WordPress 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 deals with our
feature rich Deals extension
Overview of CRM
With the graphical dashboard, quickly view all important information like income & expense,
accounts receivables, accounts payables, cash and bank balance.
WooCommerce
Integration
Want to take payments
directly from your
invoices? This extension…
Integrate with All Renowned Support Tools
The payroll enables you
to manage your emplo…
Sync Existing Contacts with Well Known Contact Managers
Set Events like creating or
deleting customers…
Organize & Manage All Your Deals
An interactive inventory management system that seamlessly works with …
Automate Tasks with Workflow Extension
Manage your office
expenses from a single
place where employees…
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
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.
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
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.
Convert Your Leads into
Customers
With feature-rich extensions of WP ERP’s CRM, easily turn any leads into loyal customers
Deals
A smart tool to manage
and guide your CRM
agents on a faster and
organized pipeline based
sales process.
Document
Manager
Store and organize your office documents and share with the managers with this smart file sharing
Custom Field
Builder
You can edit the contact’s and company’s forms by adding more useful fields at ease.
Easy Reports for Your Analysis
Get 3 types of ready-made reports with the Core version of WP ERP CRM
Activity Report
The Customer Report shows the total
number of Subscriber, Opportunity, Leads,
band Customers.
Customer Report
The Customer Report shows the total
number of Subscriber, Opportunity, Leads,
band Customers.
Growth Report
The Customer Report shows the total
number of Subscriber, Opportunity, Leads,
band Customers.
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
New CRM contact is instantly created when a new contact creates Help Scout ticket. Also, integrates all incoming new tickets with CRM profiles of existing contacts.
Help Scout Integration
New CRM contact is instantly created when a new contact creates Help Scout ticket. Also, integrates all incoming new tickets with CRM profiles of existing contacts.
Awesome Support Sync
New CRM contact is instantly created when a new contact creates Help Scout ticket. Also, integrates all incoming new tickets with CRM profiles of existing contacts.
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
Mailchim
p Contacts Sync
Salesfor
ce Contacts Sync
