crmtemplate

I needed a lightweight CRM to track customer conversations. I wanted it to be dead simple to use to reduce the amount of manual data entry I have to do. I also want to use keyboard shortcuts as much as possible.

I had Townie build 70% of this successfully!

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• This is a template that you can fork. To preview the the CRM, enter example as the password
• After forking, set your own password in your Val.Town environment variables as CRM_TEMPLATE_PASSWORD
• Command+K within the Key Takeaway / Next Step or Additional Notes Link field submits the Customer Interaction.
• Entering an email address you've previously interacted with auto-populates First Name and Last Name
• The CRM includes filter by tags as well as pagination
• Logging in with your password sets a cookie so you don't need to re-login. The cookie is valid for 30 days.
• Note that tagging happens on individual notes, not the customer. As well, there's currently no concept of Companies, so interactions with multiple people at the same email domain don't roll up to a single view.