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I am looking for a automated CRM solution for my website.
The end goals is to use a CRM tool (for segmentation) to go with a tool for email automation.
I am really struggling to find information on this topic. Please reach out to me with tipps or resolutions.
I have my own register-login-profile/account page system. I know that Ryan recently released an official module for this, but there may be an advantage to having my own custom solution. Anyway, it seems to work well.
But, I have been getting annoying Russian hack attempt accounts, mostly as 'guests' that don't bother to use the activation link.
Most if not all of these accounts have this in the name field:
No Subscription Detected
...which makes them relatively easy to filter out from real name accounts.
Where do these "strings" come from? I can't find them in Processwire's source. Are the hackers using some kind of tool that inserts these for some reason? Or is it a PHP thing? Does anyone recognize them? Does it mean they are using some kind of backdoor instead of the registration form?
In general, what are the best practices to secure my registration form, prevent spam accounts, etc.?
I'll start with adding a check to block IP addresses that try to register with 'Not Recognized' etc. in the name field I guess.
One of my clients asked me to look at the options for a very complex website, what to use and how to do it. And to be honest i've been thrown in at the deep end a little bit. There is so much software out there and it's kinda hard to try everything out especially in combination with each other, so I thought I would ask if anyone had any experience with such a website and the tools needed to get it up and running. I think the things I'm tryin to achieve are to complex to build solely in ProcessWire since it needs alot of complex modules, but I would love your take in this This is a list of things I would like to achieve within the website:
- For one, the website will need dynamic content: news articles, company listings, company profiles, Job application listings ( doesn't have to be a full recruitement module per se )
- Memberships. Two types of memberships, a paid subscription for advertisers/companies that will be listed. And a free membership for visitors with personal interests, interests logging and preferences.
- Advertising platform. My clients wants to sell subscriptions to advertisers though a webshop, and place them on the site and place banners on the site for them according to fixed paid-for agreements ( ex. 30.000 presentations of the banner over a period of 2 months ). Here we'll also need to track click throughs and be able to supply documentation about displays and performance of the banners. For this I was thinking about Google's Doubleclick although I haven't found it what it costs on their website.
- Marketing automation. My client is looking for a platform that handles marketing automation for the free subscribed members. We would like to be able to segments the users, and target them according to interests, and naturally follow up and our offers. It would make sense to be able to use the same platform for holding the user data, as not to have a client system in our CMS and have a seperate one in our Marketing Automation software.
First I was looking for one system to do all of this, but I think it next to impossible to achieve that. So now I'm thinking a good and expandable base CMS with good integration options for 3th party platforms and modules. My goal is not to create all these modules myself considering the complexity of just one of them, but to create a nicely integrated system which covers all attributes using as much pre-exisiting systems as possible for fast delivery and having fully tested and functional systems.
Have any of you ever built such a site, or have any ideas what kinds of CMS or platforms you would use to achieve it? I would love to hear your ideas!
Thanks in advance,
My next project is to build a complete CRM. A few things that are making me thing to choose between Processwire and CodeIgniter are listed below. I am good in Processwire And will love to do this project in it, if possible. 1--I have to build separate Modules for HRM, accounts ,sales etc. as per client need we would give subscription to any of our modules to clients 2-- when all the module will be developed then we will integrate all and deliverer full CRM to clients on subscription base only. 3-- Right now I am thinking to put this all on cloud(I am new to cloud,Suggest me if I am wrong.) SO is all these things possible with Processwire? if yes please suggest steps/process. Thanks
I'm working on a series of restricted collaborative websites that are geared towards me working with my clients. It's a mashup of CRM, Project/Task Management, Tracking, Documentation and Configuration Control features. Everything is controlled by PW Roles. It's a tool that allows me to have a great deal of transparency with those I work with. The objective is to easily know the who, what, when, where and how of whatever is being worked on. I call it a Collaborative Resource Management System (CRMS) which has the nickname of SomeDay.
I currently have one of these websites for each of my important clients and an additional one to keep track of my internal work. They all use the inherent native power of PW to produce specialized status reports. The websites intentionally incorporates the front-end and back-end of the PW platform.
There is a lot of information stored within this type of website, what I like to call an Information Portal. You are able to easily query a status and get a good view of what's going on.
This is a long-term ongoing project and I will update this post as more features/capabilities are added.
Meanwhile, here are a few pictures of the CRMS Tool:
Figure 1-3 (The SomeDay Tool for one of my clients)
Figure 1 (Login courtesy of Adrian's Protected Mode Module)
Figure 2, Homepage is a summary of all information
Figure 3, Each item can be clicked on to get to detailed information
Figures 4-7 (My internal SomeDay Tool website)
Figure 4, (Login)
Figure 5, Homepage Summary for my internal work
Figure 6 , Homepage Summary
Figure 7, FlagPages showing Bookmarks
Figures 8-11 (Looking at a Task)
Figure 8, Front-end view
Figure 9, Back-end view (editing)
Figure 10, Place for adding Priority or Statuses
Figure 11, Private Tab only available to selected PW Roles
Figures 12 and 13 (Site Structure)
Figure 12, CRMS structural flow
Figure 13, Tasks and Sub-Tasks can be added to Projects
Figures 14-16 (Customized Reports)
Figure 14, Review all items based on what type of work it is
Figure 15, Review items based on their status
Figure 16, Listing of all items with a status category of Active
That's it for now.