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!
Why Choose
WordPress CRM Module
Manage Users with
Life Stage
Built-in Mail
Communication
Advanced Contact
Filtering
Easy Reports for Your
Analysis
Win Every Deal with Our
Feature-rich Deals Extension
Overview of CRM
With the graphical dashboard, quickly view all important information like income & expenses,
accounts receivables, accounts payables, cash, and bank balance.
WooCommerce
Integration
Supercharge your WooCommerce store with powerful CRM integration
Integrate with All Renowned Support Tools
Integrate with Support solutions like – Zendesk, Awesome Support, Help Scout, and more
Sync Existing Contacts with Contact Management Tools
Import/Export contacts by syncing CRM with tools like – HubSpot, Salesforce, and more
Organize & Manage All Your Deals
Guide your CRM agents on a faster and more organized pipeline-based sales process
Automate Tasks with Workflow Extension
Get your stuff done faster and be on the same page with anyone anytime
Improve Customer Relations
while Nurturing Them
Build sustainable relationships with your customers, leads, and subscribers. Handle
your business clients, partners & others as efficiently as you do your contacts.
Sync Client Data With WooCommerce Integration
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!
Specify Your Automation with Workflow
You can set events like when a contact subscribes, unsubscribes, or is created and deleted. Set events like when a note or task is created or a meeting is scheduled.
Reach Your Clients Using Famous SMS Gateways
With this extension, you will get 7 SMS gateways including Twilio & Clickatell. Sending important notifications is now easier even when emails and system messages are not enough!
Convert Your Leads into
Customers
With feature-rich extensions of WP ERP’s CRM, easily turn any leads into loyal customers
Deals
Never get lost when dealing with multiple customers. See your deal progress, activity progress that you set, most recently won deals, and more.
Document
Manager
Store and organize your office documents and share them with the managers with this smart file-sharing tool.
Custom Field
Builder
You can edit the contact and company forms by adding more useful fields with ease.
Easy Reports for Your Analysis
Get 3 types of ready-made reports with the Core version of WP ERP CRM
Activity Report
Under Activity Report, you can view the total number of schedules, emails, tasks, and notes that all your agents or you have created for all your contacts and companies.
Customer Report
The Customer Report shows the demographic of customers such as – customers’ country, group, source, and more!
Growth Report
The Growth Report shows the total number of Subscribers, Opportunities, Leads, and Customers that you created for each month.
Integrate Your Favorite Support Tools
with WP ERP CRM
From Help Scout to Awesome Support, sync with WP ERP and provide your customer with
AWESOME support!
Zendesk Integration
The integration brings all your Zendesk clients to CRM contacts – old and new! Increase leads effortlessly in this way with whom you can do more marketing activities.
Help Scout Integration
New CRM contact is instantly created when a new contact creates a Help Scout ticket. Also, integrates all incoming new tickets with CRM profiles of existing contacts.
Awesome Support Sync
Using Awesome Support to provide support to your customers? Easily bring them to your CRM so you get full relationship management features!
Integrate Contact Management
Tools to Sync
With feature-rich extensions of WP ERP’s CRM, easily turn any leads into loyal customers
HubSpot
Contacts Sync
Mailchimp Contacts Sync
Salesforce Contacts Sync
