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I’m looking for a workflow plugin for my users. Functionality would be similar to a CRM or Applicant Tracking System as the users will be intermediaries helping a client through a workflow.
Needs:
* Ability to customize the workflow steps and naming of fields
* Ability to contextualize to each user. I don’t want user’s seeing each other’s data
* Ability to use tables I add to the DB rather than user/postmeta so I can keep it structured more efficiently
Nice to Have:
* Kanban style interface
* Outbound emailing built in