Pressio

CRM (Gestão de Relacionamento com o Cliente)

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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 pode ser encontrado em CRM (Customer Relationship Management) categorias.

Os produtos mais semelhantes a Pressio são:

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Detalhes

Principais características do Pressio

• 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.

Emblemas

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<a href="https://saasbrowser.com/pt/saas/1597289/pressio" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/kna0m3a4j5lpf3qtktcg04haeksx" alt="Pressio - SaaS Browser Verified Badge" width="200" height="133" /></a>

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Tecnologias Utilizadas

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