Wiki CRM

Wiki CRM is a way to store information about customers and partners.


Recommended structure for clusters and pages:

  • Manager pages with {{backlinks}} inside:
    • /CustomerOne
    • /CustomerTwo
    • /CustomerThree
  • Customer pages with the label corresponding to the associated manager:
    • /StrongCustomer1
    • /BoldCustomer2
    • /SmartCustomer3
    • /SmartCustomer4

The same pattern applies to partners.


Information that can be stored in the «Customer Cluster»:

  • Agreements, urgency, periods, deadlines, their type;
  • Payments, date, for whom;
  • Contacts;
  • Appointments, meetings;

Information that can be stored in the «Manager Pages»:

  • Task lists;
  • Calendars;
  • Hotels;
  • Strategy plans.


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