How to create a business data management system (CRM) using WordPress

Many businesses today need to design data entry programs with the aim of entering and managing data related to the nature of work between companies and their customers (or what is known as CRM), as a lot of business data needs to be stored and preserved, such as customer data, products, or other data to be recorded using digital platforms, instead of recording data manually through traditional paper notebooks. Obtaining a data entry and management program may cost you a lot of money, but in this article we will show you a solution that is better for you and easier using WordPress, and therefore less expensive. In this article, you will learn how to use the Wp DataTables plugin to create an integrated and professional data entry system within your WordPress site.

Article Contents: What is the importance of creating a digital data entry system? Use the appropriate add-on to create a data entry system. Add Wp Data tables. Create an integrated data entry table. Review the data tables within the site’s pages or articles. How to add members and editors and give them the authority to modify the data tables. What is the importance of creating a digital data entry system? Behind every business around the world there is a lot of huge data, so storing, managing and organizing data has become one of the things that facilitate successful decision-making to manage this data and organize it effectively for ease of use later. For example, the following types of companies can benefit from creating a data entry system: Real estate marketing companies. One of the businesses that most need to create a data entry system are real estate marketing companies, as these companies need to design spreadsheets in which data on real estate and residential units is stored, whether required properties or those offered for sale, as it is easy to enter the data of those properties into organized tables. To access it at any time easily, the same applies to the data of potential customers and current customers of the company.

Shops and retail companies: Many shops and showrooms that sell goods and products need a data entry and management system to record the available items, as well as data on those items, such as their prices and specifications, for easy access and easier calculations. Owners of electronic stores and large websites: If you are the owner of an online store or a large website that holds a lot of visitor data, and some information is shared from your site visitors, then you definitely need a system to enter, store, and manage that data, in order to be able to analyze that data and provide the best solution for them. Of course, there are many other activities and businesses that may need a data entry system to manage their business successfully and the ability to access that data easily at any time.

During the following article, you will learn how to design and create an integrated data entry program using one of the add-ons that helps you create a data entry system in an easy way that does not require some advanced skills. It also enables you to enter information or data related to your business or business, and to refer to it and modify it at any time you want. First you will need to: create a WordPress website and activate the necessary settings, then start using and installing plugins designed to create spreadsheets, which we will talk about in the following lines. You may be interested in: Creating a free website with professional hosting You may be interested in: How to install WordPress and launch your site - 3 different ways You may be interested in: Steps to create a WordPress website with paid hosting Using the appropriate plugin to create a data entry system There are many plugins that can be relied upon in designing and creating an integrated data entry system within your site with easy steps, and the most famous plugins that help you in this task are the following: 1.

Ninja tables The Ninja tables add-on is one of the add-ons that can be used to create and design data tables, connect them to MYSQL databases within your site's hosting, and review those tables and their data within your site's various articles and pages. 2. table press The Table Press plugin helps you create spreadsheets on your WordPress site, and it contains many options that facilitate the process of creating tables. You can upload an Excel file and convert it into a spreadsheet within your site, and you can also add and view tables anywhere on your site.

3. Wp Data tables The Wp Data tables add-on is considered one of the most important WordPress add-ons that can be installed and its settings used to create a data entry system that consists of a very large number of data tables into which you can enter data, and refer to them at any time you want, whether you want to modify that data at a later time, or even add new data. This add-on is one of the distinctive add-ons for this purpose, and we will complete our explanation by relying on it and we will explain it in a practical way to create an integrated data entry system in WordPress, because it contains some features, of which we will review the following: Features of the Wp data tables add-on The add-on provides an easy user interface so that it can be dealt with by all categories of users, even those who have not dealt with data entry systems before.

Ready-made data can be imported and uploaded to the site through Excel, CSV, PHP, or other extensions. Ease of inserting tables into articles and website pages. The add-on provides ready-made templates and designs to choose from to design the spreadsheet as desired.

It provides the feature of converting the table into a mobile-responsive display. Ease of creating, modifying and deleting columns and rows within tables in a very easy way. Ability to add media files such as images to spreadsheet cells.

The ability to search within the data of a table easily. The ability to export tables and download them in PDF or Excel format, or even print them directly. Editing and editing mode on tables can be set by specific site administrators.

Install the plugin and use it to create spreadsheets. The first step is to log into the WordPress control panel, then go to (Add-ons)