Customer Management
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Private Workgroup
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Issue Tracker
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http://crm-template.wikidot.comA customer-relationship tool for workgroups.

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This is a customer-relationship tool for small workgroups handling larger clients. You get a single space for prospects and customers, confidential documents, names and addresses, and issues that need handling. It should scale to workgroups of 10-20 people working with 50-100 customers. It is not suitable for large workgroups handling many smaller customers.

Documentation is provided in the CRM application itself. The CRM application works much like the Advanced Forum or issue tracker, giving you a space per customer and space for prospects. You attach issues to customers, with state (open/closed). Members of the site get notifications when anything happens. You can easily customize this for your own needs. Note: for real use, make your CRM site private.

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This Iron Giant site is stable

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