Thoughtful configuration of access requires attention to each person’s role and the capabilities given to that role.
With WP Issues CRM you can design your own custom front end forms using Contact Form 7 or Gravity Forms, and then feed the data directly into WP Issues CRM, giving you all the power of WP Issues CRM to organize the data and use it for communications. Possible applications include: New case intake Event registration Online […]
WP Issues CRM is built around three simple data constructs: Constituents, Issues and Activities. It gives you broad flexibility to use these constructs to record more or less whatever you need to record.
WP Issues CRM gives you all the classification power of WordPress to organize your constituents and their activities.
WP Issues CRM supports financial activity tracking. You could use it, for example, to track contributions. You could then retrieve and download contribution information with all the same flexibility that you have for other activities.
In addition to offering great flexibility in classification, WP Issues CRM allows you to customize all the major option sets in data entry and to customize the content and appearance of online listings of constituents and activities.
Most of the time you’ll find the individual constituent or issue you need by using the quick search box in the top bar, but with advanced search you can retrieve complex sets of constituents or activities.