No matter how big or small your business is, CRM and project management solutions are an integral part of every business. And if you want to improve your business, then there are no other substitutes for the proper use of these two indispensable tools.
Furthermore, if you can collaborate these two solutions together, you will effortlessly manage the customer and their associated projects in one place.
Both can stimulate you business to achieve higher adaptability and profitability if you can implement them properly.
However, in today’s post, we are going to tell you which are the best combined CRM and project management plugins and also explain an ultimate solution where you can find these two solutions in one place.
Some Good Combined CRM and Project Management Systems
A wise businessman always seeks the best solution for his or her company as well as the customers. As a result, both customers and employees feel great about being part of that business or company. Therefore, you must prefer a suitable solution to fulfill all your requirements. So having a combined solution of CRM and Project management can be lucrative for you.
However, both of these solutions have individual purposes, but at some point, you need to merge them into one for your business needs. Following that, it appears to be extremely difficult for the owner to manage it smoothly. So, a smart, inexpensive, and combined solution can help you manage both customers and projects in one place.
Well, we’ll show some plugins that work combinedly. And also how they can be very advantageous for your company or business to increase workflow.
Top Combined CRM & Project Management Plugins
In this section, we’ll be going over the top project management plugins that provide integrated CRM and project management.
So without further ado, let’s get started:
- WordPress ERP
- WordPress CRM Plugin – WP-CRM System
- Lead Form Data Collection to CRM
- Kanban Boards for WordPress
WP ERP: As a Combined Solution CRM and Project Management Solution
Regardless of the size of your company, it definitely needs an ERP solution. A complete ERP solution can power up your business through the following aspects. For example,
- Customer Relationship Management
- Project Management
- Human Resource Management
- Accounting Management
And the good news is, you can get all these tremendous solutions in one place in WP ERP. Overall, WP ERP is the first enterprise resource planning solution that brings together these two tools in a way that works well. Again, it’s empowering almost 10k+ businesses all over the World. And also you’ll get 37 extensions available in this plugin.
Related Article: Features of WP ERP Solution
However, let us find out how it can enable you to strengthen your business through a short overview of the modules:
Customer relationship management module
Using this Customer Relationship Management module, gives you an overall summary of the company’s month, day, and week. And also you can easily see the number of customers, leads, opportunities, and subscribers. However, you’ll get this module in a free version of WP ERP. But if you want to regularize its wing and get more facilities, you need to purchase other extensions for advanced use.
Project management module
Now managing projects of companies, and keeping them in a sequential way has become a piece of cake now. This module has a unique way to manage all the important files, for example, documents, keeping track of every project, assigning projects, tasks, to-dos, etc. Furthermore, you can optimize work with deadlines, milestones, subtasks, activities, progress reports, and advanced insights shared with your employees.
Human resource management module
You can regulate everything associated with HR using this module. It allows you to see the whole index of your active employees, search them by department, watch all the designations, and create announcements for all employees. The best part is that you can integrate this tool with WP Project Management and assign departments while creating projects.
Accounting management module
Using this ERP accounting system you can track everything related to finance using a single dashboard. And the dashboard of the accounting module is just impressive and very user-friendly. And the graphical representation will make the process easier to understand. For example, you can manage, sales, expenses, customers, vendors, journal entries, reports, and more.
Kanban Boards For WordPress
‘Kanban boards’ is known for the best agile project management and also for customer relationship management tracking sales, scheduling content publishing, hiring new employees, and more.
Let’s find out how it could be a boon for your business in terms of managing projects and customers as well.
Project Management & Collaboration
Using the Kanban project management feature, you can swiftly finish tasks, and to-do lists, and also move to the perspective places. And this easily movable feature will show the progress of every project.
Calendar For Editors
Facing troubles in distributing projects and tasks to the employees? Then the ‘Calendar’ feature will help you to do it perfectly. That means you can comfortably assign tasks, blog posts, lead enlargement, and complete your deadlines.
Kanban Board allows its users to inspect customer interactions and improve business relationships. Therefore, you can easily check all the records and status of customers using the boards. Thus it will help to understand them.
This feature allows you to keep track of all activities that occur between “Now” and “Sold.” And this will make sure your funnel is smooth and clear. so you can easily track and analyze to see what’s working and who’s performing.
WordPress CRM Plugin – WP-CRM System
WP CRM is another full-featured WordPress CRM plugin that allows you to manage your customers, projects, and tasks spontaneously. So using this plugin, you can grant access to your employees. And they will easily keep track of all of your customers’ information. Therefore, there is no need to spend any money on CRM.
Let’s look at the features that you will get with this plugin:
A Complete CRM Software
You can manage your team, give out tasks, and keep track of every marketing campaign with this plugin. Thus, it helps to metricize your opportunities into success. Furthermore, your employees get an email notification after getting assigned to any task.
Expedite with GDRP
WP CRM is also in compliance with GDRP. But it needs to admit that this plugin does not guarantee 100% GDPR compliance. Because no plugin can provide full compliance. However, it can assist with this if that is something your business requires.
Essential extension for maximizing workflow
There are a number of affordable WordPress CRM extensions that will enable you to do more with the WP-CRM System.
Let’s have a look:
- Connect WP-CRM System to over 750 different apps with Zapier
- Effectively collaborate with WooCommerce
- Easy digital downloads
- Client portal to see details of every customer
- Syncing with MailChimp
- Dropbox integration
- Connection with zendex
- And Contact forms
All these are premium extensions.
Lead Form Data Collection to CRM
WP Leads Builder is specially designed for CRM. You can also use this plugin to add WordPress contact information to your CRM as leads or contacts. This also lets you get information from the contact form on your WordPress site or change it. Moreover, you can use the shortcode in a different place, for example, in a post, page, or widget.
Let’s know shortly what are the main basic functionalities that will facilitate you:
- Integration with different ‘add-ons’ like Zoho CRM, Zoho CRM Plus, Salesforce, Freshsales, Vtiger CRM, SuiteCRM & SugarCRM
- 3rd party integration
- Easily accessible to use the ‘Embedded’ shortcodes
- Captures potential leads
- Perfect redirection process
- Convert users to potential customers
- Integration with WooCommerce
So these are just some of the superior qualities of this plugin that can totally expand your marketing strategy and conversion.
Benefits of Having CRM and Project Management Software in a Single Platform
Let’s find out how it could be a perfect decision to choose a combined CRM and Project Management software:
Using a merged CRM and Project Management solution will surely extend your business visibility. For example, you can find the problems, fix them in time and also take further initiative. Determining and predicting any issues that may emerge, will also be more feasible.
Proper planning for the projects
Project Planning means, everything that you do for setting up your project for success.
Completing projects in due time is more crucial. Because you have to increase the productivity and efficiency of your employees. Otherwise, you can not reach your goal.
So proper planning is a prerequisite to making a project successful. In this case, using CRM and Project management conjointly can be very effective for you.
Offers a systematic process
Every successful company follows a systematic process to reach its goal. Without proper instruction and guidelines, no one can gain the glory of victory.
So this intensified collaboration becomes valuable for business growth as it can have an amplified impact on efficiency and productivity.
Improves real-time customer service
You can not interact with your customers if you do not collect their data. In that case, you have to evaluate their data to improve communication and interaction. And this evaluation can make a good impact while communicating with them. Thus it helps to build new leads.
Using Customer management and project management software separately may waste your extra time and money. And also you may face maintenance issues while doing this. Because you have to manage both the customers and the projects at the same time.
As a result, a one-stop solution can save you time and money. Because both the CRM and project management software are intended to govern inventory and reduce costs, which can help you avoid additional expenditures.
Are You Ready to Get Started with a Combined CRM & Project Manager?
Using a separate solution or the combined CRM and Project Management tools totally depends on your business type. For example, your business capacity or area and the resources you have.
However, after an elaborate analysis, you may somehow get the ideal reason why you should use a combined CRM and project management software. right?
So if you’re looking for such a solution where you can use both CRM and project management all along, then surely this will be a great decision for your business growth.