WordPress CRM
Customer Relationship Management Streamlined
Easily track & follow up queries
with leads, subscribers & clients. Build long-lasting relations with this feature-rich open source WordPress CRM which comes in both free & pro versions!
Overview
This Open Source CRM is powered by a simple, smart & meaningful interface that gives customer relationship management a whole new feel!
Dashboard
Contacts
Companies
Activities
Schedules
Contact Group
Dashboard
Contacts
Companies
Activities
Schedules
Contact Group
Smart Contact Management
Build sustainable relationships with your customers, leads, and subscribers. Managing clients just got easier!
Manage Users
with Life State
Prioritize users using life stages & compartmentalize your service. Respond to contacts according to importance and urgency for greater efficiency.
Note that
Important Stuff
Add reminders, information, comments, messages and a lot more in user’s profile. They’re like quick alarms, milestones of your progress & clues which will lead you to valuable insights.
Built-in Mail
Communication
Make your correspondence directly from the user’s profile through the integrated mailing system. Don’t have to change screens anymore to conversate with your leads & clients.
Log Different
Activities
Record calls, meetings, emails and SMS that have already taken place to keep track. Include the dates and times, and assign to agents who were involved in it.
Schedule a Meeting
or a Call
Keep your team prepared for sealing the deal. Schedule meetings between your customers & representatives. Notify with follow ups with calls or emails.
Assign Tasks to
Agents
Quickly assign tasks to any of your CRM agents from within a user’s profile. Stylize the text as you like to highlight important parts. Set time & dates as deadline.
Advanced Contact
Filtering
Pin point the customer(s) you are looking for. Use search segments to create numerous parameters & And/Or conditions. Filter also only using life stages.
Filter with Saved
Searches
Provide speedy support by using saved search segments. Once you create a complicated filter, you can bring the same results without building it all over again.
Manage Your B2B Users Too!
Handle your business clients, partners & others as efficiently as you do your contacts. Make company profiles & handle multiple representatives.
Personalize the way you Communicate
Record & observe all interactions: from creating a contact to the
development phases, to notes & schedules. Great way to check
clients’ service history & handle future clients better.
Easy Reports for your analysis
With CRM reports, view activity, customer & growth report of your customers and business clients. Use filters to put your information in context & get a better understanding.
Contact Groups for easy categorization
When you have contacts from different companies having similar interests, or customers of the same product from different regions, clump them all in a group to serve accordingly.
Extensions
Deals
Workflow
Email Campaign
WooCommerce Integration
Hike Up Deals, Conversions & Conversations With the Best Open Source CRM
Give Your Client Relationships A Whole New Meaning!
