A couple of years ago, I built a WordPress CRM theme to manage my contacts. It has worked wonderfully for me.
I considered submitting it to the WP.org theme repository, but, as a general principle, I dislike theme solutions to functionality problems. So, I decided to abstract the CRM functionality into a plugin instead.
The plugin is called Lowrize, and it does only what I need it to do – it keep tabs on who I speak with and when I spoke with or emailed them. That is it.
- Google Maps address linking
- Gravatar display for contacts
- Leave multiple replies on each contact
- Works with ANY WordPress theme
- Multiple user reply-tracking
- GPL and freely-available
- Smart reminders (coming soon)
- Analytics (coming soon)
- Action Hooks (coming soon)
- Documentation (coming soon)
- API (coming not-so-soon)
So, how does it compare to the fancy SAS options out there? It is cleaner, meaner, and works with any WordPress site. It is a GPL plugin that you can extend to your heart’s content (Please let me know when you develop a neat feature!). What more could you want?!? 😉
Download & Screenshot
I need to clean up the code quite a bit before I submit it to the WP.org plugin repository, so please download it, give it a test drive, kick the tires, and submit code patches/upgrades via my contact form. Expect a patch update every week for the next month or so.
Also, I have no documentation yet, so expect that soon.
NOTE: To view a listing of all your contacts, point your browser to the following url: http://yourdomain.com/?post_type=nh_contact
On a side note, I have a theme in the works that I plan to release as a companion to Lowrize so that I can provide a better user experience (see screenshot above). More on that later…
p.s. Adrienne Peirce gets a grand shout out here for providing all sorts of inspiration and guidance on this project.