Pressio

CRM (zarządzanie relacjami z klientami)

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This software functions as a extensive customer relationship management (CRM) system integrated within a WordPress environment, enabling businesses to manage contacts, deals, tasks, and email communications seamlessly on their own servers. Its main features include an intuitive drag-and-drop Kanban pipeline with stage tracking, detailed contact management with search and bulk actions, activity logging, and real-time deal visibility, which collectively address problems such as missed leads, manual follow-ups, and fragmented communication that can result in lost sales. Designed for small to medium-sized businesses, digital marketers, website owners, and sales teams, this solution offers an accessible, cost-free way to streamline customer engagement, improve sales pipeline oversight, and improve team collaboration directly within the familiar WordPress platform.

Pressio można znaleźć w CRM (Customer Relationship Management) kategorie.

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Zrzuty ekranu

Bliższe dane

Pressio Główne cechy

• Cost
  It is free and has no monthly fee.
• Licensed
  Is GPL licensed, meaning it's open source and freely available.
• Bulk Actions
  Use bulk actions to clean up and manage many contacts or deals at once.
• Data Control
  Your data stays on your own server, giving you more control and privacy.
• Deal Details
  View and update information about each deal and stage status.
• Compatibility
  Works with popular WordPress tools like Contact Form 7, WPForms, Fluent Forms, and WP Mail SMTP.
• Pipeline View
  It shows all deals in a visual board, so you can see everything easily.
• Integrated Email
  Send and receive emails directly within the CRM.
• Activity Tracking
  Keep track of all activities like calls, emails, and notes.
• Easy Installation
  You can install it in 30 seconds and set it up in 2 minutes.
• Import and Export
  Import data from CSV files and export data when needed.
• Contact Management
  Save and see details about every person, including conversations and other info.
• Search and Filters
  Find contacts and deals quickly using search, tags, and filtering.
• Drag-and-Drop Board
  Move deals between stages by dragging and dropping.
• WordPress CRM Integration
  Pressio CRM is a full sales pipeline inside your WordPress dashboard.

Odznaki

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