Customer Relationship Management (CRM) solutions are notorious for being expensive & difficult to configure & manage. If you’re looking for something simple & free you might want to try out Zero BS CRM, a WordPress (WP) plugin that lets you keep manage your leads & customers from your WP Site.
WP isn’t just for blogging, it’s by far the most popular CMS in the world, with its great features & ease of use, it’s easy to install & you can either host it yourself or make use of the 1000s of hosting options from 3rd parties. ZeroBS CRM is a simple plugin that sits on top of a standard WP install, has zero cost & works out of the box.
ZeroBS CRM comes with a bunch of interesting features that make it a competitive option to other, much costlier solutions. You can easily manage customers, keep their info up to date, tag them & add notes , contact with them & attach documents.
Other interesting features are:
- Ability to prepare send & maintain quotes
- You can manage invoices & transactions with costumers
- Manage your team with user roles, like admin, customer manager, invoice/quote manager & transactions manager
- Quick 4 minute install
- Use your WordPress dashboard to update the plugin
- PayPal & WooCommerce integration
- You can disguise that it’s a WordPress site by disabling the front end
- An image can be associated to each costumer
- Support for mobile devices
The solution also includes optional extensions that extend functionality of the core plugin allowing you to do a lot more than what’s possible with the basic plugin. The extensions have a 1 time cost & no recurring monthly fees, & there’s even the possibility of getting the full bundle of available extensions for a flat fee.
These are the currently available extensions:
- ZBS CRM Mail Campaigns – automatically send mails to targeted segments of customers
- PayPal CRM Sync – allows you to automatically retrieve customer data from PayPal
- CRM Sales Dashboard – allows you to track revenue: gross & net, customer growth…
- Simple CSV importer
- WooCommerce CRM Sync
ZeroBS CRM is developed by UK-based Epic Plugins limited & can be downloaded here. The extensions start at US$ 19.
– This is a startup profile based on publicly available material & not a review –
Image Credit: ZeroBS CRM
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