I'm trying to build a CRM on top of Wordpress. I'm building it as a plugin but I'm trying to figure out the logistical aspect before I start hounding away. Can some of the Senior Wordpress developers chime in?
Users will come to our site, have the ability to sign up for an account. This account will allow them to place orders, add contact information of people in their company, see past orders, as well as some other things.
We have sales people at our company that will need to manage their accounts (add special pricing, get credit when they make an order, etc).
With the above scenario I'm thinking about giving Employees a contributor role, and making customers subscribers. Or would it be better to create a custom database of users and not let Wordpress handle these? Or is there a better way that I'm not considering?
EDIT
I'm getting feedback that Wordpress may not be the best option here. I have a lot invested into wordpress - it has a custom theme and I'm very familiar with the wordpress codex. That's why I prefer it. I have worked with Kohana in the past, I feel it quickly gets bloated, may just be my inexperience - but to me Wordpress just makes sense.
That said, I'm not sold on it being developed in Wordpress. What should it be developed in? The idea is that Sales people can manage customer information (a single place for CRM), customers can login and make orders, schedule video conferencing times, add their own employees so we know who to contact at different branches, add their billing information, and the list goes on.
I started compiling a few fields we'll need in the database, here's a few fields from a few tables just to give you an idea of what kind of application I'm attempting.
Employee Database
- first, last, email, office, cell, job title, video
Customer Database
-customer_id, first name, last name, phone number, email, physical address,
account_mgr
Contact Database
- first, last, phone number, position, email
Endpoint Information
- contact information, phone, email, IP, city, state
My first thought was...Wordpress += CRM? Wrong tool for the job.
Your approach should be initially to look at the database structure and design something that meets the projects needs. After that, look at a good MVC framework to build the app in. If you are unfamiliar with MVC frameworks, CodeIgniter is a good entry point. Learn the ropes with that then quickly move on to something more powerful like CakePHP, Zend or my favourite Yii (www.yiiframework.com).
Related
Here is the deal - our internal CRM is used for managing the huge amount of estimate requests we receive each day. The software is built with php / codeigniter / mySql. It allows our sales team to store a lot of information regarding the lead and when the time is right, generate estimates and even contracts.
Let’s focus on the contract.
When the user hits the "Create contract" button, the software gathers all the information like Client name, address, social security number and stuff like that. Using this information and a couple of On/off options it generates the contract dynamically. Of course it always needs some editing, that’s where my problem starts.
The user has to edit the document in a TinyMCE box - sort of a WYSIWYG editor. This editor sucks for complex editing.
We use Google apps for business, so here is what I would like to do: When the user hits the Create Contract button, the software has to gather the dynamic information and create a file on Google Drive with our contract layout and information. Then the user is free to edit the file using the Google Drive interface which is great.
Does anybody know a approach for this?
Best regards and sorry for the bad English.
I and some of my friends are trying to create a web based ERP system. I and five other guys are responsible for the Sales and Inventory management module and some other guys are doing the financial accounting module. The financial accounting is depended on the sales and inventory module.
The application is like this-: there would be three different levels of users who can log in to the system.
One will add/delete/update the sales information in the app
One will add/delete/update the inventory information in the app
The last one will deal with the financial accounting where he will add/delete/update info and sometime generate reports
We are using Codeigniter Framework. Now the problem is as we are doing the task from different locations I am very confused about how to integrate the modules(Financial Accounting+ Sales+ Inventory) when we are done with it.
Would you please kindly give me some suggestions on what steps should we take while developing it so that we can integrate those modules easily when are done.
Thanks in Advance :)
P.S If I have missed any information to provide, please let me know :)
The database design, and membership roles and permissions should be defined before you split your ways with the other team.
Once these are established you shouldn't have too difficult of a time developing your models and controllers that are specific to your sales and inventory management (while they are working on the ones that are specific to them). The same is true with your views, however I would structure both in a way that can easily be placed into a content area so that you can have someone later throw up some navigation / footer / header unless you already have a navigation schema setup and some design done.
Basically, there should be no issue with working in different teams if you're both working on the same database schema.
I am in the initial stages of developing a website to track expenses that should have the following functionality:
-users can create an account
-users have their own admin section in which they can...
-create categories such as 'doctor visit', 'drugs', 'home visit', etc.
-for each category, user can enter a date and cost
In essence, the website should enable users to track how much money they are spending per month on several aspects of health care. It would be similar in structure to, for example, www.dailyburn.com (where you create your account and can track your meal calories, minutes of exercise etc).
Would CMSs like Joomla, Drupal be appropriate for this job?
Thanks!
Drupal or Joomla are both capable of doing what your asking but, like anything, if you've never used them before there's a bit of a learning curve.
what is the best module for creating a paid listing in joomla? Im kinda newbie in joomla and trying to create a paid listing in my website.And i want the when the user subscribed to the paid listing his/her or her post will be pending before and reviewed by the admin before posting it to the website.
thanks!
Unless you find a component that is purpose built, then you are going to have to do some creative set up to make this type of thing work. I would start with AEC which is a paid membership management tool. It will handle the subscription part of the equation and put paid members in to the group that you want.
The next part can be done several ways. I am a fan of K2 so I would probably set up a group in K2 that allows front end contributions, but no publishing rights. This would allow you to moderate the submissions before they are live on the site. AEC integrates with K2 so you should be able to make it work with a little tinkering.
AEC is commercial, you can get it here - http://valanx.org/
K2 is free, you can get it here - http://getk2.org/
Valanx does offer installation services, you may consider that if you have problems with the setup. Their pricing seems to be pretty reasonable.
I'm not exactly sure what you mean by a paid listing, but adsmanager seems to be what you are looking for. It allows your users to pay for advertisements (or listings) on your website. They can pay extra if they wish their advert to be "Featured" on your site.
You can have admin approve the adverts before being published.
http://www.joomprod.com/classified-ads
demo http://psdemo.joomprod.com/
I would like to do a site in PHP/MySQL using either Drupal/Joomla/Wordpress that allows me to have class list with description/date and students can sign up to pay for it. I prefer Wordpress if there is some package already. The idea is to have students to pay via Paypal. For backend, Admin should be able to manage class, check students status.
The reason I want to do this is because I have a small company and I want to do special workshop once in awhile.
Any recommendation on something already built close to this?
You can accomplish this with WordPress and one of several event registration plugins. These two plugins integrate with paypal
http://wordpress.org/extend/plugins/advanced-events-registration/
http://wordpress.org/extend/plugins/event-registration/
Check out this blog article that mentions more plugins for event registration
http://www.moongoosedesigns.com/event-and-event-management-registration-plugins-for-wordpress/
http://eventespresso.com/ is the evolution of advanced events registration. It's good, and does exactly what you need. I use it for just that on firstlineeducation.com