Most CRM systems tend to bloat up with features that might be used by large organizations once in a while. If you are a freelancer or a small business owner, you need a lean system that makes data management less confusing. WP-CRM System is a premium CRM plugin for WordPress that does just this with the help of easy to master features. A key advantage is that all your important data is stored on your site and not on a third party location.
Through the basic plugin as well as through its many extensions, you can simplify most pertinent aspects of your business. For example, details of leads and clients can be saved and tracked using custom fields, saving you time from filling up data that you do not require. Unlimited team members can use the system, with defined roles for each of them. Clients can also access their own client area, where they can see the status of their projects, tasks, campaigns and invoices.
Similarly, projects and campaigns are managed more easily when all details, including upcoming tasks, opportunities and progress reports, are readily available on your dashboard for quick access. The convenient invoicing system allows payment through Stripe directly from your website. The built-in reporting gives you a big picture overview across all projects and lets you track your business at all times. Automatic email notifications update you of upcoming tasks even if you are not logged into the system.
These features are further enhanced by the extensions available with the plugin. This includes integration with Zapier, which allows you to connect with over 750 other apps; integration with WooCommerce for easy availability of all your customers’ order information; import and export of contacts, campaigns and tasks; integration with Slack for sending notifications to your team; integration with MailChimp, Gravity Forms, Zendesk, Dropbox and a lot more.
- add custom fields(add-on)
- customer groups
- customer management
- document storage
- email marketing
- field mapping
- lead/quote management
- online invoicing(add-on)
- online payments
- reporting & analytics
- user management
- Easy Digital Downloads(add-on)
- Gravity Forms(add-on)
- Ninja Forms(add-on)
- email list support
- GDPR compliance
- translation ready
compare WP-CRM System vs other CRM plugins
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