Chamber Dashboard CRM
by Morgan Kay on WordPress.org
Store contact information about people. Designed to work with the Chamber Dashboard Business Directory so you can associate people with organizations/ …
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Entering people record
Chamber Dashboard CRM is a part of the Chamber Dashboard collection of plugins and themes. You can create people records and associate them with members/businesses with a designated role. It is designed to meet the needs of chambers of commerce and membership organizations.
With Chamber Dashboard CRM, you can:
- create a database of the people in your organization
 - if you have the Chamber Dashboard Business Directory installed, you can associate people with businesses and track their role within the business
 - keep track of people’s activities, such as meeting attendance, event attendance, conversations, donations, etc.
 - display the people associated with each business/member in the Business Directory
 - display the people in a certain category
 - integrate with the Member Updater plugin to let members update their listings
 - create board/staff member pages
 
You can learn more at chamberdashboard.com
For full instructions about how to use the plugin, go to Chamber Dashboard Documentation
Active installations100+
Weekly downloads
19+5.56%
Version1.5.6
Last updated3/30/2021
WordPress version4.6
Tested up to5.7.12
PHP version7.0
Tags
Chamber of Commercecontactscontacts directory for membership organizationscrmcustomer relationship management