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WordPress CRM and sales guides

Long-form, practitioner-level writing on the things that actually decide whether a CRM works: pipeline design, customer data in WooCommerce, GDPR, and moving off a cloud platform. No filler, no listicles.

Guides

What a helpdesk costs when you pay per agent

Per-agent pricing looks reasonable as a single line on a pricing page and turns into a very different number once you actually multiply it by a growing support team. Here's that arithmetic worked out at 3, 5, 10 and 20 agents across three well-known helpdesks, including the AI add-on most pricing pages tuck away from the headline figure.

5 min read

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Guides

Business-hours SLAs: why your first-response time is probably wrong

A four-hour first-response SLA that started Monday at 15:00 does not breach at 19:00 — it breaches Wednesday morning, once the weekend and Tuesday's closed hours are excluded. A surprising number of helpdesks get this arithmetic wrong, and an even larger number get pausing wrong in a way that quietly moves the deadline the wrong direction.

7 min read

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Guides

Why your WordPress helpdesk keeps opening duplicate tickets

A customer emails once and somehow gets two ticket numbers. The cause is almost never the customer — it's a threading strategy that guesses instead of tracking a real conversation identity, plus a mailbox poller with no protection against running twice. Here's the actual mechanics, and the fix that holds even when everything else goes wrong.

8 min read

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Guides

Migrating from a Cloud CRM to WordPress

Most CRM migrations go wrong in the first hour, when someone exports everything and imports it in the wrong order. Here is the sequence that avoids rework, the data you should deliberately leave behind, and how to verify the result before you switch off the old system.

10 min read

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Data & Privacy

Why a Self-Hosted CRM Simplifies GDPR

Self-hosting does not make you compliant. What it does is shrink the number of parties involved, which makes the obligations you already have far easier to discharge. Here is the controller/processor distinction in plain language, and what access and erasure requests look like in practice.

8 min read

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WooCommerce

Choosing a CRM for a WooCommerce Store

Store owners usually think they are choosing between products. They are actually choosing between three categories of tool that solve different problems. Here is how to tell which one you need, what to demand technically from a WooCommerce integration, and an honest survey of the main options.

9 min read

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Guides

How to Build a Sales Pipeline in WordPress

A spreadsheet tells you what you sold. A pipeline tells you what you are about to sell. Here is how to design stages that reflect a real buying process, what win probabilities actually unlock, and the mistakes that quietly make a forecast useless.

9 min read

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Guides

Why we don't send your bulk email

Every self-hosted platform that promises to send your marketing email from its own server is quietly ignoring how mailbox providers actually decide what lands in an inbox. Here's the deliverability reality, and why Stillpoint owns the audience and the journey but hands the send itself to a dedicated provider.

7 min read

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Guides

Turning a won deal into a delivered project

The moment a deal is marked won is the moment most businesses lose the context that made it winnable in the first place. Here is what actually leaks in that handover, and the specific mechanics — trigger, template, dependencies, idempotency — that stop it leaking.

7 min read

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