tzMartin's Portfolio » CRM http://portfolio.tzmartin.com A few projects that I've done. Mon, 25 Jan 2010 18:17:03 +0000 en hourly 1 http://wordpress.org/?v=3.1.3 WP-CRM: Screenshot, Local Search App (Video) http://portfolio.tzmartin.com/wpcrm-screenshot-local-search-app/ http://portfolio.tzmartin.com/wpcrm-screenshot-local-search-app/#comments Mon, 11 Jan 2010 05:03:36 +0000 tzmartin http://portfolio.tzmartin.com/?p=54 This is a screen shot of WP-CRM, a customer relationship manager and prospecting tool for small business.  I developed this as a WordPress plug-in to support the sales staff and management of China Off-Road.  It also was integrated into several departments and became an indispensable resource for managing sales, marketing and product fulfillment. WP-CRM has [...]]]> This is a screen shot of WP-CRM, a customer relationship manager and prospecting tool for small business.  I developed this as a WordPress plug-in to support the sales staff and management of China Off-Road.  It also was integrated into several departments and became an indispensable resource for managing sales, marketing and product fulfillment.

WP-CRM has several features that make it unique to any other CRM app.  For instance, sales reps can send emails through WP-CRM and be notified when a prospect either:

  1. Reads the email;
  2. Downloads the attached PDF;  Every PDF document is personalized via mail merge routines.

The sales rep is then notified via email and has an option to schedule a follow up task.  Here’s a quick video:


This is just a simple example.  There are LOTS of other features…  contact me for more info.

Date: May, 2007
Site: Private
Link: http://wpcrm.tzmartin.com

]]> http://portfolio.tzmartin.com/wpcrm-screenshot-local-search-app/feed/ 4