Address Book Solution

Kirby 2 Questions 🤔
1

Hi everyone,

I am searching for a way to create an address book where I can safely store client information. I have been looking into CRM software and standard address book solutions (like Outlook for instance) but I am constantly thrown back because most systems don’t allow user defined fields. Since my field of work is everything but standard, I really need a customisable solution and I was wondering if the Kirby Community could brainstorm with me on this.

Features:

  • possibility to export csv file (complete but also based on categories or search results)
  • New contacts should be (preferably automatically) synced with MailChimp or CampaignMonitor
  • New subscription on website should be added to address book
  • easily searchable
  • possibility to add taggs to a contact
  • Preferably stored locally
  • possibility to link contacts

I’m probably asking way too much, but if you have any suggestions as to whether I can achieve this with Kirby or if you know about a more out of the box solution, I’d love to hear it!

Thanks for reading and for your suggestions.

2

Have you tried https://www.project-hub.net/ ?
Maybe it’s something for you… at least a starting point.

Svnt

3

I was going to suggest Bento, but it seems to have been discontinued in favour of Filemaker. It’s essentially a database with a GUI on top that you can customise, and it will turn it into an app. You can create your custom CRM system with it, I’m sure.

5

Thanks Svnt. I did browse through that ‘theme’ but I’m afraid it’s not what I’m after.

6

Filemaker was indeed my first thought, but it was discouraged by our ICT department. I’ll look into it again. Thanks.