Wordpress Crm

Description

WP-CRM System is a fully featured WordPress CRM that allows you to use the WordPress interface you are already familiar with to manage your customers, projects, and tasks with ease.

Upi WordPress Lead Management solution: Easily interface with and extend popular WordPress forms. Import leads from Facebook, From Google Sheets, from any webservce, from any source. A central customer relations management (CRM) solution for WordPress users. Lead management and tracking. The WordPress CRM Plugin offers a fully-featured CRM that goes right in your WordPress dashboard. It’s free to download and use on your site, with the option to expand with paid addons like Zapier, WooCommerce, and Invoicing extensions.

Why spend hundreds or thousands of dollars on a CRM that charges based on the number of records you have in your database, or the number of users that you have accessing your database? WP-CRM System allows you to have an unlimited number of records and lets you give everyone in your organization access to the WordPress CRM data they need to drive business.

More than a CRM

WP-CRM System allows your team to manage projects, assign individual tasks, track marketing campaigns, and helps convert your opportunities into successes!

Easily import contacts and other records from your old CRM with our easy to use CSV uploader.

Get email updates whenever a project or task you are assigned to is created or edited. Never miss a thing!

Quickly create new contacts from existing users on your site with just one click. The plugin will take existing information (name, email address, etc.) from the user’s account and add it to the new contact in WP-CRM System.

Assists with GDPR compliance
WP-CRM System has optional features, which can assist with GDPR compliance if that is something your business requires. Please note that this plugin does not guarantee GDPR compliance as no plugin can provide 100% compliance. Compliance requires actions on the part of your business that this plugin cannot provide.

Available features include a way for your contacts to view the data that is stored on them in WP-CRM System, the ability for your contacts to export that data, and the ability for contacts to request that their data be deleted.

Not sure what GDPR is or if it applies to your business? Read our blog post on GDPR.

Premium Extensions Available

There are a number of inexpensive WordPress CRM extensions that will allow you to do more with WP-CRM System.

Zapier – Connect WP-CRM System to over 750 different apps with Zapier. Send WP-CRM System to other apps, or create/update records in WP-CRM System from data in other apps.
WooCommerce – View contact’s order history from their record, automatically create new WP-CRM System contacts and organizations on new orders.
Easy Digital Downloads – View contact’s order history from their record, automatically create new WP-CRM System contacts and organizations on new orders.
Client Area – Create a portal for clients to see the status of their projects, tasks, campaigns, and invoices.
Less Accounting – Connect to Less Accounting to manage invoices, and client records.
MailChimp Sync – Subscribe contacts to your MailChimp list easily.
Invoicing – Send invoices to customers and accept payments by credit card through Stripe.
Custom Fields – Add extra fields to WP-CRM System. Keep track of an unlimited number of extra data for all of your records.
Dropbox Connect – Attach files from your Dropbox account to any record in WP-CRM System.
Slack Notifications – Alert your team through a Slack channel whenever a project, task, or opportunity is updated.
Ninja Forms – Automatically create new contacts in WP-CRM System whenever a visitor fills out a contact form on your site (requires Ninja Forms).
Gravity Forms – Automatically create new records in WP-CRM System whenever a visitor fills out a contact form on your site (requires Gravity Forms).
Zendesk Connect – View tickets submitted to Zendesk by your WP-CRM System contacts. Quickly create a WP-CRM System task, project, or opportunity from the information provided in the ticket.

Have a suggestion for a new feature?

We’re always looking to add new features to WP-CRM System. If you have a third party app you would like to integrate with, or a new feature we should include we want to hear about it!

Need Help?

Documentation for WP-CRM System and extensions can be found on our website.

Get support from the WordPress support page for this plugin, or contact support.

Languages

WP-CRM System is written in American English, and has been translated into the following languages:

Russian – WP-CRM System Core Plugin by Maxim Glazunov
Polish – WP-CRM System Core Plugin by Pawel Michalski
Spanish – WP-CRM System Core Plugin by Adrián Quinteiro Ayán

If you would like to submit a translation, please submit it through our website.

Installation

Download archive and unzip in wp-content/plugins or install via Plugins – Add New.
Activate the plugin through the Plugins menu in WordPress.

Wordpress Crm Plugin 2020

FAQ

What makes WP-CRM System different from other CRM’s?

Many other CRM’s are hosted on the CRM company’s servers, which requires you to maintain an active subscription in order to access YOUR data. WP-CRM System gives you control over your data by keeping it all contained on your WordPress CRM website. You own it all and no one can ever keep you from it – just like it should be. There are no expensive contracts required in order for you to access your customer’s information.

Can I Share Information With Customers?

Sure! We have a Client Area add-on, which lets you assign projects, tasks, campaigns, and even invoices (with our Invoicing add-on) to your contacts. When your contact logs into their account, they’ll be able to see everything you’re working on for them.

If you need to show your contacts the data that you have on them for GDPR purposes, you will be able to use the GDPR settings to handle this without the need for any additional plugins.

What if I am coming from another CRM, can I import my data?

Absolutely. There are inexpensive extensions that allow you to import as little or as much information as you need to into your WordPress CRM.

Is my data secure?

Your data is only accessible through the WordPress CRM dashboard. None of it will be accessible through the public facing portion of your website unless you are using our GDPR features (see above). This allows you to provide access to as few or as many people as you need to.

Reviews

Absolutely phenomenal customer support. I've been using this plugin to set up a CRM system for a client of mine and I've been blown away by the amount of personalised customer support. I've used a lot of plugins in my time and none of the developers have had the attention to detail, care, and general dedication to ensuring complete customer satisfaction. Really friendly team and nothing was too much trouble. I really can't recommend enough, if you're thinking twice about buying this plugin, just do it, you won't regret it. Thanks so much Scott & the WP-CRM System team!

Managing Clients Just Got Easier With WP-CRM System: The WordPress CRM Plugin Designed for Small Businesses

Put an end to the confusing information overload from ongoing projects. This WordPress CRM makes project management easier for freelancers and small businesses.

EASY CONTACT MANAGEMENT

Manage your client information and potential opportunities the way you want to. Create custom fields to track the client data that matters the most to your business – nothing more, nothing less.

YOU OWN EVERYTHING

CRM just got more convenient with all of your client information on your website. Because everything is stored and managed directly in your WordPress dashboard (not a third party app), you own all your data for as long as you own your website.

SIMPLIFIED PROJECT MANAGEMENT

Imagine how much easier it'll be to store all of your project details in one place. Your dashboard allows you to keep track of the big picture with a list of all of your projects, and drill down to the individual details with a list of your upcoming tasks and opportunities.

INVOICING MADE CONVENIENT

Send beautiful invoices and get paid via Stripe without navigating away from your website. With WP-CRM System's invoicing system, you can set your payment terms and quickly send invoices as soon as your projects are complete.

IMPORT EVERYTHING WITH EASE

Setting up your CRM is fast and easy with the ability to important all of your critical data, including campaigns, contacts, opportunities, organizations, projects, and tasks. Put your current data in a CSV file and import it to your CRM with ease.

REPORTING AT A GLANCE

You never have to wonder how your business is performing. See upcoming deadlines or due dates, and get a big picture overview of all your projects with our built-in reporting.

TRANSPARENT PRICING

A CRM shouldn't nickle and dime you every time you add a new contact. WP-CRM System is unique in that there are no per-user costs or limitations. Add an unlimited number of records without paying more.

SEAMLESS INTEGRATION WITH OTHER APPS

Integrate your MailChimp account. Capture new contacts through GravityForms. Send updates via Slack. Keep tabs on your open ZenDesk tickets. WP-CRM System doesn't change the way you work – it makes your current workflow easier and more productive by incorporating the apps you already use.

CAMPAIGN MANAGEMENT FROM START TO FINISH

Manage campaigns within your website. Get an overview of what's happening with each campaign and make tweaks on the fly. Watch your conversion rates soar as you test and develop better, stronger marketing for your business.

GET NOTIFIED IN YOUR INBOX

You don't have to be logged into your website for WP-CRM System to notify you of upcoming projects, tasks, or opportunities. Set up email notifications so you never miss a thing.

DEVELOPER FRIENDLY

Have a knack for coding? Make the plugin your own. Add custom reports, custom fields, and change how certain data is displayed. Hooks give developers flexibility.

PRICING TO MATCH YOUR BUDGET

WP-CRM System is built for freelancers and small business owners. It is a completely free plugin to use with extension packages suitable for any budget. It's perfect for any business – new or experienced.

What People Are Saying...

Can I give 6 Stars?

I have customized this software for my client and they basically run their entire organization off of it. That's amazing that a WordPress Plugin can operate a million dollar business.

Fantastic CRM Tool

This a fantastic plugin with very good support. I was able to setup a membership database for a club website with over 500 individual organisations and thousands of member contacts.

One of the best CRM currently

The implementation of the code follows WP stds, making it very easy to build on and change and augment its functionality, so a lot of potential for this plugin.

Top quality business tool

I am very impressed with the “WP CRM System” plugin. I have spent months, literally months, trying to code for myself a plugin that will do what this one does. It works out of the box.

Excellent software and support

They went above and beyond solving a problem that wasn’t even the fault of their software. I could not be more satisfied.

Does everything I need it to

Exactly the lightweight CRM tool I was looking for. Intuitive enough for me to jump right in and create a contacts database.

Best CRM system for WordPress

Best CRM system for WordPress as far as I can see. And the support is amazing.

Boost your productivity with a bundled plan, or individual extensions.

Plus

1 year of support and updates for 1 website
WP-CRM System plus 3 premium extensions

Enhanced

1 year of support and updates for 1 website
All current and future extensions while your license is active.

Professional

1 year of support and updates for unlimited websites
All current and future extensions while your license is active.

Of course! If you don't have a need for all of the extensions included in the bundled packages, you can purchase individual extensions that let you customize WP-CRM System for your business needs. To browse all of our extensions, click here.

Do I have to buy extensions for WP-CRM System to work?

Wordpress Crm Tutorial

No extensions are required to use WP-CRM System. They do help provide additional functionality, which in some cases may benefit your business. If you would like to download the free WP-CRM System core plugin, click here.

You probably already use third party tools that you've come to love and rely on. This plugin isn't designed to replace those tools – it’s designed to enhance them, making them more accessible to you via your CRM.

The free version of WP-CRM System is robust on its own. We didn't want to bloat the software by incorporating features you may not ever use. The choice is yours for what you add and what you keep out of your WordPress CRM.

If you need extra features, we invite you to browse through our add-on plugins. These extensions make it easy to setup WP-CRM System so it works the way you do.