Create my own CRM
Customers are the life blood of all businesses, yet, many businesses don’t seem to value them as much as they should. If a new customer contacts you via email and requests information, you should be adding those details to your CRM so that you remember to follow up with them & once the job is completed, you can always contact them about complementary services or even asking them for a testimonial.
A single customer really can have a profound impact on a small business – if you can convert that single-purchase customer into a frequent customer, then your cost of acquisition drops significantly.
As you probably know, I am huge fan of tools that don’t require any technical expertise and today I’d like to show you how you can create your own, fully customized CRM system for about £55*. That may feel like a lot to pay upfront, but, that really is the only cost you need to incur (assuming you already have web hosting). The cost of a CRM consultant is likely to be at least 100 times this cost, so it’s definitely worth it.
The tool that I’ve chosen is called AppGini, it creates a PHP & MySQL driven CRM system at the click of a button. When you open the application, you’ll be asked what you’d like to do, select “start a new project” – afterwards you should see the below screen.
This is probably one of the most straightforward tools I’ve ever come across, so I’m not doing to dwell too long on operating the tool, but, the functionality is brilliant:
– Login and registration system
– Different membership levels (restricting access to certain areas)
– Quick application of responsive (bootstrap) themes
– Interconnected tables to show all information related to a client in a single view
The last of those points is the most interesting. Lets say you have the below tables:
You can easily link the tables based on the CustomerID. That means when you look at the customers record in the database, it will also show all of their orders & the order details – meaning you don’t need to keep switching between screens. Brilliant! I’ve included a screenshot below and highlighted the customers orders which are visible on the customer details page.
Not only does this tool reduce your development time and cost, but, it’s also tried and tested code by all of AppGini’s customers, meaning, you don’t need to test the code quite so thoroughly. Additionally AppGini state that they “generate secure code.” meaning that ” you don’t need to worry whether your code is vulnerable to SQL injection, XSS, brute force attacks, … etc.”
I am a huge advocate of AppGini – I hope you find it as useful as I have.
*correct at time of writing
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