Lightning Talk: Building a bespoke CRM to scale our web business

When Paudie made the move from a freelancer to taking on his first employee it was a massive jump. It presented a number of problems: sharing passwords, sharing client info, ensuring consistency in processes, project management. Scale, even at a small level was tough!

His firm built, and continue to develop an internal CRM and project management tool. It is their dashboard for everything. Built in WordPress and React, it is their go-to for everything project related. Using various tools to ingrate with key API systems.

Their next task is to expand their internal CRM, linking it to their accountancy software.

“It’s a great project that has grown and improved over its life. And goes to show just what is possible with WordPress.”

Paudie added: “It has cut down on wasted time and is a dashboard that controls everything we do. It has allowed the business to scale with relative ease and adds a huge level of automation into every task that the studio carries out.”

This talk will show the capabilities of WordPress from a technical perspective and also, show that you can use WordPress in innovative ways to produce products that can really work for businesses, both commercially and in-house.

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