own custom CRM (customer relationship management) tool and plugin.
Why Build a Custom CRM?
So it’s true, there are a lot of customer relationship management plugins available for WordPress and WooCommerce, in fact, you could even argue that WordPress has it’s own inbuilt solution; the Users section. And by no means am I suggesting that what’s available on the market right now is rubbish and should be avoided, not at all. This article is aimed more towards the few that need to capture and retain specific information and details on their customers or clients, such as the case for a website that we recently built and is featured on our portfolio page, The Osteo Clinic.
If you’re looking for a reasonable and free CRM or ERP system that integrates directly into your WordPress website, and that you can run through WordPress, then take a look at these options.
1. WP ERP: a powerful WordPress plugin with a prebuilt Contact Form 7 integration for lead forms. WP ERP comes with 3 modules, one for customer relationship management, another for human resource management and an accounting module.
2. Ukuu People: a simple but power WordPress CRM plugin that can integrate with a variety of plugins and lead generation tools such as Gravity Forms and MailChimp.