• Hi,
    I am looking at using your product on a wordpress site with specific payment options and want to know if this is possible.

    Are you still supporting this plugin and also your CRM plugin?

    1) All payments in GBP and using Paypal for payments and subscriptions. is this possible if so do i need anything specific from Paypal??

    2) Several different payment plan options.
    a) Pay in full with a monthly maintenance subscription,
    b) Pay in full with an annual maintenance subscription
    c) Pay an initial deposit, balance paid on completion and monthly maintenance subscription,
    d) Pay an initial deposit, balance paid on completion and annual maintenance subscription,
    e) Are all the above possible and will the system allow me to collect payments with such profiles? If so how does it work generating the balance and collecting payment following a deposit and completion?

    3) If someone misses either an annual or monthly subscription then is there a notification system for the customer and also for the admin?

    In addition I might also be considering your CRM product but I have some questions on that as well.

    1) Can it be set for UK use such as postcode instead of zipcode etc
    2) Can I import contact using a CSV that might have limited fields such as just first name, last name, email, contact number?
    3) The intial import will all be prospects but would want to set them as clients once they have agreed to take my services. Can i easily change their status?
    4) Can your product be used with Mailchimp?
    5) I will need to keep some documents/images etc attached to each client. Can I do this?

    Could you please tell me if all the above are possible without customisations and also what additional extensions will I need?

    Thanks

    Alan

Viewing 1 replies (of 1 total)
  • Hey Alan,

    Thank you for reaching out!

    Let me take a look at all your notes and get back to you within 1-2 business days.

    Talk to you soon!

Viewing 1 replies (of 1 total)
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