WPCRM – CRM for Contact form 7 & WooCommerce

WPCRM is ideal way to increase conversion for the leads received from contact form7 and woocommerce. It adds request quote button on woocommerce product page allowing store owner to provide customer quote.

Demo details:

URL: http://www.mobilewebs.net/mojoomla/extend/wordpress/wpcrm/

User Name: demo

Password: demo

Features:

  • Manage WooCommerce inquiries using bespoke CRM
  • Manage Leads from Contactform 7 plugin
  • Increase Conversion rate
  • Manage all customer details in single system
  • Manage sales funnel with maximum control
  • Mailchimp newsletter integrated
 

DASHBOARD

  • Quick view of important CRM modules
  • Access to reports
  • Plan your day using dashboard
  LEADS MODULE
  • Lead synchronization with woocommerce and contactform7
  • Create lead directly from WPCRM Lead listing
  • Assign user to leads plus lead notes and tasks
  FORM MAPPING
  • Map fields of contact-woocomerce form to crm
  • Set it to receive data in crm directly

OPPORTUNITY MODULE

  • Convert leads to opportunity
  • Add opportunity directly
  • Manage opportunity with notes and tasks
 

GENERAL SETTINGS

  • Manage Company details
  • Activate Woocommerce inquiry form
  • Select contactforum7
  CONTACT MODULE
  • Create Contact view Design
  • Organized view to save time
  • Manage contact with task and notes
 

ACCOUNT MODULE

  • Convert Iead- opportunity to Client-Account
  • Manage Accounts with notes and tasks
  • Manage multiple contacts for same account
 

QUOTE MODULE

  • Manage quote listing
  • Add custom quote for specific client
  • Resuse historical quote
 

PRODUCT MODULE

  • Add commodity or service as product
  • Manage products with notes
  • Product validy and stock data
 

CASE MODULE

  • Case-Complain management with notes
  • Add case for any product issue
  • Assign case to team for resolution
   

SALES MODULE

  • Generate sales order directly or from quote
  • Manage sales order with notes
  • Generate invoice for sales order
    TASK MODULE
  • Create and assign task
  • Task management
  • Add task directly or associate with module item
 

INVOICE MODULE

  • Manage invoice with notes
  • Print invoice in PDF
  •  Print invoice on screen
   

TAX MODULE

  • Tax list management
  • Add tax with % amount
  • Select tax value directly from quote, sales and invoice
 

ACCOUNT MODULE

  • Convert Iead- opportunity to Client-Accounts
  • Manage Accounts with notes and tasks
  • Manage multiple contacts for same account
   

QUOTE MODULE

  • Manage quote listing
  • Add custom quote for specific client
  • Resuse historical quote
Screenshots:

$29

Help

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