WP-CRM System – Manage Clients and Projects

WP-CRM System – Manage Clients and Projects is a fully featured WordPress CRM that allows you to use the WordPress interface you are already familiar with to manage your customers, projects, and tasks with ease.

Why spend hundreds or thousands of dollars on a CRM that charges based on the number of records you have in your database, or the number of users that you have accessing your database? WP-CRM System – Manage Clients and Projects allows you to have an unlimited number of records and lets you give everyone in your organization access to the WordPress CRM data they need to drive business.

More than a CRM

WP-CRM System – Manage Clients and Projects allows your team to manage projects, assign individual tasks, track marketing campaigns, and helps convert your opportunities into successes!

Easily import contacts and other records from your old CRM with our easy to use CSV uploader.

Get email updates whenever a project or task you are assigned to is created or edited. Never miss a thing!

Quickly create new contacts from existing users on your site with just one click. ) from the user’s account and add it to the new contact in WP-CRM System – Manage Clients and Projects.

Assists with GDPR compliance

WP-CRM System – Manage Clients and Projects has optional features, which can assist with GDPR compliance if that is something your business requires. Please note that this plugin does not guarantee GDPR compliance as no plugin can provide 100% compliance. Compliance requires actions on the part of your business that this plugin cannot provide.

Available features include a way for your contacts to view the data that is stored on them in WP-CRM System – Manage Clients and Projects, the ability for your contacts to export that data, and the ability for contacts to request that their data be deleted.

Not sure what GDPR is or if it applies to your business? Read our blog post on GDPR.

Premium Extensions Available

There are a number of inexpensive WordPress CRM extensions that will allow you to do more with WP-CRM System – Manage Clients and Projects.

• Zapier – Connect WP-CRM System to over 750 different apps with Zapier. Send WP-CRM System to other apps, or create/update records in WP-CRM System from data in other apps.

• WooCommerce – View contact’s order history from their record, automatically create new WP-CRM System contacts and organizations on new orders.

• Easy Digital Downloads – View contact’s order history from their record, automatically create new WP-CRM System contacts and organizations on new orders.

• Client Area – Create a portal for clients to see the status of their projects, tasks, campaigns, and invoices.

• Less Accounting – Connect to Less Accounting to manage invoices, and client records.

• MailChimp Sync – Subscribe contacts to your MailChimp list easily.

• Invoicing – Send invoices to customers and accept payments by credit card through Stripe.

• Custom Fields – Add extra fields to WP-CRM System. Keep track of an unlimited number of extra data for all of your records.

• Dropbox Connect – Attach files from your Dropbox account to any record in WP-CRM System.

• Slack Notifications – Alert your team through a Slack channel whenever a project, task, or opportunity is updated.

• Ninja Forms – Automatically create new contacts in WP-CRM System whenever a visitor fills out a contact form on your site (requires Ninja Forms).

• Gravity Forms – Automatically create new records in WP-CRM System whenever a visitor fills out a contact form on your site (requires Gravity Forms).

• Zendesk Connect – View tickets submitted to Zendesk by your WP-CRM System contacts. Quickly create a WP-CRM System task, project, or opportunity from the information provided in the ticket.

• Notes & Email – Send email directly from Contacts. Add custom private note on each post.

Have a suggestion for a new feature?

We’re always looking to add new features to WP-CRM System – Manage Clients and Projects. If you have a third party app you would like to integrate with, or a new feature we should include we want to hear about it!

Need Help?

Documentation for WP-CRM System – Manage Clients and Projects and extensions can be found on our website.

Get support from the WordPress support page for this plugin, or contact support.

Languages

WP-CRM System – Manage Clients and Projects is written in American English, and has been translated into the following languages:

• Russian – WP-CRM System Core Plugin by Maxim Glazunov

• Polish – WP-CRM System Core Plugin by Pawel Michalski

• Spanish – WP-CRM System Core Plugin by Adrián Quinteiro Ayán

If you would like to submit a translation, please submit it through our website.