WP-CRM expands on the primary customer management functionality already built into WordPress. Though it does not offer the same level of features as many other WordPress CRM plugins on this list, it’s easy to organize clients and track correspondence. WP-CRM System extensions are available in our bundle packages. Once you purchase one of these bundles, you will get access to all of the plugins contained in the bundle. For details on which extensions are included in each bundle package, see the comparison table below.
Description
WP-CRM System 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 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 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. The plugin will take existing information (name, email address, etc.) from the user’s account and add it to the new contact in WP-CRM System.
Assists with GDPR compliance
WP-CRM System 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.
WP-CRM System 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, 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.
- 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.
Have a suggestion for a new feature?
We’re always looking to add new features to WP-CRM System. 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 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 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.
Installation
- Download archive and unzip in wp-content/plugins or install via Plugins – Add New.
- Activate the plugin through the Plugins menu in WordPress.
FAQ
What makes WP-CRM System different from other CRM’s?
Many other CRM’s are hosted on the CRM company’s servers, which requires you to maintain an active subscription in order to access YOUR data. WP-CRM System gives you control over your data by keeping it all contained on your WordPress CRM website. You own it all and no one can ever keep you from it – just like it should be. There are no expensive contracts required in order for you to access your customer’s information.
Can I Share Information With Customers?
Sure! We have a Client Area add-on, which lets you assign projects, tasks, campaigns, and even invoices (with our Invoicing add-on) to your contacts. When your contact logs into their account, they’ll be able to see everything you’re working on for them.
If you need to show your contacts the data that you have on them for GDPR purposes, you will be able to use the GDPR settings to handle this without the need for any additional plugins.
Wp-crm Woocommerce
What if I am coming from another CRM, can I import my data?
Absolutely. There are inexpensive extensions that allow you to import as little or as much information as you need to into your WordPress CRM.
Is my data secure?
Your data is only accessible through the WordPress CRM dashboard. None of it will be accessible through the public facing portion of your website unless you are using our GDPR features (see above). This allows you to provide access to as few or as many people as you need to.
Reviews
Absolutely phenomenal customer support. I've been using this plugin to set up a CRM system for a client of mine and I've been blown away by the amount of personalised customer support. I've used a lot of plugins in my time and none of the developers have had the attention to detail, care, and general dedication to ensuring complete customer satisfaction. Really friendly team and nothing was too much trouble. I really can't recommend enough, if you're thinking twice about buying this plugin, just do it, you won't regret it. Thanks so much Scott & the WP-CRM System team!
WP-CRM System extensions are available in our bundle packages. Once you purchase one of these bundles, you will get access to all of the plugins contained in the bundle.
For details on which extensions are included in each bundle package, see the comparison table below.
If you already have a license for one of these bundles, login to your account and visit the downloads section to download your extensions.
Plus
- 1 year of support and updates for 1 website
- WP-CRM System plus 3 premium extensions
Wp Crm Plugin
Enhanced
- 1 year of support and updates for 1 website
- All current and future extensions while your license is active.
Wp Crm Plugin
Crm Wordpress Plugin
Professional
- 1 year of support and updates for unlimited websites
- All current and future extensions while your license is active.
Wp Crm System
Features | Plus | Enhanced | Professional |
---|---|---|---|
WP-CRM System | ✔ | ✔ | ✔ |
Custom Fields | ✔ | ✔ | ✔ |
Client Area | ✔ | ✔ | ✔ |
Invoicing | ✔ | ✔ | ✔ |
Dropbox Connect | ❌ | ✔ | ✔ |
Easy Digital Downloads Connect | ❌ | ✔ | ✔ |
Gravity Forms Connect | ❌ | ✔ | ✔ |
Less Accounting | ❌ | ✔ | ✔ |
MailChimp Sync | ❌ | ✔ | ✔ |
Ninja Forms Connect | ❌ | ✔ | ✔ |
Slack Notifications | ❌ | ✔ | ✔ |
WooCommerce Connect | ❌ | ✔ | ✔ |
Zapier Connect | ❌ | ✔ | ✔ |
Zendesk Connect | ❌ | ✔ | ✔ |
Unlimited Sites | ❌ | ❌ | ✔ |