WP ERP is the first and only complete ERP suite available for WordPress. The module provides extensive customer management features. It also has a rich and detailed CRM Dashboard.
To view the dashboard, navigate to WP Admin Dashboard → WP ERP→ CRM → Overview.
From here, you can get a bird’s eye view of your CRM system. You can view how many contacts you have and their segmentation. Same goes for your company contacts.
The CRM Dashboard gives you the following details –
- Total Number of Contacts
- Life-stage wise Segmentation with Numbers
- Present and Upcoming Schedules
- Recently Added Contacts & Companies
- Total Number of Inbound Emails
Calendar & Schedules at A Glance
That’s all from WP ERP CRM overview.