If I did have enough experience, any specific suggestions? Thanks in advance!
Yep!
Deploy an existing CRM, and configure it for your client(s)!
I've got a friend who's become an expert in CiviCRM, and leverages it for purposes like you're describing (and others, of course).
If you want to get into the business of creating CRM tools, by all means: do so.
But I'm gonna lay heavy odds that that's NOT the business you really want to be in 🙂
May 12, 2020 at 12:24PM
via reddit https://www.reddit.com/r/Wordpress/comments/gia35m/creating_a_database_and_client_reports_in/fqe2haj?utm_source=ifttt