[WordPress] 外掛分享: BizBaby – CRM, Leads, Quoting, Payments, Email Marketing, Forms, Calls & Messages Integration for Service Businesses

WordPress 外掛 BizBaby – CRM, Leads, Quoting, Payments, Email Marketing, Forms, Calls & Messages Integration for Service Businesses 的封面圖片。

前言介紹

外掛協作開發者

bizbaby |

外掛標籤

crm | Calls | forms | payments | lead generation |

內容簡介

總結:BizBaby是針對小型企業設計的企業級軟體,可整合多項功能於一個外掛中,讓企業輕鬆經營整個業務。其提供易於自訂的主題,所有表單已預先設定,只需創建BizBaby企業帳戶、安裝外掛並啟用主題即可在不到5分鐘內開始運營業務。

1. 甚麼是BizBaby?

BizBaby是針對小型企業設計的企業級軟體,可以整合多項功能於一個外掛中,讓企業輕鬆經營整個業務。

2. 如何開始使用BizBaby?

在註冊時選擇行業類型,系統會自動填入相關資訊,稍後可更改。然後回到WordPress,啟用外掛,透過點擊每個元素更改網站中的服務名稱、描述、圖標和背景(可選)。您的網站現在已準備接受訪客的工作要求。

3. 如何確保資訊同步?

如果在BizBaby中更改業務資訊,系統將顯示您的網站和BizBaby系統不同步,並提供一鍵同步的選項。

4. 如何集成表單?

您不必使用BizBaby主題,可以透過在您希望訪客看到的地方複製並貼上短碼,將表單集成到您的網站中。

原文外掛簡介

BizBaby is an enterprise level software designed for small businesses.
Instead of connecting 10 different plugins to your website and trying to make them work with each other, connect one plugin and operate your entire business from one place.
BizBaby provides an easy customizable Theme that already has all the forms pre-configured. All you need is to create BizBaby business account, install plugin and activate the theme. Just like that you are in business in less than 5 minutes.

BizBaby Website – Get Started
Features:
Project Management
* Client Management (CRM)
* Appointments& Job forms customization
* Scheduling, tracking & dispatching
* Quotes, Invoicing and Follow-ups
Customer Service
* Call & Message Center
* Online form integrations
* Personal Client Cabinet
* Job & Checklist forms
Business Operations
* Appointment and Payment Subscriptions
* Payroll & Task Management
* Email marketing & notifications
* Credit Card & Bank Account processing
Logistics
* Vehicle Management
* Maintenance & Alarms
* Expenses & Accidents
* GPS Tracker (in development)

Select type of industry during the signup, it will auto-populate information such as services and prices, you can change it later. That will make it easy to start your business with a few clicks.
Come back to WordPress, activate plugin
Change names of services, descriptions, icons and background in your website by clicking over each element (optional).

Your website is ready to process work requests from your visitors.
Some things to keep in mind:
If you choose plan lower than Premium, you may not be able to use some of the forms on your website.
If you change business information in BizBaby, it will show that your website and BizBaby system is out of sync and it will offer you to sync up information in one click.
You don’t have to use BizBaby Theme, and can integrate forms into your website by copying and pasting shortcodes in places where you want your website visitors to see them.
External services
This plugin uses a number of external services. These are documented below.
BizBaby Login
Upon entering login information at the “Dashboard” page, this plugin connects to https://www.bizbaby.com/ and returns business information such as business name, address, contact info, membership plan organization is currently using and the organization unique integration key that will be used to integrate forms with.
BizBaby Synchronization
Upon visiting BizBaby plugin, it will send a request to https://www.bizbaby.com/ using unique business token to check if business information inside the plugin is up to date. If information is out of date, it will show a warning and will propose to update information inside plugin to match the latest information inside BizBaby.
BizBaby Terms and Conditions
Terms & Conditision: https://www.bizbaby.com/terms-and-conditions
Privacy Policy: https://www.bizbaby.com/privacy-policy-page

各版本下載點

(建議使用方法二,確保安裝的版本符合當前運作的 WordPress 環境。


1.0 | trunk |

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