About WP-CRM System
WP-CRM System is a customer relationship management (CRM) plugin for WordPress. It allows small businesses and freelancers to manage contacts, projects, and invoices directly within their WordPress dashboard, ensuring data ownership.
WP-CRM System is a customer relationship management plugin built specifically for WordPress, targeting freelancers and small businesses. It integrates directly into the WordPress dashboard, allowing users to manage contacts, projects, campaigns, and invoicing without relying on a third-party application. This ensures users maintain full ownership of their data. Key features include customizable contact management, project tracking, and built-in reporting. The core plugin is free, with functionality expanded through paid extensions available in bundled packages. These extensions add capabilities like a client portal, invoicing via Stripe, and integrations with popular tools such as MailChimp, Gravity Forms, Slack, and Zapier. The pricing model is based on annual licenses for extension bundles, with no per-user fees or limits on the number of records.
Pros & Cons
- Integrates directly into the WordPress dashboard for unified management.
- Users retain full ownership of their customer data.
- The core plugin is free to use.
- No per-user costs or limitations on the number of records.
- Functionality can be extended with various premium add-ons.
- Many key features like invoicing and integrations require purchasing paid extensions.
- Support is tied to the purchase of an annual license.
- The vendor, Usability Dynamics, is not clearly presented on the product site.
Features
Key features
Manage client information and create custom fields to track relevant data.
Store project details and track tasks and opportunities from the WordPress dashboard.
Create and send invoices to customers and accept payments via Stripe.
Import campaigns, contacts, opportunities, organizations, projects, and tasks from a CSV file.
View upcoming deadlines and get an overview of project performance with built-in reporting.
Receive notifications for upcoming projects, tasks, or opportunities directly to your email inbox.
Additional features
Manage marketing campaigns from within the WordPress website.
Customize the plugin with hooks to add custom reports, fields, and modify data display.
A premium extension allows creating a portal for clients to view their project status.
Connect with Gravity Forms and Ninja Forms to capture new contacts from form submissions.
Connect with apps like MailChimp, Slack, Zendesk, and Zapier through premium extensions.
Pricing
Annual plans
- 1 year of support and updates for 1 website
- WP-CRM System plus 3 premium extensions
- Custom Fields
- Invoicing
Includes WP-CRM System, Custom Fields, Client Area, and Invoicing extensions.
Source: vendor pricing page →- 1 year of support and updates for 1 website
- All current and future extensions
- Gravity Forms Connect
- MailChimp Sync
- Slack Notifications
- WooCommerce Connect
- Zapier Connect
- Zendesk Connect
- 1 year of support and updates for unlimited websites
- All current and future extensions
- Gravity Forms Connect
- MailChimp Sync
- Slack Notifications
- WooCommerce Connect
- Zapier Connect
- Zendesk Connect
Countries & Languages
Interface languages
Billing currencies
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About WP-CRM System
WP-CRM System is a customer relationship management (CRM) plugin for WordPress. It allows small businesses and freelancers to manage contacts, projects, and invoices directly within their WordPress dashboard, ensuring data ownership.
WP-CRM System Details
WP-CRM System's In-App Market Place
Does WP-CRM System have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Annual plans
- 1 year of support and updates for 1 website
- WP-CRM System plus 3 premium extensions
- Custom Fields
- Invoicing
Includes WP-CRM System, Custom Fields, Client Area, and Invoicing extensions.
Source: vendor pricing page →- 1 year of support and updates for 1 website
- All current and future extensions
- Gravity Forms Connect
- MailChimp Sync
- Slack Notifications
- WooCommerce Connect
- Zapier Connect
- Zendesk Connect
- 1 year of support and updates for unlimited websites
- All current and future extensions
- Gravity Forms Connect
- MailChimp Sync
- Slack Notifications
- WooCommerce Connect
- Zapier Connect
- Zendesk Connect
Accepted Payment Currencies
USD
Pros & Cons
- Integrates directly into the WordPress dashboard for unified management.
- Users retain full ownership of their customer data.
- The core plugin is free to use.
- No per-user costs or limitations on the number of records.
- Functionality can be extended with various premium add-ons.
- Many key features like invoicing and integrations require purchasing paid extensions.
- Support is tied to the purchase of an annual license.
- The vendor, Usability Dynamics, is not clearly presented on the product site.
WP-CRM System's Support Options
Documentation
https://www.wp-crm.com/docs/WP-CRM System's Alternatives
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