WP-CRM System

Project Management Software

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This WordPress plugin streamlines client and project management for small businesses and freelancers by consolidating essential information and tasks into a single, user-friendly dashboard. Key features include customizable contact management, seamless invoicing, easy data import, and integration with popular applications, all designed to improve productivity and simplify workflows while ensuring data ownership remains with the user.

WP-CRM System can be found in Project Management Software categories.

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WP-CRM System Main Features

• Developer Friendly
  If you know coding, you can customize the plugin to fit your needs.
• You Own Everything
  All your client information is stored on your website, so you own your data.
• Transparent Pricing
  There are no extra costs for adding new contacts; you can add unlimited records.
• Reporting at a Glance
  Get an overview of your business performance with built-in reports.
• Easy Contact Management
  You can manage your client information and track important data with custom fields.
• Invoicing Made Convenient
  Send invoices and get paid through Stripe without leaving your website.
• Get Notified in Your Inbox
  Receive email alerts for upcoming projects and tasks without being logged in.
• Import Everything with Ease
  Quickly set up your CRM by importing data from a CSV file.
• Pricing to Match Your Budget
  The plugin is free to use, with affordable extension packages for any budget.
• Simplified Project Management
  Keep all your project details in one place and track tasks easily.
• Seamless Integration with Other Apps
  Connect with apps like MailChimp and Slack to make your workflow easier.
• Campaign Management from Start to Finish
  Manage and adjust your marketing campaigns directly on your website.

WP-CRM System Benefits

• Data Ownership
  All your client information is stored on your website, so you own your data and can access it anytime.
• No User Limits
  You can add as many contacts as you want without worrying about extra costs, making it budget-friendly.
• App Integration
  This CRM works well with other apps you already use, making your workflow smoother and more productive.
• Clear Reporting
  You can see how your business is doing at a glance with built-in reports showing deadlines and project status.
• Easy Data Import
  Setting up your CRM is quick because you can import all your important data from a CSV file.
• Campaign Management
  You can manage your marketing campaigns directly on your website and make changes easily to improve results.
• Email Notifications
  You will get email alerts for upcoming tasks and projects, so you never miss important deadlines.
• Convenient Invoicing
  You can send invoices directly from your website and get paid quickly without any hassle.
• Developer Flexibility
  If you know how to code, you can customize the plugin to fit your specific needs and preferences.
• Custom Contact Management
  You can create custom fields to store the client information that is most important to your business.
• Easier Project Management
  This CRM helps you keep all your project details in one place, making it simple to track everything.

Who should use WP-CRM System?

• Marketers
  Marketers can manage campaigns directly on their website and see how well they are doing.
• Developers
  Developers can customize the CRM to fit their needs by adding custom reports and fields.
• Accountants
  Accountants can send invoices quickly and get paid without leaving their website.
• Freelancers
  Freelancers can manage their client information easily and keep track of projects in one place.
• Project Managers
  Project managers can see all project details and deadlines in one dashboard, making it easier to stay organized.
• Small Business Owners
  Small business owners can store all client data on their website and own their information without extra costs.

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