WPCRM review

You might already be using Contact Form 7 (CF7) and WooCommerce, but to make full use of the leads you receive from these tools, a premium CRM plugin for WordPress like WPCRM can be quite helpful. Designed specifically for this purpose, it has features that go beyond a general CRM plugin or software.

The first benefit with WPCRM is that you can map fields with CF7-WooCommerce forms so that data is received directly into the CRM system. After this, using the different modules of the CRM plugin, you can manage a range of important information on a regular basis.

So, the Contact Module lets you manage important business contacts, along with tasks and notes. You can create new leads with the Leads Module, and assign team members to them. With the Opportunity Module, you can convert leads into opportunities, and then these into client accounts in the Client Module. You can include multiple contacts within the same account too.

Similarly, information on your products or services can be managed in the Product Module, or sales orders can be tracked in the Sales Module. The Quote Module is great for managing quote listings, adding custom quotes for specific clients or reusing historical quotes. The Invoice Module helps you in managing invoices and printing them at a moment’s notice. There’s a Tax Module that lets you select tax value directly from quote, sales and invoice.

A separate Task Module lets you create and assign tasks, manage them and link to other modules. The helpful Case Module is meant to handle complaints and product issues, letting you assign them to the team for resolution. There’s even a Newsletter Module that lets you import customer contact details into MailChimp for group mailing. And all this can be done effortlessly from the user-friendly dashboard, where you get regular reports letting you plan your workday accordingly.

CRM features
  • customer management
  • email marketing
  • field mapping
  • form builder
  • lead/quote management
  • online invoicing
  • order management
  • reporting & analytics
  • user management
email integrations
  • MailChimp
other WordPress integrations
  • Contact Form 7
  • WooCommerce
other external integrations
  • Slack
  • Zendesk
misc. features
  • email list support

compare WPCRM vs other CRM plugins

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