The no bullsh*t way to manage your customers with WordPress & ‘ZeroBS CRM’

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 3^rd 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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