WP ERP VS ZERO BS CRM

WP ERP CRM VS ZERO BS CRM- Which One Suits Better to Your Business

As the saying “Customer is the king” comes first of all other factors for a business, you have to serve them with your heart and soul. That said, using a CRM or Customer Relationship Management can be a key idea to nurture your leads and paid customers so as to satisfy them.

Fortunately, you will get a host of CRM plugins out there in the market to manage your customers the right way. Although most of the plugins have all the bells and whistles to manage your customer resources, you may have to tune up your business needs with the tool you are going to pick up.

In this regard, the WP ERP CRM and the ZERO BS CRM can be a good choice for you. Both of these tools are great, but you may have to think twice to choose the one that fits better to your business requirements. Therefore, I will be breaking down these two great CRM tools so that you can choose the more suitable one for your business.

Without further ado, let’s dig deeper. And here we are going to cover-

  1. A Brief Introduction to the WordPress CRM
  2. A Brief Introduction to the Zero BS CRM
  3. WordPress CRM & ZERO BS CRM Comparison
    3.1 When to Use the WP ERP CRM
    3.2 When to Use the ZERO BS CRM
  4. ZERO BS CRM & WP ERP CRM: Common Features
  5. Unique Features of WP ERP CRM over the ZERO BS CRM
  6. Unique Feature of the ZERO BS CRM over the WP ERP CRM
  7. WP ERP CRM Integrations
  8. ZERO BS CRM Integrations
  9. WP ERP CRM Pricing
  10. ZERO BS CRM Pricing
  11. WP ERP CRM VS ZERO BS CRM at a Glance

A Brief Introduction to the WordPress CRM

WP ERP VS ZERO BS CRM

WordPress CRM (also known as WP ERP CRM) is basically a WordPress Plugin that lets you save your contact list according to their life stages, find contacts using the filter option and nurture the leads until they are converted to paid customers.

It is the first CRM tool that runs on WordPress. It’s scalable with a fleet of premium extensions to align the increased business requirements over time.

With this CRM system, you can also nurture your paying customers by mailing them in order to retain them by sending the newsletters or storing their data in groups.

The tool has already achieved two prestigious awards and has an amazing 4.4 rating out of 5 on WordPress.org. As of today, (5 December 2019), the plugin has more than 10000 active installations.

The CRM tool is available in both free and pro versions.

A Brief Introduction to the ZERO BS CRM

WP ERP VS ZERO BS CRM

The ZERO BS is another CRM solution that runs on WordPress. Like the WP ERP, it is also available on both free and pro versions. When the plugin had just over 1000 active installations, Automattic, the WordPress mother company, acquired it seeing the potential of this plugin.

As of 5 December 2019, the tool has over 2000 active installations.

Like WP ERP CRM, ZERO BS CRM also enables you to use a ton of extensions to scale up with your growing business needs.

Initially, it was founded by a two-person-team which includes Mike Stott and Woody Hayday.

WordPress CRM & ZERO BS CRM Comparison

WP ERP VS ZERO BS CRM

Now that, I have introduced you with the two CRM tool, let’s explore their utilities from different view-points:

When to Use the WP ERP CRM

WP ERP CRM is designed to meet the requirements of small and medium-sized businesses, for example, eCommerce sites, agencies, startups, nonprofit businesses, and many more.

However, that does not limit its usage from large companies. In fact, large corporations can also take the opportunity to keep their costs low utilizing this solution.

In addition, the tool is a no-frills solution that is intuitive and user-friendly even for beginners.

When to Use the ZERO BS CRM

The ZERO BS CRM is mainly fit for small and nonprofit businesses. But it can also be used to streamline the customer relationship management process of eCommerce sites, agency, and freelancers.

The software interface is also cognitive and intuitive making it ideal for beginner level users.

ZERO BS CRM & WP ERP CRM: Common Features

As I said, WP ERP comes of all the bare necessities along with some advanced aspects when it comes to the features.

On the other hand, ZERO BS CRM includes a great number of features like marketing, sales, contact management, social integration, team email, activity log and many more.

The common standout features of these two CRM solutions include:

SMS Notification

Sometimes you will feel that the emails and system email messages are not enough for some of your clients. In this case, the SMS notification of the WP ERP CRM and the ZERO BS CRM will take you to the rescue!

With the SMS integration of the WP ERP CRM, you can use the famous SMS gateways like Twilio, Clickatell, Nexmo, SMS Global and many more to send mobile text messages to your companies or contacts.

Activity Log

In ZERO BS CRM, you can see all the activities going inside the system, such as the time when you created a contact, the time when you met a contact, sales history, etc.

You can also see when you were paid for the invoice or you paid for a quote and all the other transaction history.

In WP ERP CRM, you can view all the activities including schedules, emails, tasks, and notes for all the contacts and companies you have created.

File Management for Contacts

In both CRM solutions, you can attach different types of files for your contacts and companies.

In WP ERP CRM, you will find everything to manage your documents.

Managing files and documents is a must to maintain a sound relationship with the clients.

Dynamic Contact Segmentation

You can create customer segmentation in both CRM tools to give your customers better-personalized service. You can segment by using tags and creating different groups.

Social Integration

To win the heart of your customers, you often have to reach them through their social networking accounts. The ZERO BS CRM and the WP ERP CRM both will allow you to add multiple social networking platforms for each contact.

Adding Tags

With this little yet powerful tool, you can find your desired contacts with just a single click! All you have to do is to add tags for certain contacts. For instance, you can add tags like ‘important’, ‘VIP’, ‘blacklisted’ etc.

Company Management

If you want to manage your company separately the ZERO BS CRM and the WP ERP CRM both have got you covered. That’s because you can manage your companies separately. This makes both of these tools B2B friendly.

Quotations

You may need to send quotes to your customers. The ZERO BS CRM has some premade quotation templates that will help you choose and send templates in the easiest and quickest way.

Managing as a Team

The ZERO BS CRM also supports multiple user roles required to manage your contacts as a team. The Zero BS CRM system has user roles such as:

  • Admin
  • Customer Manager
  • Quote Manager
  • Transaction Manager

Scheduling

The ZERO BS CRM does have a scheduling feature that lets you set appointments for specific contacts. For this purpose, you have to create a task, assign the task to a user, set the date. It’s also possible to send a reminder to the owner of the task.

Multi-language and multi-currency

Both the CRM systems support multi-currency and are translatable through the classic .po and the .mo file extensions.

Export, Import & Delete

Both CRM will help you to export & import contact data in CSV formats. You can also dump all your contact data if you want to.

Developer Ready

The core version of the two plugins is free and open source. So, you will be able to view the source code and change it two add newer functionalities on your own.

Setup Wizard

After installing, out of the box, the ZERO BS CRM and the WP ERP CRM both show an intuitive Setup Wizard. Using this setup wizard, you can quickly configure and tune up the systems for your business requirements.

Invoices

Invoicing is one of the most important building blocks of a customer relationship management tool. You will have to

System Emails

In ZERO BS CRM, you can send out emails in different events like:

  • Welcome to the client portal
  • You have received an invoice
  • You have received a new proposal

WooCommerce Integration

With the ZERO BS CRM, you can connect multiple, WooCommerce store through API connection integration and thus synchronize contacts from those stores.

When you make a sell on your WooCommerce store the associated customer information will automatically be imported in the CRM System.

Quick Filter

HubSpot integrates smoothly with several business social systems to access and capture contact information. For example, connect HubSpot with G Suite, Gmail, Outlook, or Office 365 for Windows to easily add contacts to the CRM. Users can also create lead ads for Facebook and Instagram to capture contact information that automatically syncs with HubSpot. Zoho’s free plan only offers integrations with Gmail and Facebook.

Unlimited Custom Fields

The default fields of the WP ERP CRM and the ZERO BS CRM might not be enough for your exclusive business needs. Luckily, using the Custom Field integration, you can enhance the number of fields of companies and contacts in both of the CRM solutions.

WooCommerce Sync

In WP ERP, with WooCommerce sync, you can see the details of a contact. For example, you can see how many items did a contact purchased or how many orders a contact has placed.

You can also specify the type of contacts before saving them. For example, you can set ‘Lead’ when a visitor registers as a customer or you can set ‘Opportunity’ when a visitor places an order and much more.

Like, WP ERP CRM, ZERO BS CRM also does come up with integration with WooCommerce.

Reporting

The ZERO BS CRM includes a comprehensive collection of reports. These reports are also customizable according to the viewer and date range. Apart from the individual customer activity log, some of the other reports include Summary Dashboard, Sales Reports, Growth Reports, Average Revenue Per Customer, New Customers Per Period, etc.

Customer support

As a business owner, every investment is vital for you. This is why you may desire robust customer service support from your CRM provider. Fortunately, both of these CRM solution providers will help you to give you the best customer support.

Ease of use

When we are comparing these two CRM tools, we are not just comparing their features but also how easy and intuitive they are to use. Fortunately, both of these CRM tools have amazing user interfaces.

Online Payment

Both WP ERP CRM and the ZERO BS CRM support direct online payment through gateways like PayPal, Stripe and many more.

However, the ZERO BS CRM support payment directly in their CRM as it is a standalone CRM tool. But the WP ERP CRM supports these payment systems through the Accounting module.

In ZERO BS CRM, using the Secure Client Portal you can make online payments via stripe payment gateway. You can also add custom pages by using shortcodes from the WordPress page-interface.

Unique Features of WP ERP CRM over the ZERO BS CRM

Now that I have shown you the similarities, let’s take a look at the features that make the WP ERP CRM distinguished from the ZERO BS CRM:

Advanced Contact Filtering

In WP ERP CRM, you can use search segments to create numerous parameters and conditions. This way you can quickly get the contact you are looking for. You can also save your searches to use them in the future.

Project Management

As opposed to the ZERO BS CRM, the WP ERP CRM comes with a full-fledged project management system integrated with it. With the project management tool, you can assign the

To use the Project Manager, you have to download and install the tool separately like any other WordPress tool.

Workflow

You can create a trigger-based workflow to manage your emails, contacts, employee creation & more using this systemic solution.

Deals

If you want to track and manage your deals in the easiest manner then nothing can beat this feature of the WP ERP CRM. With this feature, you can see deal progress, lost deals, won deals and many more.

Unique Feature of the ZERO BS CRM over the WP ERP CRM

Here are the features that make the ZERO BS CRM unique while compared to the WP ERP CRM:

Conversion Rate Tracking

The ZERO BS CRM has embedded contact forms you can use on your website. This form will help you calculate the conversion rate that is the number of visitors converting to leads. Comparing the conversion rate, you can stick to the best converting contact form.

On the other hand, in WP ERP CRM, you will need to use integrations like the weForms to calculate the conversion rate to use the same feature.

AKA and Aliases

You can store contacts and manage their aliases even with several emails for the same contact.

WP ERP CRM Integrations

Like the ZERO BS CRM, WP ERP CRM has also a ton of integrations aimed to manage your customers with ease. The integrations supported by the WP ERP CRM are Zendesk, Helpscout, Awesome support, WooCommerce Integration, Email Campaign, Custom Field Builder, Salesforce Contacts Sync, Document Manager, SMS Notifications, Deals, Hubspot Contacts Sync, Workflow, Gravity Forms Sync, MailChimp Contacts Sync.

ZERO BS CRM Integrations

The ZERO BS CRM supports all the important integrations that facilitate the purpose of the optimized customer management process. Currently, the plugin supports integration like Aweber, Automation, Awesome Support, Contact Form 7, Convert Kit, Google Contacts, Gravity Forms, Groove HQ, Mail Chimp, Member Mouse, Twilio, Stripe, PayPal, WooCommerce and many more.

WP ERP CRM Pricing

WP ERP CRM is free to use. But it has paid extensions. So, you can purchase only the extensions that you need to minimize expenditures.

However, the extensions are also available in bundles keeping the growing requirements of business during different phases. The basic plan starts at $149. Here are the different pricing plans:

Starter ($12.42/permonth)Essential
($33.25)/per month
Business
($49.92)/per month
Awesome Support SyncAwesome Support SyncAwesome Support Sync
Hubspot SyncCustom Field BuilderCustom Field Builder
MailChimp SyncEmail CampaignDeals
SMS NotificationGravity FormsEmail Campaign
Help Scout SyncGravity Forms
Hubspot SyncHelp Scout Sync
MailChimp SyncDeal
SMS NotificationHubspot Sync
WooCommerceMailChimp Sync
Salesforce Sync
SMS Notification
WooCommerce
Workflow
Zendesk Integration
Custom Field Builder

ZERO BS CRM Pricing

There is a free core version of the ZERO BS CRM. However, it is scalable with four pricing plans.

Unlike WP ERP CRM, it has four pricing plans. You can pick any plan that corresponds to your particular business requirements:

The basic plan starts at $11. Here are the other pricing plans:

Freelancer($11)Entrepreneur($17)Elite($30)Reseller($5.40)
Access to 4 CRM extensionsAccess to ALL CRM extensionsAccess to ALL CRM extensionsAccess to ALL CRM extensions
Basic SupportPriority SupportMail CampaignsMail Campaigns
Single Site LicenseSingle Site LicensePriority SupportPriority Support
10 Site Licenses
Free 30 minute concierge call
White Label / Rebrander
Access to Slack Community
12 months support and updates
Access to Slack CommunityAccess to Slack CommunitySingle Site License10 Site Licenses
12 months support and updates12 months support and updatesFree 30 minute concierge callFree 30 minute concierge call
*includes Mail CampaignsAccess to Slack CommunityWhite Label / Rebrander
12 months support and updatesAccess to Slack Community
12 months support and updates

WP ERP CRM VS ZERO BS CRM at a Glance

WP ERP CRMZERO BS CRM
Starting Price$12.42/per month
(Billed Yearly)
11$/Per month
(Billed Yearly)
Contact ManagementYesYes
Email TemplatesYesYes
Email IntegrationYesYes
ReportingYesYes
Live ChatYesYes
Workflow RulesYesYes
Inventory ManagementYes (Via
Accounting
Module)
Yes
Social IntegrationYesYes
Advanced Contact
Filtering with Saved
Search
YesNo
Order Management
as Project
YesNo
DealsYesNo
WorkflowYesNo
Conversion Rate
Tracking
NoYes
AKA and AliasesNoYes
Secure Client PortalYesYes
Sales DashboardNoYes
Number of Extensions14+14+
Overall Score8/10N/A *
More InformationWP ERP CRMZERO BS CRM

Conclusion

Though these two CRM tools are very close in features when they are compared to each other they are different only by a few factors.

If you go for the WP ERP CRM, you will get two free integrated modules for Accounting and Human Resource Management. It does also have a free Project Management extension that will let you manage your sales orders as projects.

However, if you would like to manage your customer resources with cheaper CRM software, then the ZERO BS CRM can be a good fit for you.

If you are already using any of these CRM, don’t forget to mention it in the comment section below.

* We have not found any score rating for ZERO BS CRM by any reviewer. In my opinion, it is a great CRM tool and I would like to give a 7.5 out of 10.

About Al Suzaud Dowla

Suza is a serious gadget lover and a science freak. Apart from being a computer geek, he is also passionate about music.

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2 Comments

  1. Nikolaj Woroschilow

    Nikolaj Woroschilow

    I’ve tried both of them. Not too deep, but enough to get a feel as a beginner.

    ZBS CRM
    This is a good solution, but I had trouble getting used to the way it is designed.
    Design is very important to me and ZBS CRM was too far away from the standard WP back-end Design.
    Also, the way it was structured, wasn’t convincing to me.

    Why the design is important?
    If I want to provide a solution to my own clients, which are using WordPress, they shouldn’t be confused with a totally different design.

    WP ERP
    I compared this solution through online media with ZBS CRM at the beginning and I did go with ZBS because it was promising.
    Now I switched to WP ERP and I’m happy that I did.
    The free version is already a great start. It provides me everything I need to process my clients and to get used the way it is designed.

    Regards,
    Nikolaj Woroschilow

  2. Al Suzaud Dowla

    Al Suzaud Dowla Editorial Staff  

    It’s really nice that you made a tour in both of the tools. They are both great tools to be honest. And I also agree the fact that the design of the ZERO BS CRM is a little different compared to that of WordPress Dashboard. Thanks.

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