Introduction

WP-CRM System is a WordPress CRM plugin that helps you use WordPress as a full-fledged CRM (Customer Relationship Management) system. It works perfectly with almost all kinds of businesses and organizations ranging from small-scale companies to large ventures.

WP-CRM plugin provides an easy-to-use and intuitive administration panel with a lot of customizable configuration settings to operate your website efficiently. The WP-CRM plugin allows you effortlessly manage all kinds of critical CRM operations without any hassle.

Benefits of WP-CRM WordPress Plugin:

You can create individual contacts for your clients to keep track of their information. Here all the information will be stored in a single place along with other details like communications, meetings, etc.
As WP-CRM provides an interface to manage clients' companies and tags, you can easily search them based on these criteria.
Its Workspace helps you to interact with your client by using emails. All the emails sent or received within the WordPress website will be recorded safely inside the system without any hassles.
With the WP-CRM plugin, it becomes very easy for you to assign tasks/projects to clients or team members and keep track of them. It also allows you to set due dates and priorities for each task and get notifications when the task is completed or about to expire.
One of the key features included in the WP-CRM plugin is email tracking which helps you know whether your client has read your email sent through the WordPress website or not. This helps you follow up with your client, without any confusion or forgetfulness during critical business situations.

Who is it for?

The WP-CRM plugin is suitable for any individual or business with a WordPress website. It can also be used by freelancers who work on their own projects since its workspaces feature allows them to interact with clients directly through emails.

Features & Functionality

Easy Contact Management: Create, edit and delete contacts with ease using its intuitive contact management system.
You Own Everything: You can Add, Edit, and Delete any information stored in the WP-CRM plugin to make it work for you according to your business requirements.
Simplified Project Management: Assign tasks/projects to clients or team members and keep track of them with the WP-CRM plugin. It also allows you to set due dates and priorities for each task and get notifications when the task is completed or about to expire.
Seamless Integration With Other Apps: WP-CRM is fully compatible with all kinds of WordPress plugins. The WP-CRM System integrates your email, ticketing system, and CRM all in one place. You can capture new contacts through Gravityforms or send updates to Slack while keeping tabs on the Open ZenDesk tickets you've got open!
Invoicing Made Conveniently: Create and send beautiful invoices within WordPress with a few clicks. You can also add your company logo, contact information, tax info, etc to the invoice. Campaign Management From Start To Finish:** WP-CRM plugin allows you to manage your client's email campaigns from start to finish. You can schedule a campaign and track its performance through the simple yet powerful reporting system included in the plugin.
Import Everything With Ease: You can import and export contacts and leads with utmost ease. You can also transfer the leads to an email service provider like MailChimp or AWeber through its lead profiles feature.
Get Notified In Your Inbox: Be notified in your inbox when a new lead is created, contact information has been updated, there are any follow-up tasks for you to complete, etc.
Reporting At A Glance: The reporting system in the WP-CRM plugin offers you a bird' eye view of your sales and marketing efforts. You can see vital statistics like total leads and contacts, most active leads and contacts, total communications sent, top communications sent, etc in one place.