WP ERP CRM review

WP ERP CRM is a CRM for WordPress that gets done everything you want a good CRM software to do but manages it with a lot more elegance and simplicity. Its smart interface is the first striking feature of WP ERP CRM. From one intuitively designed dashboard, you can keep track of all your contacts, their activities, and schedules. This ensures that every single lead for your business is tracked diligently, with the appropriate marketing action taken depending on the lead’s position in the marketing funnel.

Contact management becomes really easy with this plugin, as you can prioritize leads using life stages. Having done this, you can respond to contacts according to importance and urgency, making your communication process more efficient than ever. You can add reminders, comments, additional information, and more in the user profiles, which not only act as milestones of your progress but also help with insights for future interaction. The plugin offers the interesting feature of creating custom parameters to search through all contacts listed in the system.

The handy built-in email feature allows you to send correspondence to your contacts directly from the system, without having to waste time in opening a separate email client. A separate activities tab allows you to log all such mails or calls, meetings, and other correspondence with contacts. For future meetings or calls, you can create schedules, and the plugin notifies you well in time. Assigning tasks with deadlines to team members is also easy with the plugin.

Another useful feature of a good CRM system is its reporting, which lets you track customer activity, sales growth, and the overall efficacy of your marketing activities. WP ERP CRM provides you regular and easy-to-understand analysis to help with this. The plugin also offers a handful of extensions, such as WooCommerce integration, Salesforce contacts sync, and Gravity Forms sync, for extra functionality.

CRM features
  • add custom fields(add-on)
  • customer groups
  • customer management
  • document storage(add-on)
  • email marketing(add-on)
  • field mapping(add-on)
  • lead/quote management
  • online invoicing(add-on)
  • online payments(add-on)
  • phone call logging
  • reporting & analytics
  • user management
CRM integration
  • HubSpot CRM(add-on)
  • Salesforce(add-on)
payment gateways
  • PayPal(add-on)
  • Stripe(add-on)
email integrations
  • MailChimp(add-on)
other WordPress integrations
  • Gravity Forms(add-on)
  • WooCommerce(add-on)
other external integrations
  • Zendesk(add-on)
misc. features
  • email autoresponder(add-on)
  • email list support(add-on)
  • SMS messaging
  • translation ready

compare WP ERP CRM vs other CRM plugins

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