Get Started with Jetpack CRM: WordPress.com Webinar (Livestream)

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1. No support for the opportunity object. Each contact has a sales status. I might need to create several duplicates managing opportunities with the same contact/company.

2. From my implement experience, it's for box-moving, retail, and fast selling. It's not for complex projects (support for BANT and other sales methodologies), multi-channel (maker->distributor->reseller), nor long selling cycle (>2 months).

3. Email campaign is great. I may design an email sequence to send in an order.

4. Integration with other payment services by syncing to Jetpack CRM.

5. Nice to have: build-in quote, invoice, simple workflow rules, and configurable user permissions.

amigochan
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Do you have a webinar available for the Multi User Reseller version?

AjSimmonsOnline
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Is it possible to get a copy of this presentation?

imoddi
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is there a way to run this CRM without logging into wordpress?

kimmurphystlh