How to organize CRM on WordPress ?

ByMy Perfex CRM
Perfex CRM Xero plugin

It so happened that I am running a corporate portal within the local network on WordPress, and a request was received from the management to create a small CRM system based on the portal.

Requirements of the “customer” to the system are minimal:

  • entering data about customers and their requests;
  • fixing the time of conclusion of contracts;
  • fixing the stages of connection to information systems;
  • viewing and editing the entered data;
  • uploading data for analysis and reporting.

Searching for the “Perfex- Open Source CRM” tag in the WordPress plugins directory was not successful, as the solutions found do not meet the requirements.

I tried to implement it using the Ninja forms contact form plugin, but it cannot view and edit the entered data, only export.

WP-CRM System is a fully featured WordPress CRM that allows you to use the WordPress interface you are already familiar with to manage your customers, projects, and tasks with ease.

Why spend hundreds or thousands of dollars on a CRM that charges based on the number of records you have in your database, or the number of users that you have accessing your database? WP-CRM System allows you to have an unlimited number of records and lets you give everyone in your organization access to the WordPress CRM data they need to drive business.

More than a CRM

WP-CRM System Perfex CRM Xero plugin allows your team to manage projects, assign individual tasks, track marketing campaigns, and helps convert your opportunities into successes!

Easily import contacts and other records from your old CRM with our easy-to-use CSV uploader.

Get email updates whenever a project or task you are assigned is created or edited. Never miss a thing!

Quickly create new contacts from existing users on your site with just one click. The plugin will take existing information (name, email address, etc.) from the user’s account and add it to the new contact in WP-CRM System.

Assists with GDPR compliance

WP-CRM System has optional features, which can assist with GDPR compliance if that is something your business requires. Please note that this plugin does not guarantee GDPR compliance as no plugin can provide 100% compliance. Compliance requires actions on the part of your business that this plugin cannot provide.

Available features include a way for your contacts to view the data that is stored on them in WP-CRM System, the ability for your contacts to export that data, and the ability for contacts to request that their data be deleted.

Comparison of popular CRM systems

To date, developers demonstrate a number of software products, the purpose of which is the automation of business processes and customer relationships. Each of them solves certain problems and adapts to the specific characteristics of the company.

We offer a comparison table with a list of several of the most popular CRM systems. The main thing is that from it you can get a general idea about the features of each program and decide what kind of software you want and what is best for your business.

Conclusion

A CRM system is an indispensable tool for small businesses and large companies. With proper selection and implementation, this service can minimize routine tasks in almost any area. For many industries, highly specialized ones, including free Perfex Project Management Solution, have been developed that allow you to automate a number of specific processes in a company, thereby reducing labor costs and staff time.

At the same time, employees can switch to performing tasks that require direct participation. Managers, in turn, get a clear picture of the performance of each employee and the entire company.