[WordPress] 外掛分享： WP-CRM System – Manage Clients and Projects

內容簡介

WP-CRM System 是一個完整的 WordPress CRM，允許您使用已熟悉的 WordPress 界面輕鬆管理客戶、專案和任務。

為什麼要花費數百或數千美元在基於您的資料庫記錄數量或使用者人數計費的 CRM 上呢？WP-CRM System 允許無限的記錄數量，讓您的所有組織中的人員都可以存取他們需要驅動業務的 WordPress CRM 數據。

不只是 CRM

WP-CRM System 允許您的團隊管理專案、分配個別任務、追蹤行銷活動，並協助您將機會轉化為成功！

使用易於使用的 CSV 上傳工具輕鬆地從舊的 CRM 中匯入聯繫人和其他記錄。

當分配給您的專案或任務新建或編輯時，即可立即獲得電子郵件更新。永不錯過任何事情！

只需點擊一下，即可輕鬆地從網站上現有的用戶中創建新的聯繫人。該外掛將從用戶賬戶中提取現有的信息（姓名、電子郵件地址等），並將其添加到 WP-CRM System 中的新聯繫人中。

協助遵循 GDPR 規定
如果您的業務需要，WP-CRM System 具有可選功能，可以協助遵循 GDPR 規定。請注意，此外掛不保證 100％ 遵循 GDPR，因為沒有任何外掛可以提供此項功能。遵守 GDPR 要求您的企業採取進一步行動，而這是此外掛不能提供的。

可用功能包括讓您的聯繫人查看在 WP-CRM System 中存儲的關於他們的數據，允許聯繫人匯出數據，以及允許聯繫人請求刪除其數據。

不確定 GDPR 是什麼或是否適用於您的業務？請參閱我們關於 GDPR 的博客文章。

提供高級擴展功能

有很多廉價的 WordPress CRM 擴展可以讓您更好地使用 WP-CRM System。

Zapier - 將 WP-CRM System 連接到超過 750 個不同的應用程式。將 WP-CRM 系統傳送到其他應用程式，或從其他應用程式中的數據創建 / 更新 WP-CRM System 中的記錄。
WooCommerce - 從客戶的記錄查看其訂單歷史記錄，自動在新訂單上在 WP-CRM System 中創建 / 更新新聯繫人和組織。
Easy Digital Downloads - 從客戶的記錄查看其訂單歷史記錄，自動在新訂單上在 WP-CRM System 中創建 / 更新新聯繫人和組織。
Client Area - 為客戶創建一個門戶，以查看其專案、任務、活動和發票的狀態。
Less Accounting - 連接到 Less Accounting 以管理發票和客戶記錄。

外掛標籤

開發者團隊

原文外掛簡介

WP-CRM System – Manage Clients and Projects 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 – Manage Clients and Projects 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 – Manage Clients and Projects 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 to 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 – Manage Clients and Projects.
Assists with GDPR compliance
WP-CRM System – Manage Clients and Projects 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 – Manage Clients and Projects, the ability for your contacts to export that data, and the ability for contacts to request that their data be deleted.
Not sure what GDPR is or if it applies to your business? Read our blog post on GDPR.
Premium Extensions Available
There are a number of inexpensive WordPress CRM extensions that will allow you to do more with WP-CRM System – Manage Clients and Projects.

Zapier – Connect WP-CRM System to over 750 different apps with Zapier. Send WP-CRM System to other apps, or create/update records in WP-CRM System from data in other apps.
WooCommerce – View contact’s order history from their record, automatically create new WP-CRM System contacts and organizations on new orders.
Easy Digital Downloads – View contact’s order history from their record, automatically create new WP-CRM System contacts and organizations on new orders.
Client Area – Create a portal for clients to see the status of their projects, tasks, campaigns, and invoices.
Less Accounting – Connect to Less Accounting to manage invoices, and client records.
MailChimp Sync – Subscribe contacts to your MailChimp list easily.
Invoicing – Send invoices to customers and accept payments by credit card through Stripe.
Custom Fields – Add extra fields to WP-CRM System. Keep track of an unlimited number of extra data for all of your records.
Dropbox Connect – Attach files from your Dropbox account to any record in WP-CRM System.
Slack Notifications – Alert your team through a Slack channel whenever a project, task, or opportunity is updated.
Ninja Forms – Automatically create new contacts in WP-CRM System whenever a visitor fills out a contact form on your site (requires Ninja Forms).
Gravity Forms – Automatically create new records in WP-CRM System whenever a visitor fills out a contact form on your site (requires Gravity Forms).
Zendesk Connect – View tickets submitted to Zendesk by your WP-CRM System contacts. Quickly create a WP-CRM System task, project, or opportunity from the information provided in the ticket.
Notes & Email – Send email directly from Contacts. Add custom private note on each post.

Have a suggestion for a new feature?
We’re always looking to add new features to WP-CRM System – Manage Clients and Projects. If you have a third party app you would like to integrate with, or a new feature we should include we want to hear about it!
Need Help?
Documentation for WP-CRM System – Manage Clients and Projects and extensions can be found on our website.
Get support from the WordPress support page for this plugin, or contact support.
Languages
WP-CRM System – Manage Clients and Projects is written in American English, and has been translated into the following languages:

Russian – WP-CRM System Core Plugin by Maxim Glazunov
Polish – WP-CRM System Core Plugin by Pawel Michalski
Spanish – WP-CRM System Core Plugin by Adrián Quinteiro Ayán

If you would like to submit a translation, please submit it through our website.