Hello all,
I work in sales and always dreamed of having my own personal CRM in sales. After trying any of the current options for a while they all seemed to fall short, so i did what any reasonable person would do and dedicated the last few weeks to designing one from the ground up.
It uses only 2 plugins, as I figured it would be a nightmare trying to maintain this if it was reliant on many plugins, if any of them ever stopped running etc. Every component is modular so anything can be removed if it feels like too much.
My goal was to create a CRM for solopreneurs to replace the notion garbage CRMs I’ve seen.
It also stores all the account information and activities in separate notes, so if you ever want to stop using it you still have all your notes and it isn’t ruined by code, the views simply access the notes in their directories and read the meta data, so none of the information will be tainted with javascript code.
The next 3 screenshots are all the account dashboard views. The Account Overview will contain data from the account metadata and will update both ways, can be collasped with the arrow, as well as the side bar. Includes links that are updated in the metadata to sales tools specific to the account or company crm pages to update.
Deal stage will update as a deal progresses through stages showing activities, tasks, next steps with the nice visual to give you a quick glance understanding. Contacts will be able to be added or edited. You can click to dial and will also give you a quick glance if you click their name as it will pull up all their associated activities to remind you of anything when calling them
Task manager that sorts tasks based on priority and due date, can show completed tasks as well, all of these have pop up forms that will display if you hit new task, log activity etc. you can pin notes/activities/documents.
Here is the homepage or main dashboard, quick actions that will be integrated into the sidebar for easy notes, views. Including a kanban pipeline view of all your deals.
Here are some of the reporting views, this is for contact engagement score which is calculated in the report, there are a few other reports but this is largely still under construction but plan to consolidate these into one view.
I do plan to release this soon but figured I would get it out there in the world to see if anyone had any good suggestions for components to create. It currently includes the following:
- Account Dashboard
- Account search feature pinned in side bar, including recent accounts
- Task Manager
- Activity notes, Account Notes, Document storage/retrieval
- Deal management, linking contacts/activities, visual overview of all pipeline deals with ability to drill down
- Contact book, Click to dial/email
- Reporting, Pipeline reports, contact engagement reports, weekly summary reports (activities, deal action)
- Inbox
- Internal Wiki, Soon to implement a feature to allow you to select documents to email
- RSS feed, and industry knowledge wiki
