IM&T SRFT
asked on
Website / CRM / Business contact integration and communication
Hi All
We have a based WordPress website www.lindahillfitness.co.uk and want to achieve:
1) Website forms for clients to fill in for health assessments and sign ups with touch screen signature ability
2) The ability to store the completed forms against a clients records from the information gathered from the forms, attach documents to the records of clients such as training schedules and food diaries within the record/database which is easily retrievable.
3) The ability to sync clients details to apples email system
4) Ability to capture client and supplier details by scanning their business cards
5) Text/SMS alerts to remind clients of forthcoming appointments in e.g. 1 days time
So far these are my thoughts:
1) I was going to use Gravity forms http://www.gravityforms.com/ which supports touch screen signatures
2) Not sure yet how these details can be gathered and then re-accessed in a simple way (for the company owner)
3) Ideally client details can be synced with apple mail
4) I have come across business card scanners in the past that scan cards, take the information from them and sync with outlook contacts so I am sure this can be done with apple mail
5) I am sure this is possible - no experience of doing this but I'm sure very possible
I know it is unlikely (unless getting bespoke programmed design) to achieve the above all in 1 integrated solution so perhaps the website development can be done all on WordPress and then the card scanning and email alerts in another.
The website is hosted by myself so I'd prefer to learn and develop using this platform as much as myself so that the business owner does not have to rely on 3rd party support which could fail / cease over time.
My knowledge of WordPress is very little but I have acknowledged it does work very similar to Joomla in it's structure so confident to pick it up.
My actual programming skills are generic and limited so prefer not try being too clever.
We have a based WordPress website www.lindahillfitness.co.uk and want to achieve:
1) Website forms for clients to fill in for health assessments and sign ups with touch screen signature ability
2) The ability to store the completed forms against a clients records from the information gathered from the forms, attach documents to the records of clients such as training schedules and food diaries within the record/database which is easily retrievable.
3) The ability to sync clients details to apples email system
4) Ability to capture client and supplier details by scanning their business cards
5) Text/SMS alerts to remind clients of forthcoming appointments in e.g. 1 days time
So far these are my thoughts:
1) I was going to use Gravity forms http://www.gravityforms.com/ which supports touch screen signatures
2) Not sure yet how these details can be gathered and then re-accessed in a simple way (for the company owner)
3) Ideally client details can be synced with apple mail
4) I have come across business card scanners in the past that scan cards, take the information from them and sync with outlook contacts so I am sure this can be done with apple mail
5) I am sure this is possible - no experience of doing this but I'm sure very possible
I know it is unlikely (unless getting bespoke programmed design) to achieve the above all in 1 integrated solution so perhaps the website development can be done all on WordPress and then the card scanning and email alerts in another.
The website is hosted by myself so I'd prefer to learn and develop using this platform as much as myself so that the business owner does not have to rely on 3rd party support which could fail / cease over time.
My knowledge of WordPress is very little but I have acknowledged it does work very similar to Joomla in it's structure so confident to pick it up.
My actual programming skills are generic and limited so prefer not try being too clever.
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ASKER
I think I will be best at syncing mail and text reminders first as a trial and then see how an full solution can be implemented later.